Investing (Windows)

Discussion List

• 
  Enter cost in placeholder deletes Opening Cash Balance Transaction above it

  Answered Jeff Schwarz 15 views 1 comment 0 points Most recent by Quicken_Tyka 9:12AM
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  Problem selling shares after a stock split

  Answered jackmac 36 views 3 comments 0 points Most recent by jackmac November 29
• 
  Why can't I add a new security in Quicken?

  Answered ray_marrayts 60 views 12 comments 0 points Most recent by ray_marrayts November 29
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  I haven't been able to update my investment prices since November 8th. Others longer.

  Answered cretedog 26 views 1 comment 0 points Most recent by Sherlock November 29
• 
  Delete custom asset classes

  Answered WindowFinance 24 views 2 comments 0 points Most recent by Boatnmaniac November 29
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  How to have correct cost basis in a corporate spinoff, e.g., Pfizer/ Upjohn/ Mylan transaction?

  Accepted Answer A.R. 1.9K views 41 comments 1 point Most recent by q_lurker November 29
• 
  Accounting for Limited Partnership Interest?

  W5JP 18 views 1 comment 0 points Most recent by Jim_Harman November 28
• 
  Cost basis not correct

  Answered endoman 32 views 2 comments 0 points Most recent by q_lurker November 28
• 
  Reset Views in Investing -- Portfolio

  Answered Jeff Schwarz 18 views 2 comments 0 points Most recent by Jeff Schwarz November 28
• 
  One Step Update doesn't operate as it should

  Answered wjmcnicoll 84 views 11 comments 0 points Most recent by wjmcnicoll November 28
• 
  Return (%) YTD not updating for some investments.

  Jeff195 42 views 4 comments 0 points Most recent by Jim_Harman November 26
• 
  Gain/Loss As Calculated in Specify Lots Sold dialog different in Investment Transaction Report

  Accepted Answer bobair 56 views 7 comments 0 points Most recent by q_lurker November 26
• 
  Fidelity accounts - Quicken changing stock symbols

  miko80 57 views 3 comments 0 points Most recent by ps56k November 25
• 
  Why are Schwab account transactions not downloading?

  Answered will66pu 31 views 4 comments 0 points Most recent by Quicken Francisco November 25
• 
  Bug in Rebalance Portfolio?

  Answered Ellary Kahan 50 views 2 comments 2 points Most recent by Ellary Kahan November 25
• 
  How do I enter in solar panels?

  Answered mgreenberg 40 views 4 comments 0 points Most recent by mgreenberg November 24
• 
  Investing Dashboard-Total Value with a multi-currency portfolio

  Claude 89 views 8 comments 1 point Most recent by CaledonKid November 24
• 
  How do I fix errors in Portfolio view of Mutual funds

  Accepted Answer Ben12 39 views 5 comments 0 points Most recent by Steve Rehwinkel November 24
• 
  R30.10 Can not enter manual sale of security transaction - says no shares to sell.

  Accepted Answer linehant 45 views 2 comments 0 points Most recent by linehant November 24
• 
  Asset Allocation Set Target link is broken

  Answered Bananabowl 35 views 2 comments 0 points Most recent by Bananabowl November 23
• 
  mutual fund conversion bug

  Howard1 39 views 2 comments 0 points Most recent by Howard1 November 23
• 
  Asset Allocation chart based on Industry

  Answered ssllii 19 views 1 comment 0 points Most recent by q_lurker November 23
• 
  Stock Splits

  Answered BillV 28 views 4 comments 0 points Most recent by Frankx November 22
• 
  Managing RMDs

  Accepted Answer jimarcher6837 42 views 5 comments 0 points Most recent by q_lurker November 22
• 
  Where does the Dashboard view on the Investing tab get its data from?

  Accepted Answer Jeff Bean 20 views 2 comments 0 points Most recent by Jeff Bean November 22
• 
  Missing Placeholder: can't find / can't delete

  Accepted Answer MattT 21 views 3 comments 0 points Most recent by MattT November 22
• 
  What happened to asset allocation targets?

  Answered AZ Cat 58 views 5 comments 0 points Most recent by Boatnmaniac November 21
• 
  Syncing Investments with Mobile App

  Answered espo4life 52 views 5 comments 0 points Most recent by Quicken Anja November 21
• 
  Can I create a stock price alert?

  Answered Joseph Arden 20 views 1 comment 0 points Most recent by Rocket J Squirrel November 21
• 
  How to use Money Market as a cash account

  Accepted Answer Mark256 56 views 5 comments 0 points Most recent by Rick56 November 21