Investing (Windows)

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

Please Add Ability to Add a Transaction on the Security Detail View

Closed BRETTB 51 views 3 comments 0 points Most recent by Jim_Harman January 13
Where are Cash proceeds from an RMD?

Closed Jim Stickler 83 views 2 comments 0 points Most recent by Jim Stickler January 12
Fix Investment transaction download assigning incorrection Action

Closed PerryB 23 views 1 comment 1 point Most recent by Chris_QPW January 12
Investment Performance report Investments, Returns, and Avg. Annual Return question

Answered Closed PerryB 166 views 9 comments 0 points Most recent by PerryB January 12
Would like to be able to plot number of shares of fund/security over time. Easy way to do it?

Closed DassPete 11 views 1 comment 0 points Most recent by Jim_Harman January 12
It seems strange to be the first to ask about Goldback Notes

Closed Kabelen 44 views 1 comment 0 points Most recent by Tom Young January 12
Personal Income vs Personal Expense for Federal Tax

Answered ✓ Closed alexd 112 views 3 comments 0 points Most recent by alexd January 11
Problem Portfolio Value Reports with Custom Dates

Closed lawrs21813 23 views 0 comments 0 points Most recent by lawrs21813 January 11
Entering oxy warrants

Answered Closed RCLSr 352 views 7 comments 1 point Most recent by questionsforever January 11
Why does Quicken use base 100 when editing an investment transactrion

Answered ✓ Closed bobthegrey1 546 views 2 comments 0 points Most recent by ZMan1313 January 10
archiving an investment register with closed transactions on a securities does not hide the security

Closed questionsforever 31 views 2 comments 0 points Most recent by Chris_QPW January 10
Why are closed positions showing in INVESTING tab under Portfolio? All of a sudden, last few weeks.

Closed aparicio.michael 63 views 2 comments 0 points Most recent by mshiggins January 10
Adding Brokerage account from 2018

Answered Closed cmorus 31 views 3 comments 0 points Most recent by cmorus January 10
Fidelity Wealthscape pin?

Closed lmb100 49 views 1 comment 0 points Most recent by Quicken Anja January 10
Advice please: repairing "broken" Fidelity 401k accounts

Closed KDL 173 views 3 comments 0 points Most recent by mshiggins January 9
Can't add an account for Roth IRA contribution

Closed micktee 107 views 2 comments 0 points Most recent by markus1957 January 9
How to Improve Investment tracking

Closed stonesmaster 41 views 0 comments 0 points Most recent by stonesmaster January 9
non-taxable fund merger - won't take fund name

Closed jca 22 views 1 comment 0 points Most recent by Tom Young January 9
Investing Split Transaction not handled properly

Closed Ed V 146 views 6 comments 0 points Most recent by Ed V January 9
Security Prices - Issue with yesterday's closing prices changing to today's price for all holdings

Answered ✓ Closed Ed V 2.7K views 133 comments 0 points Most recent by bbumbarger January 9
Non-taxable Fund Merger of Miller Inc and PATIENT CAP OPPORT TRUST I

Answered Closed jca 21 views 1 comment 0 points Most recent by jca January 8
Missing target fund in symbol lookup

Closed MrPike 53 views 2 comments 0 points Most recent by MrPike January 8
All Portfolio Custom Views on the Investment Register

Closed BRETTB 71 views 6 comments 0 points Most recent by Chris_QPW January 8
Discrepancy in cash balance in investment account register pop up

Closed StanFran 21 views 0 comments 0 points Most recent by StanFran January 8
Problem with recent Q update to R53.32 / transaction downloads

Closed funkws 103 views 1 comment 0 points Most recent by user14062 January 8
Is it possible to hide inactive/closed accounts and securities from drop down lists??

Answered Closed ken1619 131 views 5 comments 0 points Most recent by Chris_QPW January 7
Edward Jones Updates

Answered ✓ Closed Jeremey 298 views 5 comments 1 point Most recent by Jeremey January 7
Lifetime Overview - Net Worth Report (Premiere version)

Closed Jeff76 604 views 13 comments 0 points Most recent by Craig789 January 7
How can I change the columns displayed in the register for investment accounts?

Answered Closed peter088 71 views 3 comments 0 points Most recent by Jim_Harman January 6
Investment Portfolio screen - option to condense screen to those with shares.

Closed BRETTB 22 views 1 comment 0 points Most recent by Jim_Harman January 6

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