Investments

Discussion List

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  Investing Dashboard and Performance charts have inconsistent "start of year" dates?

  Answered Scooterlam 56 views 2 comments 0 points Most recent by garysmith87 August 2021Investing (Windows)
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  SoldX & BoughtX Transactions are no longer Options in IRA Accounts

  Answered ✓ FlyerFran 706 views 13 comments 0 points Most recent by FlyerFran August 2021Investing (Windows)
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  How do you enter a convertible promissory note, after you are already own shares in the company?

  Answered ✓ Fred8 231 views 5 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
• 
  Incorrect price is quoted in Quicken for MIE effective 8/2/21

  Answered Old Rabbit 13 views 2 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Capital Gains Estimator incorrect Loss Carryover

  Robin 293 views 13 comments 0 points Most recent by hinkej August 2021Investing (Windows)
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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 62 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 51 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 330 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 51 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 143 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. 102 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 425 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 824 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 589 views 6 comments 0 points Most recent by joneisenberg July 2021Investing (Windows)