Investing (Mac)

Discussion List

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  Re: Q 2017, version 4.8.5 Individual stock/mutual fund entries end up in wrong accounts

  Closed Northbiz 33 views 4 comments 0 points Most recent by Quicken_Tyka March 2020
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  Realized Gains Not Showing Consistently

  Closed jsurpless 144 views 4 comments 0 points Most recent by J_Mike March 2020
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  Did Quicken subscription change the manual update process for security prices? (Q Mac)

  Answered ✓ Closed Kanohalla 213 views 2 comments 0 points Most recent by Kanohalla March 2020
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  Quicken 2020 Investment History

  Answered ✓ Closed occativ43 62 views 2 comments 0 points Most recent by occativ43 March 2020
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  Asset Classes or Types

  Answered ✓ Closed dpilnik 263 views 2 comments 0 points Most recent by smayer97 February 2020
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  Why does Quicken still double count cash balances?

  Closed chirashi 2.9K views 34 comments 1 point Most recent by jtemplin February 2020
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  Called (Muni) Bonds: Suggestions on Categorizing

  Closed Tricone 203 views 4 comments 0 points Most recent by Tom Young February 2020
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  How to export account information?

  Answered ✓ Closed Ashes 44 views 5 comments 0 points Most recent by Ashes February 2020
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  How does Quicken handle money market fund interest income in IRR calculations?

  Closed tim.rohrer 56 views 4 comments 0 points Most recent by tim.rohrer February 2020
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  Cash Balance not reflecting Buy transactions in Quicken Mac 2019

  Answered Closed christinelisko 422 views 6 comments 0 points Most recent by Greg228 February 2020
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  The link to Fidelity has been broken since 2/12/2020

  Closed pbailey401k 21 views 1 comment 0 points Most recent by NotACPA February 2020
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  What is the best way to Set Up a US Gov't Thrift Savings Plan (TSP) Account in Quicken?

  Closed 1Micheal 1.2K views 1 comment 0 points Most recent by Boatnmaniac February 2020
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  How to delete security I no longer hold?

  Closed sgoodmanmd 1.2K views 3 comments 0 points Most recent by jacobs February 2020
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  QMac: What Category for US Government Interest in Brokerage Accounts?

  Answered ✓ Closed User251646 153 views 4 comments 0 points Most recent by User251646 February 2020
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  Index Securities

  Answered ✓ Closed John_M 95 views 4 comments 0 points Most recent by John_M February 2020
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  cusip numbers and bond price updates

  Closed ed12 834 views 8 comments 0 points Most recent by ed12 February 2020
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  Dividends Invest Amount Value (Div Income vs Reinvest Div)

  Answered ✓ Closed jsurpless 32 views 4 comments 0 points Most recent by lhossus February 2020
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  Brokerage accounts don't match

  Answered ✓ Closed wildflowers 65 views 1 comment 0 points Most recent by John_in_NC February 2020
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  How to manually update a stock price?

  Answered ✓ Closed Scott Rose 2.6K views 8 comments 0 points Most recent by Scott Rose February 2020
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  Cost Basis Per Share

  Answered ✓ Closed Scott Rose 72 views 5 comments 0 points Most recent by Scott Rose February 2020
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  Transactions don't show up in Portfolio

  Closed Jerry Boehme 22 views 1 comment 0 points Most recent by Jerry Boehme February 2020
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  Reinvest Dividend transaction not working

  Closed System 35 views 1 comment 0 points Most recent by dave25 February 2020
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  Reinvested Dividend Transactions

  Answered ✓ Closed jess8887 173 views 2 comments 0 points Most recent by jess8887 February 2020
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  Merged: Help with option Transaction.

  BMK1 31 views 0 comments 0 points Most recent by BMK1 February 2020
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  Merged: MAJOR PROBLEM importing investment portfolio from Quicken 2007 to new Quicken

  Scott Rose 1 view 0 comments 0 points Most recent by Scott Rose February 2020
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  How do I change Category from Investments:Dividend Income to a Non-taxable and/ Trust?

  Answered ✓ Closed mac.chinsomboon 156 views 1 comment 0 points Most recent by Boatnmaniac February 2020
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  Can Quicken download transactions from my investment portfolios?

  Closed WWaite 112 views 5 comments 0 points Most recent by Quicken_Tyka February 2020
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  unassigned shares

  Closed ghinzelman 32 views 1 comment 0 points Most recent by Quicken_Natalie January 2020
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  Do I have to purchase the investment module?

  Answered Closed Chfrat160 34 views 3 comments 0 points Most recent by Chfrat160 January 2020
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  Online Traditional IRA Accounts (2) stopped updating Share Balance 18 months ago

  Closed donovandad1 13 views 0 comments 0 points Most recent by donovandad1 January 2020