Investing (Windows)

Discussion List

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  IRA reinvested dividends not treated correctly in Quicken

  Closed rotygolf 184 views 2 comments 0 points Most recent by q_lurker September 2022
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  Tabs Do Not Show

  Closed drbob 114 views 1 comment 0 points Most recent by Boatnmaniac September 2022
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  Split stocks in quicken

  Closed kalpathy17 346 views 3 comments 0 points Most recent by Ps56k2 September 2022
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  Transferring accounts from TD to Schwab

  Answered Closed Phil 81 views 2 comments 0 points Most recent by Ps56k2 September 2022
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  Quicken not seeing overnight cash investment as a security

  Answered Closed ccondrich 117 views 1 comment 0 points Most recent by Tom Young September 2022
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  Results after Archiving Investment Account

  Closed jah47Ed 136 views 5 comments 0 points Most recent by q_lurker September 2022
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  Quotes Won't Download

  Answered ✓ Closed dalock 94 views 3 comments 0 points Most recent by dalock September 2022
• 
  Closing Investment account

  Answered Closed blarson7 123 views 2 comments 0 points Most recent by blarson7 September 2022
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  Why am I getting incorrect transactions from Edward Jones?

  Answered Closed L Spencer 21 views 1 comment 0 points Most recent by Tom Young September 2022
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  Error Transferring Security to Another Account

  Closed gregandrews 102 views 6 comments 0 points Most recent by Tom Young September 2022
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  One America needs your attention

  Closed gjwhelan 66 views 1 comment 0 points Most recent by Tom Young September 2022
• 
  Quicken replaces previous BITW prices with incorrect prices

  Closed Roland@ 104 views 9 comments 0 points Most recent by Roland@ September 2022
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  Adding financial assets (e.g., home, receivable) to "accounts" in Windows Quicken subscription.

  Answered Closed guylafleur 37 views 1 comment 0 points Most recent by Jim_Harman September 2022
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  Change in stock ticker symbol for - Sony

  Answered Closed hartlenb 279 views 9 comments 0 points Most recent by q_lurker September 2022
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  A security's Type and Asset Class

  Answered ✓ Closed pkcouch 187 views 2 comments 0 points Most recent by q_lurker September 2022
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  How can you transfer shares from one security to another security that are in the same account?

  Answered ✓ Closed psmith 83 views 2 comments 0 points Most recent by psmith September 2022
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  Converting a brokerage account to a 401(k) or IRA - Verifying impact

  Closed BJB 106 views 2 comments 0 points Most recent by BJB September 2022
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  Can anyone tell me how Quicken calculates RtrnCap?

  Answered Closed medleymi 53 views 4 comments 0 points Most recent by medleymi September 2022
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  Invest Tab Column Labels

  Answered Closed sdurrance 21 views 1 comment 0 points Most recent by Jim_Harman September 2022
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  How to enter pre-2022 RSU Grants

  Answered Closed TerrenceT 658 views 7 comments 0 points Most recent by Tom Young September 2022
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  How do you manage an ESOP account?

  Answered Closed Joseph DiMambro 122 views 1 comment 0 points Most recent by Tom Young September 2022
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  How to get investment account to show only in Securities Value instead of Cash Balance

  Answered ✓ Closed akteel 67 views 2 comments 0 points Most recent by Flmuscle8 September 2022
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  Why does one of my investment accounts have both a share balance and a cash balance?

  Answered Closed Wm Johnson 41 views 6 comments 0 points Most recent by Wm Johnson September 2022
• 
  Why is "Price Day Change" field blank, but "Day Gain/Loss" shows gain.

  Answered ✓ Closed Justin Damerell 822 views 41 comments 0 points Most recent by Polyian September 2022
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  Investment UserID Change - Online Update Issue

  Answered Closed TerrenceT 33 views 1 comment 0 points Most recent by Frankx September 2022
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  Adding RSUs not in R43.20 quicken deluxe update

  Closed id4dobbs 111 views 1 comment 0 points Most recent by Quicken Jared September 2022
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  Price history at Fidelity for Treasuries not updating. Is this a Quicken or Fidelity issue?

  Answered Closed datajunkie 65 views 3 comments 0 points Most recent by q_lurker September 2022
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  Purchasing iBond after entering the account

  Answered ✓ Closed gksmith5 184 views 7 comments 0 points Most recent by mtbdog September 2022
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  Investment Shares Held Are Wrong

  Closed stevebarr32 106 views 2 comments 0 points Most recent by Jim_Harman September 2022
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  Cash Accounts in Investing show negative balance

  Answered ✓ Closed Andrew P 113 views 6 comments 0 points Most recent by Chris_QPW September 2022