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Investing (Windows)

Find information on getting the most out of your investments in Quicken.

How do I resolve my Quicken Fidelity IRA Account Balances?

John Nastasi 10 views 0 comments 0 points Started by John Nastasi 2:48PM
Missing Security in Portfolio and Holdings - But not hidden

Question MilwaukeeLynn 11 views 0 comments 0 points Started by MilwaukeeLynn 1:15PM
Missing transactions from Vanguard

PerryB 78 views 7 comments 0 points Most recent by Pacoinconn 10:33AM
downloaded asset information incorrect for (at least) VEMBX

Pacoinconn 11 views 0 comments 0 points Started by Pacoinconn 10:20AM
downloading bank transactions problems again

DRMick 56 views 5 comments 0 points Most recent by Quicken Anja 5:59AM
How can Scheduled Updates work for multiple Quicken files?

Answered Gary 21 views 1 comment 0 points Most recent by Chris_QPW January 27
How can I count ST Capital Gains in the Income versus Expense Graph

Harish88 21 views 1 comment 0 points Most recent by Rocket J Squirrel January 27
Roth IRA to Roth IRA direct transfer incorrectly asks for year of contribution

AllanDB 15 views 0 comments 0 points Started by AllanDB January 27
Traditional 401K Zero Employer Match Issue

System 139 views 9 comments 0 points Most recent by CFBro January 27
what worked before doesn't now

budi 101 views 8 comments 0 points Most recent by budi January 27
Corporate Spinoff

Answered Jalquick 24 views 3 comments 0 points Most recent by Jim_Harman January 26
NEW Investment Issue R 47.7

Bob. 36 views 1 comment 0 points Most recent by Bob. January 26
Simple Tracking View

System 18 views 3 comments 0 points Most recent by UKR January 25
Withdrawal Transfers Out Show as Deposits

Geobrick 15 views 0 comments 0 points Started by Geobrick January 25
New Portfolio Value report in R47.7 windows 10 does not sort all securities correctly.

vikingsail 63 views 2 comments 0 points Most recent by vikingsail January 25
How do I record a Buy to Open Call Option?

harry askenazi 30 views 1 comment 0 points Most recent by Tom Young January 25
Properly Record Federal Tax Withheld From Mutual Fund IRA Distribution

Robert Kassnel 55 views 3 comments 0 points Most recent by Robert Kassnel January 25
Return by Type Not Calculating Correct Values

allen_car 33 views 3 comments 0 points Most recent by q_lurker January 24
Security Detail View Question.

Answered Gene619 63 views 4 comments 0 points Most recent by q_lurker January 24
Quicken Validation and Repair errors

whargus 30 views 0 comments 0 points Started by whargus January 24
investment accounts

ewolfe 30 views 1 comment 0 points Most recent by Tom Young January 24
Please fix the bug in TIAA investments download

Answered ✓ Tom K 212 views 9 comments 1 point Most recent by Granddaddy January 24
Number of decimals in Portfolio view

Answered ✓ Andiamo93 31 views 2 comments 0 points Most recent by Andiamo93 January 24
How To Change Stock Basis After GE Stock Spinoff

MarkKWilliams 46 views 3 comments 0 points Most recent by q_lurker January 24
Can someone give the investing world step by step instructions for recording the GE spin off of Heal

stgd 834 views 22 comments 0 points Most recent by q_lurker January 24
Show reported dividend and interest in budget

Answered Metcalf 38 views 3 comments 0 points Most recent by Metcalf January 24
How do I enter a transfer out of one fund into another fund in my 403(b)?

Answered hokiealum08 44 views 7 comments 0 points Most recent by q_lurker January 23
Schwab Transactions

neil154 307 views 16 comments 0 points Most recent by JSEmso January 23
How do I represent a deferred annuity in Quicken?

Answered ✓ Bertilak 65 views 4 comments 0 points Most recent by Bertilak January 22
401K Fidelity Netbenefits doubling of value Issue?

Answered ✓ Klancey7 82 views 12 comments 0 points Most recent by Klancey7 January 22

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