Investing (Windows)

Discussion List

• 
  Matching Security Lookup Doesn't

  Closed klcross 133 views 0 comments 0 points Most recent by klcross April 2022
• 
  Is there a way for me to merge securities?

  Answered ✓ Closed moodybaaz 2.1K views 6 comments 0 points Most recent by Jason C3 April 2022
• 
  Fix Mutual Fund Conversion so cost basis is correct if holding is set to "Use Average Cost"

  Closed Jim_Harman 418 views 10 comments 8 points Most recent by zkaps April 2022
• 
  Securities no longer owned slowing down Quicken

  Answered ✓ Closed Barry Jedrick 135 views 12 comments 0 points Most recent by Chris_QPW April 2022
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  Stock Quotes Not Updating

  Answered Closed Russ Donovan 2.1K views 11 comments 0 points Most recent by Russ Donovan April 2022
• 
  Investments will not update

  Closed SpeerBurd 292 views 2 comments 0 points Most recent by Rocket J Squirrel April 2022
• 
  Is Portfolio X-Ray still being supported?

  Answered ✓ Closed Robhermann 1.1K views 5 comments 0 points Most recent by Jim_Harman April 2022
• 
  Cost Basis After Mutual Fund Conversion

  Closed zkaps 233 views 8 comments 0 points Most recent by Tom Young April 2022
• 
  Dividend Transaction not Appearing in a Quicken Report

  Closed zkaps 337 views 3 comments 0 points Most recent by zkaps April 2022
• 
  Merged: Stock Quotes Not Updating

  Closed Russ Donovan 11 views 0 comments 0 points Most recent by Russ Donovan April 2022
• 
  "Reset Account" appears to be changing the "Opening Balance" entry

  Answered ✓ Closed Gerry Blue 322 views 1 comment 0 points Most recent by BK April 2022
• 
  spin off - BDX / EMBC

  Closed reginaO 393 views 1 comment 0 points Most recent by Tom Young April 2022
• 
  Investing - Withdrawal Transaction Issue

  Closed Marshall Berube 31 views 1 comment 0 points Most recent by Jim_Harman April 2022
• 
  Creating an etrade account that tracks RSU and ESPP

  Closed Myqyl 494 views 1 comment 0 points Most recent by Roger Miller April 2022
• 
  Slow performance with investing accounts - Maximum security reference?

  Answered ✓ Closed gaperri 494 views 12 comments 0 points Most recent by Chris_QPW April 2022
• 
  In the investment tab ETF ticker VTI the Return (%) YTD, 1-year, and 3-year columns are blank

  Answered Closed Marvin2020 154 views 18 comments 0 points Most recent by Marvin2020 April 2022
• 
  401K and 457 contributions

  Answered Closed markwyork 92 views 2 comments 0 points Most recent by markwyork April 2022
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  T. Rowe Price and Unidentified Security

  Closed The Merg 64 views 6 comments 0 points Most recent by The Merg April 2022
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  Placeholders: Necessary to enter all historical transactions for 401(k) and Roth IRA?

  Closed JB_526 103 views 1 comment 0 points Most recent by Jim_Harman April 2022
• 
  What's the best way to manage bonds which accrue tax-deferred interest?

  Answered Closed 26@harrich 255 views 5 comments 0 points Most recent by 26@harrich April 2022
• 
  Account showing -99.99% performance

  Answered Closed DBCoward 44 views 8 comments 0 points Most recent by Jim_Harman April 2022
• 
  Two Fidelity 401k accounts in one Quicken file

  Answered asdf7890 303 views 7 comments 0 points Most recent by bobbik April 2022
• 
  Pricing Files from Fidelity

  Closed cthomas 121 views 3 comments 0 points Most recent by Lauren Babus April 2022
• 
  Custom Index/Fund - for alloc of 529 funds

  Closed harry askenazi 202 views 4 comments 1 point Most recent by Jim_Harman March 2022
• 
  Invest - Portfolio - Value - Break-Even Price - column is all blank ?

  Closed Ps56k2 62 views 11 comments 0 points Most recent by Sherlock March 2022
• 
  How do I fix a Mutual Fund Share Class Exchange that didn't make an exchange?

  Answered Closed W.N.M 84 views 8 comments 0 points Most recent by W.N.M March 2022
• 
  how do I extend payments for a loan [I am the lender]

  Answered ✓ Closed lepetomane2 41 views 2 comments 0 points Most recent by lepetomane2 March 2022
• 
  Cost Basis Wrong Even After All Shares Removed Then Re-Added

  Answered Closed chipwhite935 95 views 8 comments -1 point Most recent by chipwhite935 March 2022
• 
  Recording GLD ETF expenses

  Answered Closed LTUser92 690 views 9 comments 1 point Most recent by LTUser92 March 2022
• 
  Short sale and option adjustment to stock basis

  Closed Tom Houts 51 views 1 comment 0 points Most recent by Sherlock March 2022