Investing (Mac)

Discussion List

• 
  Lincoln Financial 403b not showing full amounts

  Closed csddavies 107 views 5 comments 0 points Most recent by Quicken Jasmine March 2022
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  Add, Delete, Move Shares not downloading from Schwab

  Closed David2 112 views 0 comments 0 points Most recent by David2 March 2022
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  Transfer of shares within account, amount stays the same but number of shares & cost differ

  Closed RWFAMF 22 views 0 comments 0 points Most recent by RWFAMF March 2022
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  Mutual Fund shares changed from one class to a new class - how do I manage the transaction?

  Closed PatP 61 views 0 comments 1 point Most recent by PatP March 2022
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  I setup my Interactive Brokers account, but it didn't download my portfolio

  Answered Closed mpsasot 104 views 4 comments 0 points Most recent by UKR March 2022
• 
  Q18 for Mac Reports- Edit columns

  Closed Erick 21 views 7 comments 0 points Most recent by jacobs March 2022
• 
  Does anyone know where I can find a Quicken tutor?

  Answered Closed setzel 55 views 1 comment 0 points Most recent by Quicken Jasmine March 2022
• 
  Unable To Reconcile Investment Account

  Answered ✓ Closed Chris Mead 871 views 5 comments 0 points Most recent by Chris Mead February 2022
• 
  401K account - Asset account

  Answered Closed pstarfam 333 views 3 comments 0 points Most recent by pstarfam February 2022
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  Vanguard connect issue - FL_WEBSITE_UNAVIABLE:FDP-105:URL

  Closed Jim Sepe 155 views 6 comments 0 points Most recent by Quicken Jasmine February 2022
• 
  How to report cash balances of brokerage accounts

  Answered Closed MarkE 375 views 2 comments 0 points Most recent by MarkE February 2022
• 
  N/A

  Closed nothingclever 31 views 1 comment 0 points Most recent by NotACPA February 2022
• 
  Add etrade stock plan (ESPP & RSU)

  Answered ✓ Closed virpio 1.7K views 8 comments 0 points Most recent by Boatnmaniac February 2022
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  How do I record a "mandatory exchange" of stock and preserve my basis in it?

  Answered Closed Richard Kennedy 114 views 1 comment 0 points Most recent by Quicken Jasmine February 2022
• 
  Unable to connect to Merrill Edge

  Answered Closed GeneW 1.1K views 4 comments 0 points Most recent by AndyFra February 2022
• 
  Wells Fargo Advisors

  Closed System 191 views 7 comments 0 points Most recent by Quicken Jasmine February 2022
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  Portfolio is not calculating Gain/loss YTD & Gain/Loss YTD % for two stocks. What's the fix?

  Answered Closed alcamp 43 views 1 comment 0 points Most recent by Quicken Jasmine February 2022
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  Features That Stopped Working With Schwab Downloads

  Closed Daffy Duck 61 views 3 comments 0 points Most recent by lharrismd1 February 2022
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  Money Transfer Between Accounts

  Closed System 152 views 5 comments 0 points Most recent by Pleasehelp February 2022
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  How do I stop Quicken from updating investment securities?

  Answered Closed BergyBrew 637 views 8 comments 0 points Most recent by BergyBrew February 2022
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  Securities prices not updating this morning ( Feb 10th 2022 )

  Closed Gilles9 41 views 1 comment 0 points Most recent by Gilles9 February 2022
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  Schwab Investment Transfers Posting as 'Other Income'

  Closed skeeterbuck 82 views 1 comment 0 points Most recent by Quicken Jasmine February 2022
• 
  How to Show "Amount Invested"? (Q Mac)

  Closed Steve29 94 views 3 comments 0 points Most recent by Steve29 February 2022
• 
  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)- Followup

  Closed Jimbo21742 61 views 1 comment 1 point Most recent by Quicken Jared February 2022
• 
  Sync'ing Merrill Edge into Quicken Mac

  Closed AndyFra 285 views 0 comments 0 points Most recent by AndyFra February 2022
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  I'm reconciling the december check register, is there a way to force Quicken to behave?

  Answered Closed saddfcvasdgsvadsrgsf 24 views 2 comments -6 points Most recent by saddfcvasdgsvadsrgsf February 2022
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  How do you handle a corporate Spinoff in Quicken for Mac

  Closed Geo H 216 views 1 comment 0 points Most recent by Quicken Jared February 2022
• 
  !5 out of my 20 T ROWE PRICE funds fail to update to my Quicken.

  Closed msgfa11b 91 views 1 comment 0 points Most recent by Quicken Jared February 2022
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  Is there a way to track a Note and an Annuity?

  Answered Closed Garyhill56 72 views 4 comments 0 points Most recent by Garyhill56 February 2022
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  When I expand a security can I sort all of the acquisition dates in chronological order?

  Answered ✓ Closed Frank Perry 41 views 2 comments 0 points Most recent by Frank Perry February 2022