Investing (Windows)

Discussion List

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  How can I count ST Capital Gains in the Income versus Expense Graph

  Closed Harish88 42 views 4 comments 0 points Most recent by q_lurker February 2023
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  Investment Balance

  Closed System 24 views 2 comments 0 points Most recent by gb6797 February 2023
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  get back to register listing

  Answered ✓ Closed Jerry Pederson 98 views 6 comments 0 points Most recent by Jerry Pederson February 2023
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  Vanguard Mutual Fund Conversion

  Closed LeaningTower 557 views 10 comments 0 points Most recent by q_lurker January 2023
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  Managing RMDs

  Answered ✓ Closed jimarcher6837 616 views 7 comments 0 points Most recent by Jim_Harman January 2023
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  Fidelity 401K cash balance duplicating my worth

  Closed jenlcb 1.7K views 26 comments 1 point Most recent by breezeman39 January 2023
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  Security Detail View Question.

  Answered Closed Gene619 122 views 8 comments 0 points Most recent by q_lurker January 2023
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  Gains reporting.

  Answered Closed rbmeanor09 53 views 4 comments 0 points Most recent by q_lurker January 2023
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  I had Fidelity merge 3 old IRAs into one. How do I do that in Quicken and retain the cost data?

  Closed born2run 233 views 4 comments 0 points Most recent by Jim_Harman January 2023
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  How can Scheduled Updates work for multiple Quicken files?

  Answered Closed Gary 92 views 4 comments 0 points Most recent by Chris_QPW January 2023
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  Investing tab not showing "Enter Transaction" button

  Answered Closed darrenirvine 22 views 2 comments 0 points Most recent by UKR January 2023
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  downloaded asset information incorrect for (at least) VEMBX

  Closed Pacoinconn 41 views 3 comments 0 points Most recent by Pacoinconn January 2023
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  Enter monthly transactions a year in advance

  Answered ✓ Closed John Chaney 106 views 4 comments 0 points Most recent by John Chaney January 2023
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  How do I resolve my Quicken Fidelity IRA Account Balances?

  Closed John Nastasi 61 views 1 comment 0 points Most recent by NotACPA January 2023
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  How do I enter a transfer out of one fund into another fund in my 403(b)?

  Answered ✓ Closed hokiealum08 97 views 8 comments 0 points Most recent by hokiealum08 January 2023
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  Missing Security in Portfolio and Holdings - But not hidden

  Answered Closed MilwaukeeLynn 74 views 1 comment 0 points Most recent by Frankx January 2023
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  downloading bank transactions problems again

  Closed DRMick 85 views 5 comments 0 points Most recent by Quicken Anja January 2023
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  Accounting for ATT WBD Spin Off

  Answered Closed DSL 15.2K views 126 comments 1 point Most recent by q_lurker January 2023
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  what worked before doesn't now

  Closed budi 126 views 8 comments 0 points Most recent by budi January 2023
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  Corporate Spinoff

  Answered Closed Jalquick 34 views 3 comments 0 points Most recent by Jim_Harman January 2023
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  Simple Tracking View

  Closed System 72 views 3 comments 0 points Most recent by UKR January 2023
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  New Portfolio Value report in R47.7 windows 10 does not sort all securities correctly.

  Closed vikingsail 82 views 2 comments 0 points Most recent by vikingsail January 2023
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  How do I record a Buy to Open Call Option?

  Closed harry askenazi 664 views 1 comment 0 points Most recent by Tom Young January 2023
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  Properly Record Federal Tax Withheld From Mutual Fund IRA Distribution

  Closed Robert Kassnel 253 views 3 comments 0 points Most recent by Robert Kassnel January 2023
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  Return by Type Not Calculating Correct Values

  Closed allen_car 33 views 3 comments 0 points Most recent by q_lurker January 2023
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  investment accounts

  Closed ewolfe 32 views 1 comment 0 points Most recent by Tom Young January 2023
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  Please fix the bug in TIAA investments download

  Answered ✓ Closed Tom K 408 views 9 comments 1 point Most recent by Granddaddy January 2023
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  Number of decimals in Portfolio view

  Answered ✓ Closed Andiamo93 126 views 2 comments 0 points Most recent by Andiamo93 January 2023
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  How To Change Stock Basis After GE Stock Spinoff

  Closed MarkKWilliams 505 views 3 comments 0 points Most recent by q_lurker January 2023
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  Show reported dividend and interest in budget

  Answered Closed Metcalf 34 views 3 comments 0 points Most recent by Metcalf January 2023