Investments

Discussion List

• 
  Why is the security list in inventment account transactions corrupted

  Answered Closed Chuck S. 11 views 2 comments 0 points Most recent by Chuck S. September 2020Errors and Troubleshooting (Windows)
• 
  How should I record a distribution from an IRA account into a checking account?

  Answered SteveR 2.4K views 6 comments 0 points Most recent by Rocket J Squirrel September 2020Investing (Windows)
• 
  Merge security names that are different for the same security

  Answered Closed occativ43 361 views 3 comments 0 points Most recent by Stuart Dole September 2020Investing (Mac)
• 
  How can I withdraw funds from an investment account?

  Answered ✓ Jardon2 202 views 2 comments 0 points Most recent by Jardon2 September 2020Registers & Transactions (Windows)
• 
  Tracking Cash for a Retirement Account

  Answered The Merg 51 views 6 comments 0 points Most recent by The Merg September 2020Investing (Windows)
• 
  Shares in Brokerage account Transaction view do not match Portfolio view.

  Answered ✓ Closed Mike Mowry 71 views 2 comments 0 points Most recent by Mike Mowry September 2020Errors and Troubleshooting (Mac)
• 
  How do I get a refund?

  Answered ✓ zia47 181 views 5 comments 0 points Most recent by Quicken_Tyka September 2020Investing (Windows)
• 
  Account number wrong under settings in Quicken, but downloads still work

  Answered ✓ Closed Dorothy H 21 views 1 comment 0 points Most recent by Quicken_Tyka September 2020Investing (Mac)
• 
  Investing Dashboard Today's Change percentage calculation looks wrong

  Answered ✓ Closed Unknown 281 views 20 comments 0 points Most recent by bgolden September 2020Investing (Windows)
• 
  Download investments from Fidelity on 8/31/2020 and 09/01/2020 and had Tesla and Apple.

  Answered gobucks62 61 views 4 comments 0 points Most recent by joel cohen September 2020Investing (Windows)
• 
  Why does Quicken need to keed downloading security info for AAPL?

  Answered ✓ DCK 41 views 4 comments 0 points Most recent by DCK September 2020Investing (Windows)
• 
  Mutual Fund Pricing prior to split

  Answered Closed Joe W. Brown, CPA 121 views 6 comments 0 points Most recent by Joe W. Brown, CPA August 2020Investing (Mac)
• 
  Tracking margin account & investing (Q Mac)

  Answered ✓ Closed J. Holmes 513 views 2 comments 0 points Most recent by J. Holmes August 2020Investing (Mac)
• 
  Step-up in cost basis

  Answered ✓ Closed Gerry Blue 242 views 5 comments 1 point Most recent by Mark1104 August 2020Investing (Windows)
• 
  Shares Transferred Between Accounts -order of cost lots in the porfolio view

  Closed frederick 21 views 1 comment 0 points Most recent by Tom Young August 2020Investing (Windows)
• 
  Transferred mutual funds from an Investment Acct to a Brokerage Acct - add shares lines created

  Answered ✓ Closed Dorothy H 11 views 4 comments 0 points Most recent by Dorothy H August 2020Investing (Mac)
• 
  Merged: Mutual funds are not updating as of 9 pm edt on 8/24/20

  e2fletch 61 views 0 comments 0 points Most recent by e2fletch August 2020Investing (Windows)
• 
  Does anyone else have problems manually updating security prices since the R28 update?

  Answered ✓ Closed jdflagg77 21 views 1 comment 0 points Most recent by jdflagg77 August 2020Investing (Windows)
• 
  Can't Select Specific Shares When Selling Stock

  Closed hawks28 201 views 4 comments 0 points Most recent by hawks28 August 2020Errors and Troubleshooting (Mac)
• 
  Add shares when just tracking positions

  Answered ✓ Closed dmcgettigan 191 views 3 comments 0 points Most recent by Boatnmaniac August 2020Investing (Windows)
• 
  One Step Update is not updating or showing current prices for mutual funds Vanguard or Fidelity

  Answered ✓ Closed DGG47 201 views 1 comment 0 points Most recent by Ps56k2 August 2020Download, Add/Update Accounts (Windows)
• 
  Merged: Change in Security Data Update Frequency [EDIT] it's the download quotes issue

  MSStateDawg 31 views 0 comments 1 point Most recent by MSStateDawg August 2020Errors and Troubleshooting (Windows)
• 
  Merged: Mutual fund prices aren't loading

  smascho 11 views 0 comments 0 points Most recent by smascho August 2020Errors and Troubleshooting (Windows)
• 
  Merged: Monday evening 8/17, One Step Update does NOT update mutual fund prices.

  cohiker 21 views 0 comments 0 points Most recent by cohiker August 2020Errors and Troubleshooting (Windows)