Investments

Discussion List

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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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  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 581 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 571 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 761 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 31 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 121 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 51 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 551 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 1.3K 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 31 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 121 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 21 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 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 91 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 161 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 381 views 4 comments 0 points Most recent by Jim_Harman June 2020Investing (Windows)