Investments

Discussion List

• 
  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  TMMac 65 views 5 comments 0 points Most recent by Quicken Kristina 4:49PMDownload, Add/Update Accounts (Windows)
• 
  Missing security

  Jeffrey Jones 12 views 1 comment 0 points Most recent by Quicken Kristina 4:42PMInvesting (Windows)
• 
  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Don Awalt 1.4K views 70 comments 0 points Most recent by DebOR March 22Download, Add/Update Accounts (Windows)
• 
  Fidelity Investment and Banking accounts missing transactions

  Kurt Knudson 30 views 2 comments 0 points Most recent by Quicken Kristina March 22Errors and Troubleshooting (Windows)
• 
  Cant Connect to Invesco

  LGB25 21 views 2 comments 0 points Most recent by Quicken Kristina March 22Errors and Troubleshooting (Windows)
• 
  RESOLVED! 3/22/25 TIAA Bought Out By EverBank

  Announcement Quicken Kristina 274 views 2 comments 0 points Most recent by Quicken Kristina March 22Alerts, Online Banking & Known Product Issues
• 
  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Gary Strand 107 views 12 comments 0 points Most recent by Gary Strand March 21Errors and Troubleshooting (Windows)
• 
  Partnership Market Value Inaccuracy #2

  Spqr753 32 views 2 comments 0 points Most recent by Quicken Anja March 21Investing (Windows)
• 
  Charles Schwab - Missing Equity Awards Account (QMac)

  System 48 views 5 comments 0 points Most recent by Quicken Kristina March 21Download, Add/Update Accounts (Mac)
• 
  ETF share updates are not matching within Quicken

  Answered GBE 35 views 2 comments 0 points Most recent by GBE March 21Investing (Windows)
• 
  investment account balances are off

  Answered Permutations 16 views 3 comments 0 points Most recent by Randy Egan March 21Download, Add/Update Accounts (Windows)
• 
  How do I record an addition to cost basis reported on 1099

  bebob 47 views 2 comments 0 points Most recent by q_lurker March 21Registers & Transactions (Windows)
• 
  Capital Call not working

  Answered pab1 32 views 4 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
• 
  Vanguard Transaction detail for Quicken Mac

  LindaE 837 views 32 comments 0 points Most recent by dwright59 March 20Errors and Troubleshooting (Mac)
• 
  Issue Downloading Security Transactions

  BRETTB 38 views 5 comments 0 points Most recent by BRETTB March 20Errors and Troubleshooting (Windows)
• 
  Navigation to the webpage was cancelled

  gwforit 37 views 2 comments 0 points Most recent by Quicken Jasmine March 18Errors and Troubleshooting (Windows)
• 
  Investment Returns (Q Win, edited)

  Gary R 300 views 33 comments 0 points Most recent by Gary R March 18Investing (Windows)
• 
  Multiple Security Charting

  JoeL. 34 views 2 comments 0 points Most recent by Quicken Kristina March 17All Things Canadian (Windows)
• 
  152

  Up
  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 March 17Investments
• 
  Why don't imported transactions from QMac show in QWin Report (Dividends)

  Answered Zoolook 53 views 7 comments 0 points Most recent by Chris_QPW March 16Investing (Mac)
• 
  Return % Year to Date---Register

  Gary R 123 views 13 comments 0 points Most recent by Gary R March 16Investing (Windows)
• 
  Vanguard opens up Direct Connect, However

  msgchef 50 views 1 comment 0 points Most recent by Quicken Kristina March 15Registers & Transactions (Mac)
• 
  CLOSED 3/15/25 $0 Balance Display Issue for Lincoln Financial Institutions

  Announcement Quicken Anja 48 views 3 comments 1 point Most recent by Quicken Kristina March 15Alerts, Online Banking & Known Product Issues
• 
  5

  Up
  Want to see Downloaded transactions for investment accounts in Mobile App

  Reviewed Kyle Hack 80 views 8 comments 5 points Most recent by Chris_QPW March 15Ideas for Mobile
• 
  1

  Up
  Make the check for stock splits optional

  Reviewed Ed Perrault 12 views 0 comments 1 point Started by Ed Perrault March 15 Investments
• 
  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)
• 
  Include Custom Assets When Rebalancing Portfolio

  snowmp 27 views 1 comment 0 points Most recent by Quicken Kristina March 14Investing (Windows)
• 
  garbage characters displayed in reallocation (QW)

  SomebodyInGNV 41 views 6 comments 0 points Most recent by SomebodyInGNV March 14Errors and Troubleshooting (Windows)
• 
  Quicken connection types for Fidelity accounts?

  Answered ✓ gpsabol 40 views 1 comment 0 points Most recent by Quicken Anja March 14Download, Add/Update Accounts (Mac)
• 
  Charles Schwab Accounts not downloading transactions

  BridgeTwnSmith 84 views 5 comments 0 points Most recent by Quicken Anja March 14Download, Add/Update Accounts (Windows)