Investments

Discussion List

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  US T Note purchases downloading as an "Unidentified Security" from Merrill Lynch

  Rod W 84 views 10 comments 0 points Most recent by Rod W 8:40AMErrors and Troubleshooting (Windows)
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  Allocation Graph by sector and/or industry [Edited]

  Reviewed JLV3 25 views 1 comment 1 point Most recent by Jim_Harman May 24Investments
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  Make the check for stock splits optional

  Reviewed Ed Perrault 25 views 1 comment 3 points Most recent by Quicken Alyssa May 24Investments
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  Quicken Classic Download Issues - Fidelity and Vanguard

  JNTexas 89 views 3 comments 0 points Most recent by Quicken Alyssa May 24Download, Add/Update Accounts (Windows)
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  Bug - Quicken automatically rounds Stock Total Cost to 2 decimal places.

  fciani 129 views 8 comments -1 point Most recent by bsantelli May 24Errors and Troubleshooting (Windows)
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  Syncing with Schwab

  Answered Vince3 26 views 2 comments 0 points Most recent by Quicken Kristina May 23Download, Add/Update Accounts (Windows)
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  Stock charts start with 0 & horizontal grid lines are hard to see [Edited]

  glfiedler 24 views 1 comment 1 point Most recent by Jim_Harman May 23The Water Cooler
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  System 267 views 28 comments 0 points Most recent by Quicken Kristina May 23Investing (Windows)
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  "Tax schedule" option has disappeared

  mellivora 143 views 9 comments 0 points Most recent by mshiggins May 23Investing (Windows)
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  Suggest adding a way to select multiple downloaded transactions to delete

  New DL# 11 views 0 comments 1 point Started by DL# May 23 Investments
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  Investing account group has no summary data Quicken Classic Mac 9.0.3

  Answered Bill48 36 views 2 comments 0 points Most recent by Quicken Anja May 23Errors and Troubleshooting (Mac)
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  RESOLVED! 5/23/26 Empower Retirement - FDP-6000

  Announcement Quicken Kristina 418 views 3 comments 3 points Most recent by Quicken Kristina May 23Alerts, Online Banking & Known Product Issues
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  Why do my IRAs not show up in plan assumptions in the Lifetime Planner?

  System 35 views 3 comments 0 points Most recent by Quicken Anja May 23Budgeting and Planning Tools (Windows)
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  Import security data with a .csv file

  Answered Closed Situkraven 107 views 4 comments 0 points Most recent by Quicken Anja May 23Investing (Windows)
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  Add REIT's as their own Asset Class

  Implemented Sammy 31 views 2 comments 5 points Most recent by Sammy May 23Product Enhancements
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  Proposal: Improve Management of Older Equity Price History

  Reviewed BK65 54 views 5 comments 1 point Most recent by q_lurker May 22Investments
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  Issues with VOYA - again (QMac)

  System 879 views 66 comments 0 points Most recent by Quicken Kristina May 22Errors and Troubleshooting (Mac)
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  Vanguard Info Tech ETF (VGT) Price History Incorrect

  Answered GuitarMaxwell 16 views 2 comments 0 points Most recent by Jim_Harman May 22Download, Add/Update Accounts (Mac)
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  Add Register filters to Investment Accounts

  Reviewed fciani 14 views 0 comments 2 points Started by fciani May 21 Display/UI
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  How do you enter a stock name and symbol change in Quicken for mac

  Stephen Fisher 72 views 6 comments 0 points Most recent by Quicken Laura May 21Investing (Mac)
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  App developer for financial institution looking for API for integration to Quicken products.

  Answered cheapshot2002 77 views 6 comments 0 points Most recent by markus1957 May 20Download, Add/Update Accounts (Windows)
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  Investment Average Annual Return - Add Earliest To Date Returns Option [Edited]

  Reviewed mslater96 138 views 7 comments 2 points Most recent by Quicken Alyssa May 20Investments
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  See next - Fidelity Account Balance Incorrect

  Answered wdh 41 views 1 comment 0 points Most recent by NotACPA May 20Investing (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 516 views 43 comments 0 points Most recent by Ray May 20Download, Add/Update Accounts (Windows)
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  How to turn on Estimated Income column in Quicken Mac

  Answered John L1 50 views 3 comments 0 points Most recent by Jon May 20Investing (Mac)
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  Missing Crypto Symbol

  Answered checkyourmirrors 102 views 7 comments 0 points Most recent by swterami May 20Investing (Mac)
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  Security list updating a nightmare

  fciani 139 views 9 comments 0 points Most recent by Quicken Alyssa May 20Investing (Windows)
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  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 406 views 9 comments 7 points Most recent by Quicken Anja May 20Investments
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  Track open stock orders/bids

  Reviewed kc1tom 33 views 2 comments 1 point Most recent by Quicken Anja May 20Investments
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  Two accounts in Schwab

  crescere 23 views 2 comments 0 points Most recent by Quicken Kristina May 19Download, Add/Update Accounts (Windows)