Investments

Discussion List

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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 254 views 8 comments 0 points Most recent by Ps56k2 January 2020Investing (Windows)
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  How do I allocate a mutual fund purchase across multiple securities?

  Answered ✓ BWW 38 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 23 views 1 comment 0 points Most recent by Sherlock January 2020Investing (Windows)
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  How to fix "Remove Shares" transactions that don't adjust the cost basis?

  jledwards0117 1.1K 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 341 views 5 comments 0 points Most recent by rickexner2 January 2020Investing (Windows)
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  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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  CBS and Viacom merger

  Chiquito 924 views 8 comments 0 points Most recent by Gail9@ January 2020Investing (Windows)
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  How do I manuallly update my Thift Savings Plan price history?

  Answered ✓ Closed craig. 603 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 352 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 584 views 5 comments 0 points Most recent by kirkdsmith January 2020Investing (Windows)
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  Quicken entered several bogus placeholders

  Answered ✓ Closed barbmcgq 25 views 2 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
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  Cash account problem

  Answered ✓ DPOrange 58 views 3 comments 0 points Most recent by DPOrange January 2020Investing (Windows)
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  Why so many Place Holders after downloading E Trade Transactions? Makes this useless

  Answered ✓ Closed chappyII 127 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 97 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 284 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 89 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
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  Why does my security value/balance not match statement

  julieb2uk 435 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 57 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 755 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)