Investments

Discussion List

• 
  How do I download CASH (including Sweep accounts) from my Brokerage Accounts?

  Answered ✓ Closed ahcolram 529 views 7 comments 0 points Most recent by Quicken Francisco January 2021Download, Add/Update Accounts (Mac)
• 
  Incorrect Values for Vanguard High Yield Corporate (VWEHX)

  Answered Closed abradrichardson 54 views 3 comments 0 points Most recent by Quicken_Tyka January 2021Download, Add/Update Accounts (Windows)
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  401(k) - Incorrect Market Value Being Shown

  Answered Closed bchbumnj 115 views 1 comment 0 points Most recent by John_in_NC January 2021Investing (Mac)
• 
  Quicken Share Reconciliation is Wrong

  Answered The Merg 132 views 3 comments 0 points Most recent by The Merg January 2021Investing (Windows)
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  The Investing Average Return for YTD, 1-YR, 3-YR work properly. 5-YR is not working

  Answered Randall W. Swan 32 views 4 comments 0 points Most recent by Randall W. Swan January 2021Investing (Windows)
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  Stock value in Accounts Overview Holding screen does not match Account Value?

  Answered ✓ Closed dgreer 313 views 4 comments 0 points Most recent by dgreer January 2021Investing (Windows)
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  Why are my mutual fund cost values repeating for several different funds?

  Answered BobW726 51 views 1 comment 0 points Most recent by Quicken Anja January 2021Investing (Windows)
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  Investment Calculations

  Answered Closed Chris Anania 84 views 2 comments 0 points Most recent by Chris Anania January 2021Investing (Mac)
• 
  Download Quotes issue

  Answered ✓ TonyJackson 312 views 6 comments 0 points Most recent by TonyJackson January 2021Investing (Windows)
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  Roth IRA Transactions

  Answered missymilomax 353 views 6 comments 0 points Most recent by missymilomax January 2021Investing (Windows)
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  401(k) transactions no longer BoughtX

  Answered AZMike2021 144 views 3 comments -1 point Most recent by brandongblack January 2021Registers & Transactions (Windows)
• 
  IRA & IRA cash account don't balance

  Answered Doug-1215 33 views 1 comment 0 points Most recent by Quicken Francisco January 2021Investing (Windows)
• 
  International Stocks Quote Download

  Answered Closed enterfornone 917 views 19 comments 1 point Most recent by jacobs January 2021Investing (Mac)
• 
  Problem with Vanguard updates

  Answered mmilian 262 views 5 comments 0 points Most recent by mmilian January 2021Investing (Windows)
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  Opening the same security in both investment and IRA accounts

  Answered ✓ SteveR 54 views 3 comments 1 point Most recent by SteveR January 2021Investing (Windows)
• 
  Regarding Viatris spinoff from Pfizer

  Answered ✓ Closed Fred Glock 1.7K views 4 comments 0 points Most recent by Fred Glock January 2021Download, Add/Update Accounts (Windows)
• 
  Remove "Uncleared" pencil icon from investment account transactions after downloading

  Answered ✓ hcgewin52 452 views 7 comments 0 points Most recent by Sherlock January 2021Investing (Windows)
• 
  How do custom allocations work

  Answered Ellary Kahan 42 views 4 comments 0 points Most recent by q_lurker January 2021Investing (Windows)
• 
  IRA Distribution Federal tax Withholding

  QWMax 395 views 2 comments 0 points Most recent by QWMax January 2021Investing (Windows)
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  Any way to fix how morningstar x-ray identifies my muni bonds in premier?

  Answered Larry Woodbridge 112 views 4 comments 0 points Most recent by Larry Woodbridge January 2021Investing (Windows)
• 
  Why Aren't Historical Quotes Downloading?

  Answered ✓ WTR 657 views 5 comments 0 points Most recent by q_lurker January 2021Investing (Windows)
• 
  Investing account is linked to wrong bank for downloads. How do I change?

  Answered ✓ Closed dlipetz 363 views 2 comments 0 points Most recent by dlipetz January 2021Download, Add/Update Accounts (Windows)
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  Quicken won't let me create a new buy/sell transaction with recently added security.

  Answered ✓ Closed Chelo 75 views 4 comments 0 points Most recent by Chelo January 2021Investing (Mac)
• 
  Unable add Investing account

  Answered Closed kashg 103 views 3 comments 0 points Most recent by kashg January 2021Download, Add/Update Accounts (Windows)
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  Stock prices not updating (and randomly erasing / setting to zero)

  Answered japullen 395 views 3 comments 0 points Most recent by Quicken_Tyka January 2021Investing (Windows)