Investments

Discussion List

• 
  Getting individual accounts for each investment in American Funds/Capital Group

  Answered ✓ Closed cspeary 164 views 1 comment 0 points Most recent by q_lurker February 2020Investing (Windows)
• 
  Unable to download the latest quotes

  Answered Gary LeMann 74 views 6 comments 0 points Most recent by Gary LeMann January 2020Investing (Windows)
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  Online Traditional IRA Accounts (2) stopped updating Share Balance 18 months ago

  Closed donovandad1 12 views 0 comments 0 points Most recent by donovandad1 January 2020Investing (Mac)
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  Simple way to follow a loan as a lender

  Answered ✓ Closed AssetBuilder 22 views 1 comment 0 points Most recent by smayer97 January 2020Investing (Mac)
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  Bond Symbol isn't the CUSIP - How to Fix?

  Answered ✓ Closed cjpagano 204 views 4 comments 0 points Most recent by Rocket J Squirrel January 2020Investing (Windows)
• 
  Is there a way to import stock information into a new investment account in Quicken.

  Closed hoffmtj 1.5K views 16 comments 0 points Most recent by hoffmtj January 2020Investing (Windows)
• 
  Transaction History and Lot Share Balance does not Match

  Answered ✓ Closed f_stopblues 203 views 4 comments 0 points Most recent by f_stopblues January 2020Investing (Windows)
• 
  Tax reports

  Answered ✓ Closed pljewkes 41 views 5 comments 0 points Most recent by splasher January 2020Investing (Windows)
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  I am trying to enter a new security in the Security list

  Answered ✓ Closed Graham106 22 views 4 comments 0 points Most recent by q_lurker January 2020Investing (Windows)
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  How do I set up a Simple IRA pre-tax deduction on paycheck and then have it contributions made?

  rhenry1031 112 views 6 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
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  Merged: Prudential Retirement Account Incorrect Balance and Inability to Download Transactions

  cspeary 61 views 0 comments 0 points Most recent by cspeary January 2020Investing (Windows)
• 
  Where is "Investing Activities"?

  Answered ✓ Closed MintUserNew 61 views 3 comments 0 points Most recent by MintUserNew January 2020Investing (Windows)
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  Fed:Tax payment from IRA account won't show up as expense on reports

  Answered ✓ jmlinday 42 views 2 comments 0 points Most recent by Frankx January 2020Investing (Windows)
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  Why has investment info changed since it was entered?

  Answered ✓ Closed Jardon2 41 views 4 comments 0 points Most recent by Jardon2 January 2020Investing (Windows)
• 
  What report shows transactions with a type of CGLongX

  Answered ✓ Closed dwhubbs 482 views 4 comments 0 points Most recent by Jim_Harman January 2020Reports (Windows)
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  401k Account Transactions cannot be made without a "Balancing Cash Adjustment" appearing.

  Answered ✓ Closed Boorook 61 views 1 comment 0 points Most recent by Sherlock January 2020Errors and Troubleshooting (Windows)
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  How can I start a new Quicken file with just my banking transactions and no investment info at all?

  Answered ✓ Closed ckaplan 217 views 8 comments 0 points Most recent by Ps56k2 January 2020Investing (Windows)
• 
  How do I allocate a mutual fund purchase across multiple securities?

  Answered ✓ BWW 21 views 1 comment 0 points Most recent by Jim_Harman January 2020Investing (Windows)
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  How do I adjust a cash balance in an investment to be part of the securities value?

  Answered ✓ BWW 22 views 1 comment 0 points Most recent by Sherlock January 2020Investing (Windows)
• 
  3 investment accounts at same broker added successfully but 4th not adding.

  Answered Closed bradybunchni 41 views 2 comments 0 points Most recent by bradybunchni January 2020Investing (Mac)
• 
  How to fix "Remove Shares" transactions that don't adjust the cost basis?

  jledwards0117 1K views 10 comments 0 points Most recent by jledwards0117 January 2020Investing (Windows)
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  Help with SELL Lot No shares available Error when lots shows a share

  Closed jrm 325 views 5 comments 0 points Most recent by rickexner2 January 2020Investing (Windows)
• 
  Quicken fails to correctly calculate investment amounts

  Answered ✓ Closed TomS 46 views 4 comments 0 points Most recent by TomS January 2020Errors and Troubleshooting (Windows)
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  I have had an error in my portfolio value In Quicken and Actual investment.

  Answered Closed ceichorn 23 views 1 comment 0 points Most recent by Quicken_Natalie January 2020Investing (Mac)