Investments

Discussion List

• 
  Recording WK Kellogg (KLG) Spin-Off

  Closed bbanner 967 views 2 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Interactive Brokers downloading in wrong currency

  Closed faisal 52 views 4 comments 0 points Most recent by Quicken Kristina October 2023Download, Add/Update Accounts (Windows)
• 
  How do I add a GIC to my Retirement Account?

  Answered ✓ Closed TJTex 763 views 7 comments 0 points Most recent by Arctic Hare October 2023All Things Canadian (Windows)
• 
  How do you book futures positions in Quicken Mac?

  Closed Ploooplooo 31 views 0 comments 0 points Most recent by Ploooplooo October 2023Investing (Mac)
• 
  Ameriprise Issues

  Answered Closed graepers 21 views 1 comment 0 points Most recent by Quicken Anja October 2023Investing (Mac)
• 
  What criteria does classic Quicken for Windows use to compare Shares Reported to Shares in Quicken?

  Answered ✓ Closed BSpies 253 views 19 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Fidelity download reporting TWICE the actual amount

  Closed Gene K in PA 92 views 6 comments 0 points Most recent by Chris_QPW October 2023Download, Add/Update Accounts (Windows)
• 
  Inserting transactions into investment accounts

  Answered Closed Pmar 41 views 3 comments 0 points Most recent by NotACPA October 2023Errors and Troubleshooting (Windows)
• 
  Fidelity NetBenefits and Quicken

  Closed rodavey 92 views 0 comments 0 points Most recent by rodavey October 2023Registers & Transactions (Windows)
• 
  Issue with updating Mutual Fund historical prices

  Closed TJTex 704 views 14 comments 0 points Most recent by TJTex October 2023All Things Canadian (Windows)
• 
  No "Yield on Investment" information

  Answered Closed Jose 344 views 17 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Errors with security quotes after market close

  Answered Closed bookemdanno 152 views 8 comments 0 points Most recent by Chris_QPW October 2023Investing (Windows)
• 
  Need to adjust gain/ Loss column amounts in money market accounts

  Answered Closed Dennis4@ 501 views 15 comments 0 points Most recent by Dennis4@ October 2023Investing (Windows)
• 
  Stock is missing from the linked account

  Closed anotherkarenl 41 views 2 comments 0 points Most recent by Quicken Kristina October 2023Investing (Mac)
• 
  Wrong Date for Investment Update

  Closed BarbaraRich 141 views 7 comments 0 points Most recent by Chris_QPW October 2023Download, Add/Update Accounts (Windows)
• 
  Novartis Sandoz Spin-off

  Closed Curtis Browne 773 views 1 comment 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  Microsoft - Activision Blizzard merger not recorded correctly

  Closed M Campbell Crockett 131 views 5 comments 0 points Most recent by M Campbell Crockett October 2023Errors and Troubleshooting (Mac)
• 
  New shares not recorded

  Closed JamesDM 21 views 1 comment 0 points Most recent by jacobs October 2023Investing (Mac)
• 
  How to record the split up of Lithium America(LAC)

  Closed SSJ 141 views 1 comment 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  Separating investments under accounts into groups

  Closed kayelena 304 views 3 comments 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  How do I get the historical portfolio values after the TDAmeritrade to Schwab migration?

  Answered Closed Phloebus 3.3K views 7 comments 0 points Most recent by Phloebus October 2023Investing (Mac)
• 
  How can I categorize a CD as Retirement Account? (Q Mac)

  Answered ✓ Closed Checkie 145 views 2 comments 0 points Most recent by jacobs October 2023Registers & Transactions (Mac)
• 
  Value for Vanguard Total Bond Fund (VBTLX) very inflated

  Closed JennyGut50 11 views 1 comment 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Summary of how much cash in each investment account (Q Mac)

  Answered ✓ Closed Ploooplooo 244 views 9 comments 0 points Most recent by Ploooplooo October 2023Reports (Mac)
• 
  How to handle Roth conversion? [edit]

  Answered ✓ Closed bellapop7 281 views 1 comment 0 points Most recent by miklk October 2023Investing (Windows)
• 
  Transaction report showing zeros instead of correct transfer amounts

  Closed thompson87 201 views 1 comment 0 points Most recent by Quicken Kristina October 2023Errors and Troubleshooting (Windows)