Investments

Discussion List

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  Problem with Quicken when using "Direct Connect" to Interactive Brokers account

  Answered Closed dromalpalli 77 views 1 comment 0 points Most recent by Frankx September 2021Download, Add/Update Accounts (Mac)
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  Synching Portfolio Holdings in brokerage and retirement accounts

  Closed berniergary 33 views 1 comment 0 points Most recent by jacobs September 2021Investing (Mac)
• 
  Best way to remove a 401(k) account without breakage?

  Answered ✓ Closed just_matt 186 views 4 comments 0 points Most recent by just_matt September 2021Registers & Transactions (Windows)
• 
  Setting up IRA accounts using Direct Connect

  Answered Closed lou_garfinkle 35 views 1 comment 0 points Most recent by Quicken Anja September 2021Download, Add/Update Accounts (Mac)
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  Is a mass delete of transactions possible?

  Answered ✓ Closed dave344 1.6K views 4 comments 0 points Most recent by dave344 September 2021Investing (Windows)
• 
  Q Mac 6.3.2 Changed Asset Classes of securities!!

  Closed rdrich 164 views 12 comments 0 points Most recent by Herb A September 2021Investing (Mac)
• 
  ONGOING BUG: Security menu in Security Detail View is still broken

  Closed Rocket J Squirrel 432 views 42 comments 1 point Most recent by whawk September 2021Errors and Troubleshooting (Windows)
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  Stock lots seem to not be working

  Closed TaxGuy 167 views 7 comments 0 points Most recent by Jim_Harman September 2021Investing (Windows)
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  S&P Put Option Position Incorrectly Displayed both Quantity and Value

  Closed Joe_ 17 views 1 comment 0 points Most recent by Quicken Francisco August 2021Investing (Mac)
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  Investment account in mobile app contains shares of a stock only held in a different account

  Closed bigellio 46 views 5 comments 0 points Most recent by bigellio August 2021Errors and Troubleshooting (Mobile)
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  Why is the balance for my 401k doubled?

  Answered ✓ Closed TomTab 144 views 2 comments 0 points Most recent by TomTab August 2021Download, Add/Update Accounts (Mac)
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  Unit prices not equal to NAV

  Answered Catherine Shenoy 234 views 7 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Getting two downloads for S&P 500 throwing off balance

  Answered ✓ Closed Patrick Stafford Golden 60 views 9 comments 0 points Most recent by Patrick Stafford Golden August 2021Investing (Mac)
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  Resolved - Vanguard Mutual Fund Conversion from Investor to Admiral

  Answered ✓ Catherine Shenoy 226 views 5 comments 0 points Most recent by Catherine Shenoy August 2021Investing (Windows)
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  Is it possible to import 401(k) transactional information from Milliman?

  Answered ajkessel 646 views 7 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Incorrect share balance

  jasonhalpern 48 views 2 comments 0 points Most recent by Chris_QPW August 2021Investing (Windows)
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  Quicken Dlx R34.24: Memorized investment transaction not supported in last opened investment account

  Bill Baker 45 views 2 comments 0 points Most recent by Bill Baker August 2021Investing (Windows)
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  Why one step update cannot connect to Fidelity.com - 401k

  Answered Selvin 1.2K views 7 comments 0 points Most recent by Selvin August 2021Download, Add/Update Accounts (Windows)
• 
  Zeroing out a security and getting a residual negative basis

  Answered ✓ epurman 351 views 6 comments 0 points Most recent by Jay109 August 2021Investing (Windows)
• 
  Adding an existing Fidelity SEP account to Quicken and advice on reconciling investment accounts

  Answered ✓ Closed Karrma 67 views 3 comments 0 points Most recent by Chris_QPW August 2021Download, Add/Update Accounts (Mac)
• 
  Northwestern Mutual Account

  Answered Closed dgwilcox 1.1K views 2 comments 0 points Most recent by dgwilcox August 2021Download, Add/Update Accounts (Mac)
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  Investing Dashboard and Performance charts have inconsistent "start of year" dates?

  Answered Scooterlam 47 views 2 comments 0 points Most recent by garysmith87 August 2021Investing (Windows)