Discussion List

• 
  Why so many Place Holders after downloading E Trade Transactions? Makes this useless

  Answered ✓ Closed chappyII 112 views 5 comments 0 points Most recent by Tom Young December 2019Investing (Windows)
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  How do I set up my Australian share portfolio?

  Answered ✓ achybear 92 views 4 comments 0 points Most recent by jr7107 December 2019Investing (Windows)
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  How to merge 2 mutual funds in the same account.

  Answered ✓ Closed dks13 277 views 3 comments 0 points Most recent by Quicken_Tyka December 2019Investing (Windows)
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  Recording monthly CD interest in one split transaction for the year?

  Closed Acarolinensis 56 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
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  Tax exempt dividend category assignment

  Closed [Deleted User] 366 views 4 comments 1 point Most recent by J_Mike December 2019Investing (Mac)
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  Why does my security value/balance not match statement

  julieb2uk 427 views 4 comments 0 points Most recent by volvogirl December 2019Investing (Windows)
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  How do I handle out of date brokerage accounts?

  Answered ✓ Closed rarandles 42 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to fix missing data in investment accounts

  Closed Dianalytical 710 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  Morgan Stanley Wealth Management DIrect Connect error -301-A

  Answered ✓ Closed AdamW 452 views 2 comments 1 point Most recent by AdamW December 2019Errors and Troubleshooting (Windows)
• 
  Investment Accounts Balance Always Wrong

  Answered ✓ Closed f_stopblues 3.7K views 6 comments 1 point Most recent by chitownhockey December 2019Investing (Windows)
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  export investing portfolio view data

  Answered ✓ Closed bill21 928 views 5 comments 0 points Most recent by bill21 December 2019Investing (Windows)
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  How do you get investments without ticker symbols to show in online portfolio

  Closed Scott Howell 45 views 2 comments 0 points Most recent by Scott Howell December 2019Investing (Windows)
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  I cannot turn off "show closed lots" in the "Holdings" display.

  Answered ✓ Closed Bertilak 33 views 1 comment 0 points Most recent by markus1957 December 2019Errors and Troubleshooting (Windows)
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  Why is the total in Quicken not close to the total at UBS.

  Answered ✓ Closed fpsilver 31 views 1 comment 0 points Most recent by Tom Young December 2019Investing (Windows)
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  Problem with the number of shares when selling

  Answered ✓ Closed segoldring 41 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  I cannot find a security on the Portfolio page

  Answered ✓ Closed marvk 342 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
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  How to categorize a stock transfer as a gift?

  Answered ✓ Closed dawebhalle 375 views 2 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Downloads do not recognize symbol, so reports shares with the same starting letters incorrectly

  Answered Closed dbbrk 92 views 5 comments 0 points Most recent by dbbrk December 2019Investing (Windows)
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  How can I bulk change a security's ticker in one of my accounts?

  Answered ✓ Closed grosner300 381 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Formerly sold securities continue appearing in my investment accounts

  Closed Gary 34 views 2 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to download SELL lot(s) of Tax Loss Harvesting Transactions managed by Investment Firms

  Closed SeaStar 125 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Where did my IRA transaction history go?

  Answered ✓ Closed spinner2 64 views 3 comments 0 points Most recent by UKR November 2019Errors and Troubleshooting (Windows)
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  Unable to Resize Register and Downloaded Transactions in Investment Account

  Answered ✓ Closed Gary 197 views 5 comments 0 points Most recent by Tom Young November 2019Investing (Windows)
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  Securities No Longer Appear in Drop Down List

  Answered ✓ Closed logear 342 views 8 comments 0 points Most recent by logear November 2019Errors and Troubleshooting (Windows)
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  Why has QW 2013 update price history stopped working since Wednesday 11/13/19?

  Answered ✓ Closed BinNH 162 views 10 comments 0 points Most recent by BinNH November 2019Investing (Windows)