Investments

Discussion List

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  Setting up a brokerage download to new account changed all accounts to simple investing

  Answered louarkie91 29 views 4 comments 0 points Most recent by miklk December 2Investing (Windows)
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  How do I manage Duplicate Entries created by Linking my investment accounts

  Accepted Answer Daffy Duck 24 views 4 comments 0 points Most recent by Daffy Duck December 2New to Quicken/Getting Started (Mac)
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  Problem with identification of lots and capital gains

  Answered Hilltop83 29 views 3 comments 0 points Most recent by Hilltop83 December 1Investing (Windows)
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  RBC Download Investment Transactions In Canada

  Answered stelub 24 views 3 comments 0 points Most recent by stelub December 1All Things Canadian (Windows)
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  Show Morningstar ratings for ETF Investment Type

  New deranger2 14 views 0 comments 3 points Started by deranger2 December 1 Product Enhancements (Windows)
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  Crash when adding downloaded security

  Answered bhockney 15 views 1 comment 0 points Most recent by Quicken Hugh December 1Errors and Troubleshooting (Windows)
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  Why can't I add a new security in Quicken?

  Answered ray_marrayts 66 views 13 comments 0 points Most recent by NotACPA November 30Investing (Windows)
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  Crash when accepting downloaded txns into Quicken. Lost transactions. How to recover?

  Answered Brian94582 33 views 6 comments 0 points Most recent by Brian94582 November 29Errors and Troubleshooting (Windows)
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  Display "current" balance for Brokerage Account

  Accepted Answer Seth Holmes 36 views 3 comments 0 points Most recent by Seth Holmes November 29Investing (Mac)
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  Download of fractional sales from Merrill Lynch not updating correctly

  millstje 35 views 3 comments 0 points Most recent by Quicken Francisco November 29Download, Add/Update Accounts (Windows)
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  Transition Vanguard accounts to Brokerage Accounts

  myramoki 19 views 1 comment 2 points Most recent by q_lurker November 29Registers & Transactions (Windows)
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  How to have correct cost basis in a corporate spinoff, e.g., Pfizer/ Upjohn/ Mylan transaction?

  Accepted Answer A.R. 2.3K views 41 comments 1 point Most recent by q_lurker November 29Investing (Windows)
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  Reset Views in Investing -- Portfolio

  Answered Jeff Schwarz 11 views 2 comments 0 points Most recent by Jeff Schwarz November 28Investing (Windows)
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  Add Investment "Type" to Customize Current View in the Investing Portfolio Views

  New byerskm 32 views 3 comments 5 points Most recent by Richard Kent November 28Investments (Windows)
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  RESOLVED 11/09/20: Vanguard Returns CC-105/CC-505

  Quicken_Tyka 3.5K views 1 comment -3 points Most recent by Quicken Sarah November 27Announcements
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  In `Security Detail view`, the `News & Analysis`button does not work.

  Answered lucmajor 23 views 1 comment 0 points Most recent by Quicken Anja November 25All Things Canadian (Windows)
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  Bug in Rebalance Portfolio?

  Answered Ellary Kahan 44 views 2 comments 2 points Most recent by Ellary Kahan November 25Investing (Windows)
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  Investing Dashboard-Total Value with a multi-currency portfolio

  Claude 82 views 8 comments 1 point Most recent by CaledonKid November 24Investing (Windows)
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  Uncategorized investment trades - is this normal?

  Accepted Answer BK 22 views 8 comments 0 points Most recent by BK November 23Reports (Windows)
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  mutual fund conversion bug

  Howard1 31 views 2 comments 0 points Most recent by Howard1 November 23Investing (Windows)
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  Managing RMDs

  Accepted Answer jimarcher6837 41 views 5 comments 0 points Most recent by q_lurker November 22Investing (Windows)
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  Scrolling Issues using the 'Enter Transaction' pulldown menu

  Answered Email Unano 22 views 8 comments 0 points Most recent by MHSwizzleStick November 22Errors and Troubleshooting (Windows)
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  Syncing Investments with Mobile App

  Answered espo4life 52 views 5 comments 0 points Most recent by Quicken Anja November 21Investing (Windows)
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  If your IRA is invested in an annuity that credits daily interest, How do you set it up?

  Accepted Answer niftyk 24 views 3 comments 0 points Most recent by niftyk November 21Investing (Mac)
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  Can I create a stock price alert?

  Answered Joseph Arden 12 views 1 comment 0 points Most recent by Rocket J Squirrel November 21Investing (Windows)
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  8
  Need More Investment Asset Classes! (1 Merged)

  Implemented Quicken Community 71 views 9 comments 8 points Most recent by Jim_Harman November 21Investments (Windows)
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  Quicken doesn't show correct value for Pfizer PFE and Vanguard Funds

  Answered bfree48 34 views 2 comments 0 points Most recent by bfree48 November 20Investing (Mac)
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  ONGOING BUG: Security menu in Security Detail View is still broken

  Rocket J Squirrel 102 views 28 comments 0 points Most recent by Quicken Kathryn November 19Errors and Troubleshooting (Windows)