Investments

Discussion List

• 
  Capital Gains Estimator incorrect Loss Carryover

  Robin 222 views 13 comments 0 points Most recent by hinkej August 2021Investing (Windows)
• 
  Quicken Stopped Working for my Verizon\Synchrony Credit Card

  Answered neil154 137 views 9 comments 0 points Most recent by neil154 August 2021Download, Add/Update Accounts (Windows)
• 
  Merged: XLN is an adjustment but why does it appear randomly when I enter equity transactions?

  KlisterKid 11 views 0 comments 0 points Most recent by KlisterKid August 2021Investing (Windows)
• 
  Rebalance with Custom Asset Classes

  Answered ✓ John Hawe 61 views 1 comment 1 point Most recent by Chris_QPW August 2021Investing (Windows)
• 
  Shares Transferred Between Accounts Creating Unrealized Gains

  Answered Closed meach7 41 views 3 comments 0 points Most recent by Tom Young August 2021Errors and Troubleshooting (Windows)
• 
  How to handle exchange of funds?

  Answered ✓ Closed PSJCal 271 views 5 comments 0 points Most recent by Jack Tarburton August 2021Investing (Windows)
• 
  Holding showing correct info, but Account Status shows Security Value as negative number

  Closed Pajamas 31 views 1 comment 0 points Most recent by Mark1104 August 2021Registers & Transactions (Windows)
• 
  How to Enter Non-Elective 401(k) Contribution

  Answered ✓ Closed Jaz Egg 111 views 6 comments 0 points Most recent by Jim_Harman July 2021Investing (Windows)
• 
  Deposit in Paycheck won't match downloaded transaction in Investment Account

  Answered ✓ Closed KD M. 72 views 1 comment 1 point Most recent by Boatnmaniac July 2021Registers & Transactions (Windows)
• 
  Cost basis of reinvested dividends with service fee/commission

  Closed Michael Farley 331 views 10 comments 0 points Most recent by q_lurker July 2021Investing (Windows)
• 
  How to enter Salesforce / Slack take over?

  Sugarhee1966 801 views 3 comments 0 points Most recent by Tom Young July 2021Investing (Windows)
• 
  How can I correct my spinoff entries?

  Answered ✓ Closed Randeo 502 views 6 comments 0 points Most recent by joneisenberg July 2021Investing (Windows)
• 
  How to handle DTE Energy spinoff of DT Midstream cost basis

  Closed rayrol 501 views 1 comment 0 points Most recent by Pbar Man July 2021Investing (Mac)
• 
  Investment Downloads stop working

  Closed STEVEN WEINBERG 51 views 7 comments 0 points Most recent by STEVEN WEINBERG July 2021Investing (Windows)
• 
  Large Number of Stocks - contain 1,500 stocks, emulating the S&P 1500

  Closed Ross Payne 162 views 18 comments 0 points Most recent by Mark1104 July 2021Investing (Windows)
• 
  Stock quotes

  Answered Closed David Carpenter 151 views 2 comments 0 points Most recent by jacobs July 2021Investing (Mac)
• 
  Incorrect Placeholder added to investment account after I download

  Answered Closed jz 71 views 1 comment 0 points Most recent by Quicken Francisco July 2021Investing (Mac)
• 
  "Unable to create this security" - while trying to create an option security

  Answered dave344 131 views 9 comments 0 points Most recent by dave344 July 2021Investing (Windows)
• 
  Which category do you use when making Roth IRA contributions from the checking account?

  Answered ✓ Closed carsonbeach 1.9K views 4 comments 0 points Most recent by carsonbeach July 2021Investing (Mac)
• 
  Pie Chart Report Features

  Answered Closed 60beats 61 views 2 comments 0 points Most recent by 60beats July 2021Reports (Windows)
• 
  How to fix missing cost basis for mutual funds

  Answered davidha 41 views 2 comments 0 points Most recent by davidha July 2021Investing (Windows)
• 
  403b Distribution

  Raydar 51 views 3 comments 0 points Most recent by Raydar July 2021Investing (Windows)
• 
  Update of Transactions

  Answered ✓ neil154 62 views 5 comments 0 points Most recent by Sherlock July 2021Download, Add/Update Accounts (Windows)
• 
  How do I set up an Ameriprise Variable Universal Life annuity under investments?

  Answered ✓ Closed lmreyman 411 views 10 comments 0 points Most recent by lmreyman July 2021Download, Add/Update Accounts (Mac)
• 
  stock split of 1,500:1 - but Quicken has limit of 1,000:1

  Answered ✓ Closed thehelmster 131 views 4 comments 0 points Most recent by Ps56k2 July 2021Investing (Windows)