Investments

Discussion List

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  Why is the total in Quicken not close to the total at UBS.

  Answered ✓ Closed fpsilver 32 views 1 comment 0 points Most recent by Tom Young December 2019Investing (Windows)
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  Problem with the number of shares when selling

  Answered ✓ Closed segoldring 42 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  I cannot find a security on the Portfolio page

  Answered ✓ Closed marvk 344 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
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  How to categorize a stock transfer as a gift?

  Answered ✓ Closed dawebhalle 372 views 2 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Downloads do not recognize symbol, so reports shares with the same starting letters incorrectly

  Answered Closed dbbrk 91 views 5 comments 0 points Most recent by dbbrk December 2019Investing (Windows)
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  How can I bulk change a security's ticker in one of my accounts?

  Answered ✓ Closed grosner300 419 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Formerly sold securities continue appearing in my investment accounts

  Closed Gary 31 views 2 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to download SELL lot(s) of Tax Loss Harvesting Transactions managed by Investment Firms

  Closed SeaStar 124 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Where did my IRA transaction history go?

  Answered ✓ Closed spinner2 62 views 3 comments 0 points Most recent by UKR November 2019Errors and Troubleshooting (Windows)
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  Unable to Resize Register and Downloaded Transactions in Investment Account

  Answered ✓ Closed Gary 191 views 5 comments 0 points Most recent by Tom Young November 2019Investing (Windows)
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  Securities No Longer Appear in Drop Down List

  Answered ✓ Closed logear 352 views 8 comments 0 points Most recent by logear November 2019Errors and Troubleshooting (Windows)
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  Why has QW 2013 update price history stopped working since Wednesday 11/13/19?

  Answered ✓ Closed BinNH 164 views 10 comments 0 points Most recent by BinNH November 2019Investing (Windows)
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  Investment account Cash Balance is displaying different amount than downloaded amount

  Answered ✓ Closed t520black 973 views 5 comments 0 points Most recent by t520black November 2019Investing (Windows)
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  Quicken / Brokerage Balance Disagreement

  Answered ✓ Closed kpmort 53 views 1 comment 0 points Most recent by Sherlock November 2019Investing (Windows)
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  Merged: Unable to synch Investment Accounts to Quicken Mobile Cloud (Canada)

  pdjube 131 views 0 comments 0 points Most recent by pdjube November 2019Errors and Troubleshooting (Mobile)
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  Quicken 2012 H&B quotes not working

  Answered ✓ Closed Lee Boszak 195 views 5 comments 0 points Most recent by Lee Boszak November 2019Investing (Windows)
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  Tracking Mutual Fund when the broker doesn't use ticker pricing.

  Closed ARaUser 541 views 5 comments 0 points Most recent by ARaUser November 2019Investing (Windows)
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  Still Getting "Oops, something went wrong" message (Q Mac)

  Closed Bobalaska 151 views 2 comments 0 points Most recent by Bobalaska November 2019Signing In, Passwords, and Activation (Mac)
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  Security prices not updating

  Answered ✓ Closed Leslie Jones 31 views 1 comment 0 points Most recent by Leslie Jones November 2019Investing (Mac)
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  Moving transactions between investment accounts

  Answered ✓ Closed jackvinson 349 views 1 comment 0 points Most recent by John_in_NC November 2019Investing (Mac)
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  trade not showing up in holdings

  Answered Closed beckers 23 views 6 comments 0 points Most recent by beckers November 2019Errors and Troubleshooting (Windows)
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  Starting a CD account with a maturity date - how?

  Answered ✓ Closed OldQuickGuy 1.2K views 2 comments 0 points Most recent by Sherlock November 2019Investing (Windows)