Investments

Discussion List

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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 41 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 292 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 112 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. 72 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 357 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 802 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 538 views 6 comments 0 points Most recent by joneisenberg July 2021Investing (Windows)
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  Investment Downloads stop working

  Closed STEVEN WEINBERG 51 views 7 comments 0 points Most recent by STEVEN WEINBERG July 2021Investing (Windows)
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  Large Number of Stocks - contain 1,500 stocks, emulating the S&P 1500

  Closed Ross Payne 178 views 18 comments 0 points Most recent by Mark1104 July 2021Investing (Windows)
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  "Unable to create this security" - while trying to create an option security

  Answered dave344 132 views 9 comments 0 points Most recent by dave344 July 2021Investing (Windows)
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  Pie Chart Report Features

  Answered Closed 60beats 61 views 2 comments 0 points Most recent by 60beats July 2021Reports (Windows)
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  How to fix missing cost basis for mutual funds

  Answered davidha 41 views 2 comments 0 points Most recent by davidha July 2021Investing (Windows)
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  403b Distribution

  Raydar 52 views 3 comments 0 points Most recent by Raydar July 2021Investing (Windows)
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  Update of Transactions

  Answered ✓ neil154 62 views 5 comments 0 points Most recent by Sherlock July 2021Download, Add/Update Accounts (Windows)
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  stock split of 1,500:1 - but Quicken has limit of 1,000:1

  Answered ✓ Closed thehelmster 133 views 4 comments 0 points Most recent by Ps56k2 July 2021Investing (Windows)
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  Security Name Omitted from DivX Transaction

  Closed System 22 views 3 comments 0 points Most recent by q_lurker July 2021Investing (Windows)
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  Aspire Financial Services - investlink

  Answered ✓ Closed mjm4200 306 views 2 comments 0 points Most recent by mjm4200 July 2021Investing (Windows)
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  Merged: Downloading/updating ticker symbols

  fred2 21 views 0 comments 0 points Most recent by fred2 July 2021Investing (Windows)
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  Is there an easy way to change the type for a large number of securities?

  Closed Phil Becker 21 views 1 comment 0 points Most recent by q_lurker July 2021Investing (Windows)