Investments

Discussion List

• 
  SoldX & BoughtX Transactions are no longer Options in IRA Accounts

  Answered ✓ FlyerFran 795 views 13 comments 0 points Most recent by FlyerFran August 2021Investing (Windows)
• 
  How do you enter a convertible promissory note, after you are already own shares in the company?

  Answered ✓ Fred8 270 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 23 views 2 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
• 
  Capital Gains Estimator incorrect Loss Carryover

  Robin 331 views 13 comments 0 points Most recent by hinkej August 2021Investing (Windows)
• 
  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)
• 
  Rebalance with Custom Asset Classes

  Answered ✓ John Hawe 69 views 1 comment 1 point Most recent by Chris_QPW August 2021Investing (Windows)
• 
  Shares Transferred Between Accounts Creating Unrealized Gains

  Answered Closed meach7 68 views 3 comments 0 points Most recent by Tom Young August 2021Errors and Troubleshooting (Windows)
• 
  How to handle exchange of funds?

  Answered ✓ Closed PSJCal 364 views 5 comments 0 points Most recent by Jack Tarburton August 2021Investing (Windows)
• 
  How to Enter Non-Elective 401(k) Contribution

  Answered ✓ Closed Jaz Egg 169 views 6 comments 0 points Most recent by Jim_Harman July 2021Investing (Windows)
• 
  Cost basis of reinvested dividends with service fee/commission

  Closed Michael Farley 477 views 10 comments 0 points Most recent by q_lurker July 2021Investing (Windows)
• 
  How to enter Salesforce / Slack take over?

  Sugarhee1966 833 views 3 comments 0 points Most recent by Tom Young July 2021Investing (Windows)
• 
  How can I correct my spinoff entries?

  Answered ✓ Closed Randeo 617 views 6 comments 0 points Most recent by joneisenberg July 2021Investing (Windows)