Investments

Discussion List

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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  leishirsute 162 views 12 comments 0 points Most recent by BK 2:03PMBudgeting and Planning Tools (Windows)
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  Security reports inconsistency.

  ajb328 20 views 3 comments 0 points Most recent by q_lurker 10:55AMReports (Windows)
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  Quicken recalculates basis of shares transferred between accounts

  schmidtl4 88 views 6 comments 0 points Most recent by schmidtl4 December 22Investing (Windows)
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  Downloading Investment Transactions

  Answered L Jones 108 views 4 comments 0 points Most recent by L Jones December 22Download, Add/Update Accounts (Windows)
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  Short sales not handled correctly on import

  wocruc 28 views 0 comments 0 points Started by wocruc December 21 Investing (Windows)
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  Deposit Accounts vs. Cash

  Answered jerrylcanterbury 339 views 14 comments 0 points Most recent by FredC December 21Investing (Windows)
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  Graphing - Vertical axis control

  Reviewed kdedeluk 30 views 0 comments 1 point Started by kdedeluk December 21 Canada Windows
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  Anyone noticed that under Security details, Canadian stocks do not calculate the Dividend Yield

  Gilles9 29 views 0 comments 0 points Started by Gilles9 December 21 All Things Canadian (Mac)
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  Withdrawal txns in brokerage accts require entry twice

  25+YrUser 35 views 1 comment 0 points Most recent by Quicken Kristina December 20Registers & Transactions (Windows)
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  Some E*trade account online download is restricted to only Express Web Connect

  ssllii 90 views 2 comments 0 points Most recent by Quicken Kristina December 20Budgeting and Planning Tools (Windows)
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  Creating a Coinbase Account in Quicken for Mac... is this possible?

  cdrompfw 37 views 3 comments 0 points Most recent by Quicken Kristina December 20Download, Add/Update Accounts (Mac)
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  Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

  Answered Bilwit 129 views 20 comments 0 points Most recent by Bill1952 December 20Registers & Transactions (Windows)
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  401(k) Transferred from Newport Group to Ascensus

  Steady Red 45 views 3 comments 0 points Most recent by Quicken Kristina December 20Download, Add/Update Accounts (Windows)
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  How does quicken Calculate the "Day Gain/Loss" Column shown in the "Portfolio View"

  steve.wei 36 views 1 comment 0 points Most recent by Jim_Harman December 20Investing (Windows)
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  Change 401(k)/403(b) account to include Roth contributions

  paul16 156 views 8 comments 0 points Most recent by Quicken Kristina December 20Investing (Windows)
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  X Ray Analysis

  Answered Haroldaccount 30 views 1 comment 0 points Most recent by Quicken Kristina December 20Investing (Windows)
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  Acorns

  Succulent4182 25 views 1 comment 0 points Most recent by Quicken Anja December 20Download, Add/Update Accounts (Windows)
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  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ jdschachte 81 views 11 comments 0 points Most recent by markus1957 December 19Budgeting and Planning Tools (Windows)
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  Alerts Disappear When Bill & Income Reminders are Entered

  bizbuyer 70 views 6 comments 0 points Most recent by Quicken Anja December 19Download, Add/Update Accounts (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Reviewed UKR 180 views 4 comments 29 points Most recent by cakratz December 19Investments
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  Get quicken to support NEO exchange (Canada) [Edited]

  Under Consideration Gilles9 270 views 16 comments 30 points Most recent by Quicken Anja December 19Investments
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  Simple download with Vanguard

  System 139 views 20 comments 0 points Most recent by Chris_QPW December 18Errors and Troubleshooting (Mac)
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  NEW 12/18/24 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

  Announcement Quicken Anja 40 views 0 comments 0 points Started by Quicken Anja December 18 Alerts, Online Banking & Known Product Issues
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  Bond Price Downloads Quicken Classic on Mac

  cmr 88 views 4 comments 0 points Most recent by cmr December 18Investing (Mac)
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  ONGOING 12/18/24 Nationwide Annuity, Insurance, or Retirement (401k/403b) accounts - $0 Balance

  Quicken Anja 45 views 2 comments 1 point Most recent by Quicken Anja December 18Alerts, Online Banking & Known Product Issues
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  ONGOING 12/18/24 Golden State Scholar - $0 Investment Balance

  Quicken Anja 43 views 2 comments 0 points Most recent by Quicken Anja December 18Alerts, Online Banking & Known Product Issues
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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 655 views 20 comments 25 points Most recent by ajb328 December 17Reports
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  Inconsistent handling of expired options in Income by Security report

  bmciance 55 views 5 comments 0 points Most recent by bmciance December 17Reports (Windows)
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  Security Detail View by Account

  Reviewed kdedeluk 26 views 0 comments 1 point Started by kdedeluk December 17 Investments
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  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 813 views 12 comments 6 points Most recent by lpreinhold December 17Manage Accounts and Transactions