Investments

Discussion List

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  171

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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 4.6K views 118 comments 171 points Most recent by andy March 10Investments
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  missing the edit transaction function

  Charlie@ 13 views 1 comment 0 points Most recent by Quicken Kristina March 10Investing (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Don Awalt 1.1K views 60 comments 0 points Most recent by Don Awalt March 10Download, Add/Update Accounts (Windows)
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  Is there a way to change asset class information for stocks in bulk and not just one at a time

  Answered ✓ Larry Woodbridge 47 views 4 comments 0 points Most recent by Quicken Jasmine March 10Investing (Windows)
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  Collateral increase/decrease transactions

  Michael Schmitt 13 views 0 comments 0 points Started by Michael Schmitt March 9 Download, Add/Update Accounts (Mac)
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  double posting Investment transactions

  leonard kearney 26 views 0 comments 0 points Most recent by UKR March 9Investing (Windows)
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  150

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  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Under Consideration Quicken Community 1.9K views 47 comments 150 points Most recent by gregwardson March 8Investments
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  How do I remove the cents from being displayed (e.g, show $1,000 versus $1,000.25)?

  Answered ✓ gwforit 28 views 2 comments 0 points Most recent by gwforit March 7Investing (Windows)
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  32

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  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 576 views 28 comments 32 points Most recent by oc_steven March 7Investments
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  QMac for Canada - Capital Gains Estimator

  Answered Matt Payette 24 views 1 comment 0 points Most recent by Quicken Kristina March 7All Things Canadian (Mac)
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  Scheduled Interest Income and Dividend Income for Brokerage Accounts

  oc_steven 16 views 1 comment 0 points Most recent by jacobs March 7Registers & Transactions (Mac)
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  1
  Capital Gains Estimator Tool should allow filter by account

  Implemented Eric Perrone 38 views 1 comment 1 point Most recent by jacobs March 7Investments
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  Exclude unvested RSU from account total

  RPC102 29 views 2 comments 3 points Most recent by Quicken Kristina March 7Investing (Mac)
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  Short term basis incorrect on sale

  Answered funkws 68 views 10 comments 0 points Most recent by q_lurker March 7Investing (Windows)
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  Fidelity Investment and Banking accounts missing transactions

  Kurt Knudson 16 views 1 comment 0 points Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
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  One step updates from Vanguard, can't add to register

  Dale3 161 views 10 comments 0 points Most recent by Quicken Kristina March 7Download, Add/Update Accounts (Windows)
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  Specify Lots issue with Gain Loss Column size

  David Luckadoo 57 views 5 comments 0 points Most recent by David Luckadoo March 7Registers & Transactions (Windows)
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  Problem with balancing Chase Manage Brokerage Account

  Gary Lee Ashford 83 views 5 comments 0 points Most recent by Gary Lee Ashford March 6Download, Add/Update Accounts (Windows)
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  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  dougbr213 51 views 3 comments 0 points Most recent by Quicken Jasmine March 6Errors and Troubleshooting (Windows)
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  13

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  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 969 views 13 comments 13 points Most recent by Chris_QPW March 6Manage Accounts and Transactions
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  $ Dashboard and "Investing" do not agree

  Answered jimarcher6837 90 views 10 comments 0 points Most recent by Quicken Jasmine March 6Investing (Windows)
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  US Bancorp Investment Account not syncing with Quicken

  KKoster 12 views 2 comments 0 points Most recent by Quicken Anja March 6Download, Add/Update Accounts (Windows)
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  UPDATED 3/5/25 $0 Balance Display Issue for Lincoln Financial Institutions

  Quicken Anja 25 views 1 comment 1 point Most recent by Quicken Anja March 5Alerts, Online Banking & Known Product Issues
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  Charles Schwab 401(k) Mutual Fund Prices stopped updating

  Answered roo77777 70 views 9 comments 0 points Most recent by Quicken Kristina March 4Errors and Troubleshooting (Mac)
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  Merged: Anyone else having trouble downloading Mutual fund transactions from T. Rowe Price?

  Closed donotemailhere989 15 views 0 comments 0 points Most recent by funkws March 4Errors and Troubleshooting (Windows)
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  Bottom Section of Investing Accounts Always Expanded

  isonclubikin 19 views 1 comment 0 points Most recent by Quicken Jasmine March 4Registers & Transactions (Windows)
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  Make Tags hierarchical to help with tracking Option Trading, among other uses

  Reviewed System 17 views 2 comments 2 points Most recent by Quicken Kristina March 3Investments
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  Charles Schwab - download positions corrupts data?

  Answered Wesley Breshears 86 views 7 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Windows)
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  Quicken Doubles Amount in Roth IRA

  Answered 04takamaz 32 views 3 comments 0 points Most recent by Boatnmaniac March 3Download, Add/Update Accounts (Mac)
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  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Philip107 47 views 6 comments 0 points Most recent by Philip107 March 3Budgeting and Planning Tools (Windows)