Investments

Discussion List

• 
  duplicate downloaded transactions from Charles Schwab accounts

  jimkaze 36 views 3 comments 0 points Most recent by jimkaze 12:17PMDownload, Add/Update Accounts (Windows)
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  phantom Money Market shares appear in investment account Holdings

  Wiley Won 61 views 4 comments 0 points Most recent by Wiley Won 8:27AMRegisters & Transactions (Windows)
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  My Fidelity bugs still around after a year since EWC+ migration

  EvDob 236 views 13 comments 0 points Most recent by beancntr34 2:41AMDownload, Add/Update Accounts (Windows)
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  Merrill Lynch stock split transaction bungled

  jdparker225 23 views 2 comments 0 points Most recent by jdparker225 September 6Download, Add/Update Accounts (Windows)
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  Wells Fargo Issue

  Joseph 18 views 1 comment 0 points Most recent by Quicken Kristina September 6Errors and Troubleshooting (Mac)
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  10

  Up
  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 137 views 9 comments 10 points Most recent by Quicken Alyssa September 6Investments
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  7

  Up
  Please add the ability to customize Investment Registers?

  Mike409 143 views 9 comments 7 points Most recent by Quicken Alyssa September 6Investments
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  Investment cash not counted in net worth

  MichaelCortese 43 views 3 comments 0 points Most recent by MichaelCortese September 6Errors and Troubleshooting (Mobile)
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  Portfolio Xray issue

  Answered ChiliDog 94 views 4 comments 0 points Most recent by Quicken Kristina September 6Errors and Troubleshooting (Windows)
• 
  Ameriprise balance don't match

  Answered MAKSAN 36 views 2 comments 0 points Most recent by Quicken Kristina September 6Investing (Mac)
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  Fidelity transactions download continues to degrade

  AtlCenter 100 views 6 comments 0 points Most recent by Quicken Kristina September 6Download, Add/Update Accounts (Windows)
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  Cash double counted in JPMorgan Investment Accounts

  Answered KSpellane 46 views 2 comments 0 points Most recent by Quicken Kristina September 6Download, Add/Update Accounts (Mac)
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  Started tracking Fidelity 401k in Quicken

  DrJHF 56 views 5 comments 0 points Most recent by Quicken Kristina September 6Errors and Troubleshooting (Quicken on the Web)
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  Why is manually entering data in Investment registry so slow?

  Answered dgreer 32 views 3 comments 0 points Most recent by NotACPA September 5Registers & Transactions (Windows)
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  5

  Up
  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 229 views 9 comments 5 points Most recent by Quicken Carlos September 5Investments
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  1

  Up
  Add notes column to Investing Holdings screen

  dhollid2 21 views 1 comment 1 point Most recent by Quicken Anja September 5Investments
• 
  Upload QIF dividend transaction = Qualified dividend?

  Answered DL# 130 views 9 comments 0 points Most recent by markus1957 September 4Investing (Windows)
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  Treat Money Market as cash; Yes or No?

  Answered BK 189 views 11 comments 0 points Most recent by Chris_QPW September 4Registers & Transactions (Windows)
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  How to fix One Step Update for Fidelity NetBenefits?

  Answered Tommy 184 views 9 comments 0 points Most recent by cyberphile September 4Errors and Troubleshooting (Windows)
• 
  PNC Bank download shows Unknown Security and O shares

  ejmquick 102 views 3 comments 0 points Most recent by Quicken Carlos September 4Errors and Troubleshooting (Windows)
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  Ameriprise Accounts Not Updating Accurately

  BryonC 37 views 4 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Mac)
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  Tracking gains/losses in an investment fund

  Answered goldtop 144 views 6 comments 0 points Most recent by goldtop September 4Investing (Windows)
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  Quote updates

  Answered Closed Gaboum 160 views 9 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Mac)
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  Baird account no longer downloading transactions

  Answered rick.m650 95 views 7 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Mac)
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  Voya server error message at their site

  Closed GeoArm 64 views 4 comments 0 points Most recent by Quicken Kristina September 4Errors and Troubleshooting (Windows)
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  E*Trade (now Morgan Stanley) only support Simple Investment

  Howard Hoffman 635 views 32 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Windows)
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  Online Center "Update" doesn't update "Holdings" tab

  Ray 35 views 1 comment 0 points Most recent by mshiggins September 4Investing (Windows)
• 
  Fractional Leftover Stock Shares

  Answered Gary Paukert 56 views 4 comments 0 points Most recent by Sceptic September 4Download, Add/Update Accounts (Windows)
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  Can not see gain/loss when selecting lots.

  dandy48 52 views 2 comments 0 points Most recent by Quicken Anja September 4Investing (Windows)
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  News and Analysis headlines not linking to the Business Wire story - Quicken for Mac

  Answered gmpizzuto 53 views 3 comments 0 points Most recent by Quicken Anja September 4Investing (Mac)