Investments

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Get quicken Canada to support NEO exchange (+6 Merged Votes) [edited]

Under Consideration Gilles9 1.6K views 60 comments 63 points Most recent by hmaynard1992 6:21PMInvestments
Simple View vs. Complete - Positions and Transactions

Answered SomeItalianGuy 47 views 9 comments 0 points Most recent by NotACPA 1:09PMInvesting (Windows)
"Miscellaneous Expense" transaction leads to a bug in Main View's Spending figure

Answered ✓ BK 171 views 11 comments 0 points Most recent by BK 9:29AMErrors and Troubleshooting (Windows)
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Edit/Delete the Default Portfolio Views (6 Legacy Votes)

Reviewed USMA74 521 views 20 comments 23 points Most recent by EricBloch September 17Investments
Return of Capital transaction amount not appearing in 2024?

Answered nhttip 56 views 5 comments 0 points Most recent by Boatnmaniac September 17Errors and Troubleshooting (Windows)
Discrepancy between Quicken Windows and Mobile/web

MichaelCortese 22 views 4 comments 0 points Most recent by MichaelCortese September 17Errors and Troubleshooting (Mobile)
Quicken Classic Keeps Including Investment Accounts in Budget

Answered ✓ alan933 91 views 11 comments 0 points Most recent by NotACPA September 17Budgeting and Planning Tools (Windows)
removing unaccounted shares on mac not working

Ram0516 77 views 10 comments 0 points Most recent by Quicken Kristina September 17Errors and Troubleshooting (Mac)
NEW! 9/16/24 BPAS - $0 Balance when Adding Investment Accounts

Announcement Quicken Kristina 13 views 0 comments 1 point Started by Quicken Kristina September 16 Alerts, Online Banking & Known Product Issues
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Brokerage account csv file imports

Reviewed Patrick Edmund 14 views 2 comments 1 point Most recent by Boatnmaniac September 15Canada Mac
Interactive Brokers (IBKR) - OL-220-A (QWIN)

Brad2 219 views 26 comments 1 point Most recent by Quicken Jasmine September 15Download, Add/Update Accounts (Windows)
Why is Interest Income from Vanguard Cash Plus account showing an additional debit as MiscExp?

Answered JRZzMom0 47 views 3 comments 0 points Most recent by Quicken Kristina September 14Registers & Transactions (Windows)
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Hide unused categories in Recent Performance view

Reviewed djreiswig 63 views 7 comments 1 point Most recent by Quicken Kristina September 14Investments
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Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

Reviewed RonBask 4.1K views 27 comments 18 points Most recent by Martimouse September 14Investments
Investments showing up as Expense issue

dbnewlon 19 views 1 comment 0 points Most recent by Quicken Kristina September 13Errors and Troubleshooting (Mac)
Vanguard Direct Connection resulting in placeholders

Al_D 81 views 9 comments 0 points Most recent by Quicken Kristina September 13Download, Add/Update Accounts (Windows)
Portfolio Crashing -- if our file is broken, what are best practices for file and backup management?

Answered ✓ bebob 172 views 14 comments 0 points Most recent by q_lurker September 13File Conversion and Backup (Windows)
Interactive Brokers: No More Quicken Integration?

Answered 932Scooter419 195 views 20 comments 1 point Most recent by 932Scooter419 September 13Download, Add/Update Accounts (Windows)
Quicken not using CUSIP and not prompting to match an online stock

steve87@ 22 views 1 comment 0 points Most recent by q_lurker September 13Registers & Transactions (Windows)
How can I download transactions from LPL broker

System 11 views 2 comments 0 points Most recent by Quicken Kristina September 13Download, Add/Update Accounts (Windows)
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Capital Gains Report Grouped by Month or Quarter

Reviewed Alexy 10 views 0 comments 1 point Started by Alexy September 12 Investments
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Growth of 10,000 Chart for Mac

Reviewed Alexy 9 views 0 comments 1 point Started by Alexy September 12 Investments
Why does the Real Time Quotes option in Preferences > Investments turn on randomly

Answered rcstubbs 56 views 5 comments 0 points Most recent by rcstubbs September 12Investing (Windows)
Windows 10 - Downloading Merrill Lynch Investment Accounts

WillyG 10 views 0 comments 0 points Started by WillyG September 12 Download, Add/Update Accounts (Windows)
LPL issues

eswenerton 23 views 1 comment 0 points Most recent by Quicken Jasmine September 11Registers & Transactions (Windows)
ONGOING 9/11/24 New York Life - Virtual Service Center - $0 Account Balance

Quicken Anja 32 views 2 comments 0 points Most recent by Quicken Anja September 11Alerts, Online Banking & Known Product Issues
Challenges Linking to a Merrill Lynch Cash Management (CMA) Account

Patch0221 34 views 2 comments 0 points Most recent by Quicken Kristina September 10Download, Add/Update Accounts (Windows)
Robert Hagstrom's strong interest stocks

System 14 views 1 comment 0 points Most recent by TXPAF September 10Investing (Windows)
re-establishing downloads from Wells Fargo Advisors -- cannot choose "complete" (vs. simple) acctg

susan.beesley 36 views 4 comments 0 points Most recent by Quicken Jasmine September 9Download, Add/Update Accounts (Windows)