Investments

Discussion List

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  TRP Simple account no longer updating quotes when updating, 401K account working OK

  Answered ✓ Closed Unknown 82 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 367 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 103 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 494 views 10 comments 0 points Most recent by Frankx May 2020Registers & Transactions (Windows)
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  Mutual Fund Reorganization

  Answered Closed Rick Milton 536 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 13 views 2 comments 0 points Most recent by mikexgray-c2020 May 2020Errors and Troubleshooting (Mac)
• 
  Editing Cost Basis Entries

  Closed Flabeerman 95 views 1 comment -1 point Most recent by Flabeerman May 2020Investing (Mac)
• 
  Any way to limit the fractional shares

  Closed wi_muggs 52 views 2 comments 0 points Most recent by q_lurker May 2020Investing (Windows)
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  Are there issues with Edward Jones downloads starting 5/18/2020

  Answered Closed Larry4quick 383 views 14 comments 0 points Most recent by Bob Ball May 2020Download, Add/Update Accounts (Mac)
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  How can I download and update the historical index quotes from foreign markets?

  Answered ✓ Closed sslucas88 504 views 15 comments 0 points Most recent by JimBob May 2020Investing (Windows)
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  Mac Transaction Report problem with Reinvest Dividend transaction types

  Answered ✓ Closed Ploooplooo 83 views 4 comments 0 points Most recent by Ploooplooo May 2020Investing (Mac)
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  MiscExp postings in Investment accounts posting in wrong account

  Answered Closed doneenh1 41 views 3 comments 0 points Most recent by Frankx May 2020Investing (Windows)
• 
  Budgeting with Tax-Free categories

  Answered ✓ Closed Jeff K 132 views 4 comments 0 points Most recent by Jeff K May 2020Budgeting and Planning Tools (Mac)
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  Match Transactions

  Answered ✓ Closed cstephens2020 111 views 2 comments 0 points Most recent by cstephens2020 May 2020New to Quicken/Getting Started (Windows)
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  How to move RRSP account to Personal Retirement group on Account List?

  Answered ✓ Closed Susan Tennier 213 views 4 comments 0 points Most recent by Chris_QPW May 2020Errors and Troubleshooting (Windows)
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  Can't update transaction for an investment; relationship between "Type" and allowed "Category"?

  Answered ✓ Closed CyborgOne 208 views 7 comments 0 points Most recent by CyborgOne May 2020Errors and Troubleshooting (Mac)
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  How do I change the trading symbol for Priceline to BKNG?

  Answered ✓ Closed DCK 12 views 2 comments 0 points Most recent by DCK May 2020Investing (Windows)
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  Bond transaction download incorrectly matches to different security

  Answered ✓ Closed kball111 123 views 2 comments 0 points Most recent by kball111 May 2020Investing (Windows)
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  How to record AbbVie (ABBV) merger with Allergan (AGN)?

  Answered Closed M C Crockett 1.8K views 2 comments 0 points Most recent by BB3 May 2020Investing (Mac)
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  Transfer Shares between Investment Accounts in Quicken for Mac

  Answered Closed Rick2022 348 views 9 comments 0 points Most recent by Rick2022 May 2020Investing (Mac)
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  Need help to set up download transaction for investment account

  Answered ✓ Closed tromeyn 11 views 1 comment 0 points Most recent by q_lurker May 2020Investing (Windows)