Investments

Discussion List

• 
  Reports don't agree on account balance

  Closed cfr 61 views 0 comments 0 points Most recent by cfr February 2022Reports (Windows)
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  How to handle exchanges in portfolio

  Answered ✓ Closed rjsattler 1K views 10 comments 0 points Most recent by q_lurker February 2022Investing (Windows)
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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 151 views 13 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
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  How does one download investment holdings into quicken from the brokerage account and accept it?

  Answered Closed TFGADA 584 views 4 comments 0 points Most recent by Ps56k2 February 2022Investing (Windows)
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  Investment Register slow to open due to searching for matching transactions [edited]

  Closed Robert Sheran 230 views 19 comments 0 points Most recent by Robert Sheran February 2022Investing (Windows)
• 
  Manually Adding Unlisted Security Prices to Quicken

  Answered ✓ Closed Radar 253 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 45 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 62 views 0 comments 0 points Most recent by monkmanusa February 2022Investing (Windows)
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  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)
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  How to enter non-stock investment in Quicken?

  Closed Robert Armani 92 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 477 views 3 comments 0 points Most recent by Geo H February 2022Registers & Transactions (Mac)
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  when manually inputting IRA sales transactions within a mutual fund to the sweep account,

  Answered ✓ Closed Dave Boyd 31 views 3 comments 0 points Most recent by Frankx February 2022Registers & Transactions (Windows)
• 
  How should I set up retirement income in Quicken Deluxe

  Closed jeff.hecht 652 views 4 comments 0 points Most recent by jacobs February 2022Registers & Transactions (Mac)
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  Issue with YTD Return Percentage Calculation as of 2/1/22 - Investments

  Closed pgavon 112 views 5 comments 0 points Most recent by Jim_Harman February 2022Errors and Troubleshooting (Windows)
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  Setting up existing Fidelity NetBenefits 401k

  Answered Closed Katherine Jones 1.4K views 11 comments 0 points Most recent by Frankx February 2022Investing (Windows)
• 
  Why are my Fidelity statements (for bonds) inconsistent with my Quicken holdings?

  Answered ✓ Closed Jay2456 82 views 5 comments 0 points Most recent by Boatnmaniac February 2022Download, Add/Update Accounts (Windows)