Investments

Discussion List

• 
  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 156 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 372 views 4 comments 0 points Most recent by Jim_Harman June 2020Investing (Windows)
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  Unrealized gains on closed investment account

  Closed dc600 105 views 4 comments 0 points Most recent by dc600 June 2020Errors and Troubleshooting (Windows)
• 
  I cannot close an investment account

  Closed jalbanese 491 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)
• 
  Editing Cost Basis Entries

  Closed Flabeerman 91 views 1 comment -1 point Most recent by Flabeerman May 2020Investing (Mac)
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  Any way to limit the fractional shares

  Closed wi_muggs 52 views 2 comments 0 points Most recent by q_lurker May 2020Investing (Windows)
• 
  How can I download and update the historical index quotes from foreign markets?

  Answered ✓ Closed sslucas88 503 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 82 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)
• 
  Match Transactions

  Answered ✓ Closed cstephens2020 115 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 215 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 223 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 11 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 121 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 351 views 8 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)
• 
  Quicken 2017 Deluxe to 2020 Quicken Starter R26.21

  Closed nrocco 61 views 7 comments 0 points Most recent by Tursiops May 2020Installing and Updating (Windows)