Investments

Discussion List

• 
  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 451 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  Unable to enter "bought" transaction

  Answered ✓ eekfleming 161 views 3 comments 0 points Most recent by eekfleming December 2020Investing (Windows)
• 
  Investment categories not showing up in drop-down menu

  Answered ✓ Closed Gorbach 472 views 3 comments 0 points Most recent by jacobs December 2020Errors and Troubleshooting (Mac)
• 
  Show Total Portfolio Value (Including Contributions)

  Answered ✓ Closed jackhake 541 views 8 comments 0 points Most recent by jackhake December 2020Investing (Mac)
• 
  Issues Adding Employer Sponsored Accounts

  Answered ✓ Closed jackhake 784 views 6 comments 0 points Most recent by jackhake December 2020Errors and Troubleshooting (Mac)
• 
  Portfolio Value Report -- graph doesn't match report

  Answered Closed desplin 111 views 5 comments 0 points Most recent by desplin December 2020Reports (Windows)
• 
  How do I report a technical problem related to converting from Banktivity to Quicken for Mac

  Closed Daffy Duck 32 views 2 comments 0 points Most recent by Daffy Duck December 2020New to Quicken/Getting Started (Mac)
• 
  401K Acct treats all transactions as using cash in acct, Employer adds shares directly - No cash

  Answered Indycanard 32 views 8 comments 0 points Most recent by Jim_Harman December 2020Investing (Windows)
• 
  How does Quicken handle Option Trades

  Answered Closed Daffy Duck 1.7K views 3 comments 0 points Most recent by jacobs December 2020Investing (Mac)
• 
  Raymond James Download Issues

  Debpic 302 views 1 comment 0 points Most recent by Quicken Anja December 2020Investing (Windows)
• 
  How do I see account performance by year?

  Answered Closed hurwi 131 views 2 comments 0 points Most recent by hurwi December 2020Investing (Mac)
• 
  Go To Investing Screen Problem

  Answered L Sue Alza 51 views 6 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  New Custom Asset Classes Risk & Return?

  Answered Diver42420 121 views 1 comment 0 points Most recent by Bob_L December 2020Investing (Windows)
• 
  13

  Up
  Holdings column sizes not sized to fit data

  Reviewed mdnielsen 52 views 3 comments 13 points Most recent by TB8246 December 2020Display/UI
• 
  Investment accounts always go out of balance

  skeleton567 12 views 0 comments 0 points Most recent by skeleton567 December 2020Investing (Windows)
• 
  Total Market Value off by 400%

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

  Answered ✓ Kim Pulsipher 61 views 3 comments 0 points Most recent by Kim Pulsipher December 2020Investing (Windows)
• 
  Investment Interest Expense

  Answered RAli 401 views 15 comments 0 points Most recent by Rocket J Squirrel December 2020Investing (Windows)
• 
  Problem with identification of lots and capital gains

  Answered Hilltop83 52 views 4 comments 0 points Most recent by blueman December 2020Investing (Windows)
• 
  Setting up a brokerage download to new account changed all accounts to simple investing

  Answered louarkie91 81 views 4 comments 0 points Most recent by miklk December 2020Investing (Windows)