Investments

Discussion List

• 
  401(k) Rollover in Quicken Mac

  Answered Closed Austin@ 81 views 4 comments 0 points Most recent by Austin@ November 2021Investing (Mac)
• 
  UBS IRA account correct when first added to Quicken, then wrong balance after update

  Answered Closed PhillyMike 51 views 6 comments 0 points Most recent by Quicken Alyssa November 2021Investing (Mac)
• 
  how can I adjust the balance on an investment account

  Answered Closed auklet 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Registers & Transactions (Mac)
• 
  Easy way to identify underwater lots?

  Answered Closed Rocket J Squirrel 151 views 10 comments 0 points Most recent by q_lurker November 2021Investing (Windows)
• 
  Quicken improperly names stocks when retrieved form brokerage account

  Answered ✓ PaulF1001 131 views 7 comments 0 points Most recent by Sherlock November 2021Investing (Windows)
• 
  Why am I getting a constant 0% return calculation for one of my accounts?

  Answered Rebate Junkie 82 views 8 comments 0 points Most recent by q_lurker November 2021Investing (Windows)
• 
  r35.23 update - New Dashboard Feature - Portfolio Value Incorrect

  Closed jcgmc24 243 views 5 comments 0 points Most recent by dalepreston November 2021Investing (Windows)
• 
  Successful sale of security generates a transactional loss?

  Closed NeilMike 21 views 1 comment 0 points Most recent by jacobs November 2021Reports (Mac)
• 
  Is there a way to only have VESTED stock options used in calculating net worth?

  Answered ✓ GI$ 403 views 15 comments 0 points Most recent by GI$ November 2021Investing (Windows)
• 
  Why am I getting duplicate securities in retirement and brokerage accounts?

  Answered jdmcmah 82 views 1 comment 0 points Most recent by Quicken Anja November 2021Investing (Mac)
• 
  Merged: Duplicate securities from Vanguard and e-Trade

  jdmcmah 1 view 0 comments 0 points Most recent by jdmcmah November 2021Investing (Mac)
• 
  Portfolio X-Ray showing blank screen

  sjadelson 31 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Investing (Windows)
• 
  One or more file required for this feature are missing. Try installing Quicken again.

  Answered ✓ pt216 61 views 7 comments 0 points Most recent by pt216 October 2021Investing (Windows)
• 
  Investing > Set Target > Error message

  pt216 51 views 5 comments 0 points Most recent by Chris_QPW October 2021Investing (Windows)
• 
  Incorrect Share Balance

  Answered jasonhalpern 31 views 2 comments 0 points Most recent by Frankx October 2021Investing (Windows)
• 
  How come when I sold shares from an investment the Share Balance went skyrocketing?

  Answered fschmid 71 views 3 comments 0 points Most recent by fschmid October 2021Investing (Windows)
• 
  Does the Home & Business version do investments as well

  Answered ✓ Wolfangovich 41 views 2 comments 0 points Most recent by q_lurker October 2021Investing (Windows)
• 
  Holding Period is blank

  Closed Richard Starrett 31 views 2 comments 0 points Most recent by Jim_Harman October 2021Investing (Windows)
• 
  Multi Currency Investment Accounts

  Answered jscarpenter 31 views 2 comments 0 points Most recent by jscarpenter October 2021Investing (Windows)