Investments

Discussion List

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  Phantom investment transactions from JP Morgan during OSU

  Closed rhg_hilltop 44 views 1 comment 0 points Most recent by Quicken Jasmine September 2023Errors and Troubleshooting (Windows)
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  TD Conversion to Schwab - Lost cost basis

  Closed scott62556 180 views 4 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
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  Duplicate Dashboards (Q Mac)

  Closed Jimbo21742 21 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Mac)
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  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 64 views 9 comments 11 points Most recent by jacobs September 2023Investments
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  R52.20 issue: One step update from Raymond James does not download cash amounts

  Closed Chuck56 286 views 8 comments 0 points Most recent by Chuck56 September 2023Errors and Troubleshooting (Windows)
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  R52.19 Tax Summary lists a Stock SOLDX as a Qualified Dividend

  Answered ✓ Closed lawrs21813 91 views 6 comments 0 points Most recent by mshiggins September 2023Investing (Windows)
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  TD Ameritrade / Schwab - converted IRA account now shows as Checking Acct (edit)

  Answered Closed Big Jake 192 views 14 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)
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  Drop down issue in Quicken

  Answered Closed DHBT 73 views 5 comments 0 points Most recent by UKR September 2023Registers & Transactions (Windows)
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  Possible to rearrange the order of holdings for an Investment account?

  Answered ✓ Closed JubJub 325 views 10 comments 0 points Most recent by JubJub September 2023Investing (Windows)
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  Cannot download from RWBaird Website - Direct Connect fails

  Closed System 11 views 2 comments 0 points Most recent by Quicken Anja September 2023Download, Add/Update Accounts (Windows)
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  Transfer shares between accounts

  Answered Closed mwilbur 65 views 4 comments 0 points Most recent by mwilbur September 2023Investing (Windows)
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  Merged: Error Message when Updating Fidelity Transactions

  Closed Bione 31 views 0 comments 0 points Most recent by Bione September 2023Download, Add/Update Accounts (Windows)
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  Merged: Update R52.20 error message for investment accounts - "Enter a valid date" [Edited9]

  Closed Bananabowl 51 views 0 comments 1 point Most recent by Bananabowl September 2023Errors and Troubleshooting (Windows)
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  Is downloading detailed transactions from Vanguard available for QMac ?

  Answered ✓ Closed snsokstan 425 views 4 comments 0 points Most recent by snsokstan September 2023Investing (Mac)
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  Security Changed names on 8/25

  Closed nc00ks0n 77 views 4 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)
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  Bond Purchase accrued interest deducted twice [edited]

  Answered Closed K N Waller 86 views 5 comments 0 points Most recent by Tom Young September 2023Investing (Windows)
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  Convert this fund into my cash balance

  Answered Closed Ellary Kahan 274 views 7 comments 1 point Most recent by Ellary Kahan September 2023Investing (Windows)
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  Portfolio in one account shows holdings not present on brokerage web account

  Closed snsokstan 22 views 0 comments 0 points Most recent by snsokstan September 2023Investing (Mac)
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  Unnecessary data from brokerage download

  Answered Closed asherfamily1 11 views 1 comment 0 points Most recent by NotACPA September 2023Download, Add/Update Accounts (Windows)
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  RSU Vest

  Closed Canadauser 51 views 1 comment 6 points Most recent by hoctav September 2023All Things Canadian (Windows)
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  successful stress test with schwab on mac beta, personalized direct index acct

  Closed india just 21 views 0 comments 0 points Most recent by india just September 2023Investing (Mac)
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  Is it possible to download bond prices for multiple days with one-step update

  Answered Closed gaheld57 136 views 2 comments 0 points Most recent by gaheld57 September 2023Investing (Windows)
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  "Minimum Gain" …. Is There Such a Thing as "Minimum Tax"?

  Answered Closed gfvalvo 41 views 4 comments 0 points Most recent by mshiggins August 2023Investing (Windows)
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  Quicken Mac doesn't let me schedule "Dividend Income" or "Reinvest Dividend" transactions

  Closed Gorpus 153 views 2 comments 0 points Most recent by petralyn@ August 2023Investing (Mac)
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  Contributions Account - How to turn-off on an old account

  Answered Closed Stacy K 114 views 9 comments 0 points Most recent by mshiggins August 2023Download, Add/Update Accounts (Windows)