Investments

Discussion List

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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  leishirsute 41 views 2 comments 0 points Most recent by leishirsute December 20Budgeting and Planning Tools (Windows)
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  Withdrawal txns in brokerage accts require entry twice

  25+YrUser 16 views 1 comment 0 points Most recent by Quicken Kristina December 20Registers & Transactions (Windows)
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  Some E*trade account online download is restricted to only Express Web Connect

  ssllii 12 views 2 comments 0 points Most recent by Quicken Kristina December 20Budgeting and Planning Tools (Windows)
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  Creating a Coinbase Account in Quicken for Mac... is this possible?

  cdrompfw 19 views 3 comments 0 points Most recent by Quicken Kristina December 20Download, Add/Update Accounts (Mac)
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  Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

  Answered Bilwit 110 views 20 comments 0 points Most recent by Bill1952 December 20Registers & Transactions (Windows)
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  401(k) Transferred from Newport Group to Ascensus

  Steady Red 31 views 3 comments 0 points Most recent by Quicken Kristina December 20Download, Add/Update Accounts (Windows)
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  How does quicken Calculate the "Day Gain/Loss" Column shown in the "Portfolio View"

  steve.wei 17 views 1 comment 0 points Most recent by Jim_Harman December 20Investing (Windows)
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  Change 401(k)/403(b) account to include Roth contributions

  paul16 102 views 8 comments 0 points Most recent by Quicken Kristina December 20Investing (Windows)
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  X Ray Analysis

  Answered Haroldaccount 14 views 1 comment 0 points Most recent by Quicken Kristina December 20Investing (Windows)
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  Acorns

  Succulent4182 10 views 1 comment 0 points Most recent by Quicken Anja December 20Download, Add/Update Accounts (Windows)
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  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ jdschachte 64 views 11 comments 0 points Most recent by markus1957 December 19Budgeting and Planning Tools (Windows)
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  Alerts Disappear When Bill & Income Reminders are Entered

  bizbuyer 57 views 6 comments 0 points Most recent by Quicken Anja December 19Download, Add/Update Accounts (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Reviewed UKR 164 views 4 comments 29 points Most recent by cakratz December 19Investments
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  30

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  Get quicken to support NEO exchange (Canada) [Edited]

  Under Consideration Gilles9 256 views 16 comments 30 points Most recent by Quicken Anja December 19Investments
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  Simple download with Vanguard

  System 122 views 20 comments 0 points Most recent by Chris_QPW December 18Errors and Troubleshooting (Mac)
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  NEW 12/18/24 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

  Announcement Quicken Anja 17 views 0 comments 0 points Started by Quicken Anja December 18 Alerts, Online Banking & Known Product Issues
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  Bond Price Downloads Quicken Classic on Mac

  cmr 40 views 4 comments 0 points Most recent by cmr December 18Investing (Mac)
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  ONGOING 12/18/24 Nationwide Annuity, Insurance, or Retirement (401k/403b) accounts - $0 Balance

  Quicken Anja 31 views 2 comments 1 point Most recent by Quicken Anja December 18Alerts, Online Banking & Known Product Issues
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  ONGOING 12/18/24 Golden State Scholar - $0 Investment Balance

  Quicken Anja 26 views 2 comments 0 points Most recent by Quicken Anja December 18Alerts, Online Banking & Known Product Issues
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  25

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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 637 views 20 comments 25 points Most recent by ajb328 December 17Reports
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  Inconsistent handling of expired options in Income by Security report

  bmciance 34 views 5 comments 0 points Most recent by bmciance December 17Reports (Windows)
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  Security Detail View by Account

  Reviewed kdedeluk 13 views 0 comments 1 point Started by kdedeluk December 17 Investments
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  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 756 views 12 comments 6 points Most recent by lpreinhold December 17Manage Accounts and Transactions
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  Deposit Accounts vs. Cash

  Answered jerrylcanterbury 301 views 13 comments 0 points Most recent by jerrylcanterbury December 16Investing (Windows)
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  ONGOING! 12/16/24 Thrivent Financial - $0 Investment Account Balance

  Quicken Kristina 21 views 2 comments 0 points Most recent by Quicken Kristina December 16Alerts, Online Banking & Known Product Issues
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  ONGOING! 12/16/24 Allianzlife - $0 Investment Balance

  Quicken Kristina 25 views 2 comments 0 points Most recent by Quicken Kristina December 16Alerts, Online Banking & Known Product Issues
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  Positive and negative amounts for same "cash" security in allocation report

  Answered markswot 57 views 4 comments 0 points Most recent by markswot December 16Reports (Windows)
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  Schwab downloading duplicates in brokerage account

  Answered pamela77 41 views 7 comments 0 points Most recent by Quicken Kristina December 15Download, Add/Update Accounts (Mac)
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  No Transactions Added To Connected Investment Accounts From Schwab

  Answered ✓ jkkuehne_sf 42 views 5 comments 0 points Most recent by Quicken Anja December 14Errors and Troubleshooting (Mac)
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  Is there now support for (Fidelity) HSA accounts?

  pbmsmit 49 views 7 comments 0 points Most recent by Quicken Kristina December 13Download, Add/Update Accounts (Windows)