Investments

Discussion List

• 
  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 93 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
• 
  Fidelity "Basket Portfolios"

  Answered Closed Andy 117 views 3 comments 0 points Most recent by NotACPA December 2023Registers & Transactions (Windows)
• 
  Help Resolving Investment Placeholders

  Closed TexMike 91 views 2 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
• 
  R52.xx - Enter Valid Date after download transactions [Edit33]

  Answered ✓ Closed rbridges01 22.8K views 368 comments 15 points Most recent by tnmats December 2023Investing (Windows)
• 
  Merrill Lynch Investment Account - cannot turnoff Placeholders

  Closed jcoley2 42 views 0 comments 0 points Most recent by jcoley2 December 2023Investing (Windows)
• 
  How do I get reinvested dividends and reinvested capital gains to show up in the Tax Planner?

  Answered Closed Tammy Van Buren 186 views 2 comments 0 points Most recent by Tammy Van Buren December 2023Registers & Transactions (Windows)
• 
  Archive NOT Working - DO NOT RELY ON IT!

  Closed Eman 135 views 1 comment 1 point Most recent by Chris_QPW December 2023Errors and Troubleshooting (Windows)
• 
  Investment Performance - the Gain and ROI numbers are wrong (edit)

  Closed heftydude 122 views 3 comments 0 points Most recent by Jim_Harman December 2023Investing (Windows)
• 
  Missing shares and cannot determine fix

  Closed tjb201 81 views 3 comments 0 points Most recent by Rocket J Squirrel December 2023Errors and Troubleshooting (Windows)
• 
  Q crashes when entering a withdrawal in an investment account

  Answered Closed LMillsap1 44 views 2 comments 0 points Most recent by q_lurker December 2023Errors and Troubleshooting (Windows)
• 
  Cannot adjust cost basis of a security without changing cash balance?

  Answered Closed questionsforever 413 views 10 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
• 
  Can Quicken be used to model performance of my investments (edit)

  Answered Closed lee de cola 246 views 9 comments 0 points Most recent by lee de cola December 2023Investing (Windows)
• 
  Cash balances in investments

  Answered ✓ Closed thomas_in_acf 1.1K views 7 comments 0 points Most recent by thomas_in_acf December 2023Investing (Windows)
• 
  Merrill Lynch account Intinc has a share balance which shows up on report as balance

  Closed Sunshine1 39 views 1 comment 0 points Most recent by Quicken Kristina December 2023Errors and Troubleshooting (Windows)