Investments

Discussion List

• 
  How to adjust cost basis to be the same as my broker

  Answered Closed Danielle Dallaire 168 views 3 comments 0 points Most recent by JosefW August 2023All Things Canadian (Windows)
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  Etrade no longer uploading interest income transaction after Morgan conversion

  Closed mwpowers55 111 views 1 comment 0 points Most recent by Quicken Kristina August 2023Download, Add/Update Accounts (Windows)
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  3 Transactions for my Reinvested Dividends

  Answered Closed Ken A 93 views 5 comments 0 points Most recent by UKR August 2023Download, Add/Update Accounts (Windows)
• 
  Merged: Fidelity Net Benefits not downloading all transactions

  Closed Tony Luers 201 views 0 comments 0 points Most recent by Tony Luers August 2023Errors and Troubleshooting (Windows)
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  Investment portfolio

  Closed oliver' 302 views 16 comments 0 points Most recent by oliver' August 2023Investing (Mac)
• 
  Chase Brokerages Not Downloading New Transactions

  Closed R Strax 91 views 3 comments 0 points Most recent by R Strax August 2023Download, Add/Update Accounts (Mac)
• 
  Change Total Value of an Offline investment account without individual securities

  Answered ✓ Closed pitosalas 212 views 2 comments 0 points Most recent by Jon August 2023Investing (Mac)
• 
  How to fix archiving to wrong currency account from previous Quicken Canada update?

  Closed questionsforever 32 views 2 comments 0 points Most recent by questionsforever August 2023All Things Canadian (Windows)
• 
  Schwab Balances, Downloads, Cash Balances still wrong after over a year

  Closed ebcullen 112 views 2 comments 0 points Most recent by Boatnmaniac August 2023Download, Add/Update Accounts (Windows)
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  How to force correct exchange rate in register without restarting program?

  Closed questionsforever 11 views 0 comments 0 points Most recent by questionsforever August 2023All Things Canadian (Windows)
• 
  Often my vanguard brokerage account will not update

  Answered Closed lware14 22 views 1 comment 0 points Most recent by Quicken Kristina August 2023Download, Add/Update Accounts (Mac)
• 
  missing stock split message in validation of file

  Closed questionsforever 187 views 3 comments 0 points Most recent by QWinUser August 2023Investing (Windows)
• 
  HOw do I close out balances for options.

  Answered Closed spaman 41 views 2 comments 0 points Most recent by QWinUser August 2023Investing (Windows)
• 
  can average cost per share be changed manually under portfolio investment view? [Canada]

  Closed questionsforever 316 views 14 comments 0 points Most recent by q_lurker August 2023Investing (Windows)
• 
  Archiving Investment Register appends or creates many new archive registers?

  Closed questionsforever 45 views 2 comments 0 points Most recent by questionsforever August 2023Investing (Windows)
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  August 4, 2023: No mutual fund price updates

  Closed MBrown1003 91 views 1 comment 0 points Most recent by q_lurker August 2023Investing (Windows)
• 
  One of my investment accounts will not update

  Closed goughf 186 views 6 comments 0 points Most recent by Quicken Jasmine August 2023Download, Add/Update Accounts (Windows)
• 
  401(k) ADP fund account LMOIX not importing

  Closed aberdeenmeadows 53 views 1 comment 0 points Most recent by aberdeenmeadows August 2023Investing (Mac)
• 
  How do I buy and track a position in Silver?

  Closed chall3809 132 views 7 comments 0 points Most recent by q_lurker August 2023Investing (Windows)
• 
  Merged: Investing Register replaced with portfolio summary panels - x

  Closed Robert Sheran 41 views 0 comments 0 points Most recent by Robert Sheran August 2023Investing (Windows)
• 
  Quicken Canada Stock Quotes Problem with Latest Release

  Closed clamptown 1.9K views 90 comments 0 points Most recent by JoelC July 2023All Things Canadian (Windows)
• 
  Quicken Mobile not Syncing with Desktop

  Closed Tman 126 views 3 comments 0 points Most recent by Quicken Jasmine July 2023Errors and Troubleshooting (Mobile)
• 
  "Update Historical Prices" Issue

  Closed QWinUser 232 views 5 comments 0 points Most recent by reliable July 2023Errors and Troubleshooting (Windows)
• 
  Baird Cash Not Updating

  Closed Toddrg 42 views 1 comment 0 points Most recent by Quicken Jasmine July 2023Investing (Windows)