Investments

Discussion List

• 
  Merger and CUSIP/symbol change (twice)

  Answered ✓ kydar 332 views 6 comments 0 points Most recent by Tom Young February 2021Investing (Windows)
• 
  Is it possible to set up a security as both taxable and tax-free

  Answered ✓ williams_sd 81 views 4 comments 0 points Most recent by williams_sd February 2021Investing (Windows)
• 
  Investment Lot Detail

  Answered frh1027 31 views 2 comments 0 points Most recent by Jim_Harman February 2021Investing (Windows)
• 
  How to track merger resulting in one company with 2 share classes?

  Answered ✓ HCC2 94 views 4 comments 1 point Most recent by q_lurker February 2021Investing (Windows)
• 
  How do I add my ownership share in an LLP, LLC or Corporation?

  Answered Mickndarran 573 views 2 comments 1 point Most recent by NotACPA February 2021Investing (Windows)
• 
  Stock Option Balances

  Answered Orion13 122 views 5 comments 0 points Most recent by Orion13 February 2021Investing (Windows)
• 
  More Decreases & Increases counted in Investment reconcile screen than are listed

  Answered ✓ r.l.thomas 12 views 3 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
• 
  How to fix cash balance for Brokerage accounts in register

  Answered yoshter 883 views 6 comments 0 points Most recent by Jim D February 2021Registers & Transactions (Windows)
• 
  Investment account(s) instability...

  Snowman 154 views 17 comments 0 points Most recent by Snowman February 2021Investing (Windows)
• 
  "To This Account's Cash Balance" Greyed Out?

  Answered ✓ 932Scooter419 291 views 3 comments 0 points Most recent by 932Scooter419 February 2021Investing (Windows)
• 
  How to enter Pfizer spin-off of a company called Viatris (VTRS).

  Answered gerryl9 392 views 4 comments 0 points Most recent by q_lurker February 2021Investing (Windows)
• 
  How to include A Quicken account transfer in a Quicken Report ‘Income’ grouping?

  Closed DJW 82 views 1 comment 0 points Most recent by Tom Young February 2021Reports (Windows)
• 
  How does one add a security e.g. "PSYK" ETF that is listed on NEO Exchange?

  Answered Closed eljay67 201 views 5 comments 0 points Most recent by Ps56k2 February 2021Investing (Windows)
• 
  How do I remove securities from my portfolio list, that are no longer active?

  Answered ✓ Wooster 33 views 4 comments 0 points Most recent by Ps56k2 February 2021Registers & Transactions (Windows)
• 
  In the latest release my investment Allocation Targets have now disappeared

  Answered ✓ Gary587 111 views 8 comments 0 points Most recent by Gary587 February 2021Investing (Windows)
• 
  Importing QFX files from principal on two separate accounts into quicken

  Answered ✓ catjo76 131 views 2 comments 0 points Most recent by catjo76 February 2021Investing (Windows)
• 
  How to Transfer Security Balances to New File

  Answered billr 111 views 9 comments 0 points Most recent by Just Me and Not Someone Else February 2021Investing (Windows)
• 
  News & Analysis button not working

  Closed Rob Donald 62 views 1 comment 0 points Most recent by Quicken Anja February 2021Errors and Troubleshooting (Windows)
• 
  Why won't my portfolio customization save?

  Answered ✓ mrasmus1 183 views 11 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
• 
  Coinbase CC-503

  Answered ✓ Closed jmclagan 5.6K views 14 comments 1 point Most recent by jfadams52 February 2021Investing (Windows)