Investing (Windows)

Discussion List

• 
  How to reclassify transactions from BoughtX to Bought

  Answered Terry Locke 171 views 26 comments 0 points Most recent by q_lurker July 9
• 
  How do I record a rebate on investment fees?

  Accepted Answer kennethp 53 views 7 comments 0 points Most recent by q_lurker July 9
• 
  Stock Quote Update Problems - anyone else?

  Answered bf4man 58 views 9 comments 1 point Most recent by July 8
• 
  Investing Deposit: Requesting a category?

  w392598 37 views 10 comments 0 points Most recent by Chris_QPW July 8
• 
  Cost basis error when transferring assets between accounts

  Answered VerbalK 64 views 9 comments 0 points Most recent by Don B July 8
• 
  Adjust cost base.

  Accepted Answer jmcgmckinnon 71 views 28 comments 0 points Most recent by q_lurker July 8
• 
  Share amounts match, but dollar amounts are not equal

  Answered 22 views 3 comments 0 points Most recent by Jim_Harman July 8
• 
  Upgraded to 27.1.27.24; most stock prices and fund prices from Fidelity not updating!

  Answered yogierra 38 views 3 comments 0 points Most recent by Sherlock July 7
• 
  Investing Dashboard Today's Change percentage calculation looks wrong

  73 views 11 comments 0 points Most recent by July 7
• 
  Why Do Investing Daily Quotes Not Download Using One Step Update

  Answered Doug 20 views 1 comment 0 points Most recent by bmciance July 7
• 
  Investing Dashboard if no data for today

  Answered 37 views 1 comment 0 points Most recent by July 7
• 
  Why do I continue to see cash and fidelity cash reserves in my investment joint account?

  Answered Roy E. Thomas 17 views 1 comment 0 points Most recent by NotACPA July 7
• 
  Were there problems with updating certain security quote starting July 1

  Answered 75 views 9 comments 0 points Most recent by July 6
• 
  Morningstar Funds Ratings absent under Investing then Allocations Tab

  Accepted Answer 25 views 3 comments 0 points Most recent by Rocket J Squirrel July 6
• 
  How to get return (%) on my investment including all dates

  Answered Ajay 35 views 6 comments 0 points Most recent by Ajay July 6
• 
  Column headings missing.

  Accepted Answer pdxgaydad 28 views 6 comments 0 points Most recent by pdxgaydad July 4
• 
  Scheduled Investment Transaction Groups not being entered

  Accepted Answer rsohn 27 views 3 comments 0 points Most recent by Frankx July 3
• 
  Is there any way to mass change the Cash Source on investment transactions?

  Answered Closed mecaulfield 43 views 4 comments 0 points Most recent by Red Raider July 3
• 
  How to show repaid RMD such that net is zero?

  Answered Rocket J Squirrel 55 views 7 comments 0 points Most recent by q_lurker July 2
• 
  Scheduled update displays the yellow flag but there are no new transactions downloaded

  Answered [email protected] 165 views 34 comments 0 points Most recent by Wayne Cole July 2
• 
  Transferring Balance between 529 accounts

  Answered poyznivy 19 views 3 comments 0 points Most recent by Jim_Harman July 2
• 
  Previously sold mutual funds showing up in Portfolio over a year later

  Scooterlam 56 views 10 comments 0 points Most recent by Scott Baines July 1
• 
  Not able to move transactions into register

  Answered meetings 27 views 5 comments 0 points Most recent by meetings July 1
• 
  Tiny residual holdings showing up in Portfolio views after R27.20 Quicken update [edited]

  Accepted Answer Vince3 78 views 14 comments 0 points Most recent by Scott Baines July 1
• 
  Update investment news and prices for the week is not working.

  Accepted Answer [email protected] 84 views 16 comments 0 points Most recent by Frankx July 1
• 
  How do I correct the CUSIP ID on a security?

  Accepted Answer wilson_carter 39 views 6 comments 1 point Most recent by Jim_Harman July 1
• 
  Asset Allocation Categories

  Answered Diver42420 24 views 1 comment 0 points Most recent by Jim_Harman July 1
• 
  Why are the daily gain/loss, price day change and price day change % not displaying?

  Answered johnboy1227 23 views 2 comments 0 points Most recent by Sherlock June 30
• 
  Investing - $ gain/loss for any time period

  Accepted Answer 30 views 2 comments 0 points Most recent by June 30
• 
  I can't enter investment transaction because my security name is not showing in menu

  Accepted Answer 1Bruce 58 views 4 comments 0 points Most recent by DJS June 30