Investments

Discussion List

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  Quicken for Mac v5.12 Released

  Announcement Quicken Marcus 4.3K views 236 comments 4 points Most recent by jacobs 1:43PMProduct Releases and Announcements: Mac
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  How can Quicken help me determine the performance of two money market funds I own?

  Accepted Answer garciagu 47 views 20 comments 0 points Most recent by garciagu 12:39PMInvesting (Mac)
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  How to configure the view to see the cash balance in INVESTING page for each account?

  Accepted Answer mmotavvef 21 views 2 comments 0 points Most recent by mmotavvef September 18Investing (Windows)
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  Budgeting Tax Free Interest and Dividends

  Answered John 411 49 views 3 comments 0 points Most recent by Jerry_ September 18Budgeting and Planning Tools (Mac)
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  Accrued Interest on Bonds Sold?

  mark 39 views 4 comments 0 points Most recent by NotACPA September 16Investing (Mac)
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  Bond Description Changes

  Answered greenishade 21 views 3 comments 0 points Most recent by NotACPA September 16Investing (Windows)
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  Double Counting Imported Transactions from Schwab

  mattebury 27 views 1 comment 0 points Most recent by jacobs September 12Errors and Troubleshooting (Mac)
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  Vanguard accounts - Conversion Issue

  Answered jms2106 85 views 17 comments 0 points Most recent by jms2106 September 12Investing (Windows)
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  Delete Holdings from "Online Center"

  Accepted Answer Closed Phillyacct 58 views 16 comments 0 points Most recent by Jim_Harman September 10Investing (Windows)
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  Correcting a downloaded transfer entry in Investment IRA creates duplicate entry in Checking account

  Accepted Answer Closed vicflick 48 views 4 comments 1 point Most recent by Quicken Natalie September 9Bank Accounts, Downloading, and Categorization (Windows)
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  403(b) account graph shows false negatives

  Answered Deke007 19 views 1 comment 0 points Most recent by John_in_NC September 7Errors and Troubleshooting (Mac)
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  New f0445780 24 views 2 comments 1 point Most recent by Jim_Harman September 6Product Ideas - Quicken for Windows
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  How do I reflect proper opening balance for new home?

  Accepted Answer harry askenazi 21 views 1 comment 0 points Most recent by jr7107 September 5Bank Accounts, Downloading, and Categorization (Windows)
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  Recording Dividend In Kind

  Accepted Answer Bernardo Sacchini 20 views 1 comment 0 points Most recent by q_lurker September 5Investing (Windows)
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  Has anyone had a problem exporting and importing QIF files from an old database to a new one?

  Answered [email protected] 27 views 0 comments 0 points Started by [email protected] September 5 Investing (Windows)
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  Under the investing tab, portfolio view, all my securities names have changed to ticker symbol

  Accepted Answer Closed Ronald L Doyle 24 views 2 comments 0 points Most recent by Ronald L Doyle September 5Investing (Windows)
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  Asset allocation by Security Type

  New Murali Narayanan 47 views 1 comment 5 points Most recent by BeDutch September 4Product Ideas - Quicken for Windows
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  Trouble with entering a "Buy - Shares Bought" transaction in the Investment accounts.

  Accepted Answer Closed KetanG 33 views 3 comments 0 points Most recent by Radler September 4Investing (Windows)
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  Manually-entered security prices not transferred from QM 2007 to "new" Quicken (2019)

  Closed tmplee 36 views 7 comments 0 points Most recent by jacobs September 3File Conversion and Backup (Mac)
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  Why can't I set the share price on a dividend reinvestment in Q2019 like I can in Q2007?

  Closed barryi 45 views 3 comments 0 points Most recent by barryi September 3Investing (Mac)
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  How to transfer to Investment account without skewing total value

  Accepted Answer harry askenazi 19 views 1 comment 0 points Most recent by Jim_Harman September 2Investing (Windows)
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  Security Litigation Settlement Proceeds Deposited Into IRA Account

  Accepted Answer Closed emhamiltn 44 views 2 comments 0 points Most recent by emhamiltn August 28Investing (Windows)
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  How to convert a Fund to an ETF and preserve cost basis for the lots. QM 2019.

  Accepted Answer Closed RCinNJ 33 views 6 comments 0 points Most recent by jr7107 August 27Investing (Mac)
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  Stock Cash Dividend - Scheduled Transactions

  Accepted Answer Closed PutterFlutters 27 views 1 comment 0 points Most recent by John_in_NC August 25Investing (Mac)
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  Change Investing Type

  Accepted Answer Closed james Franke 21 views 1 comment 0 points Most recent by John_in_NC August 25Investing (Mac)
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  I can't get my CD accounts to show up in accounts list

  Accepted Answer Closed ernienet 27 views 1 comment 0 points Most recent by volvogirl August 24Bank Accounts, Downloading, and Categorization (Windows)
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  Home Tab Capital Gains Number Format needs correcting

  New Snowman 22 views 0 comments 1 point Started by Snowman August 23 Product Ideas - Quicken for Windows
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  Why isn't Quicken 2017 registering a stock purchase?

  Accepted Answer Closed heybabe 19 views 2 comments 0 points Most recent by heybabe August 22Investing (Windows)
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  "Lot Identification" vs. "Average Cost" Question

  Margie 47 views 4 comments 0 points Most recent by Jim_Harman August 21Investing (Windows)