Investments

Discussion List

• 
  How to change brokerage?

  Answered Closed Brad4est 51 views 1 comment 0 points Most recent by Quicken Jasmine July 2022Investing (Mac)
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  Mac - Reports grouping or summarizing by Security (Payee)

  Answered Closed Ploooplooo 41 views 2 comments 0 points Most recent by Ploooplooo July 2022Reports (Mac)
• 
  can't add Principal IRA Account

  Closed dlcrouch 211 views 1 comment 0 points Most recent by Quicken Jared July 2022Download, Add/Update Accounts (Mac)
• 
  Trouble adding my TSP Account -

  Answered Closed Jaycee417 686 views 4 comments 1 point Most recent by Jaycee417 July 2022Paying Bills, Online Billers & Reminders (Windows)
• 
  After tax and Roth 401K

  Answered Closed raccah 442 views 32 comments 0 points Most recent by raccah July 2022Investing (Windows)
• 
  Differences between Deluxe and Premier for Mac

  Closed SeekingAssistance 3.3K views 5 comments 0 points Most recent by Chris_QPW July 2022Investing (Mac)
• 
  Stock Prices [Edited]

  Closed newday3000 21 views 1 comment 0 points Most recent by jacobs July 2022Investing (Mac)
• 
  Fidelity Downloads Of Options Transactions

  Closed saberman 61 views 9 comments 0 points Most recent by saberman July 2022Download, Add/Update Accounts (Windows)
• 
  shares purchased change based on "as of date"

  Answered Closed David Hurlburt 41 views 9 comments 0 points Most recent by q_lurker July 2022Errors and Troubleshooting (Windows)
• 
  How to process a spin off

  Answered Closed John_L 101 views 2 comments 0 points Most recent by Michael L July 2022Investing (Mac)
• 
  Brokerage transactions no longer update portfolio (Mac version 6.8.1)

  Answered Closed GerardR 51 views 4 comments 0 points Most recent by GerardR June 2022Errors and Troubleshooting (Mac)
• 
  Newrez Mortgage

  Answered Closed ajustor 358 views 5 comments 0 points Most recent by Quicken Jasmine June 2022Paying Bills, Online Billers & Reminders (Windows)
• 
  My brokerage accounts show $0.00 balances after logging in... HELP!

  Closed BOTGOD 42 views 0 comments 0 points Most recent by BOTGOD June 2022Investing (Mac)
• 
  Request for new Securities view

  Closed Pgher 41 views 2 comments 1 point Most recent by Jim_Harman June 2022Investing (Windows)
• 
  Vanguard Brokerage partial download problem

  Closed kerryalt 121 views 4 comments 0 points Most recent by Quicken Jasmine June 2022Investing (Mac)
• 
  My employer sponsored 401k plan is coming in 25k (50%) higher than the online balance

  Answered Closed Kroth 41 views 5 comments 0 points Most recent by Quicken Jasmine June 2022Investing (Windows)
• 
  How do I download index option prices?

  Answered Closed SomebodyInGNV 82 views 10 comments 0 points Most recent by [Deleted User] June 2022Investing (Windows)
• 
  ETF Return YTD missing?

  Answered ✓ Closed corndog638 21 views 3 comments 0 points Most recent by Jim_Harman June 2022Investing (Windows)
• 
  How to get Return to reflect only shares currently owned

  Answered Closed Rover33 61 views 6 comments 0 points Most recent by q_lurker June 2022Investing (Windows)
• 
  Corp Spinoff BHP sale to WDS

  Answered Closed funkws 1.4K views 12 comments 0 points Most recent by Tom Young June 2022Investing (Windows)
• 
  How do I configure Quicken Mac to receive 'investment' income into a linked 'bank' account?

  Closed Dr_B 91 views 2 comments 0 points Most recent by Dr_B June 2022Registers & Transactions (Mac)
• 
  Stock Sale not Including Fee in Ledger (Q Mac)

  Closed shall8237 31 views 3 comments 0 points Most recent by jacobs June 2022Errors and Troubleshooting (Mac)
• 
  Writing Options?

  Closed quartet 81 views 0 comments 1 point Most recent by quartet June 2022Registers & Transactions (Mac)