Investments

Discussion List

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  Portfolio View Graph errors and Account Type changes with v5.18.2 Release

  Closed kake 51 views 3 comments 0 points Most recent by lhossus October 2020Investing (Mac)
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  Removing unvested employer match contributions from my retirement account

  Answered ✓ Katherine Jones 317 views 3 comments 0 points Most recent by Bob_L October 2020Investing (Windows)
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  Reconcile windows loses focus while Clearing transactions.

  Answered Closed John S. 98 views 11 comments 0 points Most recent by Quicken Anja October 2020Investing (Windows)
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  Why has my trusted Q2015 suddenly started displaying all my security currencies in GBP?

  Answered ✓ Closed Richardh888 33 views 4 comments 0 points Most recent by Richardh888 October 2020Errors and Troubleshooting (Windows)
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  Mutual fund hasn't updated since 2017

  Answered ✓ Closed JDPINC 52 views 4 comments 0 points Most recent by q_lurker October 2020Errors and Troubleshooting (Windows)
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  How do I convert a mutual fund to its equivalent ETF

  Answered Qkenoldie 776 views 3 comments 0 points Most recent by Ps56k2 September 2020Investing (Windows)
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  How to change a file from type IRA to type brokerage?

  Answered Closed handvprice 583 views 10 comments 0 points Most recent by handvprice September 2020Registers & Transactions (Windows)
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  Covered Calls and Cash Covered Puts

  Answered ✓ Dmitry Smolyanitsky 172 views 2 comments 0 points Most recent by Dmitry Smolyanitsky September 2020Investing (Windows)
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  Mutual Fund Conversion Taxable and Nontaxable

  Closed GW 285 views 10 comments 0 points Most recent by skypilot744 September 2020Investing (Windows)
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  Merged: OL-293-A Error from Vanguard

  Howell 11 views 0 comments 0 points Most recent by Howell September 2020Errors and Troubleshooting (Windows)
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  How can I apply FIFO automatically

  Answered ✓ Closed Steve Lang 236 views 3 comments 0 points Most recent by Steve Lang September 2020New to Quicken/Getting Started (Windows)
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  Manual investment Entries only allow the default to "buy" What?????!!!

  Answered Closed hyperstock 79 views 6 comments 0 points Most recent by jacobs September 2020Investing (Mac)
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  Why is the security list in inventment account transactions corrupted

  Answered Closed Chuck S. 11 views 2 comments 0 points Most recent by Chuck S. September 2020Errors and Troubleshooting (Windows)
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  How should I record a distribution from an IRA account into a checking account?

  Answered SteveR 2.4K views 6 comments 0 points Most recent by Rocket J Squirrel September 2020Investing (Windows)
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  Merge security names that are different for the same security

  Answered Closed occativ43 363 views 3 comments 0 points Most recent by Stuart Dole September 2020Investing (Mac)
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  How can I withdraw funds from an investment account?

  Answered ✓ Jardon2 202 views 2 comments 0 points Most recent by Jardon2 September 2020Registers & Transactions (Windows)
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  Tracking Cash for a Retirement Account

  Answered The Merg 51 views 6 comments 0 points Most recent by The Merg September 2020Investing (Windows)
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  Shares in Brokerage account Transaction view do not match Portfolio view.

  Answered ✓ Closed Mike Mowry 71 views 2 comments 0 points Most recent by Mike Mowry September 2020Errors and Troubleshooting (Mac)
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  How do I get a refund?

  Answered ✓ zia47 181 views 5 comments 0 points Most recent by Quicken_Tyka September 2020Investing (Windows)
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  Account number wrong under settings in Quicken, but downloads still work

  Answered ✓ Closed Dorothy H 21 views 1 comment 0 points Most recent by Quicken_Tyka September 2020Investing (Mac)