Investing (Windows)

Discussion List

• 
  RSU "Record Vesting" doesn't work if cash tracking in a checking account is enabled

  gdonaldson 11 views 0 comments 0 points Started by gdonaldson June 21
• 
  Mutual fund target date reached

  Answered Jeff Kantner 23 views 2 comments 0 points Most recent by q_lurker June 21
• 
  Portfolio Update is not working in Quicken Classic Premier

  RDAltvater 40 views 4 comments 0 points Most recent by Boatnmaniac June 21
• 
  Schwab: message "looking for matching transactions"

  rennepsAgain 28 views 2 comments 0 points Most recent by rennepsAgain June 21
• 
  What kind of account should I use for receiving royalties from mineral rights on property

  Answered jrjmpls 14 views 1 comment 0 points Most recent by NotACPA June 20
• 
  401k performance after multiple rollovers

  Dustylungs 17 views 1 comment 0 points Most recent by Jim_Harman June 20
• 
  Class A common stock dividend payable by shares of Class B stock

  Crenshaw 29 views 4 comments 0 points Most recent by q_lurker June 19
• 
  Dual RSU Grants in single account cause register errors

  carbuff 41 views 5 comments 1 point Most recent by mshiggins June 19
• 
  downloaded investment transactions

  James Koski 28 views 1 comment 0 points Most recent by Tom Young June 19
• 
  Stock Lots Not Displaying

  gagler 13 views 1 comment 0 points Most recent by q_lurker June 18
• 
  Investment Holdings shows closed positions

  Answered ✓ dave344 18 views 2 comments 0 points Most recent by dave344 June 18
• 
  How to record Profits Interest Units award in Quicken - for LLC

  Answered jhansen 34 views 4 comments 0 points Most recent by jhansen June 18
• 
  Persistence of Manually Entered Security Prices

  Answered ✓ dave344 33 views 2 comments 0 points Most recent by dave344 June 17
• 
  Schwab Govt Money Fund (SWGXX)

  Answered B Greenway 17 views 2 comments 0 points Most recent by CaliQkn June 17
• 
  Gain/Loss (%) Totals wrong in Investing Tab/Portfolio

  rbhsv 18 views 1 comment 0 points Most recent by Jim_Harman June 16
• 
  Better Support Needed for Roth IRA Conversions in Tax Planner

  Tommy 32 views 3 comments 0 points Most recent by NotACPA June 16
• 
  Anyone have problems getting downloads from Fidelity the last three days ?

  Answered Bill O'Neil 49 views 4 comments 0 points Most recent by Boatnmaniac June 15
• 
  On the Investing page view, Income column question

  Answered ✓ randyx 21 views 1 comment 0 points Most recent by Jim_Harman June 15
• 
  Specific Annuity index tracking

  Answered aLfGordon 42 views 4 comments 0 points Most recent by aLfGordon June 14
• 
  Investing Reports and Graphs Have Different Sums - should be identical

  Pat Sills 34 views 2 comments 0 points Most recent by Pat Sills June 14
• 
  Another Unidentified Security Question

  Pat Sills 59 views 6 comments 0 points Most recent by Pat Sills June 14
• 
  Shares transferred between accounts - removed side of transactions disappeared

  Answered mtbdog 21 views 1 comment 0 points Most recent by CaliQkn June 13
• 
  Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account

  Answered robert@ 307 views 32 comments 0 points Most recent by robert@ June 13
• 
  Can't record the sale of my shares

  Answered JayYPF 16 views 1 comment 0 points Most recent by NotACPA June 13
• 
  Schwab duplicated downloaded transactions

  James Koski 71 views 9 comments 0 points Most recent by Quicken Kristina June 13
• 
  Why does *every* action in the investing area take forrrrever??

  Answered KnnNike 73 views 3 comments 0 points Most recent by Quicken Kristina June 13
• 
  Tax Planner Long Term Capital Gains Problems

  TomS 32 views 1 comment 0 points Most recent by Jim_Harman June 13
• 
  Schwab downloaded transactions with wrong security

  Jon2 43 views 3 comments 0 points Most recent by Jon2 June 12
• 
  Traditional IRA to Traditional IRA Transfer

  Answered Blacklab610 28 views 2 comments 0 points Most recent by CaliQkn June 12
• 
  Problem when my account changed from Alight to Fidelity NetBenefits

  lliefveld 44 views 4 comments 0 points Most recent by CaliQkn June 12