Investments

Discussion List

• 
  How to track merger resulting in one company with 2 share classes?

  Answered ✓ HCC2 61 views 4 comments 1 point Most recent by q_lurker February 2021Investing (Windows)
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  How do I add my ownership share in an LLP, LLC or Corporation?

  Answered Mickndarran 563 views 2 comments 1 point Most recent by NotACPA February 2021Investing (Windows)
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  Stock Option Balances

  Answered Orion13 111 views 5 comments 0 points Most recent by Orion13 February 2021Investing (Windows)
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  More Decreases & Increases counted in Investment reconcile screen than are listed

  Answered ✓ r.l.thomas 11 views 3 comments 0 points Most recent by Chris_QPW February 2021Investing (Windows)
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  How to fix cash balance for Brokerage accounts in register

  Answered yoshter 841 views 6 comments 0 points Most recent by Jim D February 2021Registers & Transactions (Windows)
• 
  Michigan Education Savings Plan (MESP) 529 College Plan

  Answered Closed woodyboles 986 views 4 comments 0 points Most recent by Kathy K February 2021Download, Add/Update Accounts (Windows)
• 
  Investment account(s) instability...

  Snowman 121 views 17 comments 0 points Most recent by Snowman February 2021Investing (Windows)
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  "To This Account's Cash Balance" Greyed Out?

  Answered ✓ 932Scooter419 262 views 3 comments 0 points Most recent by 932Scooter419 February 2021Investing (Windows)
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  How to enter Pfizer spin-off of a company called Viatris (VTRS).

  Answered gerryl9 391 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 62 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 181 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  How do I remove securities from my portfolio list, that are no longer active?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 21 views 4 comments 0 points Most recent by Ps56k2 February 2021Registers & Transactions (Windows)
• 
  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 121 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)
• 
  News & Analysis button not working

  Closed Rob Donald 65 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 153 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 503 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 181 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 271 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 28 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 261 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)