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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
	Changing name of security Started by Leon Baker via web	resolved	3	27 Oct, 2019 09:26 PM by derekkent23
	How to record the merger of a mutual fund? Started by hborchert2 via web	resolved	0	26 Oct, 2019 06:46 PM by hborchert2
	Price Update Started by Colin Verry via web	resolved	7	26 Oct, 2019 10:41 AM by derekkent23
	Security Types and Subtypes Started by Melissa O Aboitiz via web	resolved	1	25 Oct, 2019 09:26 AM by derekkent23
	Importing historical prices manually. Started by feffer777 via web	resolved	3	22 Oct, 2019 07:50 PM by feffer777
	Quote Loader Security/Currency price loader for Moneydance 2019 Started by Mike Bray (Quote Loader Author) via web	resolved	259	21 Oct, 2019 07:17 AM by Mike Bray (Quote Loader Author)
	Grouping Investment Accounts Started by Melissa O Aboitiz via web	resolved	0	15 Oct, 2019 06:50 AM by Melissa O Aboitiz
	create categories for assets Started by Leonard via web	resolved	2	13 Oct, 2019 06:22 PM by Leonard Matz
	Investment Trusts (UK) Started by barny.blue via web	resolved	0	12 Oct, 2019 12:15 PM by barny.blue
	Add a security Started by tiptonbob via web	resolved	2	10 Oct, 2019 08:28 PM by tiptonbob
	Mutual fund merger Started by gsberan via web	resolved	1	03 Oct, 2019 09:26 PM by hborchert2
	platform fees - tax voucher Started by d209v via web	resolved	5	01 Oct, 2019 07:56 PM by d209v
	Entering Dividend Returns Started by Lance A via web	resolved	2	01 Oct, 2019 06:54 AM by Lance A
	Update Prices Started by Robert Alexander via web	resolved	8	30 Sep, 2019 10:46 PM by derekkent23
	Fund Prices Started by Roger Barton via web	resolved	3	30 Sep, 2019 10:02 AM by Roger Barton
	adjusting securities values & moving securites from one broker to anothr Started by Robert fey via web	resolved	4	30 Sep, 2019 08:43 AM by Stuart Beesley (Mr Toolbox)
	Importing QFX files exported from Quicken Started by greg via web	resolved	2	29 Sep, 2019 07:15 AM by derekkent23
	Is there a way to save all the investment history while removing a former security from that investment? Started by jkwood82 via web	resolved	1	23 Sep, 2019 05:38 PM by derekkent23
	Problems with Quotes and Exchange Rates extension Started by gbaylis via web	resolved	2	20 Sep, 2019 02:21 PM by gbaylis
	Money Conversion between Different Currency Investment Accounts Started by DrgnMastr via web	resolved	2	20 Sep, 2019 11:55 AM by DrgnMastr
	Setting Up Started by Ken Riemenschneider via web	resolved	2	19 Sep, 2019 05:38 PM by KEN
	New Portfolio Tracker Extension - Beta testers welcome! Started by Jim Richmond via web	resolved	12	17 Sep, 2019 10:47 PM by Jim Richmond
	investment transactions report - name of security in the report Started by d209v via web	resolved	4	16 Sep, 2019 09:32 AM by Sean Reilly
	Is there no how to guide? Started by Susan via web	resolved	5	16 Sep, 2019 08:33 AM by Maddy
	Import investments Started by cd via web	resolved	0	14 Sep, 2019 01:59 PM by cd
	Cash Balance Started by Robert Alexander via web	resolved	0	03 Sep, 2019 01:53 PM by Robert Alexander
	Download quotes Started by ramv via web	resolved	5	02 Sep, 2019 07:53 PM by derekkent23
	Dividends in Foreign Currency Brokerage Account Started by kaptaininsano via web	resolved	0	02 Sep, 2019 03:59 AM by kaptaininsano
	Quote Loader - Current Prices Started by stuart via web	resolved	5	01 Sep, 2019 12:16 PM by derekkent23
	Cost Basis Report with Tax Lot information? Started by magellan via web	resolved	4	21 Aug, 2019 11:54 PM by magellan

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