Investments

Discussion List

• 
  Problems with adding TTEK transactions

  Answered Closed Charles Farnell 31 views 6 comments 0 points Most recent by NotACPA August 2022Errors and Troubleshooting (Windows)
• 
  Investment Transactions show as 'Uncategorized' when running general reports.

  Answered Closed trm655 21 views 2 comments 0 points Most recent by trm655 August 2022Investing (Windows)
• 
  American Funds Quotes are not updating

  Answered Closed J Dayton 91 views 6 comments 0 points Most recent by Quicken Jared August 2022Errors and Troubleshooting (Windows)
• 
  R42.21 - can no longer import security prices from a CSV file multiple symbols for multiple days.

  Closed howelljs 191 views 3 comments 0 points Most recent by Ps56k2 August 2022Investing (Windows)
• 
  Schwab accounts not downloading ... again

  Closed Daddio25 91 views 7 comments 0 points Most recent by Quicken Anja August 2022Download, Add/Update Accounts (Windows)
• 
  Attachments disappearing from investment account transactions (Q Mac)

  Closed NSPGuy 52 views 1 comment 0 points Most recent by Quicken Jared August 2022Errors and Troubleshooting (Mac)
• 
  How to change Year Tax paid on IRA distribution

  Closed Mike Sabot 32 views 1 comment 0 points Most recent by Jim_Harman August 2022Investing (Windows)
• 
  Why Does Quicken Confuse Two Securities When Downloading?

  Answered ✓ Closed Jay2456 51 views 3 comments 0 points Most recent by Tom Young August 2022Download, Add/Update Accounts (Windows)
• 
  Asset Allocations are not downloading if the name of the Mutual Fund is changed.

  Closed Michael User 11 views 1 comment 0 points Most recent by Michael User August 2022Investing (Mac)
• 
  Fixing an investment lot

  Closed Scotty Van 453 views 9 comments 0 points Most recent by Pacoinconn August 2022Investing (Windows)
• 
  Performance ----Portfolio Register

  Closed Gary R 61 views 19 comments 0 points Most recent by Gary R August 2022Investing (Windows)
• 
  Move Investment Transaction Issues

  Answered ✓ Closed Rapp 61 views 3 comments 0 points Most recent by Jim_Harman August 2022Investing (Windows)
• 
  how to fix an erronous entry to stock split

  Answered Closed Bob Zeiser 401 views 14 comments 0 points Most recent by Darrel August 2022Investing (Windows)
• 
  Dupicate data for 2 different investment accounts

  Closed Stable One 21 views 1 comment 0 points Most recent by Quicken Jared August 2022Investing (Windows)
• 
  Investment - 401(k) download - a sold share (for rebalancing) reduces my cash iso increasing my cash

  Answered Closed rryan 73 views 9 comments 0 points Most recent by rryan July 2022Investing (Windows)
• 
  Certain Morgan Stanley holdings do not populate quicken online accounts

  Answered Closed JackP 61 views 3 comments 0 points Most recent by Quicken Jared July 2022Investing (Windows)
• 
  Dividends Re-invested

  Closed Gary R 524 views 20 comments 0 points Most recent by Gary R July 2022Investing (Mac)
• 
  Dates arbitrarily change on future scheduled investment transaction groups in Quicken for Windows

  Closed hjfcfonew 21 views 0 comments 0 points Most recent by hjfcfonew July 2022Errors and Troubleshooting (Windows)
• 
  Stock/Quote Prices Not Updating

  Closed mayvin 594 views 15 comments 0 points Most recent by [Deleted User] July 2022Download, Add/Update Accounts (Windows)
• 
  Close investment account with balance

  Closed MikeG 111 views 1 comment 0 points Most recent by [Deleted User] July 2022Errors and Troubleshooting (Windows)
• 
  12

  Up
  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  Reviewed markus1957 225 views 10 comments 12 points Most recent by Dutch3 July 2022Investments
• 
  X-Ray and Performance tabs under Investment tab

  Closed Gary R 133 views 28 comments 0 points Most recent by Gary R July 2022Investing (Windows)
• 
  How to get fund prices that don't have ticker symbols

  Answered ✓ Closed ebe958 452 views 6 comments 0 points Most recent by Jim_Harman July 2022Investing (Windows)
• 
  how to add missing cost basis from Schwab account caused by last update R42.19

  Answered Closed ekbm90 765 views 2 comments 0 points Most recent by ekbm90 July 2022Investing (Windows)
• 
  Quicken Won't Let Me Setup online updates from my Fidelity Investments 401(k) account

  Answered Closed Barry E Jackier 32 views 2 comments 0 points Most recent by Ps56k2 July 2022Download, Add/Update Accounts (Windows)
• 
  Handling GOOGL stock split (at Fidelity)

  Answered Closed RCinNJ 91 views 2 comments 0 points Most recent by RCinNJ July 2022Investing (Mac)
• 
  Old version of Quicken for Mac handy chart GONE...

  Answered Closed Adele Dreyer 61 views 2 comments 0 points Most recent by Adele Dreyer July 2022Investing (Mac)
• 
  Day to day changes on Investment Dashboard

  Closed mehsab 41 views 0 comments 0 points Most recent by mehsab July 2022Investing (Windows)