Discussion List

• 
  How do I get all sale dates for a particular security grouped by lot?

  Closed jrm 301 views 7 comments 0 points Most recent by jrm January 2017
• 
  Need to fix 5 years worth of messed up investment accounts

  Closed Sara110 52 views 1 comment 0 points Most recent by q_lurker January 2017
• 
  Does quickens premier allow for other investment categories such as small cap value or large cap val

  Closed Unknown 4 views 2 comments 0 points Most recent by q_lurker January 2017
• 
  lifetime planner 401k catchup $6000 doesn't register

  Closed Unknown 31 views 6 comments 0 points Most recent by Unknown January 2017
• 
  ESPP Setup Question

  Closed Unknown 127 views 2 comments 0 points Most recent by Unknown January 2017
• 
  portfolio analysis value vs growth

  Closed Unknown 13 views 2 comments 0 points Most recent by Jim_Harman January 2017
• 
  "Minimum Gain" and "Maximum Gain" broken -- reversed in QWin 2014 R10

  Closed Unknown 5 views 3 comments 0 points Most recent by Unknown January 2017
• 
  Move a stock

  Closed Unknown 1 view 2 comments 0 points Most recent by Unknown January 2017
• 
  Why is my account using a BoughtX instead of Bought? With BoughtX it is referring to another account

  Closed George B Heckler 638 views 14 comments 0 points Most recent by q_lurker January 2017
• 
  Beginner investment set up questions Quicken Premier 2017 for Windows

  Closed Unknown 2 views 4 comments 0 points Most recent by Unknown December 2016
• 
  Entering investment transactions and ticker symbol on reports

  Closed Unknown 21 views 1 comment 0 points Most recent by Jim_Harman December 2016
• 
  Is there a way to delete more than one investment transaction at a time

  Closed Unknown 11 views 2 comments 0 points Most recent by Unknown December 2016
• 
  how do I take same action on multiple entries

  Closed Unknown 132 views 3 comments 0 points Most recent by UKR December 2016
• 
  How to Add Incremental, New Accounts to Fidelity for 1Step Update

  Closed Unknown 3 views 2 comments 0 points Most recent by Unknown December 2016
• 
  Quicken 2016 asset mixture

  Closed Jeff Kantner 44 views 1 comment 0 points Most recent by Jim_Harman December 2016
• 
  Discrepancies between account summary (left frame) and investment summary (right frame)

  Closed Unknown 21 views 2 comments 0 points Most recent by Jim_Harman December 2016
• 
  Matching Security Dialog keeps coming up

  Closed Unknown 312 views 2 comments 0 points Most recent by Unknown December 2016
• 
  "specify lots"

  Closed Unknown 74 views 3 comments 0 points Most recent by Unknown December 2016
• 
  Quicken 2016 Deluxe loses investment transactions after posting

  Closed Unknown 36 views 6 comments 0 points Most recent by Unknown December 2016
• 
  IRA distributions Treatment in Quicken

  Closed Don St Peter 81 views 2 comments 0 points Most recent by Don St Peter December 2016
• 
  Transfer Shares from IRA to Roth and not on Tax Report

  Closed Unknown 203 views 4 comments 0 points Most recent by Unknown December 2016
• 
  how to search for a placeholder transaction?

  Closed Unknown 945 views 1 comment 0 points Most recent by markus1957 December 2016
• 
  Portfolio View: Return for one equity is different when grouped by accounts than grouped by security

  Closed Unknown 1 view 7 comments 0 points Most recent by Unknown December 2016
• 
  Quickem not allowing me to sell shares. Says I don'y have enough shares to sell.

  Closed Unknown 8 views 1 comment 0 points Most recent by q_lurker December 2016
• 
  Quicken keeps inserting the wrong basis for shares

  Closed Unknown 132 views 9 comments 0 points Most recent by q_lurker December 2016
• 
  Investment account cash not appearing in Net Worth

  Closed Unknown 3 views 4 comments 0 points Most recent by Unknown December 2016
• 
  For the last few days the prices for MDLZ are not updating. Anyone else having this problem? Solut

  Closed Unknown 1 view 2 comments 0 points Most recent by Unknown December 2016
• 
  show memo in a security list

  Closed David Nicholas Sargeaunt 11 views 4 comments 0 points Most recent by mshiggins December 2016
• 
  Quicken not connecting to RBC Wealth Management - password not working.

  Closed Unknown 103 views 1 comment 0 points Most recent by UKR December 2016
• 
  donation of real estate

  Closed Howell 1 view 1 comment 0 points Most recent by NotACPA December 2016