Investments

Discussion List

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  I have Quicken Deluxe, where do I show the Dow, NASDAQ, and my Portfolio on the same line graph?

  Answered Closed kiki1 152 views 13 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
• 
  Schwab Investment Transfers Posting as 'Other Income'

  Closed skeeterbuck 82 views 1 comment 0 points Most recent by Quicken Jasmine February 2022Investing (Mac)
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  How to Show "Amount Invested"? (Q Mac)

  Closed Steve29 101 views 3 comments 1 point Most recent by Steve29 February 2022Investing (Mac)
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  Principal Funds

  Answered Closed Mike Kramer 1.4K views 2 comments 0 points Most recent by Mike Kramer February 2022Download, Add/Update Accounts (Mac)
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  How does one download investment holdings into quicken from the brokerage account and accept it?

  Answered Closed TFGADA 581 views 4 comments 0 points Most recent by Ps56k2 February 2022Investing (Windows)
• 
  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)- Followup

  Closed Jimbo21742 62 views 1 comment 2 points Most recent by Quicken Jared February 2022Investing (Mac)
• 
  Investment Register slow to open due to searching for matching transactions [edited]

  Closed Robert Sheran 201 views 19 comments 0 points Most recent by Robert Sheran February 2022Investing (Windows)
• 
  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)
• 
  Incorrect # Shares from Vanguard 401k

  Closed monkmanusa 61 views 0 comments 0 points Most recent by monkmanusa February 2022Investing (Windows)
• 
  Is there a way to track a Note and an Annuity?

  Answered Closed Garyhill56 73 views 4 comments 0 points Most recent by Garyhill56 February 2022Investing (Mac)
• 
  Sorting by Payees Using All Characters

  Closed FlyerFran 42 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 41 views 1 comment 0 points Most recent by Judyrb February 2022Investing (Windows)
• 
  How to enter non-stock investment in Quicken?

  Closed Robert Armani 93 views 3 comments 0 points Most recent by Robert Armani February 2022Investing (Windows)
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  How do you handle a merger transaction in Quicken for Mac?

  Answered ✓ Closed Geo H 441 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 32 views 3 comments 0 points Most recent by Frankx February 2022Registers & Transactions (Windows)
• 
  Schwab accounts missing money fund records

  Closed bbrain59 482 views 11 comments 0 points Most recent by Pat445 February 2022Download, Add/Update Accounts (Mac)
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  How should I set up retirement income in Quicken Deluxe

  Closed jeff.hecht 651 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 117 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)
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  Why are my Fidelity statements (for bonds) inconsistent with my Quicken holdings?

  Answered ✓ Closed Jay2456 85 views 5 comments 0 points Most recent by Boatnmaniac February 2022Download, Add/Update Accounts (Windows)
• 
  Vanguard Settlement Fund bank transfers and dividends

  Closed Robhawaii 401 views 1 comment 0 points Most recent by Robhawaii February 2022Registers & Transactions (Mac)
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  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 91 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)