Investments

Discussion List

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  How to handle exchange of funds?

  Answered ✓ Closed PSJCal 282 views 5 comments 0 points Most recent by Jack Tarburton August 2021Investing (Windows)
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  Holding showing correct info, but Account Status shows Security Value as negative number

  Closed Pajamas 31 views 1 comment 0 points Most recent by Mark1104 August 2021Registers & Transactions (Windows)
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  How to Enter Non-Elective 401(k) Contribution

  Answered ✓ Closed Jaz Egg 112 views 6 comments 0 points Most recent by Jim_Harman July 2021Investing (Windows)
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  Deposit in Paycheck won't match downloaded transaction in Investment Account

  Answered ✓ Closed KD M. 71 views 1 comment 1 point Most recent by Boatnmaniac July 2021Registers & Transactions (Windows)
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  Cost basis of reinvested dividends with service fee/commission

  Closed Michael Farley 343 views 10 comments 0 points Most recent by q_lurker July 2021Investing (Windows)
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  How to enter Salesforce / Slack take over?

  Sugarhee1966 803 views 3 comments 0 points Most recent by Tom Young July 2021Investing (Windows)
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  How can I correct my spinoff entries?

  Answered ✓ Closed Randeo 511 views 6 comments 0 points Most recent by joneisenberg July 2021Investing (Windows)
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  How to handle DTE Energy spinoff of DT Midstream cost basis

  Closed rayrol 512 views 1 comment 0 points Most recent by Pbar Man July 2021Investing (Mac)
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  Investment Downloads stop working

  Closed STEVEN WEINBERG 51 views 7 comments 0 points Most recent by STEVEN WEINBERG July 2021Investing (Windows)
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  Large Number of Stocks - contain 1,500 stocks, emulating the S&P 1500

  Closed Ross Payne 173 views 18 comments 0 points Most recent by Mark1104 July 2021Investing (Windows)
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  Stock quotes

  Answered Closed David Carpenter 151 views 2 comments 0 points Most recent by jacobs July 2021Investing (Mac)
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  Incorrect Placeholder added to investment account after I download

  Answered Closed jz 71 views 1 comment 0 points Most recent by Quicken Francisco July 2021Investing (Mac)
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  "Unable to create this security" - while trying to create an option security

  Answered dave344 131 views 9 comments 0 points Most recent by dave344 July 2021Investing (Windows)
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  Which category do you use when making Roth IRA contributions from the checking account?

  Answered ✓ Closed carsonbeach 1.9K views 4 comments 0 points Most recent by carsonbeach July 2021Investing (Mac)
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  Pie Chart Report Features

  Answered Closed 60beats 62 views 2 comments 0 points Most recent by 60beats July 2021Reports (Windows)
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  How to fix missing cost basis for mutual funds

  Answered davidha 41 views 2 comments 0 points Most recent by davidha July 2021Investing (Windows)
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  403b Distribution

  Raydar 52 views 3 comments 0 points Most recent by Raydar July 2021Investing (Windows)
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  Update of Transactions

  Answered ✓ neil154 65 views 5 comments 0 points Most recent by Sherlock July 2021Download, Add/Update Accounts (Windows)
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  stock split of 1,500:1 - but Quicken has limit of 1,000:1

  Answered ✓ Closed thehelmster 131 views 4 comments 0 points Most recent by Ps56k2 July 2021Investing (Windows)
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  Security Name Omitted from DivX Transaction

  Closed System 21 views 3 comments 0 points Most recent by q_lurker July 2021Investing (Windows)
• 
  Aspire Financial Services - investlink

  Answered ✓ Closed mjm4200 301 views 2 comments 0 points Most recent by mjm4200 July 2021Investing (Windows)
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  Merged: Downloading/updating ticker symbols

  fred2 21 views 0 comments 0 points Most recent by fred2 July 2021Investing (Windows)
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  Is there an easy way to change the type for a large number of securities?

  Closed Phil Becker 22 views 1 comment 0 points Most recent by q_lurker July 2021Investing (Windows)
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  Investment Account Bought Shares Showing Up As Negative Interest Income in Planning Tab

  Answered Closed GarJen 31 views 1 comment 0 points Most recent by Mark1104 July 2021Budgeting and Planning Tools (Windows)
• 
  Why are the Investment Market Values in Quicken drastically different from the bank's values

  Answered Closed RNC 1.9K views 17 comments 0 points Most recent by PetersJB July 2021Investing (Mac)