Investments

Discussion List

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  How to limit share price calculation to thousandths? (Q Mac)

  Closed Tesa 12 views 0 comments 0 points Most recent by Tesa July 2024Investing (Mac)
• 
  Schwab won't download

  Closed RV4 328 views 15 comments 1 point Most recent by MSS79 July 2024Download, Add/Update Accounts (Windows)
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  accounts do not compare acct portfolio after download even though box is checked

  Answered Closed Mark Jay 126 views 13 comments 0 points Most recent by mshiggins July 2024Download, Add/Update Accounts (Windows)
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  Investing / Allocation by Security

  Closed TLM-Q 26 views 4 comments 1 point Most recent by Quicken Kristina June 2024Investing (Mac)
• 
  Robinhood Crypto Prices incorrect

  Closed escroe 219 views 1 comment 2 points Most recent by Quicken Kristina June 2024Investing (Mac)
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  Problems with Fidelity NetBenefits downloads - mixing up securities

  Answered ✓ Closed Joel Ungar 68 views 3 comments 0 points Most recent by Joel Ungar June 2024Investing (Windows)
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  Does Quicken Mac keep a CUSIP in addition to symbol?

  Closed Richard H 32 views 1 comment 0 points Most recent by Quicken Kristina June 2024Investing (Mac)
• 
  Closed out Short Call Positions--why continued in Portfolio View???

  Closed jcoley2 78 views 5 comments 0 points Most recent by jcoley2 June 2024Investing (Windows)
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  Having both Chase (Blue) and J.P. Morgan Securities - New Bank (Brown) is messy

  Answered Closed Rob 141 views 9 comments 0 points Most recent by Quicken Anja June 2024Download, Add/Update Accounts (Windows)
• 
  Verify Cash Balance

  Answered Closed prestonforman 62 views 3 comments 0 points Most recent by Quicken Anja June 2024Errors and Troubleshooting (Windows)
• 
  Transaction attachments in investment accounts

  Closed DEMessinger 58 views 2 comments 1 point Most recent by Jim_Harman June 2024Investing (Windows)
• 
  T-Bills entering to show interest - Schwab

  Answered Closed jl747 14 views 2 comments 0 points Most recent by jl747 June 2024Registers & Transactions (Windows)
• 
  _UnrlzdGain not appearing in net worth/account balance reports

  Answered Closed Jon_sacks 243 views 25 comments 0 points Most recent by Jon_sacks June 2024Reports (Windows)
• 
  Investment account Holdings and Summary Totals don't match

  Closed bob@9 322 views 7 comments 0 points Most recent by bob@9 June 2024Investing (Windows)
• 
  Learning the Investment Module

  Answered ✓ Closed Elaine2 198 views 6 comments 0 points Most recent by Tom Young June 2024Investing (Windows)
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  How to establish a new Direct Connect connection to Fidelity Investments?

  Answered ✓ Closed Q97 1.1K views 6 comments 0 points Most recent by Q97 June 2024Investing (Windows)
• 
  Securities Mismatch Flub

  Closed Rich 94 views 7 comments 0 points Most recent by q_lurker June 2024Investing (Windows)
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  Up
  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 470 views 28 comments 7 points Most recent by q_lurker June 2024Investments
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  Finding largest gain/loss per day for investments

  Answered Closed MichaelCortese 100 views 8 comments 0 points Most recent by MichaelCortese June 2024Reports (Windows)
• 
  Tracking Roth and Traditional contributions in one retirement account

  Closed jwillis84 702 views 15 comments 0 points Most recent by Jim_Harman June 2024Investing (Windows)
• 
  Continued Duplication of security names

  Closed fp 193 views 8 comments 0 points Most recent by q_lurker June 2024Errors and Troubleshooting (Windows)
• 
  All my investment transactions since early January 2024 have disappeared--how do I get them back?

  Answered ✓ Closed John16 318 views 11 comments 0 points Most recent by [Deleted User] June 2024Registers & Transactions (Windows)
• 
  Return calculation by Lot, not just Position

  Closed ewoldde9 214 views 13 comments 1 point Most recent by Jim_Harman May 2024Investing (Windows)
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  CLOSED 5/30/24 Thrivent Financial $0 Balance when Adding Investment Accounts

  Quicken Anja 188 views 3 comments 0 points Most recent by Quicken Anja May 2024Alerts, Online Banking & Known Product Issues