Investments

Discussion List

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  Trouble importing Security prices from CSV

  CanUser 143 views 2 comments 0 points Most recent by CanUser March 2021Investing (Windows)
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  Adding Goldman Sachs Accounts

  Answered Closed SAF56 493 views 2 comments 0 points Most recent by SAF56 March 2021Download, Add/Update Accounts (Windows)
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  Get Historical Prices gets unwanted quotes for hidden/deselected securities

  Answered studpup 91 views 3 comments 1 point Most recent by rattytom March 2021Investing (Windows)
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  How do I manually adjust the average cost basis of an open position in Investment holdings?

  Answered ✓ Closed questionsforever 502 views 1 comment 0 points Most recent by Tom Young March 2021All Things Canadian (Windows)
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  UTX-OTIS-CARR RTN - RTX - How to handle multiple Lots and cost basis for these transactions?

  Answered ✓ tas99 13 views 2 comments 0 points Most recent by q_lurker March 2021Investing (Windows)
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  Charles Schwab not accepted by Quicken or downloading transactions

  Answered Closed garyz1 3.7K views 20 comments 0 points Most recent by garyz1 March 2021Download, Add/Update Accounts (Windows)
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  Spurious asset

  Answered Quercus47 32 views 7 comments 0 points Most recent by Tom Young February 2021Investing (Windows)
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  How to transfer cash between 2 TFSA Quicken Canada accounts without it being a Contribution?

  Answered ✓ Closed questionsforever 75 views 1 comment 0 points Most recent by Tom Young February 2021All Things Canadian (Windows)
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  Investing POrtfolio View

  Answered philliesphan0880 103 views 7 comments 0 points Most recent by Sherlock February 2021Investing (Windows)
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  Quicken stopped working with Merrill and TD Ameritrade

  Answered ✓ Closed Lee64 161 views 3 comments 0 points Most recent by Quicken Anja February 2021Errors and Troubleshooting (Windows)
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  Schwab Download/Update returns Error 403 on all acounts

  Closed Randy Chevrier 1.4K views 61 comments 9 points Most recent by Bs1055 February 2021Errors and Troubleshooting (Mac)
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  Merger and CUSIP/symbol change (twice)

  Answered ✓ kydar 257 views 6 comments 0 points Most recent by Tom Young February 2021Investing (Windows)
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  Is it possible to set up a security as both taxable and tax-free

  Answered ✓ williams_sd 79 views 4 comments 0 points Most recent by williams_sd February 2021Investing (Windows)
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  Errors when downloading from Vanguard

  Closed Fizxguy 61 views 0 comments 0 points Most recent by Fizxguy February 2021Errors and Troubleshooting (Mac)
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  Investment Lot Detail

  Answered frh1027 31 views 2 comments 0 points Most recent by Jim_Harman February 2021Investing (Windows)
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  How to track merger resulting in one company with 2 share classes?

  Answered ✓ HCC2 66 views 4 comments 1 point Most recent by q_lurker February 2021Investing (Windows)
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  How do I add my ownership share in an LLP, LLC or Corporation?

  Answered Mickndarran 547 views 2 comments 1 point Most recent by NotACPA February 2021Investing (Windows)
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  Stock Option Balances

  Answered Orion13 113 views 5 comments 0 points Most recent by Orion13 February 2021Investing (Windows)
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  More Decreases & Increases counted in Investment reconcile screen than are listed

  Answered ✓ r.l.thomas 11 views 3 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
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  How to fix cash balance for Brokerage accounts in register

  Answered yoshter 805 views 6 comments 0 points Most recent by Jim D February 2021Registers & Transactions (Windows)
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  Michigan Education Savings Plan (MESP) 529 College Plan

  Answered Closed woodyboles 900 views 4 comments 0 points Most recent by Kathy K February 2021Download, Add/Update Accounts (Windows)
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  Investment account(s) instability...

  Snowman 111 views 17 comments 0 points Most recent by Snowman February 2021Investing (Windows)
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  "To This Account's Cash Balance" Greyed Out?

  Answered ✓ 932Scooter419 249 views 3 comments 0 points Most recent by 932Scooter419 February 2021Investing (Windows)
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  How to enter Pfizer spin-off of a company called Viatris (VTRS).

  Answered gerryl9 392 views 4 comments 0 points Most recent by q_lurker February 2021Investing (Windows)