Investments

Discussion List

• 
  Can you help me understand the difference between YTD IRR and 1-Year IRR?

  Answered Closed tim.rohrer1 801 views 3 comments 0 points Most recent by Jim_Harman December 2021Investing (Mac)
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  missing transaction (securities purchase)

  Answered Closed Jeanne 41 views 2 comments 0 points Most recent by Jeanne December 2021Registers & Transactions (Windows)
• 
  Morningstar x-ray won't open

  Answered Closed GK2108 423 views 8 comments 0 points Most recent by GK2108 December 2021Investing (Windows)
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  Share Balance is not displaying correctly on the Investment Transaction screen

  Answered ✓ Closed Geo H 91 views 2 comments 0 points Most recent by Geo H December 2021Registers & Transactions (Mac)
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  quicken won't match downloaded option securities

  Closed Daniel Adams 31 views 2 comments 0 points Most recent by Daniel Adams December 2021Investing (Windows)
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  Merged: Update on Schwab issues?

  ameade 31 views 0 comments 1 point Most recent by ameade December 2021Investing (Windows)
• 
  Schwab connections appear broken

  Closed Reed Welch 122 views 5 comments 0 points Most recent by Quicken Paloma December 2021Registers & Transactions (Mac)
• 
  How do I get a correct Portfolio Balance and Cost Basis Report?

  Answered ✓ Closed 26@harrich 592 views 7 comments 0 points Most recent by q_lurker December 2021Reports (Windows)
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  BNY Mellon-Pershing Sync Issues

  Answered Closed Mark Porter 295 views 3 comments 0 points Most recent by CasualUser December 2021Download, Add/Update Accounts (Windows)
• 
  One Step Update deletes investment data (Chase)

  Closed Suntu 25 views 5 comments 0 points Most recent by Suntu December 2021Download, Add/Update Accounts (Windows)
• 
  How to create a security watch list in Quicken for Mac 2020

  Answered ✓ Closed jeffreyhall82 281 views 4 comments 0 points Most recent by jacobs December 2021Investing (Mac)
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  Schwab Conversion - Just curious about speed of the transaction updates

  Answered Closed MrZipp 36 views 4 comments 0 points Most recent by MrZipp December 2021Download, Add/Update Accounts (Windows)
• 
  New Charles Schwab EWC+ [Edited]

  Closed AgBrewer97 155 views 4 comments 2 points Most recent by AgBrewer97 December 2021Download, Add/Update Accounts (Windows)
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  investment transaction window missing?

  Closed barbmcgq 82 views 3 comments 0 points Most recent by Jim_Harman December 2021Investing (Windows)
• 
  Investment Purchase Will Not Post

  Answered Closed M.Castleberry 41 views 1 comment 0 points Most recent by q_lurker December 2021Investing (Windows)
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  OSU not updating quotes for Simple Investing Schwab accounts

  Closed Judyrb 31 views 0 comments 0 points Most recent by Judyrb December 2021Investing (Windows)
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  Can't retrieve HSA from Fidelity NetBenefits Site Any Longer

  Answered Closed Dale Lantrip 142 views 1 comment 0 points Most recent by Quicken Anja December 2021Investing (Mac)
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  quicken investment transaction exchange rate for USD stocks not always correct (shows 1.00)

  Closed questionsforever 51 views 0 comments 0 points Most recent by questionsforever December 2021Investing (Windows)
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  Quicken is displaying incorrect/inaccurate prices for securities

  Closed dvoeks 21 views 0 comments 0 points Most recent by dvoeks November 2021Errors and Troubleshooting (Mac)
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  How to change Investment Action based on Memo value?

  Answered Closed mikek753b 302 views 33 comments 0 points Most recent by mikek753b November 2021Investing (Windows)
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  Setting up old investment accounts

  Closed Koshkaboo 242 views 6 comments 0 points Most recent by Jim_Harman November 2021Investing (Windows)
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  Bug in data entry for investment transactions

  Closed BrianGee 101 views 6 comments 0 points Most recent by Quicken Alyssa November 2021Investing (Mac)
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  etrade error

  Closed rich x 31 views 0 comments 0 points Most recent by rich x November 2021Investing (Mac)