Investments

Discussion List

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  How to Quickly see an investment Security Value for a given transaction date.

  jarhtmd 63 views 2 comments 0 points Most recent by jarhtmd December 2020Investing (Windows)
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  Manually entering stock sales & purchases vs automatic downloads from brokerage (Vanguard)?

  Answered ✓ alan14 123 views 4 comments 0 points Most recent by alan14 December 2020Investing (Windows)
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  How to bring Brokerage accounts into agreement with Broker statements

  Answered FCG 92 views 3 comments 0 points Most recent by Frankx December 2020Investing (Windows)
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  Quicken doesn't show correct value for Pfizer PFE and Vanguard Funds

  Answered Closed bfree48 63 views 3 comments 0 points Most recent by BrianR December 2020Investing (Mac)
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  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 453 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Unable to enter "bought" transaction

  Answered ✓ eekfleming 162 views 3 comments 0 points Most recent by eekfleming December 2020Investing (Windows)
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  Online Investment updates not working.

  Answered Closed rlhill 91 views 9 comments 0 points Most recent by rlhill December 2020All Things Canadian (Mac)
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  Investment categories not showing up in drop-down menu

  Answered ✓ Closed Gorbach 467 views 3 comments 0 points Most recent by jacobs December 2020Errors and Troubleshooting (Mac)
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  Show Total Portfolio Value (Including Contributions)

  Answered ✓ Closed jackhake 537 views 8 comments 0 points Most recent by jackhake December 2020Investing (Mac)
• 
  Issues Adding Employer Sponsored Accounts

  Answered ✓ Closed jackhake 783 views 6 comments 0 points Most recent by jackhake December 2020Errors and Troubleshooting (Mac)
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  Portfolio Value Report -- graph doesn't match report

  Answered Closed desplin 113 views 5 comments 0 points Most recent by desplin December 2020Reports (Windows)
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  How do I report a technical problem related to converting from Banktivity to Quicken for Mac

  Closed Daffy Duck 31 views 2 comments 0 points Most recent by Daffy Duck December 2020New to Quicken/Getting Started (Mac)
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  401K Acct treats all transactions as using cash in acct, Employer adds shares directly - No cash

  Answered Indycanard 36 views 8 comments 0 points Most recent by Jim_Harman December 2020Investing (Windows)
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  How does Quicken handle Option Trades

  Answered Closed Daffy Duck 1.7K views 3 comments 0 points Most recent by jacobs December 2020Investing (Mac)
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  Schwab IRA Account is in the wrong section (Q Mac)

  Answered Closed Stu Janis 341 views 4 comments 0 points Most recent by Stu Janis December 2020Download, Add/Update Accounts (Mac)
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  Raymond James Download Issues

  Debpic 303 views 1 comment 0 points Most recent by Quicken Anja December 2020Investing (Windows)
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  How do I see account performance by year?

  Answered Closed hurwi 133 views 2 comments 0 points Most recent by hurwi December 2020Investing (Mac)
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  Go To Investing Screen Problem

  Answered L Sue Alza 53 views 6 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  New Custom Asset Classes Risk & Return?

  Answered Diver42420 124 views 1 comment 0 points Most recent by Bob_L December 2020Investing (Windows)
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  Up
  Holdings column sizes not sized to fit data

  Reviewed mdnielsen 51 views 3 comments 13 points Most recent by TB8246 December 2020Display/UI
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  Investment accounts always go out of balance

  skeleton567 13 views 0 comments 0 points Most recent by skeleton567 December 2020Investing (Windows)
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  Total Market Value off by 400%

  Roadrunner Pete 41 views 2 comments 0 points Most recent by Roadrunner Pete December 2020Investing (Windows)