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Investing (Windows)

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

Roth 401k Support?

Accepted Answer richard13 234 views 11 comments 0 points Most recent by brandongblack 7:50AM
Issues renaming two securities during different mergers - RAYTHEON & ALIANZ FDS

System 55 views 9 comments 0 points Most recent by q_lurker 6:49AM
How do I change the name of a custom asset class?

System 32 views 8 comments 0 points Most recent by Jim_Harman February 25
Accepted transactions do not appear in budget planning screen until after Quicken restart

Question Robert Edgar 13 views 0 comments 0 points Started by Robert Edgar February 25
Looking for advice on how to handle Schwab 401k/PCRA accounts in Quicken

Answered tspogue 142 views 11 comments 0 points Most recent by Nicholas_G February 25
Column Width

Answered Ben 28 views 2 comments 0 points Most recent by Chris_QPW February 24
Investing POrtfolio View

Answered philliesphan0880 34 views 7 comments 0 points Most recent by Sherlock February 24
Tracking Victory Capital Mutual Funds

stan woinoski 872 views 12 comments 0 points Most recent by SFlorance February 24
GE/Wabtec Spin off

Answered Janine 23 views 2 comments 0 points Most recent by Frankx February 24
Conversion of SPAC to another Stock

Accepted Answer Nick0131 47 views 18 comments -1 point Most recent by Nick0131 February 24
Investments Performance (comparison)

Accepted Answer ninfru 56 views 13 comments 0 points Most recent by Mark Helman February 23
How to consolidate same company stock held in 4 separate investment accounts?

Accepted Answer fredbergemann1677 25 views 2 comments 0 points Most recent by q_lurker February 23
Financial Investment account - change from download transaction to update balance only

Accepted Answer bheritier 15 views 1 comment 0 points Most recent by bheritier February 23
AU vs US Security

Answered Peter 59 views 13 comments 1 point Most recent by Peter February 22
Entering historical dividend reinvestment transactions in Quicken 2020

sime3000 315 views 9 comments 0 points Most recent by sime3000 February 22
Merger and CUSIP/symbol change (twice)

Accepted Answer kydar 26 views 6 comments 0 points Most recent by Tom Young February 22
How can I download the price for bitcoin?

Accepted Answer dave344 60 views 6 comments 0 points Most recent by SpeedDemon February 21
Transfer of shares from one account to another

Answered Bob3005 19 views 1 comment 0 points Most recent by Frankx February 21
Is it possible to set up a security as both taxable and tax-free

Accepted Answer williams_sd 36 views 4 comments 0 points Most recent by williams_sd February 21
Transaction Functions not working

Answered EBM 55 views 9 comments 0 points Most recent by EBM February 21
Pre-Tax Annuity Transactions

Vincent Thacker 105 views 13 comments 0 points Most recent by Vincent Thacker February 21
Columns in Holdings pop-up window in investing

Answered ause0008 35 views 6 comments 0 points Most recent by ause0008 February 20
T Rowe Price---Portfolio Plus

Answered Gary R 107 views 4 comments 0 points Most recent by deftleft February 20
Schwab transactions not downloading

Brent 83 views 5 comments 0 points Most recent by UKR February 20
Merged: One Step Update--Vanguard Error

Gary R 19 views 0 comments 0 points Started by Gary R February 20
SoldX & BoughtX Transactions are no longer Options in IRA Accounts

Answered FranSkwira 43 views 6 comments 0 points Most recent by Jim_Harman February 19
Why is "Price Day Change" field blank, but "Day Gain/Loss" shows gain.

Accepted Answer Justin Damerell 462 views 36 comments 0 points Most recent by Mark Sanz February 19
How to change columns displayed on Investment Register

Ps56k2 130 views 6 comments 0 points Most recent by UKR February 18
Investment Lot Detail

Answered frh1027 28 views 2 comments 0 points Most recent by Jim_Harman February 18
Get Historical Prices gets unwanted quotes for hidden/deselected securities

Answered Studpup 46 views 2 comments 1 point Most recent by Studpup February 17

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