Investments

Discussion List

• 
  Why is the total in Quicken not close to the total at UBS.

  Answered ✓ Closed fpsilver 41 views 1 comment 0 points Most recent by Tom Young December 2019Investing (Windows)
• 
  Problem with the number of shares when selling

  Answered ✓ Closed segoldring 42 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 393 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
• 
  How to categorize a stock transfer as a gift?

  Answered ✓ Closed dawebhalle 371 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 111 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 462 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Formerly sold securities continue appearing in my investment accounts

  Closed Gary 64 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 132 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Where did my IRA transaction history go?

  Answered ✓ Closed spinner2 61 views 3 comments 0 points Most recent by UKR November 2019Errors and Troubleshooting (Windows)
• 
  Unable to Resize Register and Downloaded Transactions in Investment Account

  Answered ✓ Closed Gary 223 views 5 comments 0 points Most recent by Tom Young November 2019Investing (Windows)
• 
  Securities No Longer Appear in Drop Down List

  Answered ✓ Closed logear 412 views 8 comments 0 points Most recent by logear November 2019Errors and Troubleshooting (Windows)
• 
  Why has QW 2013 update price history stopped working since Wednesday 11/13/19?

  Answered ✓ Closed BinNH 161 views 10 comments 0 points Most recent by BinNH November 2019Investing (Windows)
• 
  Investment account Cash Balance is displaying different amount than downloaded amount

  Answered ✓ Closed t520black 981 views 5 comments 0 points Most recent by t520black November 2019Investing (Windows)
• 
  Quicken / Brokerage Balance Disagreement

  Answered ✓ Closed kpmort 51 views 1 comment 0 points Most recent by Sherlock November 2019Investing (Windows)
• 
  Quicken 2012 H&B quotes not working

  Answered ✓ Closed Lee Boszak 213 views 5 comments 0 points Most recent by Lee Boszak November 2019Investing (Windows)
• 
  Tracking Mutual Fund when the broker doesn't use ticker pricing.

  Closed ARaUser 563 views 5 comments 0 points Most recent by ARaUser November 2019Investing (Windows)
• 
  trade not showing up in holdings

  Answered Closed beckers 42 views 6 comments 0 points Most recent by beckers November 2019Errors and Troubleshooting (Windows)
• 
  Starting a CD account with a maturity date - how?

  Answered ✓ Closed OldQuickGuy 1.3K views 2 comments 0 points Most recent by Sherlock November 2019Investing (Windows)
• 
  Removing a security from my "security list" [Edited]

  Answered ✓ Closed simsiccr 61 views 3 comments 0 points Most recent by q_lurker November 2019Investing (Windows)