Investments

Discussion List

• 
  Inserting transactions into investment accounts

  Answered Closed Pmar 68 views 3 comments 0 points Most recent by NotACPA October 2023Errors and Troubleshooting (Windows)
• 
  Fidelity NetBenefits and Quicken

  Closed rodavey 95 views 0 comments 0 points Most recent by rodavey October 2023Registers & Transactions (Windows)
• 
  No "Yield on Investment" information

  Answered Closed Jose 560 views 17 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Errors with security quotes after market close

  Answered Closed bookemdanno 227 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@ 724 views 15 comments 0 points Most recent by Dennis4@ October 2023Investing (Windows)
• 
  Novartis Sandoz Spin-off

  Closed Curtis Browne 810 views 1 comment 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  How to record the split up of Lithium America(LAC)

  Closed SSJ 169 views 1 comment 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  Separating investments under accounts into groups

  Closed kayelena 367 views 3 comments 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  Value for Vanguard Total Bond Fund (VBTLX) very inflated

  Closed JennyGut50 23 views 1 comment 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  How to handle Roth conversion? [edit]

  Answered ✓ Closed bellapop7 310 views 1 comment 0 points Most recent by miklk October 2023Investing (Windows)
• 
  Transaction report showing zeros instead of correct transfer amounts

  Closed thompson87 235 views 1 comment 0 points Most recent by Quicken Kristina October 2023Errors and Troubleshooting (Windows)
• 
  How to assign CUSIP for Treasury Bond download info for offline account?

  Answered Closed mikek753b 969 views 7 comments 0 points Most recent by stanray October 2023Investing (Windows)
• 
  Securities Comparison Mismatch - Fidelity Cash Reserves

  Closed mishaptak 145 views 1 comment 0 points Most recent by mshiggins October 2023Investing (Windows)
• 
  IRA Account register shows a Security Value, yet Holdings shows no securities in account

  Closed varlene 289 views 5 comments -1 point Most recent by Quicken Jasmine October 2023Registers & Transactions (Windows)
• 
  Bug: Quicken does not report the correct account value if the account contains an option.

  Closed LivingForEternity 112 views 4 comments 0 points Most recent by fciani October 2023Investing (Windows)
• 
  Discrepancy on Spin-off entry cost basis?

  Closed questionsforever 27 views 0 comments 0 points Most recent by questionsforever October 2023Investing (Windows)