Investments

Discussion List

• 
  Missing Crypto Symbol

  Answered Closed checkyourmirrors 107 views 7 comments 0 points Most recent by swterami May 20Investing (Mac)
• 
  Security list updating a nightmare

  Closed fciani 172 views 9 comments 0 points Most recent by Quicken Alyssa May 20Investing (Windows)
• 
  Quicken updates and reauthorizations cause problems

  Closed JeffMacQkn 106 views 4 comments 1 point Most recent by Quicken Kristina May 19Errors and Troubleshooting (Mac)
• 
  One Step Update claims there are transactions, but I don't see them

  Closed System 66 views 5 comments 0 points Most recent by Quicken Kristina May 19Download, Add/Update Accounts (Windows)
• 
  Register display format changed and is blank

  Closed Union79 85 views 4 comments 0 points Most recent by Quicken Kristina May 19Investing (Windows)
• 
  Tracking Mutual Funds Failing in Quicken Business & Personal

  Answered Closed AMP61 203 views 5 comments 0 points Most recent by Quicken Laura May 19All Things Canadian (Windows)
• 
  Both securities are resolving to the same underlying entry

  Closed gbr1000 76 views 6 comments 0 points Most recent by Quicken Carlos May 18Registers & Transactions (Windows)
• 
  Fidelity bond purchases download incorrectly

  Closed Murs01 51 views 4 comments 0 points Most recent by Quicken Alyssa May 18Download, Add/Update Accounts (Windows)
• 
  4

  Up
  Add Ability to Remove Cash From Portfolio Value and Cost Basis Graphs

  Reviewed Ken From Evans GA 16 views 0 comments 4 points Started by Ken From Evans GA May 17 Investments
• 
  Delete cash position from Portfolio Value Versus Cost Basis Graphs

  Closed Ken From Evans GA 136 views 4 comments 0 points Most recent by Quicken Kristina May 17Investing (Mac)
• 
  11

  Up
  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 245 views 22 comments 11 points Most recent by jdparker225 May 17Investments
• 
  ESPP Exercise & Double Counting of MiscInc - Ordinary Income

  Answered ✓ Closed TerrenceT 36 views 2 comments 0 points Most recent by Quicken Kristina May 16Investing (Windows)
• 
  3

  Up
  New Asset Classes: Private Credit & Private Equity [Edited]

  Reviewed brkant 16 views 0 comments 3 points Started by brkant May 16 Product Enhancements
• 
  Should Fidelity CMA be working now?

  Closed CousinBruce 62 views 4 comments 0 points Most recent by CousinBruce May 16Download, Add/Update Accounts (Mac)
• 
  Merrill Investment Transactions Removing Commission Fee

  Closed MangoMan 12 views 1 comment 0 points Most recent by Quicken Kristina May 15Download, Add/Update Accounts (Windows)
• 
  29

  Up
  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.4K views 26 comments 29 points Most recent by yongc May 15Investments
• 
  Today's Change (on Investing/Dashboard) does not match change to Net Worth

  Closed AJS123 86 views 5 comments 0 points Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
• 
  A FIX for: Year End Archive Not Deleting Old Transactions - Checking and Savings Users

  Closed CashMan 133 views 2 comments 2 points Most recent by SSTOUT4 May 15File Conversion and Backup (Windows)
• 
  Issues with VOYA - again

  Closed dmurad53 577 views 19 comments 1 point Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
• 
  5

  Up
  Column customization for investment accounts

  Reviewed MSStateDawg 155 views 12 comments 5 points Most recent by MSStateDawg May 15Investments
• 
  5

  Up
  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 37 views 1 comment 5 points Most recent by jljeeper May 13Investments
• 
  Does anyone else have trouble updating iShares Core S&P 500 Index ETF (XUS)

  Answered ✓ Closed Scouter_Don 118 views 6 comments 0 points Most recent by q_lurker May 13Investing (Windows)
• 
  One (1) Fidelity account not updating correctly

  Closed glennwms 75 views 5 comments 0 points Most recent by Quicken Alyssa May 13Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Interest Gain Loss (QMac) [Edited]

  Reviewed William Day 225 views 18 comments 1 point Most recent by William Day May 12Investments
• 
  Market Value Discrepancy

  Closed mike132 124 views 11 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)