Investments

Discussion List

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  How to prevent downloaded investment transactions being entered with wrong name?

  Closed M C Crockett 102 views 6 comments 0 points Most recent by M C Crockett August 2020Errors and Troubleshooting (Mac)
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  Nationwide Investments 401(k) web connect error CC-885

  Answered ✓ Closed joe.taylor 122 views 1 comment 0 points Most recent by John_in_NC July 2020Download, Add/Update Accounts (Mac)
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  Category by Account

  Answered ✓ Closed crball25 61 views 3 comments 0 points Most recent by John_M July 2020Reports (Mac)
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  Investment is an Cash Equivalent

  Closed mwinston 94 views 10 comments 0 points Most recent by Chris_QPW July 2020Investing (Windows)
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  How to zero-out Securities Value?

  Answered ✓ Closed JADavey 1.8K views 8 comments 0 points Most recent by Frankx July 2020Registers & Transactions (Windows)
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  Paycheck Wizard: Allow for 401K contributions to be categorized instead of transferred to 401K acct

  Closed Boatnmaniac 1.4K views 11 comments 10 points Most recent by Boatnmaniac July 2020Errors and Troubleshooting (Windows)
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  How do I remove an old account from Investing Performance Average Annual Return graph?

  Closed bwest1 166 views 4 comments 0 points Most recent by Jim_Harman July 2020Investing (Windows)
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  IRA accounts withdraw: can't memorize, can't copy/paste

  Closed Ed Perry 41 views 1 comment 0 points Most recent by Sherlock July 2020Investing (Windows)
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  Downloading portfolio, multiple funds show up as NULL

  Answered ✓ Closed guppy_puppy 258 views 21 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
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  Ghosts of Long Ago Sold Securities Reappear

  Answered ✓ Closed chipwhite935 13 views 3 comments 0 points Most recent by markus1957 July 2020Errors and Troubleshooting (Windows)
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  investment account transactions no longer downloading, error (500)

  Answered ✓ Closed peakster 170 views 3 comments 0 points Most recent by peakster July 2020Download, Add/Update Accounts (Mac)
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  Archiving investment transactions - any benefit?

  Closed Rocket J Squirrel 643 views 12 comments 0 points Most recent by eichmat July 2020Investing (Windows)
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  Graph of value fluctuations of an entire account

  Answered ✓ Closed Ellary Kahan 21 views 2 comments 0 points Most recent by Ellary Kahan July 2020Investing (Windows)
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  Merged: Dashboard: Today's change always shows 0.00%

  Rocket J Squirrel 31 views 0 comments 0 points Most recent by Rocket J Squirrel July 2020Investing (Windows)
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  Why are some Prev Close prices missing?

  Answered ✓ Closed Bosco 51 views 4 comments 0 points Most recent by Bosco July 2020Investing (Mac)
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  How are you tracking 401K Investment Fees?

  Answered ✓ Closed f_stopblues 515 views 5 comments 0 points Most recent by SammyDB July 2020Investing (Windows)
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  How do I record a rebate on investment fees?

  Answered ✓ Closed kennethp 260 views 7 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
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  Adjust cost base.

  Answered ✓ Closed jmcgmckinnon 341 views 28 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
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  Connection to Fidelity

  Answered Closed Perry Smith 142 views 1 comment 0 points Most recent by NotACPA July 2020Investing (Mac)
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  How to get return (%) on my investment including all dates

  Answered Closed Ajay 31 views 6 comments 0 points Most recent by Ajay July 2020Investing (Windows)
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  Errors in Portfolio - Number of Shares

  Closed JayDC 233 views 7 comments 0 points Most recent by JayDC July 2020Investing (Mac)
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  Is there any way to mass change the Cash Source on investment transactions?

  Answered Closed mecaulfield 131 views 4 comments 0 points Most recent by Red Raider July 2020Investing (Windows)