Investments

Discussion List

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  How to stop investment values from updating in only one account (TD vs Schwab issue) edit

  Answered Closed Charles Rhodes 106 views 6 comments 0 points Most recent by NotACPA May 13Investing (Windows)
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  Investment Account Transfer Can't Match Downloaded Transaction AGAIN

  Answered Closed micdif 41 views 2 comments 0 points Most recent by micdif May 11Registers & Transactions (Windows)
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  BUG: Investment purchases for new securities are saved incorrectly when using Command-N for saving

  Closed jacobs 51 views 7 comments 0 points Most recent by Quicken Kristina May 10Registers & Transactions (Mac)
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  Investment lot selection highlighted transaction is hard to read & remove extra steps [Edited]

  Reviewed hmday 51 views 2 comments 1 point Most recent by hmday May 10Manage Accounts and Transactions
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  Not able to Sell a specific or part of a lot

  Answered Closed Michel 32 views 2 comments 0 points Most recent by Tom Young May 9Investing (Windows)
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  Treasury Note bought/sold - Schwab vs. Quicken (edit)

  Closed dogwind 129 views 4 comments 0 points Most recent by Tom Young May 9Investing (Windows)
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  Specify Lots issue with Gain Loss Column size

  Closed Ronald1955 42 views 3 comments 0 points Most recent by veegee May 8Registers & Transactions (Windows)
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  Mutual fund share conversion for Mac

  Reviewed Geoff Green 109 views 9 comments 20 points Most recent by jacobs May 5Investments
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  User interface issue when Quicken for Mac opens in Investing, Brokerage, Retirement

  Closed Gilles9 71 views 8 comments 0 points Most recent by Quicken Kristina May 5Investing (Mac)
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  adjust cost basis for underlying when covering call options

  Reviewed Bur Davis 21 views 0 comments 1 point Most recent by Bur Davis May 3Investments
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  How can you add a new holding/security to a SIMPLE investment account

  Answered Closed GSSP04 155 views 8 comments 1 point Most recent by Chris_QPW May 2New to Quicken/Getting Started (Windows)
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  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Under Consideration M C Crockett 3.8K views 86 comments 150 points Most recent by Dr_B May 2Investments
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  All non-dividend and non-cash transactions on eTrade in last 3 months were deleted

  Closed Zoolook 21 views 1 comment 0 points Most recent by Quicken Jasmine May 1Errors and Troubleshooting (Mac)
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  Investment differences Deluxe vs Premier

  Answered ✓ Closed mansart 11.7K views 14 comments 0 points Most recent by Jim_Harman May 1Investing (Windows)
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  Old 401k (Fidelity) suddenly has a balance

  Closed gch289 32 views 2 comments 0 points Most recent by Quicken Kristina April 30Investing (Mac)
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  Stock value in Accounts Overview Holding screen does not match Account Value?

  Closed System 21 views 3 comments 0 points Most recent by Quicken Kristina April 30Investing (Windows)
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  Downloaded stock transactions downloaded should have an option to be NOT re-ordered

  Reviewed Closed veegee 161 views 15 comments 2 points Most recent by veegee April 30Display/UI
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  Issues updating Edward Jones accounts (QWin)

  Closed System 21 views 4 comments 0 points Most recent by Quicken Kristina April 30Errors and Troubleshooting (Windows)
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  Connecting to Empower Retirement - wrong amounts

  Answered Closed aksdjfhlk23fkjhsa 61 views 2 comments 0 points Most recent by Quicken Kristina April 30Download, Add/Update Accounts (Mac)
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  Quicken 401k Account Keeps Defaulting to Canadian currency.

  Answered ✓ Closed macrobb 88 views 9 comments 0 points Most recent by mshiggins April 29Investing (Windows)
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  401k Share Edits

  Closed brhutch 72 views 9 comments 0 points Most recent by brhutch April 29Investing (Windows)
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  Roth 401k, After-tax Contribution In-service Rollover Tracking

  Closed flammafeuer 54 views 1 comment 1 point Most recent by Quicken Kristina April 28Registers & Transactions (Windows)
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  Feature Request: Select group of downloaded transactions to ACCEPT (13 Legacy Votes)

  Under Consideration ken jacobs 648 views 20 comments 15 points Most recent by MargeCTC April 28Manage Accounts and Transactions
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  Historical performance with limited data

  Answered Closed kiableem 31 views 2 comments 0 points Most recent by jacobs April 28Investing (Mac)
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  Historic Performance or Custom IRR, ROI, and Custom Graphs

  Reviewed dlmitts 21 views 1 comment 4 points Most recent by Quicken Kristina April 26Investments