Investments

Discussion List

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  How to enter Pfizer spin-off of a company called Viatris (VTRS).

  Answered gerryl9 392 views 4 comments 0 points Most recent by q_lurker February 2021Investing (Windows)
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  How to include A Quicken account transfer in a Quicken Report ‘Income’ grouping?

  Closed DJW 66 views 1 comment 0 points Most recent by Tom Young February 2021Reports (Windows)
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  How does one add a security e.g. "PSYK" ETF that is listed on NEO Exchange?

  Answered Closed eljay67 183 views 5 comments 0 points Most recent by Ps56k2 February 2021Investing (Windows)
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  How do I remove securities from my portfolio list, that are no longer active?

  Answered ✓ Wooster 22 views 4 comments 0 points Most recent by Ps56k2 February 2021Registers & Transactions (Windows)
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  In the latest release my investment Allocation Targets have now disappeared

  Answered ✓ Gary587 92 views 8 comments 0 points Most recent by Gary587 February 2021Investing (Windows)
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  Importing QFX files from principal on two separate accounts into quicken

  Answered ✓ catjo76 123 views 2 comments 0 points Most recent by catjo76 February 2021Investing (Windows)
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  How to Transfer Security Balances to New File

  Answered billr 101 views 9 comments 0 points Most recent by Just Me and Not Someone Else February 2021Investing (Windows)
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  News & Analysis button not working

  Closed Rob Donald 61 views 1 comment 0 points Most recent by Quicken Anja February 2021Errors and Troubleshooting (Windows)
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  Why won't my portfolio customization save?

  Answered ✓ mrasmus1 154 views 11 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
• 
  Coinbase CC-503

  Answered ✓ Closed jmclagan 5.6K views 14 comments 1 point Most recent by jfadams52 February 2021Investing (Windows)
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  Making an entry for a change in stock value

  Answered Raymond Macek 505 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 175 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 266 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 258 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 66 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 414 views 4 comments 0 points Most recent by Grandma B January 2021Investing (Windows)
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  why is there constant problems downloading data from AIG investments?

  Answered Closed bobbynolan 43 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)
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  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 262 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 57 views 6 comments 0 points Most recent by Mugwump January 2021Investing (Windows)
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  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 144 views 4 comments 0 points Most recent by Quicken Francisco January 2021Investing (Mac)
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  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)