Investments

Discussion List

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  How do I Change the Category for investments downloaded direct from Institution?

  Accepted Answer Closed MichaelMLM 31 views 2 comments 0 points Most recent by MichaelMLM October 2019Investing (Mac)
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  The Downloaded Transactions Tab on one of my investment accounts is missing. How do i add it.

  Accepted Answer Closed doldis 21 views 2 comments 0 points Most recent by doldis September 2019Investing (Windows)
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  Merged: Quicken Premier for Mac - Morningstar's® Portfolio X-ray® tool

  leonardpgh 51 views 0 comments 1 point Started by leonardpgh September 2019 Investments (Mac)
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  Quote/Price for manual security lost history, won't take new input values

  Answered Tmr_1877 32 views 2 comments 0 points Most recent by Quicken_Tyka September 2019Investing (Windows)
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  Restore from backup loses all price history

  Answered Closed jon 66 views 3 comments 0 points Most recent by jon September 2019File Conversion and Backup (Windows)
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  precious metals

  New 815 views 19 comments 8 points Most recent by UKR September 2019Investments (Windows)
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  Investing account not appearing in Life Planner, Q2017, Windows 10

  Accepted Answer Joseph Kesselman 12 views 2 comments 0 points Most recent by Scooterlam September 2019Errors and Troubleshooting (Windows)
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  How can Quicken help me determine the performance of two money market funds I own?

  Accepted Answer Closed garciagu 98 views 20 comments 0 points Most recent by garciagu September 2019Investing (Mac)
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  How to configure the view to see the cash balance in INVESTING page for each account?

  Accepted Answer Closed mmotavvef 21 views 2 comments 0 points Most recent by mmotavvef September 2019Investing (Windows)
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  Budgeting Tax Free Interest and Dividends

  Accepted Answer Closed John 411 99 views 3 comments 0 points Most recent by Jerry_ September 2019Budgeting and Planning Tools (Mac)
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  Accrued Interest on Bonds Sold?

  Closed mark303 136 views 4 comments 0 points Most recent by NotACPA September 2019Investing (Mac)
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  Bond Description Changes

  Answered greenishade 21 views 3 comments 0 points Most recent by NotACPA September 2019Investing (Windows)
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  Capital Gains Estimator incorrect Loss Carryover

  Robin 37 views 0 comments 0 points Started by Robin September 2019 Investing (Windows)
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  View Price History graph for a Security (22 Legacy Votes)

  Under Consideration Wendy Schrandt 251 views 8 comments 21 points Most recent by nhuddleston September 2019Investments (Mac)
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  Double Counting Imported Transactions from Schwab

  Closed mattebury 48 views 1 comment 0 points Most recent by jacobs September 2019Errors and Troubleshooting (Mac)
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  Vanguard accounts - Conversion Issue

  Closed jms2106 582 views 17 comments 0 points Most recent by jms2106 September 2019Investing (Windows)
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  Delete Holdings from "Online Center"

  Accepted Answer Closed Phillyacct 131 views 16 comments 0 points Most recent by Jim_Harman September 2019Investing (Windows)
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  Correcting a downloaded transfer entry in Investment IRA creates duplicate entry in Checking account

  Accepted Answer Closed vicflick 55 views 4 comments 1 point Most recent by Quicken_Natalie September 2019Download, Add/Update Accounts (Windows)
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  403(b) account graph shows false negatives

  Accepted Answer Closed Deke007 22 views 1 comment 0 points Most recent by John_in_NC September 2019Errors and Troubleshooting (Mac)
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  6

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  customizable portfolio (68 Legacy Votes)

  New 91 views 19 comments 6 points Most recent by tmplee September 2019Investments (Mac)
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  How do I reflect proper opening balance for new home?

  Accepted Answer Closed harry askenazi 39 views 1 comment 0 points Most recent by jr7107 September 2019Download, Add/Update Accounts (Windows)
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  Recording Dividend In Kind

  Accepted Answer Closed Bernardo Sacchini 35 views 1 comment 0 points Most recent by q_lurker September 2019Investing (Windows)
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  Has anyone had a problem exporting and importing QIF files from an old database to a new one?

  Answered [email protected] 21 views 0 comments 0 points Started by [email protected] September 2019 Investing (Windows)
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  Under the investing tab, portfolio view, all my securities names have changed to ticker symbol

  Accepted Answer Closed Ronald L Doyle 21 views 2 comments 0 points Most recent by Ronald L Doyle September 2019Investing (Windows)
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  Trouble with entering a "Buy - Shares Bought" transaction in the Investment accounts.

  Accepted Answer Closed KetanG 58 views 3 comments 0 points Most recent by Radler September 2019Investing (Windows)
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  Manually-entered security prices not transferred from QM 2007 to "new" Quicken (2019)

  Closed tmplee 77 views 7 comments 0 points Most recent by jacobs September 2019File Conversion and Backup (Mac)
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  Why can't I set the share price on a dividend reinvestment in Q2019 like I can in Q2007?

  Closed barryi 61 views 3 comments 0 points Most recent by barryi September 2019Investing (Mac)
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  How to transfer to Investment account without skewing total value

  Accepted Answer Closed harry askenazi 11 views 1 comment 0 points Most recent by Jim_Harman September 2019Investing (Windows)
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  Security Litigation Settlement Proceeds Deposited Into IRA Account

  Accepted Answer Closed emhamiltn 268 views 2 comments 0 points Most recent by emhamiltn August 2019Investing (Windows)
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  How to convert a Fund to an ETF and preserve cost basis for the lots. QM 2019.

  Accepted Answer Closed RCinNJ 46 views 6 comments 0 points Most recent by jr7107 August 2019Investing (Mac)