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
Roger's Avatar

Shares

resolved 5 15 Nov, 2019 12:29 PM by derekkent23
Paul Moomaw's Avatar

Problems downloading security quotes

resolved 1 08 Nov, 2019 08:16 AM by derekkent23
Mike V.'s Avatar

Fidelity --> csv --> QIF Master --> gif --> Imports to MS zapped by Catalina

resolved 4 07 Nov, 2019 11:05 PM by Mike V.
rodneyleolane's Avatar

Auto updating of stock prices

resolved 1 05 Nov, 2019 01:49 PM by Maddy
tiptonbob's Avatar

Changing Portfolio view date

resolved 1 04 Nov, 2019 07:34 PM by Maddy
PAUL MALLEY's Avatar

income?

resolved 2 03 Nov, 2019 04:50 PM by Paul
Leon Baker's Avatar

Changing name of security

resolved 3 27 Oct, 2019 09:26 PM by derekkent23
hborchert2's Avatar

How to record the merger of a mutual fund?

resolved 0 26 Oct, 2019 06:46 PM by hborchert2
Colin Verry's Avatar

Price Update

resolved 7 26 Oct, 2019 10:41 AM by derekkent23
Melissa O Aboitiz's Avatar

Security Types and Subtypes

resolved 1 25 Oct, 2019 09:26 AM by derekkent23
feffer777's Avatar

Importing historical prices manually.

resolved 3 22 Oct, 2019 07:50 PM by feffer777
Mike Bray 's Avatar

Quote Loader Security/Currency price loader for Moneydance 2019

resolved 259 21 Oct, 2019 07:17 AM by Mike Bray
Melissa O Aboitiz's Avatar

Grouping Investment Accounts

resolved 0 15 Oct, 2019 06:50 AM by Melissa O Aboitiz
Leonard's Avatar

create categories for assets

resolved 2 13 Oct, 2019 06:22 PM by Leonard Matz
barny.blue's Avatar

Investment Trusts (UK)

resolved 0 12 Oct, 2019 12:15 PM by barny.blue
tiptonbob's Avatar

Add a security

resolved 2 10 Oct, 2019 08:28 PM by tiptonbob
gsberan's Avatar

Mutual fund merger

resolved 1 03 Oct, 2019 09:26 PM by hborchert2
dave209's Avatar

platform fees - tax voucher

resolved 5 01 Oct, 2019 07:56 PM by dave209
Lance A's Avatar

Entering Dividend Returns

resolved 2 01 Oct, 2019 06:54 AM by Lance A
Robert Alexander's Avatar

Update Prices

resolved 8 30 Sep, 2019 10:46 PM by derekkent23
Roger Barton's Avatar

Fund Prices

resolved 3 30 Sep, 2019 10:02 AM by Roger Barton
Robert fey's Avatar

adjusting securities values & moving securites from one broker to anothr

resolved 4 30 Sep, 2019 08:43 AM by Stuart Beesley
Greg Guldenschuh's Avatar

Importing QFX files exported from Quicken

resolved 2 29 Sep, 2019 07:15 AM by derekkent23
jkwood82's Avatar

Is there a way to save all the investment history while removing a former security from that investment?

resolved 1 23 Sep, 2019 05:38 PM by derekkent23
gbaylis's Avatar

Problems with Quotes and Exchange Rates extension

resolved 2 20 Sep, 2019 02:21 PM by gbaylis
DrgnMastr's Avatar

Money Conversion between Different Currency Investment Accounts

resolved 2 20 Sep, 2019 11:55 AM by DrgnMastr
Ken Riemenschneider's Avatar

Setting Up

resolved 2 19 Sep, 2019 05:38 PM by KEN
Jim Richmond's Avatar

New Portfolio Tracker Extension - Beta testers welcome!

resolved 12 17 Sep, 2019 10:47 PM by Jim Richmond
dave209's Avatar

investment transactions report - name of security in the report

resolved 4 16 Sep, 2019 09:32 AM by Sean Reilly
Susan's Avatar

Is there no how to guide?

resolved 5 16 Sep, 2019 08:33 AM by Maddy

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