Investments

Discussion List

• 
  Market Value doesn't match reality, how to adjust? [Edited]

  Answered Closed wbr1000 1.2K views 12 comments 0 points Most recent by [Deleted User] March 2024Investing (Windows)
• 
  Problem Updating 401(k) Holdings

  Answered Closed No Nonsense 119 views 3 comments 0 points Most recent by Quicken Kristina March 2024Investing (Windows)
• 
  Ally Bank Investments not downloading

  Answered Closed margin5 395 views 10 comments 0 points Most recent by Quicken Jasmine March 2024Download, Add/Update Accounts (Windows)
• 
  Bonds are not appearing on Portfolio X-Ray

  Answered ✓ Closed vladinator 244 views 2 comments 0 points Most recent by [Deleted User] March 2024Investing (Windows)
• 
  How to auto-download older transactions in checking linked to brokerage??

  Closed mushrmary 130 views 3 comments 0 points Most recent by mshiggins March 2024Download, Add/Update Accounts (Windows)
• 
  Portfolio Value report allows column selection, but not interval selection

  Closed wtd60 44 views 2 comments 0 points Most recent by wtd60 March 2024Reports (Windows)
• 
  Trying to import Vanguard 401(K) transactions

  Closed Michael Rosen 87 views 2 comments 0 points Most recent by mshiggins February 2024Investing (Windows)
• 
  Account losing $30,000 when updating

  Answered Closed pmugavero 85 views 6 comments 0 points Most recent by pmugavero February 2024Errors and Troubleshooting (Windows)
• 
  Best Practices for tracking Private Equity?

  Closed acloudman 1.1K views 11 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
• 
  Withdrawal transactions revert to older values after entry

  Closed fggates 28 views 2 comments 0 points Most recent by fggates February 2024Errors and Troubleshooting (Windows)
• 
  No Wells Fargo Advisors transactions downloaded for February 16, 2024

  Closed GermanBlueRam 121 views 5 comments 0 points Most recent by Quicken Kristina February 2024Download, Add/Update Accounts (Windows)
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  Report to see the transaction date and date acquired for security

  Answered Closed Photohex 202 views 9 comments 0 points Most recent by Photohex February 2024Investing (Windows)
• 
  Any way to import CSV investing transactions - but ?

  Answered Closed Michael Rosen 881 views 6 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
• 
  Should a CD have a positive cash balance?

  Answered Closed droopydog53 194 views 10 comments 0 points Most recent by [Deleted User] February 2024Investing (Windows)
• 
  Merged: How do I record fees in my 401(K)?

  Michael Rosen 21 views 0 comments 0 points Most recent by Michael Rosen February 2024Investing (Windows)