Investments

Discussion List

• 
  Problems entering paycheck pre-tax deductions

  Answered ✓ Closed BrewDog 114 views 2 comments 0 points Most recent by BrewDog March 2022Registers & Transactions (Windows)
• 
  How to post a Mutual Fund merger with price history

  Closed jl747 188 views 3 comments 0 points Most recent by jl747 March 2022Registers & Transactions (Windows)
• 
  Merrill Lynch - Annuity Account does not update

  Answered ✓ Closed Elaine2 104 views 17 comments 0 points Most recent by Elaine2 March 2022Download, Add/Update Accounts (Windows)
• 
  Closing an IRA account & transferring assets to a different Money Market account

  Answered Closed mikebecker 67 views 2 comments 0 points Most recent by Ps56k2 March 2022Registers & Transactions (Windows)
• 
  Trying to transfer shares but Quicken indicating that there are insufficient in the original account

  Closed Paul Skayman 23 views 0 comments 0 points Most recent by Paul Skayman February 2022Investing (Windows)
• 
  Manually match transaction in Brokerage Account

  Closed terrybader 122 views 1 comment 0 points Most recent by Chris_QPW February 2022Registers & Transactions (Windows)
• 
  Investments register buttons of no use...

  Answered Closed Danielle Dallaire 137 views 11 comments 0 points Most recent by Chris_QPW February 2022Registers & Transactions (Windows)
• 
  Investing Cost Basis is blank.

  Answered Closed pt216 91 views 3 comments 0 points Most recent by pt216 February 2022Registers & Transactions (Windows)
• 
  Frequent and recurring OL-297-A and OL-362-A errors

  Closed algee99 303 views 3 comments 0 points Most recent by algee99 February 2022Errors and Troubleshooting (Windows)
• 
  Lincoln Financial Group account sync failure

  Closed SomebodyInGNV 345 views 2 comments 0 points Most recent by SomebodyInGNV February 2022Download, Add/Update Accounts (Windows)
• 
  Quicken for Mac v6.5 Released

  Announcement Quicken Marcus 3.6K views 99 comments 6 points Most recent by Robert Lynch February 2022Product Releases and Announcements: Mac
• 
  Why does Quicken Scheduled Updates not update my investment Market Value totals.

  Answered Closed David Clark 193 views 6 comments 0 points Most recent by Frankx February 2022Download, Add/Update Accounts (Windows)
• 
  How to set 401k as Roth type?

  Answered Closed mikek753b 210 views 3 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
• 
  Online Account SetUp with Wrong Currency

  Closed Luis Goncalves 624 views 1 comment 0 points Most recent by Quicken Jared February 2022Download, Add/Update Accounts (Windows)
• 
  How to account for Investment withdrawal

  Answered Closed PrincetonBrat470 941 views 2 comments 0 points Most recent by Jim_Harman February 2022Reports (Windows)
• 
  Quicken Investing projects crazy return and volatility

  Closed Stuart Boyle 32 views 1 comment 0 points Most recent by Chris_QPW February 2022Investing (Windows)
• 
  Why is the 401k entry doubled?

  Answered Closed Zmode 4.6K views 22 comments 0 points Most recent by Frankx February 2022Investing (Windows)
• 
  Section 305(C) dividend: how to record this in Quicken

  Answered ✓ Closed 102Jim 811 views 5 comments 0 points Most recent by 102Jim February 2022Investing (Windows)