Investments

Discussion List

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  How to reclassify transactions from BoughtX to Bought

  Answered Terry Locke 171 views 26 comments 0 points Most recent by q_lurker July 9Investing (Windows)
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  How do I record a rebate on investment fees?

  Accepted Answer kennethp 53 views 7 comments 0 points Most recent by q_lurker July 9Investing (Windows)
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  Add the Ability to Categorize the Amounts entered as Commissions

  New 22 views 3 comments 0 points Most recent by Quicken_Tyka July 9Investments (Windows)
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  Adjust cost base.

  Accepted Answer jmcgmckinnon 71 views 28 comments 0 points Most recent by q_lurker July 8Investing (Windows)
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  There should be an option to convert a brokerage account to a Roth IRA (6 Legacy Votes)

  New 231 views 9 comments 3 points Most recent by Quicken_Natalie July 8Investments (Windows)
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  Include closed account data in historical Quicken reports and features (4 Legacy Votes)

  New kh57smth 11 views 3 comments 0 points Most recent by Quicken_Natalie July 8Reports (Windows)
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  Add a "Tax Efficient Loss Harvester" lot assigment option (4 Legacy Votes)

  New 140 views 4 comments 0 points Most recent by Quicken_Natalie July 8Investments (Windows)
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  I can't see the downloads from Fidelity into my investment accounts.

  Accepted Answer jah47Ed 46 views 10 comments 0 points Most recent by jah47Ed July 7Errors and Troubleshooting (Windows)
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  Investing Dashboard Today's Change percentage calculation looks wrong

  73 views 11 comments 0 points Most recent by July 7Investing (Windows)
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  Connection to Fidelity

  Answered Perry Smith 15 views 1 comment 0 points Most recent by NotACPA July 7Investing (Mac)
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  Morningstar X-Ray Improvement

  New Langston Holland 49 views 4 comments 4 points Most recent by Chris_QPW July 6Investments (Windows)
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  Can You Customize The Columns on The Account Overview Screen?

  New 249 views 9 comments 5 points Most recent by Chris_QPW July 6Investments (Windows)
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  Morningstar ratings, return, and risk

  New q_lurker 34 views 2 comments 6 points Most recent by Rocket J Squirrel July 6Investments (Windows)
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  Add investment transactions on Mobile (4 Legacy Votes)

  New 57 views 5 comments 1 point Most recent by Quicken_Tyka July 6Product Ideas - Quicken Mobile
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  How to get return (%) on my investment including all dates

  Answered Ajay 35 views 6 comments 0 points Most recent by Ajay July 6Investing (Windows)
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  Since April my Edward Jones accts download returns OL-332-A error. Why?

  Answered Carrel 14 views 2 comments 0 points Most recent by splasher July 5Download, Add/Update Accounts (Windows)
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  Errors in Portfolio - Number of Shares

  Answered JayDC 30 views 7 comments 0 points Most recent by JayDC July 5Investing (Mac)
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  Mutual fund share transfers between accounts

  New HF 50 views 3 comments 2 points Most recent by q_lurker July 3Investments (Windows)
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  Is there any way to mass change the Cash Source on investment transactions?

  Answered Closed mecaulfield 43 views 4 comments 0 points Most recent by Red Raider July 3Investing (Windows)
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  Is there a problem updating investment prices?

  Accepted Answer TA3 44 views 9 comments 0 points Most recent by Sherlock July 2Download, Add/Update Accounts (Windows)
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  Switching an Account Type to Roth IRA

  New Just Me and Not Someone Else 209 views 9 comments 14 points Most recent by Jim_Harman July 2Investments (Windows)
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  MTCH "reorg"

  Answered Perry Smith 26 views 1 comment 0 points Most recent by Perry Smith July 2Investing (Mac)
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  Transferring Balance between 529 accounts

  Answered poyznivy 19 views 3 comments 0 points Most recent by Jim_Harman July 2Investing (Windows)
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  Previously sold mutual funds showing up in Portfolio over a year later

  Scooterlam 56 views 10 comments 0 points Most recent by Scott Baines July 1Investing (Windows)
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  Buy/Sell Preview shows inconsistent gain amounts

  Rocket J Squirrel 11 views 1 comment 0 points Most recent by Rocket J Squirrel July 1Errors and Troubleshooting (Windows)
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  Stock transfer from IRA to meet the RMD

  4est 33 views 4 comments 0 points Most recent by Rocket J Squirrel July 1Investing (Mac)
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  Asset Allocation Categories

  Answered Diver42420 24 views 1 comment 0 points Most recent by Jim_Harman July 1Investing (Windows)
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  Quicken 2018 Investment Register

  New Mike Sabot 352 views 33 comments 11 points Most recent by Chris_QPW June 30Investments (Windows)
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  Font size on the investing registers (4 Merged Votes)

  Under Consideration Bs06151985 246 views 17 comments 25 points Most recent by Robert Mackenzie June 30Investments (Windows)