Investments

Discussion List

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  Need help on linking investments to financial institutions. Anyone near Montrose, CO?

  Answered montrose 13 views 1 comment 0 points Most recent by NotACPA August 2019Investing (Windows)
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  Merged: Incorrect lot costs when converting funds

  HF 21 views 0 comments 0 points Most recent by HF August 2019Investing (Windows)
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  Bond sale transaction not recording correctly

  Answered ✓ Closed mmsfct 31 views 2 comments 0 points Most recent by mmsfct August 2019Investing (Windows)
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  Can't add old entry to a Mutual Fund account

  Closed Anne Schwarz Johnson 104 views 12 comments 0 points Most recent by Anne Schwarz Johnson August 2019Investing (Windows)
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  How should I enter a tax-free bond issued by a university?

  Answered ✓ Closed Swampdude 23 views 1 comment 0 points Most recent by Sherlock August 2019Investing (Windows)
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  Quotes download not working for VBIAX. All others are fine

  Answered ✓ Closed Scooterlam 12 views 2 comments 0 points Most recent by Scooterlam August 2019Investing (Windows)
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  How do you handle the DOW spinoff from DWDP?

  Closed Walter@ 5.7K views 18 comments 0 points Most recent by tvicki July 2019Investing (Windows)
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  How can I manually override shares and prices in a retirement account?

  Answered ✓ Closed Aholiab 42 views 6 comments 0 points Most recent by Aholiab July 2019Investing (Windows)
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  How do I set up a new investment account in Quicken that already has an existing balance?

  Answered ✓ Closed PHXLaw 32 views 1 comment 0 points Most recent by volvogirl July 2019New to Quicken/Getting Started (Mac)
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  Updating existing security price data using a .csv file

  Answered ✓ Closed Adriaan Nel 83 views 5 comments 0 points Most recent by Adriaan Nel July 2019Investing (Windows)
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  Equity / stock pricing errors - several stocks updating to exact same bogus price

  Closed Munch 62 views 9 comments 0 points Most recent by Munch July 2019Investing (Windows)
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  GE - WAB spinoff with cash for partial share

  Answered ✓ Closed Jim_Harman 17.6K views 32 comments 0 points Most recent by Geobrick July 2019Investing (Windows)
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  Update annuity value

  Answered ✓ Closed Denverbarb 31 views 1 comment 0 points Most recent by Jim_Harman July 2019Investing (Windows)
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  I want to group securities with in the overall Brokerage.

  Closed DFWCHARGER 68 views 4 comments 0 points Most recent by mshiggins July 2019Investing (Windows)
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  How to get Mutual Fund conversion to work

  Answered ✓ Closed WMJ 172 views 5 comments 0 points Most recent by WMJ July 2019Investing (Windows)
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  Moving investment account to new firm

  Closed Dennis Mahoney 76 views 4 comments 1 point Most recent by Dennis Mahoney July 2019Investing (Windows)
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  How to sort investing view by mutual fund type

  Closed jabruzese 22 views 1 comment 0 points Most recent by Jim_Harman July 2019Investing (Windows)