Investments

Discussion List

• 
  How do I adjust a cash balance in an investment to be part of the securities value?

  Answered ✓ BWW 21 views 1 comment 0 points Most recent by Sherlock January 2020Investing (Windows)
• 
  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)
• 
  Help with SELL Lot No shares available Error when lots shows a share

  Closed jrm 342 views 5 comments 0 points Most recent by rickexner2 January 2020Investing (Windows)
• 
  Quicken fails to correctly calculate investment amounts

  Answered ✓ Closed TomS 42 views 4 comments 0 points Most recent by TomS January 2020Errors and Troubleshooting (Windows)
• 
  CBS and Viacom merger

  Chiquito 933 views 8 comments 0 points Most recent by Gail9@ January 2020Investing (Windows)
• 
  How do I manuallly update my Thift Savings Plan price history?

  Answered ✓ Closed craig. 601 views 5 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
• 
  401K Transaction Categories in Investment Report / _RlzdGain for SoldX Transaction

  Closed butlerd12 351 views 5 comments 0 points Most recent by butlerd12 January 2020Investing (Windows)
• 
  CollegeCounts 529 Account Set-Up, Transaction Entry and Reconciliation

  Closed kirkdsmith 593 views 5 comments 0 points Most recent by kirkdsmith January 2020Investing (Windows)
• 
  Quicken entered several bogus placeholders

  Answered ✓ Closed barbmcgq 21 views 2 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
• 
  Cash account problem

  Answered ✓ DPOrange 62 views 3 comments 0 points Most recent by DPOrange January 2020Investing (Windows)
• 
  Why so many Place Holders after downloading E Trade Transactions? Makes this useless

  Answered ✓ Closed chappyII 121 views 5 comments 0 points Most recent by Tom Young December 2019Investing (Windows)
• 
  How do I set up my Australian share portfolio?

  Answered ✓ achybear 92 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 281 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 95 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
• 
  Why does my security value/balance not match statement

  julieb2uk 431 views 4 comments 0 points Most recent by volvogirl December 2019Investing (Windows)
• 
  How do I handle out of date brokerage accounts?

  Answered ✓ Closed rarandles 51 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  How to fix missing data in investment accounts

  Closed Dianalytical 752 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 462 views 2 comments 1 point Most recent by AdamW December 2019Errors and Troubleshooting (Windows)
• 
  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 983 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 41 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 41 views 1 comment 0 points Most recent by markus1957 December 2019Errors and Troubleshooting (Windows)