Investments

Discussion List

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  One of my investments will not show up in the investing report regardless of what I do.

  Answered ✓ Mugwump 44 views 6 comments 0 points Most recent by Mugwump January 2021Investing (Windows)
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  Download issue after Build 27.1.30.21... Both Fidelity and Schwab give OL-295-A

  Answered Closed D-Reaves 45 views 2 comments 0 points Most recent by buzzard192 January 2021Download, Add/Update Accounts (Windows)
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  Brokerage account download doesn't include cash items?

  Answered Closed William McLachlan 131 views 4 comments 0 points Most recent by Quicken Francisco January 2021Investing (Mac)
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  In Portfolio view, "Day Gain/Loss", "Totals" does not add up at the bottom of the column.

  Answered Closed NHBusdriver 83 views 5 comments 0 points Most recent by Quicken Anja January 2021Registers & Transactions (Windows)
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  Tracking Investments in Quicken

  Answered Fred9719 1.1K views 6 comments 0 points Most recent by q_lurker January 2021Investing (Windows)
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  Auto-catagerozing entries

  Answered ✓ jeromebshapiro 69 views 2 comments 0 points Most recent by jeromebshapiro January 2021Registers & Transactions (Windows)
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  Want to downgrade from Premier to Deluxe

  Answered ✓ Closed smarty2021 394 views 3 comments 0 points Most recent by smarty2021 January 2021Installing and Updating (Windows)
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  When linking fidelity 401(k) investments showing as cash balance & investments

  Answered ✓ Closed broburke 2.8K views 2 comments 1 point Most recent by Boatnmaniac January 2021Download, Add/Update Accounts (Windows)
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  How do I download CASH (including Sweep accounts) from my Brokerage Accounts?

  Answered ✓ Closed ahcolram 519 views 7 comments 0 points Most recent by Quicken Francisco January 2021Download, Add/Update Accounts (Mac)
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  Incorrect Values for Vanguard High Yield Corporate (VWEHX)

  Answered Closed abradrichardson 47 views 3 comments 0 points Most recent by Quicken_Tyka January 2021Download, Add/Update Accounts (Windows)
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  401(k) - Incorrect Market Value Being Shown

  Answered Closed bchbumnj 115 views 1 comment 0 points Most recent by John_in_NC January 2021Investing (Mac)
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  Quicken Share Reconciliation is Wrong

  Answered The Merg 135 views 3 comments 0 points Most recent by The Merg January 2021Investing (Windows)
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  The Investing Average Return for YTD, 1-YR, 3-YR work properly. 5-YR is not working

  Answered Randall W. Swan 33 views 4 comments 0 points Most recent by Randall W. Swan January 2021Investing (Windows)
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  Stock value in Accounts Overview Holding screen does not match Account Value?

  Answered ✓ Closed dgreer 315 views 4 comments 0 points Most recent by dgreer January 2021Investing (Windows)
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  Why are my mutual fund cost values repeating for several different funds?

  Answered BobW726 52 views 1 comment 0 points Most recent by Quicken Anja January 2021Investing (Windows)
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  Investment Calculations

  Answered Closed Chris Anania 87 views 2 comments 0 points Most recent by Chris Anania January 2021Investing (Mac)
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  Download Quotes issue

  Answered ✓ TonyJackson 314 views 6 comments 0 points Most recent by TonyJackson January 2021Investing (Windows)
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  Roth IRA Transactions

  Answered missymilomax 353 views 6 comments 0 points Most recent by missymilomax January 2021Investing (Windows)
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  401(k) transactions no longer BoughtX

  Answered AZMike2021 143 views 3 comments -1 point Most recent by brandongblack January 2021Registers & Transactions (Windows)
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  IRA & IRA cash account don't balance

  Answered Doug-1215 32 views 1 comment 0 points Most recent by Quicken Francisco January 2021Investing (Windows)
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  International Stocks Quote Download

  Answered Closed enterfornone 864 views 19 comments 1 point Most recent by jacobs January 2021Investing (Mac)
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  Problem with Vanguard updates

  Answered mmilian 265 views 5 comments 0 points Most recent by mmilian January 2021Investing (Windows)
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  Opening the same security in both investment and IRA accounts

  Answered ✓ SteveR 54 views 3 comments 1 point Most recent by SteveR January 2021Investing (Windows)
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  Regarding Viatris spinoff from Pfizer

  Answered ✓ Closed Fred Glock 1.7K views 4 comments 0 points Most recent by Fred Glock January 2021Download, Add/Update Accounts (Windows)
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  Remove "Uncleared" pencil icon from investment account transactions after downloading

  Answered ✓ hcgewin52 441 views 7 comments 0 points Most recent by Sherlock January 2021Investing (Windows)
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  How do custom allocations work

  Answered Ellary Kahan 44 views 4 comments 0 points Most recent by q_lurker January 2021Investing (Windows)