Investments

Discussion List

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  Accounting for 401(k) deposits in a budget

  Answered ✓ Closed Paul Kleeberg 331 views 7 comments 0 points Most recent by Paul Kleeberg February 2022Budgeting and Planning Tools (Mac)
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  Prudential transaction download and online balance problems (Q Mac)

  Answered ✓ Closed joeduda1 381 views 20 comments 0 points Most recent by joeduda1 February 2022Download, Add/Update Accounts (Mac)
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  Reports don't agree on account balance

  Closed cfr 62 views 0 comments 0 points Most recent by cfr February 2022Reports (Windows)
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  How to handle exchanges in portfolio

  Answered ✓ Closed rjsattler 919 views 10 comments 0 points Most recent by q_lurker February 2022Investing (Windows)
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  I have Quicken Deluxe, where do I show the Dow, NASDAQ, and my Portfolio on the same line graph?

  Answered Closed kiki1 141 views 13 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
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  Schwab Investment Transfers Posting as 'Other Income'

  Closed skeeterbuck 81 views 1 comment 0 points Most recent by Quicken Jasmine February 2022Investing (Mac)
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  How to Show "Amount Invested"? (Q Mac)

  Closed Steve29 101 views 3 comments 1 point Most recent by Steve29 February 2022Investing (Mac)
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  Principal Funds

  Answered Closed Mike Kramer 1.4K views 2 comments 0 points Most recent by Mike Kramer February 2022Download, Add/Update Accounts (Mac)
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  How does one download investment holdings into quicken from the brokerage account and accept it?

  Answered Closed TFGADA 581 views 4 comments 0 points Most recent by Ps56k2 February 2022Investing (Windows)
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  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)- Followup

  Closed Jimbo21742 61 views 1 comment 2 points Most recent by Quicken Jared February 2022Investing (Mac)
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  Investment Register slow to open due to searching for matching transactions [edited]

  Closed Robert Sheran 191 views 19 comments 0 points Most recent by Robert Sheran February 2022Investing (Windows)
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  Manually Adding Unlisted Security Prices to Quicken

  Answered ✓ Closed Radar 241 views 11 comments 0 points Most recent by Radar February 2022Investing (Windows)
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  How to Add Stock Market IPO Subscription?

  Answered Closed MTMS 41 views 2 comments 0 points Most recent by q_lurker February 2022Investing (Windows)
• 
  Why does Quicken reorder downloaded stock transactions?

  Answered Closed David Giebink 31 views 1 comment 0 points Most recent by NotACPA February 2022Investing (Windows)
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  Incorrect # Shares from Vanguard 401k

  Closed monkmanusa 61 views 0 comments 0 points Most recent by monkmanusa February 2022Investing (Windows)
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  Is there a way to track a Note and an Annuity?

  Answered Closed Garyhill56 71 views 4 comments 0 points Most recent by Garyhill56 February 2022Investing (Mac)
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  Sorting by Payees Using All Characters

  Closed FlyerFran 41 views 4 comments 0 points Most recent by Chris_QPW February 2022Registers & Transactions (Windows)
• 
  Simple Investing still does not work for Schwab customers

  Closed Judyrb 41 views 1 comment 0 points Most recent by Judyrb February 2022Investing (Windows)
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  How to enter non-stock investment in Quicken?

  Closed Robert Armani 91 views 3 comments 0 points Most recent by Robert Armani February 2022Investing (Windows)
• 
  How do you handle a merger transaction in Quicken for Mac?

  Answered ✓ Closed Geo H 425 views 3 comments 0 points Most recent by Geo H February 2022Registers & Transactions (Mac)
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  when manually inputting IRA sales transactions within a mutual fund to the sweep account,

  Answered ✓ Closed Dave Boyd 31 views 3 comments 0 points Most recent by Frankx February 2022Registers & Transactions (Windows)
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  Schwab accounts missing money fund records

  Closed bbrain59 483 views 11 comments 0 points Most recent by Pat445 February 2022Download, Add/Update Accounts (Mac)
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  How should I set up retirement income in Quicken Deluxe

  Closed jeff.hecht 651 views 4 comments 0 points Most recent by jacobs February 2022Registers & Transactions (Mac)
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  Issue with YTD Return Percentage Calculation as of 2/1/22 - Investments

  Closed pgavon 111 views 5 comments 0 points Most recent by Jim_Harman February 2022Errors and Troubleshooting (Windows)