Investing (Windows)

Discussion List

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  My investment register is adding an extra 2 shares and does not show where and they are not place ho

  Answered Closed JKQUESTIONS 211 views 10 comments 0 points Most recent by JKQUESTIONS July 2023
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  I am not able to Add New Security in the investments (edit)

  Answered Closed Dennism76 172 views 11 comments 0 points Most recent by Ps56k2 July 2023
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  Recently added account not updating

  Answered Closed MJM Personal 22 views 2 comments 0 points Most recent by MJM Personal July 2023
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  How to handle Ginnie Mae investments (edits)

  Answered ✓ Closed Phil H. 375 views 11 comments 0 points Most recent by [Deleted User] July 2023
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  Should Roth 401k contributions be categorized as "_401Contrib"?

  Answered ✓ Closed AaronD 296 views 6 comments 0 points Most recent by Drinkingbird July 2023
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  Investment Performance Reporting

  Closed Cyclist 144 views 10 comments 0 points Most recent by q_lurker July 2023
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  Open stock lots are using FIFO or average cost method?

  Closed questionsforever 306 views 9 comments 0 points Most recent by [Deleted User] July 2023
• 
  Show investment amount not count previous sales

  Answered Closed Steve M 42 views 2 comments 0 points Most recent by q_lurker July 2023
• 
  How to batch export open stock lot details from Investing tab to excel or csv?

  Closed questionsforever 274 views 2 comments 0 points Most recent by Jim_Harman July 2023
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  investing.quicken.com updates

  Closed Richard Troy 51 views 3 comments 0 points Most recent by Richard Troy July 2023
• 
  Calculating IRR in Quicken Windows

  Answered Closed rb3w89 71 views 3 comments 0 points Most recent by Tom Young July 2023
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  How to make investment performance only reflect currently owned lot?

  Answered Closed RSiggy 51 views 4 comments 0 points Most recent by RSiggy July 2023
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  Investment account is way off - best way to fix?

  Answered Closed ajkessel 231 views 2 comments 0 points Most recent by ajkessel July 2023
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  Can Price Day Change (%) and Day Gain/Loss (%) ever differ?

  Answered Closed Rocket J Squirrel 133 views 1 comment 0 points Most recent by Quicken Kristina July 2023
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  Quicken reporting close to double of what I have in my Fidelity Netbenefits accounts

  Closed Mathew 112 views 3 comments 0 points Most recent by Chris_QPW July 2023
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  Dividend category not selectable when entering in mutual fund account

  Answered ✓ Closed M stich 483 views 20 comments 0 points Most recent by NotACPA July 2023
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  Zero Coupon Treasury bonds not showing up on brokerage account in quicken

  Closed Kevin Stewart 52 views 1 comment 0 points Most recent by Quicken Kristina July 2023
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  How do I delete two tx's hung up in Online Center? Were properly applied to account.

  Answered Closed Te6-2172 53 views 4 comments 0 points Most recent by Te6-2172 July 2023
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  Completely incorrect numbers on Portfolio Performance view

  Answered ✓ Closed Vitali Z Coppersmith 802 views 31 comments 0 points Most recent by Jim_Harman July 2023
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  Unrealized gains not working in transaction reports

  Answered Closed rphorras 21 views 1 comment 0 points Most recent by Jim_Harman July 2023
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  Fix Mistake From Update 401K Holding

  Closed BryanK 91 views 0 comments 1 point Most recent by BryanK July 2023
• 
  Post Mutual Fund Class Conversion - Investing Returns Wrong

  Closed TerrenceT 31 views 3 comments 0 points Most recent by Jim_Harman July 2023
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  Year to Date Returns--Portfolio Register

  Closed Gary R 91 views 14 comments 0 points Most recent by Gary R July 2023
• 
  How do I Fix a Negative Cash Balance?

  Answered ✓ Closed Caden 212 views 8 comments 0 points Most recent by Caden July 2023
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  User Defined Asset Class not showing up on Investing: Allocations screen

  Closed Jeff W 101 views 1 comment 0 points Most recent by Jim_Harman July 2023
• 
  Double number of shares reported in One account in Dashboard

  Closed Mario66 41 views 1 comment 0 points Most recent by Tom Young July 2023
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  How to Find (and Fix) an IRR issue in Quicken (Windows)

  Closed SEWallace 351 views 7 comments 0 points Most recent by SEWallace July 2023
• 
  Bond transactions incorrect

  Closed Tractorboyflys 181 views 4 comments 0 points Most recent by Tom Young July 2023
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  Cost basis is calculated incorrectly when reinvesting mutual fund dividends

  Answered ✓ Bill Ferguson 1K views 21 comments 1 point Most recent by Tom Young July 2023
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  Fidelity Brokeragelink account not recognized in the Investing Tab.

  Closed Dave493 122 views 2 comments 0 points Most recent by Dave493 July 2023