Investing (Windows)

Discussion List

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  How to restore Investment Accounts Values missing from Investment Center

  Answered ✓ Closed jarhtmd 792 views 8 comments 0 points Most recent by jarhtmd April 2019
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  Red Flag by Investments

  Closed System 1 view 2 comments 0 points Most recent by Sherlock April 2019
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  Fidelity - Stock from Reinvested Dividends go to Cash Management not Brokerage Account

  Closed donotemailhere989 114 views 6 comments 0 points Most recent by donotemailhere989 April 2019
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  Setting a default tax lot method for security sales.

  Closed Unknown 102 views 6 comments 0 points Most recent by q_lurker April 2019
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  Stock with negative "value" but no shares?

  Answered ✓ Closed Microfiche 181 views 6 comments 0 points Most recent by Microfiche April 2019
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  Stock Prices haven't updated since 3/20/19

  Closed System 271 views 4 comments 0 points Most recent by UKR April 2019
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  Tracking performance of an overall account using single "fund"

  Closed prizym 32 views 2 comments 0 points Most recent by prizym April 2019
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  T. Rowe Price multiple mutual funds

  Answered ✓ Closed bhennessey60 304 views 1 comment 0 points Most recent by q_lurker April 2019
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  I still have to manually enter options quotes (puts and calls) into Quicken

  Answered ✓ Closed Eric Casper 81 views 2 comments 0 points Most recent by UKR April 2019
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  dividend/income transaction does not update cash balance

  Closed Unknown 312 views 3 comments 0 points Most recent by Dan Glynhampton April 2019
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  Security Name dropdown not working

  Answered ✓ Closed keith.st.clair 52 views 2 comments 0 points Most recent by keith.st.clair April 2019
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  How do I add data in the Price Day Change, etc.

  Answered ✓ Closed Carol 11 views 3 comments 0 points Most recent by Sherlock April 2019
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  mutual fund conversions - fidelity

  Closed Unknown 183 views 6 comments 0 points Most recent by Jim_Harman April 2019
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  Crowdfunding

  Answered ✓ Closed bfry2461 461 views 1 comment 2 points Most recent by GeoffG April 2019
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  How do I clear the Red Flag net to an investment account?

  Answered ✓ Closed Mark Vahey 112 views 1 comment 0 points Most recent by Sherlock April 2019
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  While trying to do the One Step update for my investment portfolio, I keep getting an inquiry of put

  Answered ✓ Closed Dick West 31 views 2 comments 0 points Most recent by Quicken Sarah April 2019
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  What is the best way to handle switching an account from one brokerage to another in Quicken

  Answered ✓ Closed Mary Gail 79 views 3 comments 0 points Most recent by Jim_Harman April 2019
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  Manually updating the cost basis of an investment

  Answered ✓ Closed donaldwsmith 9.9K views 7 comments 0 points Most recent by q_lurker April 2019
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  How can I edit the CUSIP ID for a security that I manually set up?

  Answered ✓ Closed Charles Brownmiller 786 views 4 comments 0 points Most recent by Charles Brownmiller April 2019
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  What do I need to do to get one step update to update portfolio quotes

  Answered ✓ Closed jwmincy 11 views 3 comments 0 points Most recent by jwmincy April 2019
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  Creating a Donor Advised Fund Account

  Answered Closed joel0213 1K views 2 comments 0 points Most recent by q_lurker April 2019
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  itemized categories report

  Closed dave.quayle7 1.1K views 13 comments 0 points Most recent by Jim_Harman April 2019
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  Recording Misc Expense in Ia Mutual Fund Investment Account

  Answered ✓ Closed Terry Linthicum 12 views 1 comment 0 points Most recent by Jim_Harman April 2019
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  Export investment account to import to new data file

  Answered ✓ Closed Todd Nicholson 834 views 3 comments 0 points Most recent by mshiggins April 2019
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  Is there a report that shows the number of shares owned

  Answered ✓ Closed JustStephen 11 views 1 comment 0 points Most recent by Rocket J Squirrel April 2019
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  I have a problem with choosing securities

  Answered ✓ Closed barssd 11 views 2 comments 0 points Most recent by barssd April 2019
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  When recording "Reinvested dividends" there is no default stock

  Answered ✓ Closed Dave22 21 views 4 comments 0 points Most recent by Dave22 April 2019
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  Flag on security account remains after accepting all transactions

  Closed Paul S Goldberg 21 views 3 comments 0 points Most recent by Paul S Goldberg April 2019
• 
  Placeholders!!!!

  lhills8067 41 views 2 comments 0 points Most recent by Jim_Harman April 2019
• 
  Unable to enter single transaction BoughtX in 403(B)

  Answered ✓ Closed Brent 155 views 7 comments 0 points Most recent by Brent April 2019