Investments

Discussion List

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  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 102 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Daily Quotes and Price changes not displaying for some securities?

  Answered Closed Rick Clay 185 views 6 comments 0 points Most recent by Rick Clay December 2020Errors and Troubleshooting (Mac)
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  How to Quickly see an investment Security Value for a given transaction date.

  jarhtmd 64 views 2 comments 0 points Most recent by jarhtmd December 2020Investing (Windows)
• 
  Manually entering stock sales & purchases vs automatic downloads from brokerage (Vanguard)?

  Answered ✓ alan14 124 views 4 comments 0 points Most recent by alan14 December 2020Investing (Windows)
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  How to bring Brokerage accounts into agreement with Broker statements

  Answered FCG 95 views 3 comments 0 points Most recent by Frankx December 2020Investing (Windows)
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  Quicken doesn't show correct value for Pfizer PFE and Vanguard Funds

  Answered Closed bfree48 66 views 3 comments 0 points Most recent by BrianR December 2020Investing (Mac)
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  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 457 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  Unable to enter "bought" transaction

  Answered ✓ eekfleming 166 views 3 comments 0 points Most recent by eekfleming December 2020Investing (Windows)
• 
  Online Investment updates not working.

  Answered Closed rlhill 93 views 9 comments 0 points Most recent by rlhill December 2020All Things Canadian (Mac)
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  Investment categories not showing up in drop-down menu

  Answered ✓ Closed Gorbach 469 views 3 comments 0 points Most recent by jacobs December 2020Errors and Troubleshooting (Mac)
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  Show Total Portfolio Value (Including Contributions)

  Answered ✓ Closed jackhake 510 views 8 comments 0 points Most recent by jackhake December 2020Investing (Mac)
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  Issues Adding Employer Sponsored Accounts

  Answered ✓ Closed jackhake 770 views 6 comments 0 points Most recent by jackhake December 2020Errors and Troubleshooting (Mac)
• 
  Portfolio Value Report -- graph doesn't match report

  Answered Closed desplin 103 views 5 comments 0 points Most recent by desplin December 2020Reports (Windows)
• 
  How do I report a technical problem related to converting from Banktivity to Quicken for Mac

  Closed Daffy Duck 37 views 2 comments 0 points Most recent by Daffy Duck December 2020New to Quicken/Getting Started (Mac)
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  401K Acct treats all transactions as using cash in acct, Employer adds shares directly - No cash

  Answered Indycanard 31 views 8 comments 0 points Most recent by Jim_Harman December 2020Investing (Windows)
• 
  How does Quicken handle Option Trades

  Answered Closed Daffy Duck 1.7K views 3 comments 0 points Most recent by jacobs December 2020Investing (Mac)
• 
  Schwab IRA Account is in the wrong section (Q Mac)

  Answered Closed Stu Janis 343 views 4 comments 0 points Most recent by Stu Janis December 2020Download, Add/Update Accounts (Mac)
• 
  Raymond James Download Issues

  Debpic 308 views 1 comment 0 points Most recent by Quicken Anja December 2020Investing (Windows)
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  How do I see account performance by year?

  Answered Closed hurwi 131 views 2 comments 0 points Most recent by hurwi December 2020Investing (Mac)
• 
  Go To Investing Screen Problem

  Answered L Sue Alza 52 views 6 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  New Custom Asset Classes Risk & Return?

  Answered Diver42420 128 views 1 comment 0 points Most recent by Bob_L December 2020Investing (Windows)