Investments

Discussion List

• 
  Online Account Set Up with Wrong Currency

  Closed Luis Goncalves 65 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 52 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 82 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 2.9K 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)
• 
  Investments Account & QK

  Closed AlQK 41 views 5 comments 0 points Most recent by jacobs January 2022Investing (Mac)
• 
  Update changed investment accounts to simple

  Answered ✓ Closed SomebodyInGNV 831 views 4 comments 1 point Most recent by CharleyInWA January 2022Investing (Windows)
• 
  How do I change my email address for "Notifications" received about my Invenstment accounts?

  Answered ✓ Closed revans8014 161 views 2 comments 0 points Most recent by revans8014 January 2022Investing (Windows)
• 
  Placeholder Transaction in 401(k) Account

  Answered ✓ Closed Austin@ 241 views 4 comments 0 points Most recent by jacobs January 2022Investing (Mac)
• 
  Simple vs Complete Investing

  Answered Closed QWMax 3K views 11 comments 0 points Most recent by richard werbin January 2022Investing (Windows)
• 
  How Fix Charles Schwab Investment Balance

  Closed Dee R 71 views 1 comment 0 points Most recent by Tom Young January 2022Investing (Windows)
• 
  Account Bar investment market value wrong compared to Broker

  Closed sjmauger 362 views 6 comments 0 points Most recent by sjmauger January 2022Investing (Windows)
• 
  Incorrect Categorization of Schwab Downloads

  Closed decl 71 views 2 comments 0 points Most recent by decl January 2022Registers & Transactions (Mac)
• 
  "Return %" column for Investing Page not properly updating for 2022 Activity

  Closed pgavon 101 views 10 comments 0 points Most recent by Sherlock January 2022Investing (Windows)
• 
  How am I doing with my investments for the last 12 months?

  Answered Closed tim.rohrer1 121 views 5 comments 0 points Most recent by tim.rohrer1 January 2022Investing (Mac)
• 
  Net worth over time report mystery mismatch

  Closed nhuddleston 151 views 8 comments 0 points Most recent by jasonp_austin January 2022Reports (Mac)
• 
  Randomly losing old needed price quote history data in Quicken Windows Subscription

  Answered Closed rakon107 155 views 8 comments 0 points Most recent by rakon107 January 2022Errors and Troubleshooting (Windows)
• 
  Transfers of equities between Schwab accounts do not show up

  Answered Closed George 71 views 6 comments 0 points Most recent by George January 2022Registers & Transactions (Mac)
• 
  Cash balance incorrect. Cannot correct it.

  Closed sheldonreis 355 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Windows)