Investing (Windows)

Discussion List

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  option trading how to record

  Closed mukesh1954 1.8K views 1 comment 0 points Most recent by Frankx February 2020
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  Hiding a security in the security list does not take it off of the portfolio page!!

  Answered ✓ Closed Cookiej 251 views 4 comments 0 points Most recent by Jim_Harman February 2020
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  Realized Gain in Budget

  Closed nm1400 445 views 8 comments 1 point Most recent by nm1400 February 2020
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  Portfolio View shows more in lots than what is owned

  Closed rbarter49 41 views 2 comments 0 points Most recent by q_lurker February 2020
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  How does one adjust the basis of an investment without affecting the cash balance in the account?

  Answered ✓ Closed tom.dewees 32 views 2 comments 0 points Most recent by NotACPA February 2020
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  How to link a cash account to an investment account

  Closed System 43 views 2 comments 0 points Most recent by Quicken_Tyka February 2020
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  ROI need restart to update

  Closed WilliamQ 31 views 3 comments 0 points Most recent by JustMeHere February 2020
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  Historical Prices Not Working

  Closed awdibble 72 views 7 comments 0 points Most recent by awdibble February 2020
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  Average Cost Basis Selected - But It Still Asks Every Time

  Answered ✓ Closed Toolworker 213 views 9 comments 0 points Most recent by Toolworker February 2020
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  How can I correct Account Total Market Value which not same as Market Value

  Answered ✓ Closed Tom Jones IV 2.9K views 9 comments 0 points Most recent by q_lurker February 2020
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  I am trying to add an ALLY Invest Brokerage Account

  Closed Brent Meyers 2.8K views 8 comments 0 points Most recent by Brent Meyers February 2020
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  "Bought" transaction not decreasing cash balance

  Answered ✓ heckmanm 51 views 1 comment 0 points Most recent by Tom Young February 2020
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  Moving 403b account data from one institution to another

  speedlever 31 views 4 comments 0 points Most recent by speedlever February 2020
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  When looking at the Investment portfolio View (IPV), two securities I own no longer appear in the

  Answered ✓ Closed SWOricky 21 views 3 comments 0 points Most recent by Tom Young February 2020
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  Can I correct a 21 year old account setup mistake?

  Answered ✓ Closed ScottyC 43 views 7 comments 0 points Most recent by q_lurker February 2020
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  How can I see which stock lots were sold in one sales transaction

  Answered ✓ Closed kga378 81 views 2 comments 0 points Most recent by q_lurker February 2020
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  Problem with Wells Fargo Advisors Daily Account Downloads

  kramerdan 21 views 1 comment 0 points Most recent by Quicken_Tyka February 2020
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  When I enter investment transaction, the left part of the screen goes blank when I select a security

  Answered ✓ cwmeier 21 views 1 comment 0 points Most recent by Quicken_Tyka February 2020
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  How do I enter Stocks

  Answered ✓ Closed NWAres596 702 views 1 comment 0 points Most recent by Jim_Harman February 2020
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  Commissions.

  Answered ✓ David Nicholas Sargeaunt 161 views 1 comment 0 points Most recent by Jim_Harman February 2020
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  Placeholders in Investment Account

  Answered ✓ Closed f_stopblues 91 views 1 comment 0 points Most recent by Frankx February 2020
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  I need help

  Answered ✓ Noone 111 views 10 comments 0 points Most recent by Sherlock February 2020
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  Cash Balance won't go away even when there's no cash to balance

  Answered ✓ Closed steveogetsatis 21 views 2 comments 0 points Most recent by steveogetsatis February 2020
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  This question is for others who connect with Vanguard.....

  Closed denmarfl 396 views 10 comments 0 points Most recent by denmarfl February 2020
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  Investment Thumbnail Error

  6741bob 21 views 1 comment 0 points Most recent by q_lurker February 2020
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  Quicken Deluxe Investment Accounts Funds Not Visible

  Answered ✓ Closed FEC 21 views 2 comments 0 points Most recent by FEC February 2020
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  Charles Schwab Brokerage and Stock Options

  Closed Maikeer 52 views 1 comment 0 points Most recent by Quicken Sarah February 2020
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  Stock Option Vesting Window not showing vested stocks

  AG05 81 views 1 comment 0 points Most recent by Quicken Sarah February 2020
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  Importing historical transactions prior to 90 day download window -- Quicken for Windows 2017

  Closed PJ1983 2.1K views 4 comments 1 point Most recent by q_lurker February 2020
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  Unable to update Alight 401k

  Closed josephcasey 61 views 3 comments 1 point Most recent by josephcasey February 2020