Investments

Discussion List

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  Recording exercise of call option

  Answered Closed Weinmkr 61 views 1 comment 0 points Most recent by Quicken Kristina July 28Investing (Windows)
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  Do previously specified lot assignments survive the Windows→Mac conversion?

  Closed QFan8471 169 views 4 comments 0 points Most recent by Quicken Kristina July 28Investing (Mac)
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  Improve the Capital Gains Estimator: price reset; manual price more distinctive

  Reviewed MontanaKarl 121 views 3 comments 11 points Most recent by jacobs July 27Investments
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  Exxonmobil Holdings

  Answered Closed GHS 187 views 5 comments 0 points Most recent by Boatnmaniac July 27Download, Add/Update Accounts (Mac)
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  Commodity Tracking

  Answered ✓ Closed Gman34798 444 views 10 comments 0 points Most recent by Quicken Laura July 27Investing (Mac)
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  Fidelity Download errors

  Closed Joe_C 126 views 4 comments 0 points Most recent by Quicken Laura July 27Download, Add/Update Accounts (Windows)
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  Closed System 1K views 45 comments 0 points Most recent by Quicken Kristina July 27Investing (Windows)
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  Reinvestment of Interest

  Answered Closed msgchef 163 views 6 comments 0 points Most recent by Quicken Alyssa July 27Investing (Mac)
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  Fidelity Downloads - A Name Change of a Stock generates additional Market Value amount

  Answered Closed Rhodester 109 views 5 comments 0 points Most recent by Quicken Alyssa July 27Download, Add/Update Accounts (Mac)
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  Fix share transfer between brokerage accounts to include history?

  Answered Closed lsfinn 155 views 5 comments 0 points Most recent by Quicken Laura July 27Investing (Mac)
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  Focus Quicken Classic on core desktop finance, not LifeHub and extras

  Closed jazzylas 510 views 12 comments 15 points Most recent by Chris_QPW July 26The Water Cooler
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  I have been attempting to add a fidelity account to quicken and it keeps failing.

  Answered ✓ Closed kfo 309 views 13 comments 0 points Most recent by Quicken Kristina July 25Download, Add/Update Accounts (Windows)
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  MATURITY DATES FOR BONDS AND CDS report

  Reviewed GREGS10303 29 views 0 comments 1 point Started by GREGS10303 July 25 Reports
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  Investing Portfolio-Populate all % Change cols for Closed Positions, Watch List & Indexes

  Reviewed get 16 views 0 comments 2 points Started by get July 24 Investments
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  % Change for Watch List of Securities and/or Indexes that aren't owned

  Closed get 104 views 3 comments 0 points Most recent by get July 24Investing (Windows)
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  Dashboard views are too limited

  Closed Ray 206 views 6 comments 0 points Most recent by Ray July 24Reports (Windows)
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  Restore Adjustable Chart Scaling in Quicken Canada (Security Detail View)

  Reviewed MarkCann 29 views 1 comment 1 point Most recent by Quicken Kristina July 24Canada Windows
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  34
  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 1.5K views 44 comments 34 points Most recent by Quicken Laura July 23Investments
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  monthly graph of dividend checking shows approx $1000 across month after month

  Answered Closed prwilliams38 71 views 3 comments 0 points Most recent by Quicken Anja July 23Errors and Troubleshooting (Windows)
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  How do I fix an investment account in Quicken that was just tied to the online account?

  Answered Closed Derfoo 169 views 5 comments 0 points Most recent by Quicken Anja July 23Investing (Windows)
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  76
  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Planned ozarkcanoer 2.4K views 55 comments 76 points Most recent by MontanaKarl July 22Investments
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  Fidelity Account not recognized in Quicken

  Closed len1940 123 views 5 comments 0 points Most recent by Quicken Alyssa July 22Download, Add/Update Accounts (Windows)
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  Show Transfers as Negative Cash Flow

  Closed System 121 views 5 comments 0 points Most recent by Quicken Alyssa July 22Reports (Windows)