Investments

Discussion List

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  Stock transfer from IRA to meet the RMD

  Closed 4est 389 views 4 comments 0 points Most recent by Rocket J Squirrel July 2020Investing (Mac)
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  Asset Allocation Categories

  Answered ✓ Closed Diver42420 181 views 1 comment 0 points Most recent by Jim_Harman July 2020Investing (Windows)
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  Merged: OSU > Investments Not Updating

  Karen Vierra 41 views 0 comments 0 points Most recent by Karen Vierra June 2020Errors and Troubleshooting (Windows)
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  JPM Chase INvestment Account

  Answered ✓ Closed Cfriou 809 views 4 comments 0 points Most recent by Cfriou June 2020Signing In, Passwords, and Activation (Mac)
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  Merged: When I run One Step Update, not all of my Investment Accounts download all the quotes.

  rlsmith01 21 views 0 comments 0 points Most recent by rlsmith01 June 2020Errors and Troubleshooting (Windows)
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  Top Movers? R27.20 (QWin Subscription)

  Answered ✓ Closed jtemplin 486 views 30 comments 0 points Most recent by Snowman June 2020Investing (Windows)
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  Switching to Average Cost (Adjusted Cost Base?) - Canada Edition

  Closed mike11 567 views 3 comments 0 points Most recent by capnvino June 2020Investing (Windows)
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  QDF: Validating your data and Security Comparison Mismatch

  Answered ✓ Closed Gamal Mustafa 646 views 35 comments 0 points Most recent by Gamal Mustafa June 2020Errors and Troubleshooting (Windows)
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  Displaying "Date Acquisiton" date in transaction ledger -- preferrably exportable

  Closed DI.Vanilla 124 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 34 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 118 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 67 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 45 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 505 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 543 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 35 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 94 views 14 comments 0 points Most recent by q_lurker June 2020Investing (Windows)
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  Problem downloading Vanguard Stock Fund

  Closed Unknown 122 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 23 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 25 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 86 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 155 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 370 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 573 views 2 comments 0 points Most recent by Chris_QPW June 2020Download, Add/Update Accounts (Mac)