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
jwp.perry's Avatar

XFR transaction automatically created, why?

resolved 0 17 Feb, 2020 12:47 AM by jwp.perry
CJ's Avatar

Downloaded transactions incorrectly labeled as Div or Buy when they are DivReinvest

resolved 2 16 Feb, 2020 09:12 PM by dtd
CJ's Avatar

MoneyDance QIF Investment Import from Quicken is AWFUL

resolved 5 15 Feb, 2020 09:16 PM by dtd
lambert's Avatar

csv format

resolved 3 11 Feb, 2020 10:49 AM by dwg
Cara's Avatar

adding initial cash balances to an investment account in three currencies & moving cash to chequing

resolved 2 11 Feb, 2020 04:20 AM by Nancy Morton
truusje gamlin's Avatar

Switching Investments

resolved 5 10 Feb, 2020 09:03 PM by dwg
alannies's Avatar

How to adjust the basis for a portfolio

resolved 1 08 Feb, 2020 08:25 PM by dwg
esteban.lahoz's Avatar

Cripto assets

resolved 1 07 Feb, 2020 12:26 AM by dwg
soleroadams's Avatar

The New Quote Loader: Security Prices Inflated

resolved 8 05 Feb, 2020 10:23 AM by soleroadams
Fredy Walser's Avatar

updating share price

resolved 6 04 Feb, 2020 10:24 PM by derekkent23
Robin Vollert's Avatar

How do I add my investents to my Moneydance software?

resolved 5 02 Feb, 2020 07:04 PM by derekkent23
KATHLEEN MARSCHEL's Avatar

importing Quicken 2017 into Moneydance

resolved 4 02 Feb, 2020 10:11 AM by Andrew
ksmith's Avatar

Removing Worthless Investments

resolved 5 01 Feb, 2020 03:17 PM by ksmith
gerd's Avatar

All my Dividend payment show a price of 100

resolved 4 01 Feb, 2020 09:10 AM by gerd
Richard Byrne's Avatar

How Update Price Quotes for Any Date

resolved 9 31 Jan, 2020 09:45 PM by derekkent23
Alan Silva's Avatar

How evaluate a pension fund performance?

resolved 0 30 Jan, 2020 12:33 PM by Alan Silva
Richard Byrne's Avatar

How Update Price Quotes for Any Date

resolved 1 29 Jan, 2020 07:47 AM by dwg
Lance A's Avatar

Loans to Daughters

resolved 27 28 Jan, 2020 11:40 PM by Lance A
Fredy's Avatar

How to create a portfolio with shares

resolved 5 28 Jan, 2020 07:17 PM by derekkent23
Tim's Avatar

Current VALUE of Investment not correct

resolved 8 28 Jan, 2020 03:05 PM by Tim
Alan Peddle's Avatar

Investment performance reports

resolved 2 26 Jan, 2020 03:34 PM by Alan Peddle
JR's Avatar

Retirement SAvings Accounts

resolved 0 25 Jan, 2020 06:13 PM by JR
Jeff B's Avatar

CD - Asset or Investment?

resolved 5 24 Jan, 2020 08:37 PM by dwg
Bill's Avatar

Securities Detail Chart Stopped Updating

resolved 8 23 Jan, 2020 12:45 PM by Bill
Ed Reeve's Avatar

life insurance listed as assets

resolved 14 23 Jan, 2020 05:52 AM by dwg
gavin-wallace's Avatar

Subtypes - dissappear after closing Monydance

resolved 2 21 Jan, 2020 03:04 PM by gavin-wallace
Martin Moneydance's Avatar

Adjusting an Investment Balance

resolved 2 21 Jan, 2020 01:57 PM by Martin Weigold
David 's Avatar

setting up an investment account

resolved 1 19 Jan, 2020 09:08 AM by dwg
John Kuehn's Avatar

How to set up Etrade from csv files

resolved 1 18 Jan, 2020 02:01 AM by dwg
mmike0407's Avatar

shares

resolved 1 15 Jan, 2020 01:07 PM by Maddy

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