Investing (Windows)

Discussion List

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  Automatic settings when entering investment transactions

  Closed RichJS 62 views 4 comments 0 points Most recent by RichJS February 2023
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  IRA [non] Contributions

  Closed Glen Raggio 61 views 2 comments 0 points Most recent by Rocket J Squirrel February 2023
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  Question on Entering TIPS (Treasury Inflation Protected Securites)

  Answered Closed JeffG35578 151 views 1 comment 0 points Most recent by Bob_L February 2023
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  Remove price history chart and daily volumes from security detail view

  Closed Bearspa 61 views 6 comments 0 points Most recent by bmciance February 2023
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  Can one automatically download investment income into multiple dividend income categories?

  Answered Closed tnealon 42 views 2 comments 0 points Most recent by tnealon February 2023
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  No file attachment option on one (and only one) investment account?

  Answered Closed ZABA 42 views 2 comments 0 points Most recent by Chris_QPW February 2023
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  Matching Security Dialog and Treasury Securities

  Closed jldavid47 23 views 0 comments 1 point Most recent by jldavid47 February 2023
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  Unidentified Security on Update

  Answered Closed DHook 171 views 2 comments 0 points Most recent by DHook February 2023
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  Account Value Doubled

  Closed System 12 views 1 comment 0 points Most recent by Jon-Alan February 2023
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  Tracking a 401 loan

  Answered amphybius 1.9K views 10 comments 1 point Most recent by kmom626 February 2023
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  Stock Purchase Not Showing In Portfolio

  Closed frediii 21 views 3 comments 0 points Most recent by bmciance February 2023
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  Amount return field is incorrect in Portfolio view for my alternative investments

  Closed manoc1 21 views 1 comment 0 points Most recent by UKR February 2023
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  After removing shares from an investment account the "inv amount" column is different than the value

  Closed dopeyd 13 views 1 comment 0 points Most recent by Jim_Harman February 2023
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  Securities with no ticker symbol - downloading quotes causes errors (edit)

  Answered ✓ Closed Littah914 343 views 14 comments 0 points Most recent by Ducati February 2023
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  Missing transactions from Vanguard

  Closed PerryB 372 views 10 comments 0 points Most recent by Mark1104 February 2023
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  Morgan Stanley - Offsetting "Unidentified Security" Transactions

  Closed Brad95X 52 views 2 comments 0 points Most recent by Brad95X February 2023
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  Option quotes not downloading (part deux)

  Closed pjhofmann 11 views 0 comments 0 points Most recent by pjhofmann February 2023
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  investing - how to see/view my Watch List (edit)

  Answered Closed scott1996 31 views 1 comment 0 points Most recent by Tom Young February 2023
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  Managing CD

  Closed droopydog53 561 views 6 comments 0 points Most recent by q_lurker February 2023
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  Tracking a "Account Group Annuity Contract" with Fidelity

  Answered ✓ Closed gdrudolph 263 views 3 comments 0 points Most recent by Boatnmaniac February 2023
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  What is the maximum number of securities that are allowed in Quicken?

  Answered ✓ Closed Mike-Ott 535 views 4 comments 0 points Most recent by Mike-Ott February 2023
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  Return of Capital Category Missing

  Answered Closed Michael Loy 21 views 4 comments 0 points Most recent by Michael Loy February 2023
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  Is there a way to get Quicken to accept SELL transactions without having to use the wizard?

  Answered ✓ Closed Ed Perrault 61 views 2 comments 0 points Most recent by Ed Perrault February 2023
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  Reconciling Investment Accounts

  Closed cantip 42 views 2 comments 0 points Most recent by mshiggins February 2023
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  Having troubles getting Quicken to recognize ETF symbols in Add Security?

  Closed JPdOrleans 514 views 1 comment 1 point Most recent by GMaurice February 2023
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  Stock Symbols that begin with A do not show up in Mobile or Web

  Closed Tman 42 views 3 comments 0 points Most recent by Tman February 2023
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  Incorrect fund identification in quicken

  Answered ✓ Closed rginnca 73 views 7 comments 0 points Most recent by rginnca February 2023
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  Buying Securities Does Not Decrease Cash Balance

  Closed Toni106 42 views 1 comment 0 points Most recent by q_lurker February 2023
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  Missing investment information

  Closed jwspain2 31 views 1 comment 0 points Most recent by jwspain2 February 2023
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  Incomplete Financial Download

  Closed MikeSJHawk 22 views 1 comment 0 points Most recent by Quicken Jared February 2023