Investments

Discussion List

• 
  How to add a stock index (eg. TSX) to the graph of portfolio view?

  Closed FarmBoy 11 views 1 comment 0 points Most recent by John_in_NC June 2020All Things Canadian (Mac)
• 
  Error on Stock Quotes during One Step Update Summary

  Closed Beijing Mac 177 views 1 comment 0 points Most recent by Sherlock June 2020Download, Add/Update Accounts (Windows)
• 
  Missing transactions to Placeholder doesn't show until I exit and restart Quicken

  Accepted Answer Closed Paul S Goldberg 21 views 3 comments 0 points Most recent by Paul S Goldberg June 2020Investing (Windows)
• 
  5

  Up
  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  New markus1957 76 views 7 comments 5 points Most recent by NotACPA June 2020Investments (Windows)
• 
  My 401k balance with Massmutual is way lower in quicken than on Massmutual site

  Accepted Answer Closed cschlotwalker 21 views 2 comments 0 points Most recent by cschlotwalker June 2020Investing (Windows)
• 
  TRP Simple account no longer updating quotes when updating, 401K account working OK

  Accepted Answer Closed Unknown 64 views 9 comments 0 points Most recent by Unknown June 2020Investing (Windows)
• 
  Whenever I update quote information, Quicken duplicates some of my securities.

  Accepted Answer Closed Bernardo Sacchini 33 views 3 comments 0 points Most recent by Sherlock June 2020Errors and Troubleshooting (Windows)
• 
  Is there a way to set up a report to flag for potential wash sales across multiple trade accounts?

  Closed R-Mac 98 views 4 comments 0 points Most recent by Jim_Harman June 2020Investing (Windows)
• 
  5

  Up
  Portfolio report for Q Mac (119 Legacy Votes)

  New Quicken Community 505 views 37 comments 5 points Most recent by smayer97 June 2020Investments (Mac)
• 
  Why is Quicken not updating my investment accounts?

  Accepted Answer Closed Robin Whyte 380 views 2 comments 0 points Most recent by Chris_QPW June 2020Download, Add/Update Accounts (Mac)
• 
  Quicken Mobile/Web Investments are incorrect.

  Accepted Answer Closed dc600 114 views 8 comments 0 points Most recent by dc600 June 2020Errors and Troubleshooting (Mobile)
• 
  Is there an issue with the link between Quicken and Edward Jones?

  Accepted Answer Closed knmlv04 4K views 99 comments 2 points Most recent by ksmms June 2020Download, Add/Update Accounts (Windows)
• 
  Selling a Put / Put Expiration downloads as Buy to Cover Short Transaction

  Closed sid7hartha 23 views 2 comments 0 points Most recent by sid7hartha June 2020Download, Add/Update Accounts (Windows)
• 
  Unrealized gains on closed investment account

  Closed dc600 63 views 4 comments 0 points Most recent by dc600 June 2020Errors and Troubleshooting (Windows)
• 
  5

  Up
  sizable downloaded transactions area in investment accounts

  New Quicken Community 25 views 3 comments 5 points Most recent by Chris_QPW May 2020Display/UI (Windows)
• 
  I cannot close an investment account

  Closed jalbanese 156 views 10 comments 0 points Most recent by Frankx May 2020Registers & Transactions (Windows)
• 
  Mutual Fund Reorganization

  Answered Closed Rick Milton 113 views 5 comments 0 points Most recent by Jim_Harman May 2020Investing (Windows)
• 
  Unable to add an investment transaction (or change duplicated ones)

  Accepted Answer Closed mikexgray-c2020 11 views 2 comments 0 points Most recent by mikexgray-c2020 May 2020Errors and Troubleshooting (Mac)
• 
  4

  Up
  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 1.1K views 40 comments 4 points Most recent by DavidG May 2020Investments (Mac)
• 
  Editing Cost Basis Entries

  Closed Flabeerman 51 views 1 comment -1 point Most recent by Flabeerman May 2020Investing (Mac)
• 
  3 paychecks are damaged and show all 0 in paycheck split

  Closed mikek753 158 views 4 comments 0 points Most recent by mikek753 May 2020Errors and Troubleshooting (Windows)
• 
  Any way to limit the fractional shares

  Closed wi_muggs 43 views 2 comments 0 points Most recent by q_lurker May 2020Investing (Windows)
• 
  Are there issues with Edward Jones downloads starting 5/18/2020

  Answered Closed Larry4quick 275 views 14 comments 0 points Most recent by Bob Ball May 2020Download, Add/Update Accounts (Mac)
• 
  How can I download and update the historical index quotes from foreign markets?

  Accepted Answer Closed sslucas88 215 views 15 comments 0 points Most recent by JimBob May 2020Investing (Windows)
• 
  Mac Transaction Report problem with Reinvest Dividend transaction types

  Accepted Answer Closed Ploooplooo 81 views 4 comments 0 points Most recent by Ploooplooo May 2020Investing (Mac)
• 
  MiscExp postings in Investment accounts posting in wrong account

  Answered Closed doneenh1 31 views 3 comments 0 points Most recent by Frankx May 2020Investing (Windows)
• 
  Some older transactions are disappearing from the register

  Answered Closed doneenh1 41 views 2 comments 0 points Most recent by doneenh1 May 2020Errors and Troubleshooting (Windows)
• 
  Security historical price mix-up after crash

  Closed lucmajor 54 views 2 comments 0 points Most recent by lucmajor May 2020All Things Canadian (Windows)
• 
  Budgeting with Tax-Free categories

  Accepted Answer Closed Jeff K 96 views 4 comments 0 points Most recent by Jeff K May 2020Budgeting and Planning Tools (Mac)