Investments

Discussion List

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  Net worth over time report mystery mismatch

  Closed nhuddleston 163 views 8 comments 0 points Most recent by jasonp_austin January 2022Reports (Mac)
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  Randomly losing old needed price quote history data in Quicken Windows Subscription

  Answered Closed rakon107 156 views 8 comments 0 points Most recent by rakon107 January 2022Errors and Troubleshooting (Windows)
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  Transfers of equities between Schwab accounts do not show up

  Answered Closed George 75 views 6 comments 0 points Most recent by George January 2022Registers & Transactions (Mac)
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  Cash balance incorrect. Cannot correct it.

  Closed sheldonreis 353 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Windows)
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  Is there a way to connect to HSA Investor account in UMB from Quicken?

  Answered Closed suepfister 142 views 2 comments 0 points Most recent by Jim_Harman January 2022Investing (Windows)
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  Year-End Download from American Century (Pershing system) error.

  Closed jvprice6 42 views 0 comments 0 points Most recent by jvprice6 January 2022Investing (Windows)
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Answered ✓ Closed DJW 362 views 6 comments 0 points Most recent by DJW January 2022Investing (Windows)
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  Duplicate Post Error - This Thread Can be Deleted.

  Gilley7997 12 views 0 comments 0 points Most recent by Gilley7997 January 2022Investing (Windows)
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  Adding investment account downloads incorrect fund (Just 1, of 14)

  LeeG 11 views 0 comments 0 points Most recent by LeeG January 2022Registers & Transactions (Windows)
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  Quicken crashes when I try to add second Vanguard account

  Answered dock55 222 views 5 comments 0 points Most recent by Quicken Alyssa January 2022Download, Add/Update Accounts (Windows)
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  Investment Account Error Correction

  Answered Closed KCBDurfee 54 views 1 comment 0 points Most recent by Jim_Harman January 2022Registers & Transactions (Windows)
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  Investment transactions downloaded from Ameritrade

  Closed Jack (Cracker) 53 views 1 comment 0 points Most recent by markvs January 2022Investing (Windows)
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  Investment Accounts - Simple vs. Complete

  Closed MSStateDawg 515 views 4 comments 0 points Most recent by Chris_QPW January 2022Investing (Windows)
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  Correct Prior Year Investment Transactions

  Answered Closed ed.ander55 81 views 2 comments 0 points Most recent by ed.ander55 December 2021Registers & Transactions (Windows)
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  Merged: Schwab Accounts with the same last 3 digit account numbers

  DerikW 111 views 0 comments 0 points Most recent by DerikW December 2021Download, Add/Update Accounts (Windows)
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  Investing - Managed Accounts

  Answered Closed El Hud 42 views 1 comment 0 points Most recent by El Hud December 2021Budgeting and Planning Tools (Windows)
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  Not all index quote details are populating

  Closed Ellary Kahan 31 views 1 comment 0 points Most recent by Jim_Harman December 2021Investing (Windows)
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  Schwab account now gives portfolio view instead of transactions.

  Answered ✓ Closed Doug JA 12 views 3 comments 0 points Most recent by Quicken Jade December 2021Errors and Troubleshooting (Windows)
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  Merged: Ongoing Schwab issues

  Steve Brown 11 views 0 comments 0 points Most recent by Steve Brown December 2021Errors and Troubleshooting (Windows)