Investments

Discussion List

• 
  Manually Adding Unlisted Security Prices to Quicken

  Answered ✓ Closed Radar 243 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 72 views 4 comments 0 points Most recent by Garyhill56 February 2022Investing (Mac)
• 
  Sorting by Payees Using All Characters

  Closed FlyerFran 43 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 42 views 1 comment 0 points Most recent by Judyrb February 2022Investing (Windows)
• 
  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 436 views 3 comments 0 points Most recent by Geo H February 2022Registers & Transactions (Mac)
• 
  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)
• 
  Schwab accounts missing money fund records

  Closed bbrain59 485 views 11 comments 0 points Most recent by Pat445 February 2022Download, Add/Update Accounts (Mac)
• 
  How should I set up retirement income in Quicken Deluxe

  Closed jeff.hecht 656 views 4 comments 0 points Most recent by jacobs February 2022Registers & Transactions (Mac)
• 
  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)
• 
  Setting up existing Fidelity NetBenefits 401k

  Answered Closed Katherine Jones 1.4K views 11 comments 0 points Most recent by Frankx February 2022Investing (Windows)
• 
  Why are my Fidelity statements (for bonds) inconsistent with my Quicken holdings?

  Answered ✓ Closed Jay2456 84 views 5 comments 0 points Most recent by Boatnmaniac February 2022Download, Add/Update Accounts (Windows)
• 
  Vanguard Settlement Fund bank transfers and dividends

  Closed Robhawaii 382 views 1 comment 0 points Most recent by Robhawaii February 2022Registers & Transactions (Mac)
• 
  Reconcile Shares => report of missing shares that aren't missing

  Closed maryh777 232 views 3 comments 0 points Most recent by DaveC February 2022Registers & Transactions (Windows)
• 
  Investment Brokerage Setup Not Providing Correct Balances

  Closed JoeFQV 92 views 0 comments 0 points Most recent by JoeFQV February 2022Investing (Mac)
• 
  My Quicken will no longer allow detailed tracking for my TD Ameritrade Institutional Investments

  Answered ✓ Closed Gilbert@ 1.1K views 4 comments 0 points Most recent by Quicken Paloma February 2022Investing (Mac)
• 
  CUSIP & Stock Splits

  Closed thansen 325 views 2 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
• 
  Crypto Prices in QMAC

  Closed Robert Lynch 151 views 0 comments 0 points Most recent by Robert Lynch January 2022Investing (Mac)
• 
  How do you enter a CD/Annuity account into Q? [Edited]

  Answered Closed EEProf 32 views 3 comments 1 point Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)
• 
  Does anyone know how to pull data from Ohio STRS into Quicken?

  Answered Closed Beaver Lodge 53 views 1 comment 0 points Most recent by Quicken Jared January 2022Investing (Mac)
• 
  Investment Account Market Securities Value not matching Holdings Value

  Closed rugged 353 views 5 comments 1 point Most recent by rugged January 2022Investing (Windows)
• 
  deleted Schwab accounts keep coming back somehow

  Closed VinceSkahan 234 views 16 comments 0 points Most recent by VinceSkahan January 2022Errors and Troubleshooting (Mac)
• 
  Charles Schwab Bonds Show Incorrect Share

  Announcement Quicken Anja 643 views 0 comments 2 points Most recent by Quicken Anja January 2022Announcements
• 
  Switch money market fund back from cash to mutual fund?

  Answered Closed TomG1955 1.3K views 6 comments 0 points Most recent by Rocket J Squirrel January 2022Investing (Windows)
• 
  reconciling stock splits

  Answered ✓ Closed MonorailGold 131 views 2 comments 0 points Most recent by MonorailGold January 2022Investing (Mac)