Investments

Discussion List

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  Transferring securities to a new investment account

  Answered MochaMan 22 views 5 comments 0 points Most recent by q_lurker January 20Investing (Windows)
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  Is there a way to import stock information into a new investment account in Quicken.

  Answered hoffmtj 41 views 8 comments 0 points Most recent by q_lurker January 20Investing (Windows)
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  Import security prices from CSV file as part of One Step Update

  New user99029 50 views 4 comments 0 points Most recent by seshapiro January 20Investments (Windows)
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  Where is "Investing Activities"?

  Accepted Answer MintUserNew 14 views 3 comments 0 points Most recent by MintUserNew January 20Investing (Windows)
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  Why does Quicken still double count cash balances?

  Answered chirashi 142 views 18 comments 1 point Most recent by djmorris32 January 20Investing (Mac)
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  Incorrect Share Price Georgia Path2College 529 Account

  Answered butlerd12 16 views 5 comments 0 points Most recent by Frankx January 19Errors and Troubleshooting (Windows)
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  Fed:Tax payment from IRA account won't show up as expense on reports

  Answered jmlinday 21 views 2 comments 0 points Most recent by Frankx January 19Investing (Windows)
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  Why has investment info changed since it was entered?

  Accepted Answer Jardon2 37 views 4 comments 0 points Most recent by Jardon2 January 19Investing (Windows)
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  What report shows transactions with a type of CGLongX

  Answered dwhubbs 26 views 4 comments 0 points Most recent by Jim_Harman January 18Reports (Windows)
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  401k Account Transactions cannot be made without a "Balancing Cash Adjustment" appearing.

  Answered Boorook 19 views 1 comment 0 points Most recent by Sherlock January 17Errors and Troubleshooting (Windows)
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  My Wish List for Quicken Mac in 2020

  New glennmacc 104 views 6 comments 4 points Most recent by smayer97 January 17Product Enhancements (Mac)
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  How do I set up a Simple IRA pre-tax deduction on paycheck and then have it contributions made?

  Answered rhenry1031 33 views 4 comments 0 points Most recent by Jim_Harman January 16Investing (Windows)
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  Portfolio X-ray "Stock type" benchmark comparison is kaput

  Rocket J Squirrel 43 views 2 comments 0 points Most recent by Rocket J Squirrel January 15Errors and Troubleshooting (Windows)
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  How can I start a new Quicken file with just my banking transactions and no investment info at all?

  Accepted Answer ckaplan 49 views 8 comments 0 points Most recent by ps56k January 14Investing (Windows)
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  Can't log in to Wealthscape Investor

  Answered Gary Moody 29 views 1 comment 0 points Most recent by Frankx January 14Investing (Windows)
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  Default Lot Identification (22 Legacy Votes)

  Implemented Closed ken jacobs 1K views 57 comments 9 points Most recent by Quicken SangeethaS January 14Investments (Windows)
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  How do I allocate a mutual fund purchase across multiple securities?

  Answered BWW 21 views 1 comment 0 points Most recent by Jim_Harman January 14Investing (Windows)
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  How do I adjust a cash balance in an investment to be part of the securities value?

  Answered BWW 16 views 1 comment 0 points Most recent by Sherlock January 13Investing (Windows)
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  Can't set _401EmployerContrib as a category in Q Mac

  Answered Mike Hochberg 22 views 2 comments 0 points Most recent by UKR January 13Bank Accounts, Downloading, and Categorizing (Mac)
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  QM - actual and estimated income by security

  New Paul 8 views 2 comments 1 point Most recent by Steve29 January 13Investments (Mac)
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  Specify IRR end date

  New SVanDee 7 views 3 comments 1 point Most recent by Steve29 January 13Investments (Mac)
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  Quicken 2018 Investment Register

  New Mike Sabot 160 views 24 comments 5 points Most recent by UKR January 13Investments (Windows)
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  Home Equity Monitoring and Projections

  New jmine83 12 views 0 comments 1 point Started by jmine83 January 12 Reports (Mac)
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  Account overview balance in Investing Section for stock does not match Account Listing balance

  Answered dgreer 15 views 1 comment 0 points Most recent by Jim_Harman January 12Investing (Windows)
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  Can we finally get real RSU (account and transaction) support?

  Under Consideration Closed joe kane 1.9K views 47 comments 24 points Most recent by cobra1316 January 10Investments (Windows)
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  3 investment accounts at same broker added successfully but 4th not adding.

  Answered bradybunchni 18 views 2 comments 0 points Most recent by bradybunchni January 8Investing (Mac)
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  Trouble connecting to Fidelity NetBenefits

  Answered kelnpet 37 views 4 comments 0 points Most recent by NotACPA January 8Errors and Troubleshooting (Windows)
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  How to fix "Remove Shares" transactions that don't adjust the cost basis?

  Answered jledwards0117 52 views 10 comments 0 points Most recent by jledwards0117 January 7Investing (Windows)
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  Help with SELL Lot No shares available Error when lots shows a share

  jrm 88 views 5 comments 0 points Most recent by rickexner2 January 7Investing (Windows)