Investments

Discussion List

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  What's the best way to go about adding historical values for my 401(k) and IRAs?

  Closed sneff30 299 views 6 comments 0 points Most recent by sneff30 January 2024Investing (Windows)
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  How to correct share count?

  Answered ✓ Closed A Pensive Panda 76 views 2 comments 0 points Most recent by A Pensive Panda January 2024Errors and Troubleshooting (Mac)
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  Please Add Ability to Add a Transaction on the Security Detail View

  Closed BRETTB 51 views 3 comments 0 points Most recent by Jim_Harman January 2024Investing (Windows)
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  Balance information in sidebar for investment accounts

  Answered Closed Allan L. 109 views 5 comments 0 points Most recent by exchilango January 2024Errors and Troubleshooting (Mac)
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  Default to Price Per Share

  Answered Closed Scott Kandel 63 views 5 comments 0 points Most recent by Chris_QPW January 2024Investing (Mac)
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  archiving an investment register with closed transactions on a securities does not hide the security

  Closed questionsforever 33 views 2 comments 0 points Most recent by Chris_QPW January 2024Investing (Windows)
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  Advice please: repairing "broken" Fidelity 401k accounts

  Closed KDL 203 views 3 comments 0 points Most recent by mshiggins January 2024Investing (Windows)
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  Problem with Account Balances Report - weird cash balance in brokerage account

  Answered ✓ Closed Randyrama 454 views 11 comments 0 points Most recent by Chris_QPW January 2024Reports (Windows)
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  Security Prices - Issue with yesterday's closing prices changing to today's price for all holdings

  Answered ✓ Closed Ed V 3.1K views 133 comments 0 points Most recent by bbumbarger January 2024Investing (Windows)
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  Non-taxable Fund Merger of Miller Inc and PATIENT CAP OPPORT TRUST I

  Answered Closed jca 22 views 1 comment 0 points Most recent by jca January 2024Investing (Windows)
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  All Portfolio Custom Views on the Investment Register

  Closed BRETTB 72 views 6 comments 0 points Most recent by Chris_QPW January 2024Investing (Windows)
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  Problem with recent Q update to R53.32 / transaction downloads

  Closed funkws 101 views 1 comment 0 points Most recent by user14062 January 2024Investing (Windows)
• 
  Securities Prices for stocks with no ticker

  Closed asherfamily1 97 views 4 comments 0 points Most recent by Chris_QPW January 2024Investing (Mac)
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  Investment Portfolio screen - option to condense screen to those with shares.

  Closed BRETTB 23 views 1 comment 0 points Most recent by Jim_Harman January 2024Investing (Windows)
• 
  Easiest way to update investment lots on old account

  Answered ✓ Closed Mike3700 547 views 3 comments 0 points Most recent by Mike3700 January 2024Investing (Windows)
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  Investment Accounts NOT showing any transactions!

  Answered Closed Eli Sherer 603 views 5 comments 0 points Most recent by Eli Sherer January 2024Investing (Mac)
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  Categories Woes - "Personal Expense" categories held hostage by "Investment" group

  Closed BoaHancock79 110 views 7 comments 0 points Most recent by BoaHancock79 January 2024Errors and Troubleshooting (Windows)
• 
  Another choice needed for a security's Cost Basis

  Closed tcolyer 53 views 1 comment 1 point Most recent by markus1957 January 2024Investing (Windows)
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  OneAmerica 401k showing 0 balance

  Closed thepopguy 112 views 1 comment 0 points Most recent by Quicken Kristina January 2024Errors and Troubleshooting (Mac)
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  TreasuryDirect access fails

  Closed mikek753b 105 views 1 comment 2 points Most recent by Quicken Kristina January 2024Errors and Troubleshooting (Windows)
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  DRIP Transaction Download from E*Trade - Commission and 2 Register Entries

  Closed MangoMan 326 views 13 comments 0 points Most recent by MangoMan January 2024Registers & Transactions (Windows)
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  Synced Fidelity Account Shows Half Year Transactions

  Answered Closed Bobby Izquierdo 34 views 2 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
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  PA 529 Invest Plan - Connects, but does not load positions

  EDAC 361 views 5 comments 0 points Most recent by JustinD January 2024Download, Add/Update Accounts (Mac)
• 
  Why won't Quicken Business & Personal add my Coinbase account?

  Answered Closed NSSherlock 655 views 4 comments 0 points Most recent by NSSherlock January 2024New to Quicken/Getting Started (Windows)
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  Quicken adds extra cash balance to fidelity net benefits doubling actual value

  Closed lembeckedens 103 views 2 comments 0 points Most recent by Jim_Harman January 2024Investing (Windows)