Investments

Discussion List

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  Schwab Download/Update returns Error 403 on all acounts

  Closed Randy Chevrier 1.5K views 61 comments 9 points Most recent by Bs1055 February 2021Errors and Troubleshooting (Mac)
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  Merger and CUSIP/symbol change (twice)

  Answered ✓ kydar 292 views 6 comments 0 points Most recent by Tom Young February 2021Investing (Windows)
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  Is it possible to set up a security as both taxable and tax-free

  Answered ✓ williams_sd 81 views 4 comments 0 points Most recent by williams_sd February 2021Investing (Windows)
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  Errors when downloading from Vanguard

  Closed Fizxguy 71 views 0 comments -1 point Most recent by Fizxguy February 2021Errors and Troubleshooting (Mac)
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  Investment Lot Detail

  Answered frh1027 31 views 2 comments 0 points Most recent by Jim_Harman February 2021Investing (Windows)
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  How to track merger resulting in one company with 2 share classes?

  Answered ✓ HCC2 61 views 4 comments 1 point Most recent by q_lurker February 2021Investing (Windows)
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  How do I add my ownership share in an LLP, LLC or Corporation?

  Answered Mickndarran 562 views 2 comments 1 point Most recent by NotACPA February 2021Investing (Windows)
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  Stock Option Balances

  Answered Orion13 111 views 5 comments 0 points Most recent by Orion13 February 2021Investing (Windows)
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  More Decreases & Increases counted in Investment reconcile screen than are listed

  Answered ✓ r.l.thomas 11 views 3 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
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  How to fix cash balance for Brokerage accounts in register

  Answered yoshter 841 views 6 comments 0 points Most recent by Jim D February 2021Registers & Transactions (Windows)
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  Michigan Education Savings Plan (MESP) 529 College Plan

  Answered Closed woodyboles 981 views 4 comments 0 points Most recent by Kathy K February 2021Download, Add/Update Accounts (Windows)
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  Investment account(s) instability...

  Snowman 121 views 17 comments 0 points Most recent by Snowman February 2021Investing (Windows)
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  "To This Account's Cash Balance" Greyed Out?

  Answered ✓ 932Scooter419 261 views 3 comments 0 points Most recent by 932Scooter419 February 2021Investing (Windows)
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  How to enter Pfizer spin-off of a company called Viatris (VTRS).

  Answered gerryl9 391 views 4 comments 0 points Most recent by q_lurker February 2021Investing (Windows)
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  How to include A Quicken account transfer in a Quicken Report ‘Income’ grouping?

  Closed DJW 61 views 1 comment 0 points Most recent by Tom Young February 2021Reports (Windows)
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  How does one add a security e.g. "PSYK" ETF that is listed on NEO Exchange?

  Answered Closed eljay67 181 views 5 comments 0 points Most recent by Ps56k2 February 2021Investing (Windows)
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  How do I remove securities from my portfolio list, that are no longer active?

  Answered ✓ Wooster 21 views 4 comments 0 points Most recent by Ps56k2 February 2021Registers & Transactions (Windows)
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  In the latest release my investment Allocation Targets have now disappeared

  Answered ✓ Gary587 91 views 8 comments 0 points Most recent by Gary587 February 2021Investing (Windows)
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  Importing QFX files from principal on two separate accounts into quicken

  Answered ✓ catjo76 121 views 2 comments 0 points Most recent by catjo76 February 2021Investing (Windows)
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  How to Transfer Security Balances to New File

  Answered billr 101 views 9 comments 0 points Most recent by Just Me and Not Someone Else February 2021Investing (Windows)
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  News & Analysis button not working

  Closed Rob Donald 61 views 1 comment 0 points Most recent by Quicken Anja February 2021Errors and Troubleshooting (Windows)
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  Why won't my portfolio customization save?

  Answered ✓ mrasmus1 151 views 11 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
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  Coinbase CC-503

  Answered ✓ Closed jmclagan 5.6K views 14 comments 1 point Most recent by jfadams52 February 2021Investing (Windows)