Investments

Discussion List

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  Downloading share updates and prices going to the wrong fund

  Answered ✓ Closed dlessmann 62 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 588 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 434 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 13 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)
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  Capital Gains Estimator incorrect Loss Carryover

  Robin 226 views 13 comments 0 points Most recent by hinkej August 2021Investing (Windows)
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  Quicken Stopped Working for my Verizon\Synchrony Credit Card

  Answered neil154 140 views 9 comments 0 points Most recent by neil154 August 2021Download, Add/Update Accounts (Windows)
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  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)
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  Rebalance with Custom Asset Classes

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

  Answered Closed meach7 44 views 3 comments 0 points Most recent by Tom Young August 2021Errors and Troubleshooting (Windows)
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  How to handle exchange of funds?

  Answered ✓ Closed PSJCal 275 views 5 comments 0 points Most recent by Jack Tarburton August 2021Investing (Windows)
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  Holding showing correct info, but Account Status shows Security Value as negative number

  Closed Pajamas 32 views 1 comment 0 points Most recent by Mark1104 August 2021Registers & Transactions (Windows)
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  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)
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  Deposit in Paycheck won't match downloaded transaction in Investment Account

  Answered ✓ Closed KD M. 73 views 1 comment 1 point Most recent by Boatnmaniac July 2021Registers & Transactions (Windows)
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  Cost basis of reinvested dividends with service fee/commission

  Closed Michael Farley 336 views 10 comments 0 points Most recent by q_lurker July 2021Investing (Windows)
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  How to enter Salesforce / Slack take over?

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

  Answered ✓ Closed Randeo 513 views 6 comments 0 points Most recent by joneisenberg July 2021Investing (Windows)
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  How to handle DTE Energy spinoff of DT Midstream cost basis

  Closed rayrol 510 views 1 comment 0 points Most recent by Pbar Man July 2021Investing (Mac)