Investments

Discussion List

• 
  "Lot Identification" vs. "Average Cost" Question

  Margie 835 views 4 comments 0 points Most recent by Jim_Harman August 2019Investing (Windows)
• 
  How to show how much deposited in an account

  Answered ✓ Closed Dennis Mahoney 72 views 4 comments 0 points Most recent by Dennis Mahoney August 2019Investing (Windows)
• 
  Problem recognizing certain stock from my 2007 Quicken

  Closed buzzQuick19 21 views 2 comments 0 points Most recent by buzzQuick19 August 2019Investing (Mac)
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  How can I split my Roth vs Salary Reduction contributions that share an account at Fidelity?

  Answered ✓ Closed shadow4891 311 views 7 comments 0 points Most recent by jr7107 August 2019Investing (Windows)
• 
  Money Fund double counting of cash/value in investment accounts

  Answered ✓ Closed coopster 131 views 1 comment 0 points Most recent by jr7107 August 2019Investing (Mac)
• 
  Need help on linking investments to financial institutions. Anyone near Montrose, CO?

  Answered montrose 11 views 1 comment 0 points Most recent by NotACPA August 2019Investing (Windows)
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  Merged: Incorrect lot costs when converting funds

  HF 21 views 0 comments 0 points Most recent by HF August 2019Investing (Windows)
• 
  Bond sale transaction not recording correctly

  Answered ✓ Closed mmsfct 32 views 2 comments 0 points Most recent by mmsfct August 2019Investing (Windows)
• 
  Can't add old entry to a Mutual Fund account

  Closed Anne Schwarz Johnson 52 views 12 comments 0 points Most recent by Anne Schwarz Johnson August 2019Investing (Windows)
• 
  How should I enter a tax-free bond issued by a university?

  Answered ✓ Closed Swampdude 21 views 1 comment 0 points Most recent by Sherlock August 2019Investing (Windows)
• 
  Quotes download not working for VBIAX. All others are fine

  Answered ✓ Closed Scooterlam 11 views 2 comments 0 points Most recent by Scooterlam August 2019Investing (Windows)
• 
  How do you handle the DOW spinoff from DWDP?

  Closed Walter@ 5.6K views 18 comments 0 points Most recent by tvicki July 2019Investing (Windows)
• 
  Who decides which investment companies Quicken can access on-line?

  Closed Paul24 31 views 3 comments 0 points Most recent by UKR July 2019Investing (Mac)
• 
  Downloading transactions from Robinhood?

  Answered ✓ Closed oceanorange26 5.5K views 1 comment 0 points Most recent by Quicken_Tyka July 2019Investing (Mac)
• 
  How do I add an "income reinvestment" transaction to my investment account?

  Closed oceanorange26 41 views 1 comment 0 points Most recent by oceanorange26 July 2019Investing (Mac)
• 
  How can I manually override shares and prices in a retirement account?

  Answered ✓ Closed Aholiab 41 views 6 comments 0 points Most recent by Aholiab July 2019Investing (Windows)
• 
  Investment account- manual (401k, Q Mac)

  Answered ✓ Closed Paul24 453 views 23 comments 0 points Most recent by Paul24 July 2019Investing (Mac)
• 
  How do I set up a new investment account in Quicken that already has an existing balance?

  Answered ✓ Closed PHXLaw 31 views 2 comments 0 points Most recent by volvogirl July 2019New to Quicken/Getting Started (Mac)
• 
  Updating existing security price data using a .csv file

  Answered ✓ Closed Adriaan Nel 83 views 5 comments 0 points Most recent by Adriaan Nel July 2019Investing (Windows)
• 
  Equity / stock pricing errors - several stocks updating to exact same bogus price

  Closed Munch 61 views 9 comments 0 points Most recent by Munch July 2019Investing (Windows)
• 
  How do I display the investment value for a reinvestment transaction?

  Answered ✓ Closed benashton 41 views 2 comments 0 points Most recent by jacobs July 2019Investing (Mac)
• 
  GE - WAB spinoff with cash for partial share

  Answered ✓ Closed Jim_Harman 17.2K views 32 comments 0 points Most recent by Geobrick July 2019Investing (Windows)
• 
  Update annuity value

  Answered ✓ Closed Denverbarb 31 views 1 comment 0 points Most recent by Jim_Harman July 2019Investing (Windows)
• 
  I want to group securities with in the overall Brokerage.

  Closed DFWCHARGER 57 views 4 comments 0 points Most recent by mshiggins July 2019Investing (Windows)