Investments

Discussion List

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  QDF: Validating your data and Security Comparison Mismatch

  Answered ✓ Closed Gamal Mustafa 743 views 35 comments 0 points Most recent by Gamal Mustafa June 2020Errors and Troubleshooting (Windows)
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  V27.1.27.23 Old Investment Reappearing

  Answered ✓ Closed Bryan128 36 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 120 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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  How can I import investment transactions from an account that does not interface with Quicken

  Answered ✓ Closed shneal3 55 views 1 comment 0 points Most recent by Greg_the_Geek June 2020Investing (Windows)
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  Fixing stock lots messing everything up

  Answered ✓ Closed daveinma 557 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 126 views 14 comments 0 points Most recent by q_lurker June 2020Investing (Windows)
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  Missing transactions to Placeholder doesn't show until I exit and restart Quicken

  Answered ✓ Closed Paul S Goldberg 26 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 24 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 96 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 157 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 377 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 106 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 492 views 10 comments 0 points Most recent by Frankx May 2020Registers & Transactions (Windows)
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  Mutual Fund Reorganization

  Answered Closed Rick Milton 542 views 5 comments 0 points Most recent by Jim_Harman May 2020Investing (Windows)