Investments

Discussion List

• 
  IRA totals show two different things on the same screen

  Closed Milehigh5280 170 views 9 comments 0 points Most recent by Quicken Anja 8:06AMDownload, Add/Update Accounts (Windows)
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  Why does my new security not get saved to the security list?

  Answered ✓ EMcRory 538 views 36 comments 0 points Most recent by Sceptic September 8Investing (Windows)
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  State Employees Credit Union - NC: A previously linked IRA account no longer links.

  System 100 views 8 comments 0 points Most recent by Quicken Kristina September 8Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch stock split transaction bungled

  jdparker225 36 views 3 comments 0 points Most recent by Quicken Kristina September 8Download, Add/Update Accounts (Windows)
• 
  phantom Money Market shares appear in investment account Holdings

  Wiley Won 72 views 5 comments 0 points Most recent by Quicken Kristina September 8Registers & Transactions (Windows)
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  duplicate downloaded transactions from Charles Schwab accounts

  jimkaze 46 views 4 comments 0 points Most recent by Quicken Kristina September 8Download, Add/Update Accounts (Windows)
• 
  Investment cash not counted in net worth

  Closed MichaelCortese 47 views 4 comments 0 points Most recent by Quicken Kristina September 8Errors and Troubleshooting (Mobile)
• 
  Vanguard 401(k) hasn't updated in over a month

  Sparksnorthern 151 views 8 comments 0 points Most recent by Quicken Alyssa September 8Download, Add/Update Accounts (Windows)
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  3

  Up
  Add Security Symbols to Investment Performance Reports

  Reviewed Fjw1015 39 views 3 comments 3 points Most recent by NotACPA September 8Reports
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  1

  Up
  Being able to create new categories for Stocks

  Reviewed LOJM_AdminJim 18 views 2 comments 1 point Most recent by Quicken Kristina September 8Reports
• 
  My Fidelity bugs still around after a year since EWC+ migration

  EvDob 257 views 14 comments 0 points Most recent by Quicken Laura September 8Download, Add/Update Accounts (Windows)
• 
  Wells Fargo Issue

  Joseph 20 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 139 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 144 views 9 comments 7 points Most recent by Quicken Alyssa September 6Investments
• 
  Portfolio Xray issue

  Answered ChiliDog 95 views 4 comments 0 points Most recent by Quicken Kristina September 6Errors and Troubleshooting (Windows)
• 
  Ameriprise balance don't match

  Answered MAKSAN 39 views 2 comments 0 points Most recent by Quicken Kristina September 6Investing (Mac)
• 
  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 49 views 2 comments 0 points Most recent by Quicken Kristina September 6Download, Add/Update Accounts (Mac)
• 
  Started tracking Fidelity 401k in Quicken

  DrJHF 60 views 5 comments 0 points Most recent by Quicken Kristina September 6Errors and Troubleshooting (Quicken on the Web)
• 
  Why is manually entering data in Investment registry so slow?

  Answered dgreer 36 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 232 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# 135 views 9 comments 0 points Most recent by markus1957 September 4Investing (Windows)
• 
  Treat Money Market as cash; Yes or No?

  Answered BK 201 views 11 comments 0 points Most recent by Chris_QPW September 4Registers & Transactions (Windows)
• 
  How to fix One Step Update for Fidelity NetBenefits?

  Answered Tommy 196 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 38 views 4 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Mac)
• 
  Tracking gains/losses in an investment fund

  Answered goldtop 153 views 6 comments 0 points Most recent by goldtop September 4Investing (Windows)
• 
  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 99 views 7 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Mac)