Investments

Discussion List

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  How to change a file from type IRA to type brokerage?

  Answered Closed handvprice 599 views 10 comments 0 points Most recent by handvprice September 2020Registers & Transactions (Windows)
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  Covered Calls and Cash Covered Puts

  Answered ✓ Dmitry Smolyanitsky 176 views 2 comments 0 points Most recent by Dmitry Smolyanitsky September 2020Investing (Windows)
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  Mutual Fund Conversion Taxable and Nontaxable

  Closed GW 297 views 10 comments 0 points Most recent by skypilot744 September 2020Investing (Windows)
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  Merged: OL-293-A Error from Vanguard

  Howell 11 views 0 comments 0 points Most recent by Howell September 2020Errors and Troubleshooting (Windows)
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  How can I apply FIFO automatically

  Answered ✓ Closed Steve Lang 237 views 3 comments 0 points Most recent by Steve Lang September 2020New to Quicken/Getting Started (Windows)
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  Manual investment Entries only allow the default to "buy" What?????!!!

  Answered Closed hyperstock 87 views 6 comments 0 points Most recent by jacobs September 2020Investing (Mac)
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  Why is the security list in inventment account transactions corrupted

  Answered Closed Chuck S. 13 views 2 comments 0 points Most recent by Chuck S. September 2020Errors and Troubleshooting (Windows)
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  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 362 views 2 comments 0 points Most recent by Stuart Dole September 2020Investing (Mac)
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  How can I withdraw funds from an investment account?

  Answered ✓ Jardon2 209 views 2 comments 0 points Most recent by Jardon2 September 2020Registers & Transactions (Windows)
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  Tracking Cash for a Retirement Account

  Answered The Merg 52 views 6 comments 0 points Most recent by The Merg September 2020Investing (Windows)
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  Shares in Brokerage account Transaction view do not match Portfolio view.

  Answered ✓ Closed Mike Mowry 72 views 2 comments 0 points Most recent by Mike Mowry September 2020Errors and Troubleshooting (Mac)
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  How do I get a refund?

  Answered ✓ zia47 183 views 5 comments 0 points Most recent by Quicken_Tyka September 2020Investing (Windows)
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  Account number wrong under settings in Quicken, but downloads still work

  Answered ✓ Closed Dorothy H 22 views 1 comment 0 points Most recent by Quicken_Tyka September 2020Investing (Mac)
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  Investing Dashboard Today's Change percentage calculation looks wrong

  Answered ✓ Closed Unknown 289 views 20 comments 0 points Most recent by bgolden September 2020Investing (Windows)
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  Download investments from Fidelity on 8/31/2020 and 09/01/2020 and had Tesla and Apple.

  Answered gobucks62 62 views 4 comments 0 points Most recent by joel cohen September 2020Investing (Windows)
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  Why does Quicken need to keed downloading security info for AAPL?

  Answered ✓ DCK 42 views 4 comments 0 points Most recent by DCK September 2020Investing (Windows)
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  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)
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  Tracking margin account & investing (Q Mac)

  Answered ✓ Closed J. Holmes 519 views 2 comments 0 points Most recent by J. Holmes August 2020Investing (Mac)
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  Step-up in cost basis

  Answered ✓ Closed Gerry Blue 252 views 5 comments 1 point Most recent by Mark1104 August 2020Investing (Windows)
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  Shares Transferred Between Accounts -order of cost lots in the porfolio view

  Closed frederick 22 views 1 comment 0 points Most recent by Tom Young August 2020Investing (Windows)
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  Transferred mutual funds from an Investment Acct to a Brokerage Acct - add shares lines created

  Answered ✓ Closed Dorothy H 14 views 4 comments 0 points Most recent by Dorothy H August 2020Investing (Mac)