Investments

Discussion List

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  Cost Basis After Mutual Fund Conversion

  Closed zkaps 234 views 8 comments 0 points Most recent by Tom Young April 2022Investing (Windows)
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  Short-Term Capital Gains Distributions Classified as Dividends in Quicken Mac

  Closed Austin13 661 views 10 comments 5 points Most recent by rscotty April 2022Investing (Mac)
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  Dividend Transaction not Appearing in a Quicken Report

  Closed zkaps 331 views 3 comments 0 points Most recent by zkaps April 2022Investing (Windows)
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  cc-501 with Charles Schwab

  Closed MrZipp 31 views 1 comment 0 points Most recent by Quicken Jared April 2022Errors and Troubleshooting (Windows)
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  Raymond James transactions all showing "Payment/Deposit"

  Answered Closed Bawn 41 views 2 comments 0 points Most recent by Bawn April 2022Download, Add/Update Accounts (Mac)
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  Creating an etrade account that tracks RSU and ESPP

  Closed Myqyl 491 views 1 comment 0 points Most recent by Roger Miller April 2022Investing (Windows)
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  Slow performance with investing accounts - Maximum security reference?

  Answered ✓ Closed gaperri 492 views 12 comments 0 points Most recent by Chris_QPW April 2022Investing (Windows)
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  In the investment tab ETF ticker VTI the Return (%) YTD, 1-year, and 3-year columns are blank

  Answered Closed Marvin2020 151 views 18 comments 0 points Most recent by Marvin2020 April 2022Investing (Windows)
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  Quicken investment register bugs.

  Closed Gus F 91 views 0 comments 0 points Most recent by Gus F April 2022Registers & Transactions (Windows)
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  T. Rowe Price and Unidentified Security

  Closed The Merg 62 views 6 comments 0 points Most recent by The Merg April 2022Investing (Windows)
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  Account showing -99.99% performance

  Answered Closed DBCoward 41 views 8 comments 0 points Most recent by Jim_Harman April 2022Investing (Windows)
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  Two Fidelity 401k accounts in one Quicken file

  Answered asdf7890 302 views 7 comments 0 points Most recent by bobbik April 2022Investing (Windows)
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  Merged: What's changed with Vanguard Connections?

  Closed WesleyD 1 view 0 comments 0 points Most recent by WesleyD April 2022Download, Add/Update Accounts (Mac)
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  Custom Index/Fund - for alloc of 529 funds

  Closed harry askenazi 202 views 4 comments 1 point Most recent by Jim_Harman March 2022Investing (Windows)
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  Quicken BUG - keeps changing mortgage payment date

  Closed Beijing Mac 81 views 2 comments 0 points Most recent by Beijing Mac March 2022Registers & Transactions (Windows)
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  Anyone know how to update a stock or mutual fund price manually?

  Answered Closed gcamp3 61 views 1 comment 0 points Most recent by jacobs March 2022Investing (Mac)
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  Unable to create 401k account R39.23

  Closed akburgs 81 views 2 comments 0 points Most recent by Ps56k2 March 2022Investing (Windows)
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  Merged: Financial quotes and prices are not updating

  Closed Mark R 21 views 0 comments 0 points Most recent by Mark R March 2022All Things Canadian (Windows)
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  budgeting dividends by individual security and account

  Answered Closed wiensken 71 views 6 comments 0 points Most recent by Sherlock March 2022Budgeting and Planning Tools (Windows)
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  Moving Finds from Tracked Account to Simple Account

  Answered ✓ Closed Craig R 31 views 1 comment 0 points Most recent by Quicken Jasmine March 2022Investing (Mac)
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  Mortgage reminder is off and updating it doesn't work

  Closed jdavis4docs 45 views 2 comments 0 points Most recent by Quicken Jared March 2022Paying Bills, Online Billers & Reminders (Windows)
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  How to report capital gains?

  Answered Closed MarkE 181 views 3 comments 1 point Most recent by MarkE March 2022Investing (Mac)
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  Options trades from my brokerage account and not updating properly for about the last year.

  Answered Closed Dennis L 71 views 4 comments 0 points Most recent by Quicken Jared March 2022Investing (Windows)
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  Merged: Quicken Mac 6.6.2 - Canadian Mutual Funds

  Closed mastuy01 71 views 0 comments 0 points Most recent by mastuy01 March 2022Download, Add/Update Accounts (Mac)
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  Structured notes

  Answered Closed traveler1 51 views 1 comment 0 points Most recent by Rocket J Squirrel March 2022Investing (Windows)
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  Schwab Online updates - cash withdrawals not working

  Closed tshattuck53 101 views 4 comments 0 points Most recent by tshattuck53 March 2022Download, Add/Update Accounts (Windows)