Investments

Discussion List

• 
  How to fix cash balance for Brokerage accounts in register

  Answered yoshter 841 views 6 comments 0 points Most recent by Jim D February 2021Registers & Transactions (Windows)
• 
  Michigan Education Savings Plan (MESP) 529 College Plan

  Answered Closed woodyboles 973 views 4 comments 0 points Most recent by Kathy K February 2021Download, Add/Update Accounts (Windows)
• 
  Investment account(s) instability...

  Snowman 118 views 17 comments 0 points Most recent by Snowman February 2021Investing (Windows)
• 
  "To This Account's Cash Balance" Greyed Out?

  Answered ✓ 932Scooter419 267 views 3 comments 0 points Most recent by 932Scooter419 February 2021Investing (Windows)
• 
  How to enter Pfizer spin-off of a company called Viatris (VTRS).

  Answered gerryl9 397 views 4 comments 0 points Most recent by q_lurker February 2021Investing (Windows)
• 
  How to include A Quicken account transfer in a Quicken Report ‘Income’ grouping?

  Closed DJW 65 views 1 comment 0 points Most recent by Tom Young February 2021Reports (Windows)
• 
  How does one add a security e.g. "PSYK" ETF that is listed on NEO Exchange?

  Answered Closed eljay67 181 views 5 comments 0 points Most recent by Ps56k2 February 2021Investing (Windows)
• 
  How do I remove securities from my portfolio list, that are no longer active?

  Answered ✓ Wooster 29 views 4 comments 0 points Most recent by Ps56k2 February 2021Registers & Transactions (Windows)
• 
  In the latest release my investment Allocation Targets have now disappeared

  Answered ✓ Gary587 96 views 8 comments 0 points Most recent by Gary587 February 2021Investing (Windows)
• 
  Importing QFX files from principal on two separate accounts into quicken

  Answered ✓ catjo76 121 views 2 comments 0 points Most recent by catjo76 February 2021Investing (Windows)
• 
  How to Transfer Security Balances to New File

  Answered billr 107 views 9 comments 0 points Most recent by Just Me and Not Someone Else February 2021Investing (Windows)
• 
  News & Analysis button not working

  Closed Rob Donald 66 views 1 comment 0 points Most recent by Quicken Anja February 2021Errors and Troubleshooting (Windows)
• 
  Why won't my portfolio customization save?

  Answered ✓ mrasmus1 155 views 11 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
• 
  Coinbase CC-503

  Answered ✓ Closed jmclagan 5.6K views 14 comments 1 point Most recent by jfadams52 February 2021Investing (Windows)
• 
  Making an entry for a change in stock value

  Answered Raymond Macek 503 views 8 comments 0 points Most recent by Sherlock February 2021Investing (Windows)
• 
  SoldX no longer works for new accounts

  Answered ✓ Hawkeye 174 views 16 comments 0 points Most recent by Sherlock February 2021Investing (Windows)
• 
  Budget Report Doesn't Add Up Correctly When Unrealized Gains Are Selected, Why?

  Closed ckalinich 240 views 8 comments 0 points Most recent by kla4503 February 2021Reports (Windows)
• 
  How to report bugs related to option transactions?

  Answered Closed New2 25 views 1 comment 0 points Most recent by Quicken Anja January 2021Errors and Troubleshooting (Windows)
• 
  Investing Dashboard-Total Value with a multi-currency portfolio

  Claude 239 views 9 comments 1 point Most recent by Ott4ever January 2021Investing (Windows)
• 
  Stock Split Failed to Update Older Lots

  Answered ✓ JRMagee 216 views 10 comments 0 points Most recent by Gail9@ January 2021Investing (Windows)
• 
  Portfolio views don't live in the QDF?

  Rocket J Squirrel 64 views 7 comments 0 points Most recent by Chris_QPW January 2021Investing (Windows)
• 
  How to update and correct Vanguard migration from Mutual Funds to Brokerage Account

  Answered Closed Grandma B 417 views 4 comments 0 points Most recent by Grandma B January 2021Investing (Windows)
• 
  why is there constant problems downloading data from AIG investments?

  Answered Closed bobbynolan 45 views 1 comment 0 points Most recent by Boatnmaniac January 2021Download, Add/Update Accounts (Windows)
• 
  Mutual Fund Category Ranking - how Quicken is different than MF website

  Answered ✓ Angelo Bione 60 views 3 comments 0 points Most recent by Jim_Harman January 2021Investing (Windows)
• 
  3 and 5 year return %

  Firefighter1139 14 views 1 comment 0 points Most recent by Jim_Harman January 2021Investing (Windows)
• 
  Mutual Fund Sync - Shows shares as cash

  Closed echo84 258 views 35 comments 0 points Most recent by echo84 January 2021Errors and Troubleshooting (Windows)