Investments

Discussion List

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  My 529s come in as IRAs?!?!?!

  Answered Closed tolcheen 21 views 1 comment 0 points Most recent by Tom Young November 2021Download, Add/Update Accounts (Windows)
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  Again no updates to quotes since 10/29

  Closed sailor song 72 views 3 comments 0 points Most recent by Robert Baur November 2021Investing (Windows)
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  Add Robinhood stock purchases to Quicken Windows 2019

  Answered Closed bobrast 381 views 1 comment 0 points Most recent by UKR November 2021Investing (Windows)
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  More cash balance discrepancy between holdings and register values

  Closed kharreld 41 views 0 comments 0 points Most recent by kharreld November 2021Investing (Windows)
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  Why am I unable to view transactions with Charles Schwab after recent update and notice?

  Answered Closed Jak29672 744 views 9 comments 0 points Most recent by Quicken Sarah November 2021Download, Add/Update Accounts (Mac)
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  Flaky stock price downloads?

  Closed SomebodyInGNV 31 views 5 comments 0 points Most recent by SomebodyInGNV November 2021Investing (Windows)
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  401(k) Rollover in Quicken Mac

  Answered Closed Austin@ 81 views 4 comments 0 points Most recent by Austin@ November 2021Investing (Mac)
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  UBS IRA account correct when first added to Quicken, then wrong balance after update

  Answered Closed PhillyMike 51 views 6 comments 0 points Most recent by Quicken Alyssa November 2021Investing (Mac)
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  how can I adjust the balance on an investment account

  Answered Closed auklet 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Registers & Transactions (Mac)
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  Easy way to identify underwater lots?

  Answered Closed Rocket J Squirrel 143 views 10 comments 0 points Most recent by q_lurker November 2021Investing (Windows)
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  Quicken improperly names stocks when retrieved form brokerage account

  Answered ✓ PaulF1001 131 views 7 comments 0 points Most recent by Sherlock November 2021Investing (Windows)
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  Why am I getting a constant 0% return calculation for one of my accounts?

  Answered Rebate Junkie 81 views 8 comments 0 points Most recent by q_lurker November 2021Investing (Windows)
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  r35.23 update - New Dashboard Feature - Portfolio Value Incorrect

  Closed jcgmc24 241 views 5 comments 0 points Most recent by dalepreston November 2021Investing (Windows)
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  Successful sale of security generates a transactional loss?

  Closed NeilMike 21 views 1 comment 0 points Most recent by jacobs November 2021Reports (Mac)
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  Merged: Will new Betterment integration support detailed tracking sync? Also inquiring about issue.

  hman36 41 views 0 comments 0 points Most recent by hman36 November 2021Download, Add/Update Accounts (Mac)
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  Is there a way to only have VESTED stock options used in calculating net worth?

  Answered ✓ GI$ 392 views 15 comments 0 points Most recent by GI$ November 2021Investing (Windows)
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  Investments Missing from Mobile app [Edited]

  Answered Closed shurrle 81 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Using the Mobile App
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  Why am I getting duplicate securities in retirement and brokerage accounts?

  Answered jdmcmah 81 views 1 comment 0 points Most recent by Quicken Anja November 2021Investing (Mac)
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  Merged: Duplicate securities from Vanguard and e-Trade

  jdmcmah 1 view 0 comments 0 points Most recent by jdmcmah November 2021Investing (Mac)
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  Portfolio X-Ray showing blank screen

  sjadelson 31 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Investing (Windows)
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  One or more file required for this feature are missing. Try installing Quicken again.

  Answered ✓ pt216 61 views 7 comments 0 points Most recent by pt216 October 2021Investing (Windows)
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  Investing > Set Target > Error message

  pt216 51 views 5 comments 0 points Most recent by Chris_QPW October 2021Investing (Windows)
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  Incorrect Share Balance

  Answered jasonhalpern 31 views 2 comments 0 points Most recent by Frankx October 2021Investing (Windows)