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
mek_sombat's Avatar

Import Prices of Several Securities at the Same Time

resolved 5 19 May, 2023 10:30 PM by dwg
Richard Stewart's Avatar

How to add a stock

resolved 1 17 May, 2023 09:20 PM by -Kevin N.
Mark Jowsey's Avatar

Change an "Investment" to a "Bank"

resolved 1 17 May, 2023 06:12 PM by Stuart Beesley (Mr Toolbox)
appesa's Avatar

WRONG CLOSING PRICE UPDATE FOR ETF (MILAN STOCK EXCHANGE)

resolved 4 13 May, 2023 04:41 PM by derekkent23
Tom Goodhart's Avatar

Find and replace security names

resolved 15 13 May, 2023 07:28 AM by Stuart Beesley (Mr Toolbox)
bm's Avatar

Wrong shares balance

resolved 20 12 May, 2023 10:18 PM by bm
Richard Stewart's Avatar

Change ticker

resolved 3 12 May, 2023 04:32 PM by -Kevin N.
Krishna Rao's Avatar

moneydancearchive files

resolved 1 11 May, 2023 10:51 PM by dwg
shamsu hamid's Avatar

index of stock

resolved 3 08 May, 2023 03:54 AM by shamsu203
Stephen George's Avatar

Price entry

resolved 7 06 May, 2023 03:51 PM by derekkent23
David Greene's Avatar

BuyXfr transaction

resolved 10 05 May, 2023 08:03 PM by Stuart Beesley (Mr Toolbox)
gdemuro's Avatar

Bond Premium Amortization

resolved 0 03 May, 2023 05:28 PM by gdemuro
Melvyn Litvin's Avatar

Remove Security

resolved 3 02 May, 2023 09:39 AM by Maddy
Deb G's Avatar

Make Font Bigger???

resolved 1 29 Apr, 2023 09:36 PM by dwg
Joe's Avatar

Setting up sub accounts

resolved 2 26 Apr, 2023 10:37 PM by dwg
P. Shah's Avatar

short sales

resolved 10 24 Apr, 2023 12:35 PM by dwg
RG's Avatar

Loans provided

resolved 1 15 Apr, 2023 08:50 PM by mhoggie
Tom Goodhart's Avatar

Investment transaction download vs. bank transaction download

resolved 0 14 Apr, 2023 10:12 PM by Tom Goodhart
Mike Bray (Quote Loader Author)'s Avatar

Issue with Investment Account register

resolved 4 13 Apr, 2023 10:48 AM by Stuart Beesley (Mr Toolbox)
Sathish Sanur Shenoy's Avatar

Syncing with Edward Jones

resolved 4 09 Apr, 2023 12:12 AM by dwg
AG's Avatar

MD+ and duplicate investment account transactions

resolved 0 08 Apr, 2023 05:35 PM by AG
sportbiker's Avatar

Merrill Edge transactions not downloading

resolved 3 07 Apr, 2023 06:58 PM by sportbiker
brec's Avatar

Does Moneydance+/Plaid support investment accounts?

resolved 6 06 Apr, 2023 10:03 PM by brec
netr@cer's Avatar

401k private fund download - help needed.

resolved 2 04 Apr, 2023 10:50 PM by dwg
Alex Koss's Avatar

Investment account looks like a bank now.

resolved 0 04 Apr, 2023 05:42 PM by Alex Koss
phuff's Avatar

Graph of account value grouped by month

resolved 1 30 Mar, 2023 11:08 PM by phuff
brec's Avatar

Securities transaction not reflected in register?

resolved 7 27 Mar, 2023 11:07 AM by Stuart Beesley (Mr Toolbox)
mhoggie's Avatar

ROI questions

resolved 4 26 Mar, 2023 02:08 AM by mhoggie
DannyM's Avatar

Tags for Invesment transactions (eg Dividend Transfer)

resolved 1 22 Mar, 2023 02:17 AM by DannyM
Fred's Avatar

Toolbox_Move Investments: Warning re Dropbox location

resolved 10 12 Mar, 2023 03:17 PM by Stuart Beesley (Mr Toolbox)

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