Investments

Discussion List

• 
  I moved mutual funds to new broker and am liquidating the funds

  Closed BstaedL 31 views 1 comment 0 points Most recent by Bob_L November 2023Investing (Windows)
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  logging an tax free interest income transaction

  Answered ✓ Closed steves70119 265 views 2 comments 0 points Most recent by Jon November 2023Registers & Transactions (Mac)
• 
  New Vanguard Brokerage Will Not Download (QMac)

  Closed System 51 views 4 comments 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Mac)
• 
  Human Interest CC-501 issue

  Answered ✓ Closed ggray 454 views 1 comment 2 points Most recent by Boatnmaniac November 2023Download, Add/Update Accounts (Windows)
• 
  NASDAQ graph went flat

  Closed Rocket J Squirrel 21 views 2 comments 0 points Most recent by Rocket J Squirrel November 2023Investing (Windows)
• 
  schwab import

  Answered Closed Jim68 284 views 4 comments 0 points Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Has anyone who migrated to Schwab ThinkOrSwim had problem w One Step Update?

  Closed Chiquito 72 views 0 comments 0 points Most recent by Chiquito November 2023Investing (Windows)
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  Wells Fargo Advisors data not downloading (QMac)

  Closed JustJayC 101 views 5 comments 0 points Most recent by JustJayC November 2023Investing (Mac)
• 
  Online update issue

  Answered Closed aLfGordon 71 views 6 comments 0 points Most recent by aLfGordon November 2023Errors and Troubleshooting (Windows)
• 
  Fidelity NetBenefits will not update 1 of 2 accounts, will not properly display the other

  Closed Tony Luers 717 views 22 comments 0 points Most recent by Tony Luers November 2023Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch dialog appears every single day

  Closed PatonJ 81 views 1 comment 0 points Most recent by djrfree November 2023Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction download is all "Unidentified Security" (edit)

  Answered ✓ Closed BarryMo 9.2K views 133 comments 2 points Most recent by jeffrose5 November 2023Investing (Windows)
• 
  TD Ameritrade to Schwab Transition

  Answered ✓ Closed deltavee 222 views 1 comment 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Windows)
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  CISCO (CSCO) does not appear within the account that it is stored under.

  Answered Closed crschifter 31 views 2 comments 0 points Most recent by mshiggins November 2023Investing (Windows)
• 
  How do I record the spin-off of Net Lease Office Properties (NLOP) from W.P. Carey (WPC)

  Answered ✓ Closed billflyer 871 views 5 comments 0 points Most recent by q_lurker November 2023Investing (Windows)
• 
  Dashboard "Portfolio Value" incorrect after account transition & account closed

  Closed rodney23 252 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Where can I find all of the transactions downloaded by One-step update?

  Answered ✓ Closed funkws 153 views 8 comments 0 points Most recent by splasher November 2023Investing (Windows)
• 
  OL-362A Errors

  Closed arlingpj 81 views 11 comments 0 points Most recent by UKR November 2023Download, Add/Update Accounts (Windows)
• 
  MMP and OKE Merger

  Closed crwalejr 1.7K views 13 comments 0 points Most recent by sandyjimfl November 2023Investing (Windows)
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  Bug Report: Edit Report "Unrealized Gain/Loss"

  Closed newcastlelinda 31 views 3 comments 0 points Most recent by jacobs November 2023Reports (Mac)
• 
  New Vanguard Brokerage Account Won't Download

  Closed Fair_Quick51 141 views 3 comments 0 points Most recent by Quicken Jasmine November 2023Download, Add/Update Accounts (Windows)
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  Stock quotes won't update

  Answered Closed Billy F 1.3K views 7 comments 0 points Most recent by Pan4dora November 2023Installing and Updating (Windows)
• 
  RERFX vs RERGX

  Closed Lennn 61 views 3 comments 0 points Most recent by q_lurker November 2023Investing (Windows)
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  Merged: Enter Valid Date after download transactions - R52.33

  Closed rlw007 1 view 0 comments 0 points Most recent by rlw007 November 2023Investing (Windows)
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  Why does existing Investment Account in Quicken show up as Checking when enabling online access?

  Closed Brad W 174 views 1 comment 0 points Most recent by Boatnmaniac October 2023Errors and Troubleshooting (Windows)
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  How do I change the date of the "Opening Cash Balance" Transaction?

  Closed TJTex 181 views 3 comments 0 points Most recent by Quicken Kristina October 2023All Things Canadian (Windows)