Investments

Discussion List

• 
  CBS and Viacom merger

  Chiquito 873 views 8 comments 0 points Most recent by Gail9@ January 2020Investing (Windows)
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  "Corrections" made by E*Trade

  Closed Perry Smith 61 views 7 comments 0 points Most recent by UKR January 2020Investing (Mac)
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  How do I manuallly update my Thift Savings Plan price history?

  Answered ✓ Closed craig. 566 views 5 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
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  401K Transaction Categories in Investment Report / _RlzdGain for SoldX Transaction

  Closed butlerd12 333 views 5 comments 0 points Most recent by butlerd12 January 2020Investing (Windows)
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  CollegeCounts 529 Account Set-Up, Transaction Entry and Reconciliation

  Closed kirkdsmith 574 views 5 comments 0 points Most recent by kirkdsmith January 2020Investing (Windows)
• 
  Quicken entered several bogus placeholders

  Answered ✓ Closed barbmcgq 24 views 2 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
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  Cash account problem

  Answered ✓ DPOrange 51 views 3 comments 0 points Most recent by DPOrange January 2020Investing (Windows)
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  Brokerage account

  Answered ✓ Closed sauerld 43 views 2 comments 0 points Most recent by Quicken_Tyka January 2020Errors and Troubleshooting (Quicken on the Web)
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  Why so many Place Holders after downloading E Trade Transactions? Makes this useless

  Answered ✓ Closed chappyII 113 views 5 comments 0 points Most recent by Tom Young December 2019Investing (Windows)
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  How do I set up my Australian share portfolio?

  Answered ✓ achybear 92 views 4 comments 0 points Most recent by jr7107 December 2019Investing (Windows)
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  How to merge 2 mutual funds in the same account.

  Answered ✓ Closed dks13 282 views 3 comments 0 points Most recent by Quicken_Tyka December 2019Investing (Windows)
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  Recording monthly CD interest in one split transaction for the year?

  Closed Acarolinensis 62 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
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  Tax exempt dividend category assignment

  Closed [Deleted User] 366 views 4 comments 1 point Most recent by J_Mike December 2019Investing (Mac)
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  Why does my security value/balance not match statement

  julieb2uk 424 views 4 comments 0 points Most recent by volvogirl December 2019Investing (Windows)
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  How do I handle out of date brokerage accounts?

  Answered ✓ Closed rarandles 44 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to fix missing data in investment accounts

  Closed Dianalytical 736 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  Morgan Stanley Wealth Management DIrect Connect error -301-A

  Answered ✓ Closed AdamW 452 views 2 comments 1 point Most recent by AdamW December 2019Errors and Troubleshooting (Windows)
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  Investment Accounts Balance Always Wrong

  Answered ✓ Closed f_stopblues 3.8K views 6 comments 1 point Most recent by chitownhockey December 2019Investing (Windows)
• 
  export investing portfolio view data

  Answered ✓ Closed bill21 954 views 5 comments 0 points Most recent by bill21 December 2019Investing (Windows)
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  How do you get investments without ticker symbols to show in online portfolio

  Closed Scott Howell 42 views 2 comments 0 points Most recent by Scott Howell December 2019Investing (Windows)
• 
  I cannot turn off "show closed lots" in the "Holdings" display.

  Answered ✓ Closed Bertilak 31 views 1 comment 0 points Most recent by markus1957 December 2019Errors and Troubleshooting (Windows)
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  Why is the total in Quicken not close to the total at UBS.

  Answered ✓ Closed fpsilver 31 views 1 comment 0 points Most recent by Tom Young December 2019Investing (Windows)
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  Problem with the number of shares when selling

  Answered ✓ Closed segoldring 41 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  I cannot find a security on the Portfolio page

  Answered ✓ Closed marvk 341 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
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  How to categorize a stock transfer as a gift?

  Answered ✓ Closed dawebhalle 373 views 2 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Downloads do not recognize symbol, so reports shares with the same starting letters incorrectly

  Answered Closed dbbrk 92 views 5 comments 0 points Most recent by dbbrk December 2019Investing (Windows)
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  How can I bulk change a security's ticker in one of my accounts?

  Answered ✓ Closed grosner300 426 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)