Discussion List

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  Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

  Question 26@harrich 5 views 0 comments 0 points Started by 26@harrich 6:40PM Investing (Windows)
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered ewoldde9 20 views 3 comments 0 points Most recent by ewoldde9 5:15PMInvesting (Windows)
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  Missing security

  Jeffrey Jones 60 views 7 comments 0 points Most recent by Quicken Jasmine 2:25PMInvesting (Windows)
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Gary Strand 150 views 22 comments 0 points Most recent by Quicken Jasmine 12:47PMErrors and Troubleshooting (Windows)
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  Stock symbol error

  Answered marrdrm1971 28 views 4 comments 0 points Most recent by marrdrm1971 12:34PMInvesting (Windows)
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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  TMMac 80 views 7 comments 0 points Most recent by Quicken Anja 6:42AMDownload, Add/Update Accounts (Windows)
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  Charles Schwab - download positions corrupts data?

  Answered Wesley Breshears 103 views 10 comments 0 points Most recent by Scott March 25Download, Add/Update Accounts (Windows)
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  SEI brokerage accounts NOT updating

  Answered Lee Wunsch 18 views 3 comments 0 points Most recent by Quicken Jasmine March 25Download, Add/Update Accounts (Windows)
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  25

  Up
  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 673 views 22 comments 25 points Most recent by Rocket J Squirrel March 25Reports
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  ETF share updates are not matching within Quicken

  Answered GBE 64 views 3 comments 0 points Most recent by Quicken Anja March 25Investing (Windows)
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  Charles Schwab - Missing Equity Awards Account (QMac)

  System 70 views 7 comments 0 points Most recent by Quicken Kristina March 24Download, Add/Update Accounts (Mac)
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  Navigation to the webpage was cancelled

  gwforit 49 views 3 comments 0 points Most recent by Quicken Jasmine March 24Errors and Troubleshooting (Windows)
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  How do I record an addition to cost basis reported on 1099

  bebob 78 views 3 comments 0 points Most recent by Quicken Jasmine March 24Registers & Transactions (Windows)
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 21 views 1 comment 0 points Most recent by Quicken Jasmine March 24Errors and Troubleshooting (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Don Awalt 1.4K views 70 comments 0 points Most recent by DebOR March 22Download, Add/Update Accounts (Windows)
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  Fidelity Investment and Banking accounts missing transactions

  Kurt Knudson 34 views 2 comments 0 points Most recent by Quicken Kristina March 22Errors and Troubleshooting (Windows)
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  Cant Connect to Invesco

  LGB25 24 views 2 comments 0 points Most recent by Quicken Kristina March 22Errors and Troubleshooting (Windows)
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  RESOLVED! 3/22/25 TIAA Bought Out By EverBank

  Announcement Quicken Kristina 302 views 2 comments 0 points Most recent by Quicken Kristina March 22Alerts, Online Banking & Known Product Issues
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  Partnership Market Value Inaccuracy #2

  Spqr753 35 views 2 comments 0 points Most recent by Quicken Anja March 21Investing (Windows)
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  investment account balances are off

  Answered Permutations 19 views 3 comments 0 points Most recent by Randy Egan March 21Download, Add/Update Accounts (Windows)
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  Capital Call not working

  Answered pab1 37 views 4 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  Vanguard Transaction detail for Quicken Mac

  LindaE 875 views 32 comments 0 points Most recent by dwright59 March 20Errors and Troubleshooting (Mac)
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  Issue Downloading Security Transactions

  BRETTB 40 views 5 comments 0 points Most recent by BRETTB March 20Errors and Troubleshooting (Windows)
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  Investment Returns (Q Win, edited)

  Gary R 316 views 33 comments 0 points Most recent by Gary R March 18Investing (Windows)
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  Multiple Security Charting

  JoeL. 37 views 2 comments 0 points Most recent by Quicken Kristina March 17All Things Canadian (Windows)
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  152

  Up
  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Under Consideration M C Crockett 3.9K views 88 comments 152 points Most recent by jacobs March 17Investments
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  Why don't imported transactions from QMac show in QWin Report (Dividends)

  Answered Zoolook 78 views 7 comments 0 points Most recent by Chris_QPW March 16Investing (Mac)
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  Return % Year to Date---Register

  Gary R 124 views 13 comments 0 points Most recent by Gary R March 16Investing (Windows)
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  Vanguard opens up Direct Connect, However

  msgchef 58 views 1 comment 0 points Most recent by Quicken Kristina March 15Registers & Transactions (Mac)
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  CLOSED 3/15/25 $0 Balance Display Issue for Lincoln Financial Institutions

  Quicken Anja 57 views 3 comments 1 point Most recent by Quicken Kristina March 15Alerts, Online Banking & Known Product Issues