Investments

Discussion List

• 
  How do I print out a mortgage schedule? (Q Mac)

  Answered Closed buccoleri 102 views 2 comments 0 points Most recent by jacobs January 2022Budgeting and Planning Tools (Mac)
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  Custodial to Custodial IRA Transfer by Check

  Closed HJR 51 views 3 comments 0 points Most recent by bmciance January 2022Investing (Windows)
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  How to handle Fidelity 401k account with before and after tax sources?

  Answered Closed mikek753b 245 views 7 comments 1 point Most recent by Jim_Harman January 2022Download, Add/Update Accounts (Windows)
• 
  How can I download the price for bitcoin?

  Answered ✓ Closed dave344 858 views 8 comments 0 points Most recent by PL404 January 2022Investing (Windows)
• 
  Can't add new investment account from existing broker

  Answered Closed dktenor 253 views 4 comments 0 points Most recent by Quicken Anja January 2022Download, Add/Update Accounts (Mac)
• 
  Cost Basis Incorrect

  Closed LadyAleena 522 views 2 comments 0 points Most recent by Tom Young January 2022Investing (Windows)
• 
  Issue with mismatched trades

  Closed Boca Rat 43 views 2 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
• 
  Wells Fargo Advisors Investment Account

  Closed Reed1003 153 views 6 comments 0 points Most recent by wizm January 2022Download, Add/Update Accounts (Mac)
• 
  New shares not recorded

  Answered Closed Michael Spiegelman 305 views 25 comments 0 points Most recent by jacobs January 2022Investing (Mac)
• 
  Multiple Issues with New Quicken File

  Answered Closed john_700 35 views 1 comment 0 points Most recent by Quicken Alyssa January 2022Registers & Transactions (Windows)
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  How can I get BlackRock 529 CollegeAdvantage download to list securities in Quicken account?

  Answered Closed M. T. Rivers 228 views 13 comments 0 points Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)
• 
  Charles Schwab Cash Balance

  Answered Closed ddemoney 305 views 9 comments 1 point Most recent by lynn.la.count January 2022Download, Add/Update Accounts (Mac)
• 
  Merged: Reconcile discrepancy

  SmokeyToo 21 views 0 comments 0 points Most recent by SmokeyToo January 2022Investing (Windows)
• 
  Old & closed 401k account keeps trying to link to existing account

  Closed SRV64 71 views 3 comments 0 points Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)
• 
  Merged: Connecting to a Brokerage

  Closed WJKarls 11 views 0 comments 0 points Most recent by WJKarls January 2022Download, Add/Update Accounts (Windows)
• 
  Starting new investing year copy quicken

  Closed Tom2172 51 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Windows)
• 
  New Schwab download mis-categorizing transactions

  Closed tedho 41 views 1 comment 0 points Most recent by Tom Young January 2022Download, Add/Update Accounts (Windows)
• 
  Interactivebroker account balances updated zero balance

  Closed Clint0374 123 views 6 comments 0 points Most recent by Clint0374 January 2022Download, Add/Update Accounts (Mac)
• 
  Online Account Set Up with Wrong Currency

  Closed Luis Goncalves 63 views 0 comments 0 points Most recent by Luis Goncalves January 2022Download, Add/Update Accounts (Windows)
• 
  Asset Purchase Price Correction (Q Mac)

  Answered Closed Bob Banker 54 views 6 comments 0 points Most recent by Bob Banker January 2022Investing (Mac)
• 
  How to set up a loan as a asset

  Answered ✓ Closed Doug Kaess 1K views 8 comments 0 points Most recent by Doug Kaess January 2022Investing (Mac)
• 
  Why do Quicken make me keep adding a security already in my portfolio?

  Answered ✓ Closed JFAM 81 views 2 comments 0 points Most recent by JFAM January 2022Investing (Windows)
• 
  Issue downloading stock trades

  Closed Boca Rat 11 views 0 comments 0 points Most recent by Boca Rat January 2022Investing (Windows)
• 
  Cryptocurrency Symbol / Ticker List that work in Quicken

  Closed sjmsing 2.8K views 3 comments 5 points Most recent by sjmsing January 2022Download, Add/Update Accounts (Windows)
• 
  Price history for purchased shares is for the NYSE but I want the TSX

  Answered ✓ Closed keroberous 41 views 2 comments 0 points Most recent by keroberous January 2022Investing (Mac)
• 
  Merged: Merrill Lynch accounts will not update error two days now

  James T 11 views 0 comments 0 points Most recent by James T January 2022Download, Add/Update Accounts (Windows)