Investments

Discussion List

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  Can You Customize The Columns on The Investing Account Overview (Holdings) Screen? (7 Legacy Votes)

  Reviewed Quicken Community 961 views 12 comments 12 points Most recent by Jim_Harman 1:08PMInvestments
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  R60 issues with Investment number of shares

  Question tigr_ldy 11 views 0 comments 0 points Started by tigr_ldy 10:56AM Errors and Troubleshooting (Windows)
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  Move mutual fund into its own separate account

  System 23 views 3 comments 0 points Most recent by q_lurker January 5Investing (Windows)
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  My question was Is there a way to overwrite a new portfolio over an existing portfolio?

  pt216 54 views 4 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Investment Register View

  Answered krinaker 25 views 3 comments 0 points Most recent by krinaker January 5Registers & Transactions (Windows)
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  Cash balance on investment portfolio doesn't match register

  David15 41 views 6 comments 0 points Most recent by q_lurker January 5Investing (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Reviewed UKR 204 views 5 comments 33 points Most recent by sd_mark January 4Investments
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  Markets closed 1/9/25

  Rocket J Squirrel 48 views 0 comments 5 points Started by Rocket J Squirrel January 4 The Water Cooler
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  Add Additional Expand/Collapse Option in Portfolio View [Edited]

  Reviewed rfore466 33 views 7 comments 1 point Most recent by rfore466 January 3Investments
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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 4.4K views 114 comments 164 points Most recent by jacobs January 3Investments
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  Selecting a money market fund to not be a security in an investment account [Edited]

  Answered S Singer 128 views 15 comments 0 points Most recent by Chris_QPW January 3Errors and Troubleshooting (Windows)
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  UPDATE 1/3/24 BMO Nesbitt Burns - $0 Account Balance

  Quicken Janean 34 views 1 comment 0 points Most recent by Quicken Janean January 3Alerts, Online Banking & Known Product Issues
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  mikek753b 107 views 10 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
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  Tried to link Parnassus investment account, shows $0.00 value. What now?

  bananalei 12 views 0 comments 0 points Started by bananalei January 3 New to Quicken/Getting Started (Mac)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  System 14 views 2 comments 0 points Most recent by Quicken Jasmine January 2Investing (Windows)
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  lost transactions in the holdings list

  Answered rclark174 21 views 3 comments 0 points Most recent by rclark174 January 2Investing (Windows)
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  Downloading Investment Transactions

  Answered L Jones 151 views 5 comments 0 points Most recent by Quicken Jasmine January 2Download, Add/Update Accounts (Windows)
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  8 decimal precision problems in Quicken Classic Premier

  Answered Stevarooni 30 views 2 comments 0 points Most recent by Stevarooni January 2Investing (Windows)
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  how to track a YieldStreet investment

  Answered Wiley Won 26 views 4 comments 0 points Most recent by q_lurker January 2Investing (Windows)
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  ONGOING 1/2/25 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

  Quicken Anja 68 views 2 comments 0 points Most recent by Quicken Anja January 2Alerts, Online Banking & Known Product Issues
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered leishirsute 42 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
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  "Show cash in a checking account"

  Answered ✓ Jeff18@ 72 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
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  401K

  Answered levib1 21 views 1 comment 0 points Most recent by MontanaKarl December 2024Investing (Mac)
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  Anyone noticed that under Security details, Canadian stocks do not calculate the Dividend Yield

  Gilles9 53 views 3 comments 0 points Most recent by Quicken Jasmine December 2024All Things Canadian (Mac)
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  Acorns

  Succulent4182 42 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Investment Acct Issue

  MrPike 43 views 2 comments 0 points Most recent by MrPike December 2024Investing (Windows)
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  Web Quicken.Com does not show individual transactions for investment account

  narffle 22 views 1 comment 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Mac)
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  OL-220-A Error on only Fidelity accounts after transfer from Mac to Windows

  jdsebo15 41 views 1 comment 0 points Most recent by Quicken Kristina December 2024File Conversion and Backup (Windows)
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  Portfolio Dashboard missing 1 fund

  Answered Markhfx 51 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)
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  Downloaded investment transactions do not scroll down - have to manually scroll

  Answered kmagnush 159 views 11 comments 0 points Most recent by Chris_QPW December 2024Download, Add/Update Accounts (Windows)