Investments

Discussion List

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  Portfolio Value Report -- graph doesn't match report

  Answered Closed desplin 111 views 5 comments 0 points Most recent by desplin December 2020Reports (Windows)
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  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 33 views 8 comments 0 points Most recent by Jim_Harman December 2020Investing (Windows)
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  How does Quicken handle Option Trades

  Answered Closed Daffy Duck 1.7K views 3 comments 0 points Most recent by jacobs December 2020Investing (Mac)
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  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 131 views 2 comments 0 points Most recent by hurwi December 2020Investing (Mac)
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  Go To Investing Screen Problem

  Answered L Sue Alza 52 views 6 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  New Custom Asset Classes Risk & Return?

  Answered Diver42420 121 views 1 comment 0 points Most recent by Bob_L December 2020Investing (Windows)
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  Holdings column sizes not sized to fit data

  Reviewed mdnielsen 51 views 3 comments 13 points Most recent by TB8246 December 2020Display/UI
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  Investment accounts always go out of balance

  skeleton567 11 views 0 comments 0 points Most recent by skeleton567 December 2020Investing (Windows)
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  Total Market Value off by 400%

  Roadrunner Pete 41 views 2 comments 0 points Most recent by Roadrunner Pete December 2020Investing (Windows)
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  placeholder entries

  Answered ✓ Kim Pulsipher 61 views 3 comments 0 points Most recent by Kim Pulsipher December 2020Investing (Windows)
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  Investment Interest Expense

  Answered RAli 403 views 15 comments 0 points Most recent by Rocket J Squirrel December 2020Investing (Windows)
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  Problem with identification of lots and capital gains

  Answered Hilltop83 51 views 4 comments 0 points Most recent by blueman December 2020Investing (Windows)
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  Setting up a brokerage download to new account changed all accounts to simple investing

  Answered louarkie91 81 views 4 comments 0 points Most recent by miklk December 2020Investing (Windows)
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  How do I manage Duplicate Entries created by Linking my investment accounts

  Answered ✓ Closed Daffy Duck 341 views 4 comments 0 points Most recent by Daffy Duck December 2020New to Quicken/Getting Started (Mac)
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  Crash when adding downloaded security

  Answered ✓ Closed bhockney 31 views 1 comment 0 points Most recent by Quicken Hugh December 2020Errors and Troubleshooting (Windows)
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  Crash when accepting downloaded txns into Quicken. Lost transactions. How to recover?

  Answered Closed Brian94582 71 views 6 comments 0 points Most recent by Brian94582 November 2020Errors and Troubleshooting (Windows)
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  Display "current" balance for Brokerage Account

  Answered ✓ Closed Seth Holmes 131 views 3 comments 0 points Most recent by Seth Holmes November 2020Investing (Mac)
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  Reset Views in Investing -- Portfolio

  Answered Jeff Schwarz 101 views 2 comments 0 points Most recent by Jeff Schwarz November 2020Investing (Windows)
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  Uncategorized investment trades - is this normal?

  Answered ✓ Closed BK 191 views 8 comments 0 points Most recent by BK November 2020Reports (Windows)