Investments

Discussion List

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  Displaying "Date Acquisiton" date in transaction ledger -- preferrably exportable

  Closed DI.Vanilla 121 views 4 comments 0 points Most recent by DI.Vanilla June 2020Investing (Mac)
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  V27.1.27.23 Old Investment Reappearing

  Answered ✓ Closed Bryan128 31 views 5 comments 0 points Most recent by markus1957 June 2020Errors and Troubleshooting (Windows)
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  Miscincx using _QualDivInc in scheduled transaction group creates 2x the shares owned when executed

  Answered Closed cranky 112 views 7 comments 0 points Most recent by markus1957 June 2020Investing (Windows)
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  Should I resolve placeholder or delete and add individual transactions?

  Closed harry askenazi 1.7K views 7 comments 0 points Most recent by Jim_Harman June 2020Investing (Windows)
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  Manual Security Price Edit does not Synch with Mobile App

  Closed csweetra1 61 views 4 comments 0 points Most recent by csweetra1 June 2020Errors and Troubleshooting (Mobile)
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  How can I import investment transactions from an account that does not interface with Quicken

  Answered ✓ Closed shneal3 41 views 1 comment 0 points Most recent by Greg_the_Geek June 2020Investing (Windows)
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  Managing foreign currency stocks in an Brokerage Account

  Answered ✓ Closed m.syndikus 492 views 2 comments 0 points Most recent by mark303 June 2020Investing (Mac)
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  Fixing stock lots messing everything up

  Answered ✓ Closed daveinma 531 views 8 comments 0 points Most recent by daveinma June 2020Investing (Windows)
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  Why is the cost basis wrong?

  Answered ✓ Closed johnlebas 1.2K views 10 comments 0 points Most recent by q_lurker June 2020Investing (Windows)
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  Changing name of new security purchased causes ABEND

  Answered ✓ Closed John16 31 views 1 comment 0 points Most recent by Sherlock June 2020Errors and Troubleshooting (Windows)
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  Suddenly, the market value of a bond fund went blank and won't allow manual entry of value.

  Answered ✓ Closed QKAnnJ 91 views 14 comments 0 points Most recent by q_lurker June 2020Investing (Windows)
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  Problem downloading Vanguard Stock Fund

  Closed Unknown 121 views 1 comment 0 points Most recent by John_in_NC June 2020Download, Add/Update Accounts (Mac)
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  Missing transactions to Placeholder doesn't show until I exit and restart Quicken

  Answered ✓ Closed Paul S Goldberg 21 views 3 comments 0 points Most recent by Paul S Goldberg June 2020Investing (Windows)
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  My 401k balance with Massmutual is way lower in quicken than on Massmutual site

  Answered ✓ Closed cschlotwalker 21 views 2 comments 0 points Most recent by cschlotwalker June 2020Investing (Windows)
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  TRP Simple account no longer updating quotes when updating, 401K account working OK

  Answered ✓ Closed Unknown 81 views 9 comments 0 points Most recent by Unknown June 2020Investing (Windows)
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  Whenever I update quote information, Quicken duplicates some of my securities.

  Answered ✓ Closed Bernardo Sacchini 152 views 3 comments 0 points Most recent by Sherlock June 2020Errors and Troubleshooting (Windows)
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  Is there a way to set up a report to flag for potential wash sales across multiple trade accounts?

  Closed R-Mac 361 views 4 comments 0 points Most recent by Jim_Harman June 2020Investing (Windows)
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  Why is Quicken not updating my investment accounts?

  Answered ✓ Closed Robin Whyte 571 views 2 comments 0 points Most recent by Chris_QPW June 2020Download, Add/Update Accounts (Mac)
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  Unrealized gains on closed investment account

  Closed dc600 101 views 4 comments 0 points Most recent by dc600 June 2020Errors and Troubleshooting (Windows)
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  I cannot close an investment account

  Closed jalbanese 492 views 10 comments 0 points Most recent by Frankx May 2020Registers & Transactions (Windows)
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  Mutual Fund Reorganization

  Answered Closed Rick Milton 531 views 5 comments 0 points Most recent by Jim_Harman May 2020Investing (Windows)
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  Unable to add an investment transaction (or change duplicated ones)

  Answered ✓ Closed mikexgray-c2020 11 views 2 comments 0 points Most recent by mikexgray-c2020 May 2020Errors and Troubleshooting (Mac)
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  Editing Cost Basis Entries

  Closed Flabeerman 91 views 1 comment -1 point Most recent by Flabeerman May 2020Investing (Mac)