Investments

Discussion List

• 
  Investment Portfolio Not Showing Updates after Running One Step Update

  Answered ✓ Closed J in TX 385 views 3 comments 0 points Most recent by J in TX March 2021Download, Add/Update Accounts (Windows)
• 
  One Step Updating not updating one account out of sixteen?

  Answered ✓ Closed billwoolf2 92 views 4 comments 0 points Most recent by Quicken Francisco March 2021Download, Add/Update Accounts (Windows)
• 
  Getting rid of an * placeholder entry

  Answered ✓ Andy R 313 views 3 comments 0 points Most recent by Jim_Harman March 2021Investing (Windows)
• 
  negative balance in investment account when splitting to have a linked checking account

  Answered questionsforever 44 views 5 comments 0 points Most recent by questionsforever March 2021Investing (Windows)
• 
  Display of dividend info on Preferred shares

  Answered ✓ larry 278 views 10 comments 0 points Most recent by larry March 2021Investing (Windows)
• 
  How can I find the stock symbols that Quicken uses.

  Answered ✓ billwoolf2 468 views 3 comments 0 points Most recent by billwoolf2 March 2021Investing (Windows)
• 
  Bought transactions are not reducing the cash amt

  Answered ✓ WCK 466 views 13 comments 0 points Most recent by Jim_Harman March 2021Investing (Windows)
• 
  IRA characterization

  Answered ✓ Jeffrey Janofsky 63 views 4 comments 0 points Most recent by Jeffrey Janofsky March 2021Investing (Windows)
• 
  How do gross IRA distributions get into tax calculations and reflected in budget?

  Answered ✓ Closed Ralph51 360 views 18 comments 0 points Most recent by Ralph51 March 2021Budgeting and Planning Tools (Windows)
• 
  Mutual Fund merger

  Answered growltiger132 445 views 10 comments 0 points Most recent by NotACPA March 2021Investing (Windows)
• 
  Quicken keeps prompting me about stock splits, stop already!

  Answered Jeffrey Wilens 450 views 7 comments 0 points Most recent by q_lurker March 2021Investing (Windows)
• 
  Can't download from UESP/My529 (Quicken Mac)

  Answered ✓ Closed jcricket73 771 views 9 comments 0 points Most recent by jacobs March 2021Errors and Troubleshooting (Mac)
• 
  Multiple OL-362-A Errors on TD Ameritrade Accounts

  Answered ✓ Closed Greg Z 216 views 3 comments 0 points Most recent by Frankx March 2021Errors and Troubleshooting (Windows)
• 
  Where can I find the Quicken Help Glossary? [edited]

  Answered ✓ JMSOUNDER 56 views 8 comments 0 points Most recent by Jim_Harman March 2021Investing (Windows)
• 
  No convenient way to track company Stock Plan in 2021?

  Answered matthew.nyc 1.2K views 4 comments 3 points Most recent by David Schratwieser March 2021Investing (Windows)
• 
  Option Symbols not working

  Answered ✓ Closed ncheels93 683 views 4 comments 0 points Most recent by ncheels93 March 2021Investing (Windows)
• 
  investment tracking 2007 vs 2017 mac

  Answered Closed allenvt 85 views 3 comments 0 points Most recent by dboltson March 2021Investing (Mac)
• 
  Does Quicken for Windows not download Fidelity interest from Investment accounts?

  Answered ✓ Closed JRod 93 views 4 comments 0 points Most recent by Sherlock March 2021Download, Add/Update Accounts (Windows)
• 
  Quicken account updates mistake PSK for BWX

  Answered Closed thebenskys 14 views 3 comments 0 points Most recent by thebenskys March 2021Download, Add/Update Accounts (Windows)
• 
  Investment Account Column Hiding

  Answered ✓ doughmann 376 views 2 comments 0 points Most recent by Quicken Francisco March 2021Investing (Windows)
• 
  Corporate Spin-offs

  Answered ✓ bizcardnut 244 views 6 comments 0 points Most recent by q_lurker March 2021Investing (Windows)
• 
  My download from RBC of a new stock purchase shows on the register but the new stock does not show i

  Answered ✓ Closed Brock2021 13 views 2 comments 0 points Most recent by NotACPA March 2021Download, Add/Update Accounts (Windows)
• 
  Trouble importing Security prices from CSV

  CanUser 146 views 2 comments 0 points Most recent by CanUser March 2021Investing (Windows)
• 
  Adding Goldman Sachs Accounts

  Answered Closed SAF56 502 views 2 comments 0 points Most recent by SAF56 March 2021Download, Add/Update Accounts (Windows)