Investments

Discussion List

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  Unit prices not equal to NAV

  Answered Catherine Shenoy 231 views 7 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Getting two downloads for S&P 500 throwing off balance

  Answered ✓ Closed Patrick Stafford Golden 52 views 9 comments 0 points Most recent by Patrick Stafford Golden August 2021Investing (Mac)
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  Resolved - Vanguard Mutual Fund Conversion from Investor to Admiral

  Answered ✓ Catherine Shenoy 221 views 5 comments 0 points Most recent by Catherine Shenoy August 2021Investing (Windows)
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  Is it possible to import 401(k) transactional information from Milliman?

  Answered ajkessel 662 views 7 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Incorrect share balance

  jasonhalpern 41 views 2 comments 0 points Most recent by Chris_QPW August 2021Investing (Windows)
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  Quicken Dlx R34.24: Memorized investment transaction not supported in last opened investment account

  Bill Baker 41 views 2 comments 0 points Most recent by Bill Baker August 2021Investing (Windows)
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  Why one step update cannot connect to Fidelity.com - 401k

  Answered Selvin 1.2K views 7 comments 0 points Most recent by Selvin August 2021Download, Add/Update Accounts (Windows)
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  Zeroing out a security and getting a residual negative basis

  Answered ✓ epurman 363 views 6 comments 0 points Most recent by Jay109 August 2021Investing (Windows)
• 
  Adding an existing Fidelity SEP account to Quicken and advice on reconciling investment accounts

  Answered ✓ Closed Karrma 61 views 3 comments 0 points Most recent by Chris_QPW August 2021Download, Add/Update Accounts (Mac)
• 
  Northwestern Mutual Account

  Answered Closed dgwilcox 1.1K views 2 comments 0 points Most recent by dgwilcox August 2021Download, Add/Update Accounts (Mac)
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  Investing Dashboard and Performance charts have inconsistent "start of year" dates?

  Answered Scooterlam 41 views 2 comments 0 points Most recent by garysmith87 August 2021Investing (Windows)
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  Downloading share updates and prices going to the wrong fund

  Answered ✓ Closed dlessmann 61 views 2 comments 0 points Most recent by dlessmann August 2021Download, Add/Update Accounts (Windows)
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  SoldX & BoughtX Transactions are no longer Options in IRA Accounts

  Answered ✓ FlyerFran 582 views 13 comments 0 points Most recent by FlyerFran August 2021Investing (Windows)
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  How do you enter a convertible promissory note, after you are already own shares in the company?

  Answered ✓ Fred8 191 views 5 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Fidelity Brokerage account shows incorrect share balance

  Closed Tom Auer 151 views 1 comment 0 points Most recent by Tom Auer August 2021Investing (Mac)
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  Error downloading transactions from investment accounts

  Answered dave344 431 views 2 comments 0 points Most recent by dave344 August 2021Download, Add/Update Accounts (Windows)
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  Incorrect price is quoted in Quicken for MIE effective 8/2/21

  Answered Old Rabbit 11 views 2 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Auto-Reconciling Fidelity Brokerage Accounts not reconciling correctly (v6.3.1)

  Closed jimbean2 282 views 2 comments 0 points Most recent by Boatnmaniac August 2021Investing (Mac)
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  Make a copy or clone a single investment account - Mac Subscription

  Answered Closed Pharmwheel 11 views 2 comments 0 points Most recent by Pharmwheel August 2021File Conversion and Backup (Mac)
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  Two separate logins with Edward Jones, one never works Quicken for Mac

  Answered Closed Dave1957 33 views 2 comments 0 points Most recent by Dave1957 August 2021Download, Add/Update Accounts (Mac)
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  Asset Allocation Investments

  Answered Closed bobjim50 41 views 1 comment 0 points Most recent by jacobs August 2021Investing (Mac)