Investments

Discussion List

• 
  How do I manuallly update my Thift Savings Plan price history?

  Answered ✓ Closed craig. 568 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 334 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 575 views 5 comments 0 points Most recent by kirkdsmith January 2020Investing (Windows)
• 
  Quicken entered several bogus placeholders

  Answered ✓ Closed barbmcgq 28 views 2 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
• 
  Cash account problem

  Answered ✓ DPOrange 53 views 3 comments 0 points Most recent by DPOrange January 2020Investing (Windows)
• 
  Brokerage account

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

  Answered ✓ Closed chappyII 117 views 5 comments 0 points Most recent by Tom Young December 2019Investing (Windows)
• 
  How do I set up my Australian share portfolio?

  Answered ✓ achybear 94 views 4 comments 0 points Most recent by jr7107 December 2019Investing (Windows)
• 
  How to merge 2 mutual funds in the same account.

  Answered ✓ Closed dks13 286 views 3 comments 0 points Most recent by Quicken_Tyka December 2019Investing (Windows)
• 
  Recording monthly CD interest in one split transaction for the year?

  Closed Acarolinensis 63 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
• 
  Tax exempt dividend category assignment

  Closed [Deleted User] 368 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 425 views 4 comments 0 points Most recent by volvogirl December 2019Investing (Windows)
• 
  How do I handle out of date brokerage accounts?

  Answered ✓ Closed rarandles 45 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  How to fix missing data in investment accounts

  Closed Dianalytical 738 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 454 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 959 views 5 comments 0 points Most recent by bill21 December 2019Investing (Windows)
• 
  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 33 views 1 comment 0 points Most recent by markus1957 December 2019Errors and Troubleshooting (Windows)
• 
  Why is the total in Quicken not close to the total at UBS.

  Answered ✓ Closed fpsilver 33 views 1 comment 0 points Most recent by Tom Young December 2019Investing (Windows)
• 
  Problem with the number of shares when selling

  Answered ✓ Closed segoldring 43 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 343 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 374 views 2 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Downloads do not recognize symbol, so reports shares with the same starting letters incorrectly

  Answered Closed dbbrk 93 views 5 comments 0 points Most recent by dbbrk December 2019Investing (Windows)
• 
  How can I bulk change a security's ticker in one of my accounts?

  Answered ✓ Closed grosner300 428 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Formerly sold securities continue appearing in my investment accounts

  Closed Gary 33 views 2 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  How to download SELL lot(s) of Tax Loss Harvesting Transactions managed by Investment Firms

  Closed SeaStar 122 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)