Investments

Discussion List

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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 39 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 290 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Inputting Partnership Transactions

  Closed billr 196 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Private stock now publicly traded

  Answered ✓ Closed Mary B Vaghi 132 views 4 comments 0 points Most recent by Mary B Vaghi August 2025Investing (Windows)
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  Ending Balance in Fidelity Account Not Correct

  Answered Closed Chet-NYC62 104 views 2 comments 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Options positions showing up even though closed out and "show closed positions" not checked

  Closed quick20 49 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Windows)
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  Option Spread Entries

  Closed jketterl 78 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Bought with Transferred Funds not Working

  Closed jslim1999 779 views 24 comments 0 points Most recent by jslim1999 August 2025Errors and Troubleshooting (Windows)
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  Why does one of my funds not show up in portfolio view?

  Answered Closed Malto 82 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Model Wash Sale of Schwab Mutual Fund

  Closed BSabolik 111 views 3 comments 0 points Most recent by BSabolik August 2025Investing (Windows)
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  Merrill Update for Connection Method Changes Settings

  Closed MangoMan 411 views 11 comments 0 points Most recent by MangoMan August 2025Registers & Transactions (Windows)
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  Portfolio Amounts Doubled

  Closed LMoore 59 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Mac)
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  How delete multiple investment transactions?

  Answered Closed rteasda 320 views 5 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Return of capital entry does not reduce cost basis of a stock

  Answered Closed counter 164 views 3 comments 0 points Most recent by counter August 2025Investing (Mac)