Investments

Discussion List

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  How do I adjust a cash balance in an investment to be part of the securities value?

  Answered ✓ BWW 21 views 1 comment 0 points Most recent by Sherlock January 2020Investing (Windows)
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  3 investment accounts at same broker added successfully but 4th not adding.

  Answered Closed bradybunchni 41 views 2 comments 0 points Most recent by bradybunchni January 2020Investing (Mac)
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  How to fix "Remove Shares" transactions that don't adjust the cost basis?

  jledwards0117 919 views 10 comments 0 points Most recent by jledwards0117 January 2020Investing (Windows)
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  Help with SELL Lot No shares available Error when lots shows a share

  Closed jrm 314 views 5 comments 0 points Most recent by rickexner2 January 2020Investing (Windows)
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  Quicken fails to correctly calculate investment amounts

  Answered ✓ Closed TomS 31 views 4 comments 0 points Most recent by TomS January 2020Errors and Troubleshooting (Windows)
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  I have had an error in my portfolio value In Quicken and Actual investment.

  Answered Closed ceichorn 21 views 1 comment 0 points Most recent by Quicken_Natalie January 2020Investing (Mac)
• 
  CBS and Viacom merger

  Chiquito 816 views 8 comments 0 points Most recent by Gail9@ January 2020Investing (Windows)
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  "Corrections" made by E*Trade

  Closed Perry Smith 61 views 7 comments 0 points Most recent by UKR January 2020Investing (Mac)
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  How do I manuallly update my Thift Savings Plan price history?

  Answered ✓ Closed craig. 430 views 5 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
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  401K Transaction Categories in Investment Report / _RlzdGain for SoldX Transaction

  Closed butlerd12 323 views 5 comments 0 points Most recent by butlerd12 January 2020Investing (Windows)
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  CollegeCounts 529 Account Set-Up, Transaction Entry and Reconciliation

  Closed kirkdsmith 526 views 5 comments 0 points Most recent by kirkdsmith January 2020Investing (Windows)
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  Quicken entered several bogus placeholders

  Answered ✓ Closed barbmcgq 21 views 2 comments 0 points Most recent by Jim_Harman January 2020Investing (Windows)
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  Cash account problem

  Answered ✓ DPOrange 51 views 3 comments 0 points Most recent by DPOrange January 2020Investing (Windows)
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  Brokerage account

  Answered ✓ Closed sauerld 41 views 2 comments 0 points Most recent by Quicken_Tyka January 2020Errors and Troubleshooting (Quicken on the Web)
• 
  Why so many Place Holders after downloading E Trade Transactions? Makes this useless

  Answered ✓ Closed chappyII 111 views 5 comments 0 points Most recent by Tom Young December 2019Investing (Windows)
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  How do I set up my Australian share portfolio?

  Answered ✓ achybear 85 views 4 comments 0 points Most recent by jr7107 December 2019Investing (Windows)
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  How to merge 2 mutual funds in the same account.

  Answered ✓ Closed dks13 273 views 3 comments 0 points Most recent by Quicken_Tyka December 2019Investing (Windows)
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  Recording monthly CD interest in one split transaction for the year?

  Closed Acarolinensis 53 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
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  Tax exempt dividend category assignment

  Closed [Deleted User] 361 views 4 comments 1 point Most recent by J_Mike December 2019Investing (Mac)
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  Why does my security value/balance not match statement

  julieb2uk 422 views 4 comments 0 points Most recent by volvogirl December 2019Investing (Windows)
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  How do I handle out of date brokerage accounts?

  Answered ✓ Closed rarandles 41 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to fix missing data in investment accounts

  Closed Dianalytical 702 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  Morgan Stanley Wealth Management DIrect Connect error -301-A

  Answered ✓ Closed AdamW 451 views 2 comments 1 point Most recent by AdamW December 2019Errors and Troubleshooting (Windows)
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  Investment Accounts Balance Always Wrong

  Answered ✓ Closed f_stopblues 3.6K views 6 comments 1 point Most recent by chitownhockey December 2019Investing (Windows)
• 
  export investing portfolio view data

  Answered ✓ Closed bill21 924 views 5 comments 0 points Most recent by bill21 December 2019Investing (Windows)
• 
  How do you get investments without ticker symbols to show in online portfolio

  Closed Scott Howell 41 views 2 comments 0 points Most recent by Scott Howell December 2019Investing (Windows)
• 
  I cannot turn off "show closed lots" in the "Holdings" display.

  Answered ✓ Closed Bertilak 31 views 1 comment 0 points Most recent by markus1957 December 2019Errors and Troubleshooting (Windows)