Investments

Discussion List

• 
  6.0.3 (Mac) Chase doubles some securities transaction downloads

  Answered ✓ Closed Spoonmeister 61 views 1 comment 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
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  ADP 401k QFX Download doesn't contain contributions

  Answered ✓ Closed cliffhelsel1 431 views 2 comments 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
• 
  Merged: How to account for Donor Advised Fund (DAF)

  Closed DavidZ123 21 views 0 comments 0 points Most recent by DavidZ123 December 2020Budgeting and Planning Tools (Mac)
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  Three securities not showing up in the Investing -> Dashboard view

  Answered BigD3535 101 views 6 comments 0 points Most recent by BigD3535 December 2020Investing (Windows)
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  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 102 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  Daily Quotes and Price changes not displaying for some securities?

  Answered Closed Rick Clay 181 views 6 comments 0 points Most recent by Rick Clay December 2020Errors and Troubleshooting (Mac)
• 
  How to Quickly see an investment Security Value for a given transaction date.

  jarhtmd 61 views 2 comments 0 points Most recent by jarhtmd December 2020Investing (Windows)
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  Manually entering stock sales & purchases vs automatic downloads from brokerage (Vanguard)?

  Answered ✓ alan14 121 views 4 comments 0 points Most recent by alan14 December 2020Investing (Windows)
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  How to bring Brokerage accounts into agreement with Broker statements

  Answered FCG 91 views 3 comments 0 points Most recent by Frankx December 2020Investing (Windows)
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  Quicken doesn't show correct value for Pfizer PFE and Vanguard Funds

  Answered Closed bfree48 62 views 3 comments 0 points Most recent by BrianR December 2020Investing (Mac)
• 
  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 452 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  Unable to enter "bought" transaction

  Answered ✓ eekfleming 161 views 3 comments 0 points Most recent by eekfleming December 2020Investing (Windows)
• 
  Online Investment updates not working.

  Answered Closed rlhill 91 views 9 comments 0 points Most recent by rlhill December 2020All Things Canadian (Mac)
• 
  Investment categories not showing up in drop-down menu

  Answered ✓ Closed Gorbach 461 views 3 comments 0 points Most recent by jacobs December 2020Errors and Troubleshooting (Mac)
• 
  Show Total Portfolio Value (Including Contributions)

  Answered ✓ Closed jackhake 511 views 8 comments 0 points Most recent by jackhake December 2020Investing (Mac)
• 
  Issues Adding Employer Sponsored Accounts

  Answered ✓ Closed jackhake 772 views 6 comments 0 points Most recent by jackhake December 2020Errors and Troubleshooting (Mac)
• 
  Portfolio Value Report -- graph doesn't match report

  Answered Closed desplin 101 views 5 comments 0 points Most recent by desplin December 2020Reports (Windows)
• 
  How do I report a technical problem related to converting from Banktivity to Quicken for Mac

  Closed Daffy Duck 31 views 2 comments 0 points Most recent by Daffy Duck December 2020New to Quicken/Getting Started (Mac)
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  401K Acct treats all transactions as using cash in acct, Employer adds shares directly - No cash

  Answered Indycanard 31 views 8 comments 0 points Most recent by Jim_Harman December 2020Investing (Windows)
• 
  How does Quicken handle Option Trades

  Answered Closed Daffy Duck 1.7K views 3 comments 0 points Most recent by jacobs December 2020Investing (Mac)
• 
  Schwab IRA Account is in the wrong section (Q Mac)

  Answered Closed Stu Janis 341 views 4 comments 0 points Most recent by Stu Janis December 2020Download, Add/Update Accounts (Mac)
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  Raymond James Download Issues

  Debpic 301 views 1 comment 0 points Most recent by Quicken Anja December 2020Investing (Windows)
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  How do I see account performance by year?

  Answered Closed hurwi 132 views 2 comments 0 points Most recent by hurwi December 2020Investing (Mac)