Investments

Discussion List

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  All my investment transactions since early January 2024 have disappeared--how do I get them back?

  Answered ✓ Closed John16 193 views 11 comments 0 points Most recent by QuickUserPSP June 3Registers & Transactions (Windows)
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  Return calculation by Lot, not just Position

  Reviewed ewoldde9 156 views 13 comments 1 point Most recent by Jim_Harman May 30Investments
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  CLOSED 5/30/24 Thrivent Financial $0 Balance when Adding Investment Accounts

  Quicken Anja 130 views 3 comments 0 points Most recent by Quicken Anja May 30Alerts, Online Banking & Known Product Issues
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  S-Corp shares cost basis adjustment

  Answered ✓ Closed Everett 37 views 5 comments 0 points Most recent by Everett May 28Investing (Windows)
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  Government backed securities

  Closed Airship56 54 views 7 comments 0 points Most recent by NotACPA May 28Investing (Mac)
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  Switched from QWin to QMac; imported QXF file and an investment account now has a negative balance

  Closed System 22 views 2 comments 0 points Most recent by Quicken Kristina May 26Investing (Mac)
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  Investment Purchase Not Updating Cash Balance

  Closed limowreck 69 views 4 comments 0 points Most recent by NotACPA May 25Investing (Windows)
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  Want to see Downloaded transactions for investment accounts in Mobile App

  Reviewed Kyle Hack 43 views 2 comments 4 points Most recent by Quicken Anja May 25Ideas for Mobile
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  After TDA/Schwab conversion

  Closed dog-1 112 views 10 comments 0 points Most recent by Quicken Kristina May 24Registers & Transactions (Windows)
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  Worldwide quotes

  Reviewed Eddy De Backer 41 views 4 comments 1 point Most recent by Quicken Kristina May 21Product Enhancements
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  Quicken showing wrong stock price

  Answered Closed JoetheGoalie38 53 views 3 comments 0 points Most recent by JoetheGoalie38 May 21Download, Add/Update Accounts (Windows)
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  How to record a security exchange: AIGPX to AZNIX

  Closed Darrel 76 views 4 comments 0 points Most recent by Quicken Kristina May 21Investing (Windows)
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  Migrate Investing Accounts from HSBC to RBC (edit)

  Answered Closed BeeGeeWeeGee 54 views 3 comments 0 points Most recent by q_lurker May 20Investing (Windows)
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 618 views 13 comments 27 points Most recent by QuickUserPSP May 19Budget and Planning Tools
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  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Under Consideration Quicken Community 1.8K views 46 comments 146 points Most recent by WhitakerB May 18Investments
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  The Community Meetup- April 2024 Edition

  Announcement Quicken Janean 8.8K views 3 comments 0 points Most recent by Darran_AUS May 18The Community Meetup Newsletter
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  Investing account activity not visible in Quicken Mobile?

  Closed Jon 127 views 4 comments 0 points Most recent by Chris_QPW May 17Using the Mobile App
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  Best/Worst Security Search

  Closed Skavy 23 views 4 comments 0 points Most recent by Jim_Harman May 17Investing (Windows)
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  Update drops transactions

  Closed verso21 11 views 0 comments 0 points Most recent by verso21 May 17Investing (Mac)
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  T-Bill / Bond Maturity Issue

  Closed desireecpan 45 views 0 comments 0 points Most recent by desireecpan May 17Investing (Mac)
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  Security Cost

  Answered Closed rbakerjr45 86 views 10 comments 0 points Most recent by Boatnmaniac May 15Investing (Windows)
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  Investment By Security shows old securities

  Closed MesaRider 102 views 9 comments 0 points Most recent by MesaRider May 15Reports (Windows)
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  How to stop investment values from updating in only one account (TD vs Schwab issue) edit

  Answered Closed Charles Rhodes 106 views 6 comments 0 points Most recent by NotACPA May 13Investing (Windows)