Investments

Discussion List

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  How do I remove an old account from Investing Performance Average Annual Return graph?

  Closed bwest1 193 views 4 comments 0 points Most recent by Jim_Harman July 2020Investing (Windows)
• 
  IRA accounts withdraw: can't memorize, can't copy/paste

  Closed Ed Perry 93 views 1 comment 0 points Most recent by Sherlock July 2020Investing (Windows)
• 
  Downloading portfolio, multiple funds show up as NULL

  Answered ✓ Closed guppy_puppy 565 views 21 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
• 
  Ghosts of Long Ago Sold Securities Reappear

  Answered ✓ Closed chipwhite935 23 views 3 comments 0 points Most recent by markus1957 July 2020Errors and Troubleshooting (Windows)
• 
  Archiving investment transactions - any benefit?

  Closed Rocket J Squirrel 856 views 12 comments 0 points Most recent by eichmat July 2020Investing (Windows)
• 
  Graph of value fluctuations of an entire account

  Answered ✓ Closed Ellary Kahan 28 views 2 comments 0 points Most recent by Ellary Kahan July 2020Investing (Windows)
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  Merged: Dashboard: Today's change always shows 0.00%

  Rocket J Squirrel 31 views 0 comments 0 points Most recent by Rocket J Squirrel July 2020Investing (Windows)
• 
  How are you tracking 401K Investment Fees?

  Answered ✓ Closed f_stopblues 743 views 5 comments 0 points Most recent by SammyDB July 2020Investing (Windows)
• 
  How do I record a rebate on investment fees?

  Answered ✓ Closed kennethp 367 views 7 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
• 
  Adjust cost base.

  Answered ✓ Closed jmcgmckinnon 642 views 28 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
• 
  How to get return (%) on my investment including all dates

  Answered Closed Ajay 97 views 6 comments 0 points Most recent by Ajay July 2020Investing (Windows)
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  Is there any way to mass change the Cash Source on investment transactions?

  Answered Closed mecaulfield 171 views 4 comments 0 points Most recent by Red Raider July 2020Investing (Windows)
• 
  Transferring Balance between 529 accounts

  Answered Closed poyznivy 124 views 3 comments 0 points Most recent by Jim_Harman July 2020Investing (Windows)
• 
  Previously sold mutual funds showing up in Portfolio over a year later

  Closed Scooterlam 234 views 10 comments 0 points Most recent by Scott Baines July 2020Investing (Windows)
• 
  Asset Allocation Categories

  Answered ✓ Closed Diver42420 188 views 1 comment 0 points Most recent by Jim_Harman July 2020Investing (Windows)
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  Merged: OSU > Investments Not Updating

  Karen Vierra 41 views 0 comments 0 points Most recent by Karen Vierra June 2020Errors and Troubleshooting (Windows)
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  Merged: When I run One Step Update, not all of my Investment Accounts download all the quotes.

  rlsmith01 21 views 0 comments 0 points Most recent by rlsmith01 June 2020Errors and Troubleshooting (Windows)