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Investments

Post here if you have any questions about investments. You may also be interested in our knowledge base section on investments.

	Title	State	Replies	Latest Post
	Mutual Fund Price Updates Started by William K Jones via web	resolved	7	14 Mar, 2021 07:31 PM by derekkent23
	Reconciling share balances Started by harold via web	resolved	1	12 Mar, 2021 06:07 AM by Stuart Beesley (Mr Toolbox)
	Working with MoneyDance for years, excellent program Started by Gordie via web	resolved	3	11 Mar, 2021 10:50 PM by Gordon Kadonoff
	Investment Transaction Report Started by Mike via web	resolved	0	10 Mar, 2021 10:03 PM by Mike
	Cost basis is incorrect in past dated reports Started by scowls via web	resolved	0	10 Mar, 2021 03:32 PM by scowls
	TRANSFER IN KIND LOCKS SOME FIELDS Started by harold via web	resolved	8	09 Mar, 2021 07:19 PM by harold
	setting up 403(B)(9) account Started by gbarnes12 via web	resolved	2	08 Mar, 2021 06:42 PM by gbarnes12
	stock price reverting to 0.00 Started by gbarnes12 via web	resolved	6	08 Mar, 2021 05:26 PM by gbarnes12
	Investment Performance and Exchange Rates - a bug or a feature? Started by William Harrold via web	resolved	1	08 Mar, 2021 12:46 AM by dwg
	2021 Licensing Started by scott.huff via web	resolved	5	07 Mar, 2021 10:13 PM by Stuart Beesley (Mr Toolbox)
	Divenden is doubled in cash? Started by Falconxp via web	resolved	9	07 Mar, 2021 08:20 AM by Patrick P
	Tracking cost basis Started by rcoffman@sprintmail.com via web	resolved	4	06 Mar, 2021 03:39 PM by rcoffman@sprintmail.com
	Stock Prices Started by gordon.dow via web	resolved	14	03 Mar, 2021 01:02 PM by gordon.dow
	1 to 4 Split not matching brokers values Started by MaxHeadroom via web	resolved	11	02 Mar, 2021 07:10 PM by Stuart Beesley (Mr Toolbox)
	multiple brokers Started by shamsu via web	resolved	3	01 Mar, 2021 10:07 AM by Shamsu Hamid
	Securities duplicates Started by William Moran via web	resolved	14	27 Feb, 2021 10:02 PM by The Morans
	create acct Started by William K Jones via web	resolved	3	27 Feb, 2021 05:58 PM by derekkent23
	How do you use investment categories? Started by TRudolph via web	resolved	4	27 Feb, 2021 12:24 AM by TRudolph
	Security's Value Suffix Field Started by royce via web	resolved	7	25 Feb, 2021 03:15 PM by Stuart Beesley (Mr Toolbox)
	Securities being updated in the wrong currency Started by roberto.nani via web	resolved	2	25 Feb, 2021 03:10 PM by roberto.nani
	Merging Investment Accounts Started by Mike V. via web	resolved	5	23 Feb, 2021 03:54 AM by dtd
	Sub Categories Started by ted.hilda.vannetten via web	resolved	1	22 Feb, 2021 03:36 PM by ted.hilda.vannetten
	Balance de comprobación Started by Gerardo Brenes Calvo via web	resolved	0	22 Feb, 2021 03:32 AM by Gerardo Brenes Calvo
	Duplicate Securities When Downloading Started by Nicholas Raia via web	resolved	0	21 Feb, 2021 08:20 PM by Nicholas Raia
	Same investment account in system in 2 currencies Started by sandy.browne via web	resolved	0	20 Feb, 2021 08:06 PM by sandy.browne
	Portfolio Report Generates Odd Numbers Started by Nicholas Raia via web	resolved	0	20 Feb, 2021 05:34 PM by Nicholas Raia
	Quotes and exchange rates not updating Started by Les via web	resolved	5	20 Feb, 2021 01:06 PM by derekkent23
	download differences Started by roy via web	resolved	3	20 Feb, 2021 11:09 AM by dwg
	Hide old/unused securities Started by yardy via web	resolved	1	18 Feb, 2021 10:13 AM by Maddy
	Report by Security (instead of by Account) Started by CanSaver via web	resolved	15	17 Feb, 2021 10:25 AM by Stuart Beesley (Mr Toolbox)

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