Investments

Discussion List

• 
  8 decimal precision problems in Quicken Classic Premier

  Answered Stevarooni 18 views 2 comments 0 points Most recent by Stevarooni 9:50AMInvesting (Windows)
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  how to track a YieldStreet investment

  Answered Wiley Won 23 views 4 comments 0 points Most recent by q_lurker 9:39AMInvesting (Windows)
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Question mikek753b 18 views 1 comment 0 points Most recent by Quicken Anja 7:04AMInvesting (Windows)
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  ONGOING 1/2/25 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

  Quicken Anja 62 views 2 comments 0 points Most recent by Quicken Anja 6:49AMAlerts, Online Banking & Known Product Issues
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  Cash balance on investment portfolio doesn't match register

  David15 11 views 0 comments 0 points Started by David15 4:58AM Investing (Windows)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  System 3 views 1 comment 0 points Most recent by Mindanser January 1Investing (Windows)
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered leishirsute 41 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
• 
  "Show cash in a checking account"

  Answered ✓ Jeff18@ 59 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
• 
  401K

  Answered levib1 16 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 51 views 3 comments 0 points Most recent by Quicken Jasmine December 2024All Things Canadian (Mac)
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  Acorns

  Succulent4182 37 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
• 
  Investment Acct Issue

  MrPike 41 views 2 comments 0 points Most recent by MrPike December 2024Investing (Windows)
• 
  Web Quicken.Com does not show individual transactions for investment account

  narffle 15 views 1 comment 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Mac)
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  My question was Is there a way to overwrite a new portfolio over an existing portfolio?

  pt216 35 views 2 comments 0 points Most recent by NotACPA December 2024Download, Add/Update Accounts (Windows)
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  OL-220-A Error on only Fidelity accounts after transfer from Mac to Windows

  jdsebo15 40 views 1 comment 0 points Most recent by Quicken Kristina December 2024File Conversion and Backup (Windows)
• 
  Portfolio Dashboard missing 1 fund

  Answered Markhfx 50 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)
• 
  Downloaded investment transactions do not scroll down - have to manually scroll

  Answered kmagnush 152 views 11 comments 0 points Most recent by Chris_QPW December 2024Download, Add/Update Accounts (Windows)
• 
  How to setup Roth IRA and Roth 401(k) accounts?

  SomeItalianGuy 97 views 6 comments 0 points Most recent by Boatnmaniac December 2024Investing (Windows)
• 
  Altruist Investment Transactions Cash balance

  BH1980 87 views 5 comments 1 point Most recent by BH1980 December 2024Investing (Windows)
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  17

  Up
  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 307 views 12 comments 17 points Most recent by Boatnmaniac December 2024Product Enhancements
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  A "Near Match" is not shown when using automatic transaction entry mode in an investment account

  Chris_QPW 30 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  NEW 12/27/24 BMO Nesbitt Burns - $0 Account Balance

  Announcement Quicken Janean 21 views 0 comments 0 points Started by Quicken Janean December 2024 Alerts, Online Banking & Known Product Issues
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  Wrong Bond Prices on Downloads

  jonansell1950 194 views 21 comments 1 point Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
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  15
  Add ability to hide currently unused securities in Quicken for Mac (64 Legacy Votes)

  Planned Snoopy FC 751 views 30 comments 15 points Most recent by MontanaKarl December 2024Investments
• 
  Merged: Hide/Archive Matured Fixed Income Securities (CDs, Treasuries, Bonds, etc)

  Closed MontanaKarl 128 views 0 comments 4 points Most recent by MontanaKarl December 2024Investments
• 
  Security reports inconsistency.

  ajb328 43 views 4 comments 0 points Most recent by ajb328 December 2024Reports (Windows)
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  Portfolio reports incorrect after Security transfer in QMac

  Answered ✓ jstefely 25 views 2 comments 0 points Most recent by jstefely December 2024Reports (Mac)
• 
  Deposit Accounts vs. Cash

  Answered jerrylcanterbury 404 views 15 comments 0 points Most recent by jerrylcanterbury December 2024Investing (Windows)
• 
  Short sales not handled correctly on import

  wocruc 37 views 1 comment 0 points Most recent by Tom Young December 2024Investing (Windows)
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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  leishirsute 222 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)