Investments

Discussion List

• 
  Making an entry for a change in stock value

  Answered Raymond Macek 501 views 8 comments 0 points Most recent by Sherlock February 2021Investing (Windows)
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  SoldX no longer works for new accounts

  Answered ✓ Hawkeye 171 views 16 comments 0 points Most recent by Sherlock February 2021Investing (Windows)
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  Budget Report Doesn't Add Up Correctly When Unrealized Gains Are Selected, Why?

  Closed ckalinich 261 views 8 comments 0 points Most recent by kla4503 February 2021Reports (Windows)
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  How to report bugs related to option transactions?

  Answered Closed New2 21 views 1 comment 0 points Most recent by Quicken Anja January 2021Errors and Troubleshooting (Windows)
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  Investing Dashboard-Total Value with a multi-currency portfolio

  Claude 252 views 9 comments 1 point Most recent by Ott4ever January 2021Investing (Windows)
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  Stock Split Failed to Update Older Lots

  Answered ✓ JRMagee 211 views 10 comments 0 points Most recent by Gail9@ January 2021Investing (Windows)
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  Portfolio views don't live in the QDF?

  Rocket J Squirrel 61 views 7 comments 0 points Most recent by Chris_QPW January 2021Investing (Windows)
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  How to update and correct Vanguard migration from Mutual Funds to Brokerage Account

  Answered Closed Grandma B 411 views 4 comments 0 points Most recent by Grandma B January 2021Investing (Windows)
• 
  why is there constant problems downloading data from AIG investments?

  Answered Closed bobbynolan 41 views 1 comment 0 points Most recent by Boatnmaniac January 2021Download, Add/Update Accounts (Windows)
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  Mutual Fund Category Ranking - how Quicken is different than MF website

  Answered ✓ Angelo Bione 52 views 3 comments 0 points Most recent by Jim_Harman January 2021Investing (Windows)
• 
  3 and 5 year return %

  Firefighter1139 11 views 1 comment 0 points Most recent by Jim_Harman January 2021Investing (Windows)
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  Mutual Fund Sync - Shows shares as cash

  Closed echo84 261 views 35 comments 0 points Most recent by echo84 January 2021Errors and Troubleshooting (Windows)
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  One of my investments will not show up in the investing report regardless of what I do.

  Answered ✓ Mugwump 51 views 6 comments 0 points Most recent by Mugwump January 2021Investing (Windows)
• 
  Download issue after Build 27.1.30.21... Both Fidelity and Schwab give OL-295-A

  Answered Closed D-Reaves 41 views 2 comments 0 points Most recent by buzzard192 January 2021Download, Add/Update Accounts (Windows)
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  Brokerage account download doesn't include cash items?

  Answered Closed William McLachlan 142 views 4 comments 0 points Most recent by Quicken Francisco January 2021Investing (Mac)
• 
  In Portfolio view, "Day Gain/Loss", "Totals" does not add up at the bottom of the column.

  Answered Closed NHBusdriver 81 views 5 comments 0 points Most recent by Quicken Anja January 2021Registers & Transactions (Windows)
• 
  Tracking Investments in Quicken

  Answered Fred9719 1.1K views 6 comments 0 points Most recent by q_lurker January 2021Investing (Windows)
• 
  Auto-catagerozing entries

  Answered ✓ jeromebshapiro 61 views 2 comments 0 points Most recent by jeromebshapiro January 2021Registers & Transactions (Windows)
• 
  Want to downgrade from Premier to Deluxe

  Answered ✓ Closed smarty2021 391 views 3 comments 0 points Most recent by smarty2021 January 2021Installing and Updating (Windows)
• 
  When linking fidelity 401(k) investments showing as cash balance & investments

  Answered ✓ Closed broburke 2.8K views 2 comments 1 point Most recent by Boatnmaniac January 2021Download, Add/Update Accounts (Windows)
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  How do I download CASH (including Sweep accounts) from my Brokerage Accounts?

  Answered ✓ Closed ahcolram 521 views 7 comments 0 points Most recent by Quicken Francisco January 2021Download, Add/Update Accounts (Mac)
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  Incorrect Values for Vanguard High Yield Corporate (VWEHX)

  Answered Closed abradrichardson 51 views 3 comments 0 points Most recent by Quicken_Tyka January 2021Download, Add/Update Accounts (Windows)
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  401(k) - Incorrect Market Value Being Shown

  Answered Closed bchbumnj 111 views 1 comment 0 points Most recent by John_in_NC January 2021Investing (Mac)
• 
  Quicken Share Reconciliation is Wrong

  Answered The Merg 131 views 3 comments 0 points Most recent by The Merg January 2021Investing (Windows)
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  The Investing Average Return for YTD, 1-YR, 3-YR work properly. 5-YR is not working

  Answered Randall W. Swan 31 views 4 comments 0 points Most recent by Randall W. Swan January 2021Investing (Windows)
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  Stock value in Accounts Overview Holding screen does not match Account Value?

  Answered ✓ Closed dgreer 311 views 4 comments 0 points Most recent by dgreer January 2021Investing (Windows)
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  Why are my mutual fund cost values repeating for several different funds?

  Answered BobW726 51 views 1 comment 0 points Most recent by Quicken Anja January 2021Investing (Windows)