Investments

Discussion List

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  When I do an online account update - investment transactions are deleted from years ago

  Answered Closed cvfuchs 91 views 2 comments 0 points Most recent by cvfuchs December 2020Errors and Troubleshooting (Windows)
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  Update Online Accounts Shows Old Data

  Answered Closed McRob 41 views 2 comments 0 points Most recent by McRob December 2020Download, Add/Update Accounts (Mac)
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  How to record Miscellaneous Income in an IRA account?

  Answered ✓ roblester999 281 views 6 comments 0 points Most recent by Frankx December 2020Registers & Transactions (Windows)
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  Adjusting Stock Option Balance

  Answered beavel 81 views 1 comment 0 points Most recent by Quicken Francisco December 2020Investing (Windows)
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  How do I synchronize Account Bar value for 401(k) plan to current Market Value in Holdings?

  Answered ✓ RBrunson 31 views 2 comments 0 points Most recent by RBrunson December 2020Registers & Transactions (Windows)
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  What are best practices in entering investment accounts?

  Answered ✓ kkeltonnc 61 views 3 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  How do I add a new mutual fund?

  Answered ✓ ejbucknell 811 views 15 comments 0 points Most recent by studpup December 2020Investing (Windows)
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  I repurchased a sold stock. Why doesn't it show the cost basis for only the new purchase?

  Answered eegram 21 views 1 comment 0 points Most recent by Jim_Harman December 2020Investing (Windows)
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  Multiple Securities fully sold with still investment value present

  Answered Polo 121 views 6 comments 0 points Most recent by Polo December 2020Investing (Windows)
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  6.0.3 (Mac) Chase doubles some securities transaction downloads

  Answered ✓ Closed Spoonmeister 62 views 1 comment 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
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  ADP 401k QFX Download doesn't contain contributions

  Answered ✓ Closed cliffhelsel1 431 views 2 comments 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
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  Merged: How to account for Donor Advised Fund (DAF)

  Closed DavidZ123 21 views 0 comments 0 points Most recent by DavidZ123 December 2020Budgeting and Planning Tools (Mac)
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  Three securities not showing up in the Investing -> Dashboard view

  Answered BigD3535 101 views 6 comments 0 points Most recent by BigD3535 December 2020Investing (Windows)
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  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 111 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Daily Quotes and Price changes not displaying for some securities?

  Answered Closed Rick Clay 182 views 6 comments 0 points Most recent by Rick Clay December 2020Errors and Troubleshooting (Mac)
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  How to Quickly see an investment Security Value for a given transaction date.

  jarhtmd 61 views 2 comments 0 points Most recent by jarhtmd December 2020Investing (Windows)
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  Manually entering stock sales & purchases vs automatic downloads from brokerage (Vanguard)?

  Answered ✓ alan14 121 views 4 comments 0 points Most recent by alan14 December 2020Investing (Windows)
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  How to bring Brokerage accounts into agreement with Broker statements

  Answered FCG 91 views 3 comments 0 points Most recent by Frankx December 2020Investing (Windows)
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  Quicken doesn't show correct value for Pfizer PFE and Vanguard Funds

  Answered Closed bfree48 61 views 3 comments 0 points Most recent by BrianR December 2020Investing (Mac)
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  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 451 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Unable to enter "bought" transaction

  Answered ✓ eekfleming 161 views 3 comments 0 points Most recent by eekfleming December 2020Investing (Windows)
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  Online Investment updates not working.

  Answered Closed rlhill 91 views 9 comments 0 points Most recent by rlhill December 2020All Things Canadian (Mac)
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  Investment categories not showing up in drop-down menu

  Answered ✓ Closed Gorbach 461 views 3 comments 0 points Most recent by jacobs December 2020Errors and Troubleshooting (Mac)
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  Show Total Portfolio Value (Including Contributions)

  Answered ✓ Closed jackhake 531 views 8 comments 0 points Most recent by jackhake December 2020Investing (Mac)
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  Issues Adding Employer Sponsored Accounts

  Answered ✓ Closed jackhake 782 views 6 comments 0 points Most recent by jackhake December 2020Errors and Troubleshooting (Mac)