Investing (Windows)

Discussion List

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  HSA Acct set up

  Answered Pilot1979 63 views 3 comments 0 points Most recent by Jim_Harman December 2024
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  Investment Acct Issue

  MrPike 45 views 2 comments 0 points Most recent by MrPike December 2024
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  How to setup Roth IRA and Roth 401(k) accounts?

  SomeItalianGuy 149 views 6 comments 0 points Most recent by Boatnmaniac December 2024
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  Stocks with 0 Share Balance, Still Showing in "Holdings" for Investment Account

  Answered James J 79 views 6 comments 0 points Most recent by splasher December 2024
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  Windows Classic Premier SLOW

  Answered BT_Houston 44 views 2 comments 0 points Most recent by miklk December 2024
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  Altruist Investment Transactions Cash balance

  BH1980 100 views 5 comments 1 point Most recent by BH1980 December 2024
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  Deposit Accounts vs. Cash

  Answered jerrylcanterbury 428 views 15 comments 0 points Most recent by jerrylcanterbury December 2024
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  Short sales not handled correctly on import

  wocruc 39 views 1 comment 0 points Most recent by Tom Young December 2024
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  Trouble adding a new mutual fund to my T Rowe Price account

  Answered Closed Don Awalt 40 views 3 comments 0 points Most recent by Don Awalt December 2024
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  Quicken recalculates basis of shares transferred between accounts

  Closed schmidtl4 107 views 6 comments 0 points Most recent by schmidtl4 December 2024
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  just today I have lost the Transaction history for Wealthfront. it seems to be nowhere

  Closed stgd 85 views 8 comments 0 points Most recent by Jim_Harman December 2024
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  Does Quicken automatically update crypto prices for the crypto I'm tracking in my portfolio?

  Answered Closed radman154 121 views 1 comment 0 points Most recent by Tom Young December 2024
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  How does quicken Calculate the "Day Gain/Loss" Column shown in the "Portfolio View"

  Closed steve.wei 45 views 1 comment 0 points Most recent by Jim_Harman December 2024
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  Change 401(k)/403(b) account to include Roth contributions

  Closed paul16 180 views 8 comments 0 points Most recent by Quicken Kristina December 2024
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  X Ray Analysis

  Answered Closed Haroldaccount 53 views 1 comment 0 points Most recent by Quicken Kristina December 2024
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  Investment performance for a security negatively impacted by dividends/capital gains

  Answered ✓ Closed Jonathan 69 views 9 comments 0 points Most recent by Jim_Harman December 2024
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  why does my portfolio value report incorrectly calculate balance for a few securites

  Answered ✓ Closed leonidshower 251 views 29 comments 0 points Most recent by leonidshower December 2024
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  How come when I fix placeholder transactions cash doesn't update?

  Answered Closed SLewis-Atl 37 views 6 comments 0 points Most recent by Jim_Harman December 2024
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  Portfolio showing incorrect number of shares

  Closed System 27 views 2 comments 0 points Most recent by Jim_Harman December 2024
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  Problem selling an investment

  Closed budi 63 views 4 comments 0 points Most recent by Boatnmaniac December 2024
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  Return Calcs: IP report v portfolio view returns when assets transferred between accounts

  Closed mtn_living 84 views 10 comments 0 points Most recent by Geo1104 December 2024
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  Performance Calculations wrong for added shares

  Answered LedZepRulz 74 views 8 comments 0 points Most recent by mtn_living December 2024
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  Investment transactions

  Closed John Nastasi 154 views 6 comments 0 points Most recent by John Nastasi December 2024
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  How to sort investment holding funds by mutual funds, stock, and bonds

  Answered Closed Jerry J 52 views 3 comments -1 point Most recent by Tom Young December 2024
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  How can I track and display net worth versus time?

  Answered Closed tjones2033 85 views 7 comments 0 points Most recent by tjones2033 December 2024
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  My investment portfolio was out of balance

  Answered Closed albertdog 104 views 6 comments 0 points Most recent by albertdog December 2024
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  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Closed SeaSilver8 75 views 7 comments 2 points Most recent by SeaSilver8 December 2024
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  One Investment Account is Auto-executing the Reconcile Shares Command

  Answered kswan53 108 views 7 comments 0 points Most recent by kswan53 December 2024
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  Tracking Crypto

  frankeggleston 221 views 2 comments 0 points Most recent by toddlcox December 2024
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  How can I correct the price history of one of my investments?

  Answered ✓ Closed Xander 43 views 1 comment 0 points Most recent by bmciance December 2024