Investments

Discussion List

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  Problems with pre-tax deductions on a paycheck and choosing an investing account HSA

  Answered Closed morangegurl 15 views 1 comment 0 points Most recent by morangegurl August 2023Registers & Transactions (Windows)
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  Issue Manually Updating Quote/Price

  Closed Debra Tuggle Huser 43 views 1 comment 0 points Most recent by Jim_Harman August 2023Investing (Windows)
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  How do I get the S&P 600 Small Cap Index added to my investment view?

  Answered ✓ Closed Ellary Kahan 54 views 7 comments 0 points Most recent by Ellary Kahan August 2023Investing (Windows)
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  Unrealized loss dilemma - Quicken & brokerage disagree

  Closed Rocket J Squirrel 95 views 13 comments 0 points Most recent by q_lurker August 2023Investing (Windows)
• 
  Not Finding Brighter Future Advisor Plan in the list of accounts that can be updated online

  Answered Closed TallTom 23 views 2 comments 0 points Most recent by TallTom August 2023Download, Add/Update Accounts (Windows)
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  Completely unable to manually enter retirement info when offline

  Closed louabill 145 views 6 comments 0 points Most recent by louabill August 2023Errors and Troubleshooting (Mac)
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  Investment account - Incorrect number of shares in Available to Sell column

  Closed Rich Gaughan 378 views 12 comments 0 points Most recent by Rich Gaughan August 2023Investing (Windows)
• 
  Stock Option pricing not updating

  Closed Hub 175 views 6 comments 0 points Most recent by Hub August 2023Investing (Windows)
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  How to adjust cost basis to be the same as my broker

  Answered Closed Danielle Dallaire 209 views 3 comments 0 points Most recent by JosefW August 2023All Things Canadian (Windows)
• 
  Etrade no longer uploading interest income transaction after Morgan conversion

  Closed mwpowers55 113 views 1 comment 0 points Most recent by Quicken Kristina August 2023Download, Add/Update Accounts (Windows)
• 
  3 Transactions for my Reinvested Dividends

  Answered Closed Ken A 108 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)
• 
  Investment portfolio

  Closed oliver' 320 views 16 comments 0 points Most recent by oliver' August 2023Investing (Mac)
• 
  Chase Brokerages Not Downloading New Transactions

  Closed R Strax 93 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 234 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 38 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 129 views 2 comments 0 points Most recent by Boatnmaniac August 2023Download, Add/Update Accounts (Windows)
• 
  How to force correct exchange rate in register without restarting program?

  Closed questionsforever 15 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 24 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 220 views 3 comments 0 points Most recent by [Deleted User] August 2023Investing (Windows)
• 
  HOw do I close out balances for options.

  Answered Closed spaman 42 views 2 comments 0 points Most recent by [Deleted User] August 2023Investing (Windows)
• 
  can average cost per share be changed manually under portfolio investment view? [Canada]

  Closed questionsforever 406 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 50 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 98 views 1 comment 0 points Most recent by q_lurker August 2023Investing (Windows)
• 
  One of my investment accounts will not update

  Closed goughf 255 views 6 comments 0 points Most recent by Quicken Jasmine August 2023Download, Add/Update Accounts (Windows)