Investments

Discussion List

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  Any problems with quicken for Mac matching checks with Investment account instead of checks

  Answered Closed toms123 32 views 8 comments 0 points Most recent by UKR January 2022Download, Add/Update Accounts (Mac)
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  Is there a way to connect to HSA Investor account in UMB from Quicken?

  Answered Closed suepfister 141 views 2 comments 0 points Most recent by Jim_Harman January 2022Investing (Windows)
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  Year-End Download from American Century (Pershing system) error.

  Closed jvprice6 41 views 0 comments 0 points Most recent by jvprice6 January 2022Investing (Windows)
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Answered ✓ Closed DJW 361 views 6 comments 0 points Most recent by DJW January 2022Investing (Windows)
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  Re-categorize an asset?

  Answered Closed hyyqckn 102 views 3 comments 0 points Most recent by Quicken Jared January 2022Investing (Mac)
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  Duplicate Post Error - This Thread Can be Deleted.

  Gilley7997 13 views 0 comments 0 points Most recent by Gilley7997 January 2022Investing (Windows)
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  New Investing Accounts have Transactions grayed out

  Answered Closed hyyqckn 91 views 4 comments 0 points Most recent by hyyqckn January 2022Investing (Mac)
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  Adding investment account downloads incorrect fund (Just 1, of 14)

  LeeG 11 views 0 comments 0 points Most recent by LeeG January 2022Registers & Transactions (Windows)
• 
  Why I can't connect to Schwab at all now?

  Answered Closed NSR 131 views 4 comments 0 points Most recent by jobworker January 2022Download, Add/Update Accounts (Mac)
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  Quicken crashes when I try to add second Vanguard account

  Answered dock55 225 views 5 comments 0 points Most recent by Quicken Alyssa January 2022Download, Add/Update Accounts (Windows)
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  Investment Account Error Correction

  Answered Closed KCBDurfee 51 views 1 comment 0 points Most recent by Jim_Harman January 2022Registers & Transactions (Windows)
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  Investment transactions downloaded from Ameritrade

  Closed Jack (Cracker) 51 views 1 comment 0 points Most recent by markvs January 2022Investing (Windows)
• 
  How to handle VC fund investments

  Answered ✓ Closed rg242 21 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Mac)
• 
  Investment Accounts - Simple vs. Complete

  Closed MSStateDawg 512 views 4 comments 0 points Most recent by Chris_QPW January 2022Investing (Windows)
• 
  Correct Prior Year Investment Transactions

  Answered Closed ed.ander55 81 views 2 comments 0 points Most recent by ed.ander55 December 2021Registers & Transactions (Windows)
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  Merged: Schwab Accounts with the same last 3 digit account numbers

  DerikW 111 views 0 comments 0 points Most recent by DerikW December 2021Download, Add/Update Accounts (Windows)
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  Investing - Managed Accounts

  Answered Closed El Hud 41 views 1 comment 0 points Most recent by El Hud December 2021Budgeting and Planning Tools (Windows)
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  Can't see individual transactions for an investment account

  Answered ✓ Closed kv0rmwald 2.4K views 4 comments 0 points Most recent by Quicken September December 2021Errors and Troubleshooting (Mac)
• 
  Not all index quote details are populating

  Closed Ellary Kahan 31 views 1 comment 0 points Most recent by Jim_Harman December 2021Investing (Windows)
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  Schwab account now gives portfolio view instead of transactions.

  Answered ✓ Closed Doug JA 16 views 3 comments 0 points Most recent by Quicken Jade December 2021Errors and Troubleshooting (Windows)
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  Merged: Ongoing Schwab issues

  Steve Brown 11 views 0 comments 0 points Most recent by Steve Brown December 2021Errors and Troubleshooting (Windows)
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  Merged: Still having problems with Quicken and CS (Windows 10 & R37.62)

  Closed john_700 31 views 0 comments 0 points Most recent by john_700 December 2021Errors and Troubleshooting (Windows)
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  Changing a stock from TSX to NASDAQ due to delisting

  Closed Kent Linkletter 31 views 0 comments 0 points Most recent by Kent Linkletter December 2021Investing (Windows)
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  OL-362-A Citi personal Wealth

  Answered ✓ Closed Brad2 115 views 3 comments 0 points Most recent by Quicken Alyssa December 2021Download, Add/Update Accounts (Windows)
• 
  Best way to change an Investing Account

  Answered Closed kashg 143 views 2 comments 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
• 
  Fidelity investment transaction fees show as "Late Settlement Fee" (online sync)

  Answered Closed Paul3 1.4K views 11 comments 1 point Most recent by garysmith87 December 2021Investing (Mac)