Investments

Discussion List

• 
  Get Historical Prices gets unwanted quotes for hidden/deselected securities

  Answered studpup 97 views 3 comments 1 point Most recent by rattytom March 2021Investing (Windows)
• 
  UTX-OTIS-CARR RTN - RTX - How to handle multiple Lots and cost basis for these transactions?

  Answered ✓ tas99 14 views 2 comments 0 points Most recent by q_lurker March 2021Investing (Windows)
• 
  Charles Schwab not accepted by Quicken or downloading transactions

  Answered Closed garyz1 3.7K views 20 comments 0 points Most recent by garyz1 March 2021Download, Add/Update Accounts (Windows)
• 
  Spurious asset

  Answered Quercus47 34 views 7 comments 0 points Most recent by Tom Young February 2021Investing (Windows)
• 
  Investing POrtfolio View

  Answered philliesphan0880 104 views 7 comments 0 points Most recent by Sherlock February 2021Investing (Windows)
• 
  Quicken stopped working with Merrill and TD Ameritrade

  Answered ✓ Closed Lee64 161 views 3 comments 0 points Most recent by Quicken Anja February 2021Errors and Troubleshooting (Windows)
• 
  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)
• 
  Merger and CUSIP/symbol change (twice)

  Answered ✓ kydar 296 views 6 comments 0 points Most recent by Tom Young February 2021Investing (Windows)
• 
  Is it possible to set up a security as both taxable and tax-free

  Answered ✓ williams_sd 84 views 4 comments 0 points Most recent by williams_sd February 2021Investing (Windows)
• 
  Errors when downloading from Vanguard

  Closed Fizxguy 73 views 0 comments -1 point Most recent by Fizxguy February 2021Errors and Troubleshooting (Mac)
• 
  Investment Lot Detail

  Answered frh1027 33 views 2 comments 0 points Most recent by Jim_Harman February 2021Investing (Windows)
• 
  How to track merger resulting in one company with 2 share classes?

  Answered ✓ HCC2 64 views 4 comments 1 point Most recent by q_lurker February 2021Investing (Windows)
• 
  How do I add my ownership share in an LLP, LLC or Corporation?

  Answered Mickndarran 567 views 2 comments 1 point Most recent by NotACPA February 2021Investing (Windows)
• 
  Stock Option Balances

  Answered Orion13 116 views 5 comments 0 points Most recent by Orion13 February 2021Investing (Windows)
• 
  More Decreases & Increases counted in Investment reconcile screen than are listed

  Answered ✓ r.l.thomas 15 views 3 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
• 
  How to fix cash balance for Brokerage accounts in register

  Answered yoshter 848 views 6 comments 0 points Most recent by Jim D February 2021Registers & Transactions (Windows)
• 
  Michigan Education Savings Plan (MESP) 529 College Plan

  Answered Closed woodyboles 987 views 4 comments 0 points Most recent by Kathy K February 2021Download, Add/Update Accounts (Windows)
• 
  Investment account(s) instability...

  Snowman 126 views 17 comments 0 points Most recent by Snowman February 2021Investing (Windows)
• 
  "To This Account's Cash Balance" Greyed Out?

  Answered ✓ 932Scooter419 265 views 3 comments 0 points Most recent by 932Scooter419 February 2021Investing (Windows)
• 
  How to enter Pfizer spin-off of a company called Viatris (VTRS).

  Answered gerryl9 392 views 4 comments 0 points Most recent by q_lurker February 2021Investing (Windows)
• 
  How to include A Quicken account transfer in a Quicken Report ‘Income’ grouping?

  Closed DJW 67 views 1 comment 0 points Most recent by Tom Young February 2021Reports (Windows)
• 
  How does one add a security e.g. "PSYK" ETF that is listed on NEO Exchange?

  Answered Closed eljay67 187 views 5 comments 0 points Most recent by Ps56k2 February 2021Investing (Windows)