Investments

Discussion List

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  UPDATED! 3/17/25 TIAA Bought Out By EverBank

  Announcement Quicken Kristina 38 views 1 comment 0 points Most recent by Quicken Kristina 11:44AMAlerts, Online Banking & Known Product Issues
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  Investment Returns (Q Win, edited)

  Gary R 133 views 19 comments 0 points Most recent by Boatnmaniac 10:56AMInvesting (Windows)
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  Multiple Security Charting

  JoeL. 20 views 2 comments 0 points Most recent by Quicken Kristina 10:38AMAll Things Canadian (Windows)
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  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Under Consideration M C Crockett 3.9K views 88 comments 152 points Most recent by jacobs 9:33AMInvestments
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  Charles Schwab - Missing Equity Awards Account (QMac)

  System 15 views 3 comments 0 points Most recent by arad 8:49AMDownload, Add/Update Accounts (Mac)
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  Why don't imported transactions from QMac show in QWin Report (Dividends)

  Answered Zoolook 48 views 7 comments 0 points Most recent by Chris_QPW March 16Investing (Mac)
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  Navigation to the webpage was cancelled

  gwforit 27 views 1 comment 0 points Most recent by Quicken Jasmine March 16Errors and Troubleshooting (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Don Awalt 1.3K views 69 comments 0 points Most recent by jpw1 March 16Download, Add/Update Accounts (Windows)
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  Return % Year to Date---Register

  Gary R 95 views 13 comments 0 points Most recent by Gary R March 16Investing (Windows)
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  Vanguard opens up Direct Connect, However

  msgchef 30 views 1 comment 0 points Most recent by Quicken Kristina March 15Registers & Transactions (Mac)
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  CLOSED 3/15/25 $0 Balance Display Issue for Lincoln Financial Institutions

  Announcement Quicken Anja 33 views 3 comments 1 point Most recent by Quicken Kristina March 15Alerts, Online Banking & Known Product Issues
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  Want to see Downloaded transactions for investment accounts in Mobile App

  Reviewed Kyle Hack 76 views 8 comments 5 points Most recent by Chris_QPW March 15Ideas for Mobile
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  Vanguard Transaction detail for Quicken Mac

  LindaE 737 views 31 comments 0 points Most recent by jacobs March 15Errors and Troubleshooting (Mac)
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  Make the check for stock splits optional

  Reviewed Ed Perrault 10 views 0 comments 1 point Started by Ed Perrault March 15 Investments
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  Merged: Is TIAA no longer supporting Quicken downloads?

  Closed Sabrina G 63 views 0 comments 0 points Most recent by jssmadtown March 15Errors and Troubleshooting (Mac)
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  Include Custom Assets When Rebalancing Portfolio

  snowmp 24 views 1 comment 0 points Most recent by Quicken Kristina March 14Investing (Windows)
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  garbage characters displayed in reallocation (QW)

  SomebodyInGNV 35 views 6 comments 0 points Most recent by SomebodyInGNV March 14Errors and Troubleshooting (Windows)
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  Quicken connection types for Fidelity accounts?

  Answered ✓ gpsabol 28 views 1 comment 0 points Most recent by Quicken Anja March 14Download, Add/Update Accounts (Mac)
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  Charles Schwab Accounts not downloading transactions

  BridgeTwnSmith 57 views 5 comments 0 points Most recent by Quicken Anja March 14Download, Add/Update Accounts (Windows)
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  Issue with the Withdraw function

  gary.tynes 31 views 1 comment 0 points Most recent by Jim_Harman March 13Investing (Windows)
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  Creating a Coinbase Account in Quicken for Mac... is this possible?

  cdrompfw 455 views 22 comments 0 points Most recent by Quicken Anja March 13Download, Add/Update Accounts (Mac)
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  missing the edit transaction function

  Answered ✓ Charlie@ 64 views 6 comments 0 points Most recent by Boatnmaniac March 13Investing (Windows)
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  Syncing Investment Transactions

  Answered tim.rohrer1 21 views 1 comment 0 points Most recent by Quicken Jasmine March 12Using the Mobile App
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  Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

  Under Consideration JFOR 1.3K views 28 comments 62 points Most recent by Charles2025 March 11Investments
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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  TMMac 52 views 3 comments 0 points Most recent by Quicken Kristina March 11Download, Add/Update Accounts (Windows)
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  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Under Consideration Quicken Community 1.9K views 48 comments 151 points Most recent by Fintechguy March 11Investments
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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 4.6K views 118 comments 171 points Most recent by andy March 10Investments
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  Is there a way to change asset class information for stocks in bulk and not just one at a time

  Answered ✓ Larry Woodbridge 50 views 4 comments 0 points Most recent by Quicken Jasmine March 10Investing (Windows)
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  Collateral increase/decrease transactions should be ignored in Brokerage accounts [Edited]

  New Michael Schmitt 34 views 0 comments 1 point Started by Michael Schmitt March 9 Investments
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  double posting Investment transactions

  leonard kearney 27 views 0 comments 0 points Most recent by UKR March 9Investing (Windows)