Investments

Discussion List

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  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 49 views 4 comments 0 points Most recent by jrm August 21Investing (Windows)
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  After switching to new Merrill connection, on 7/20/25, cash appears twice in investment account

  Closed jniemann 328 views 17 comments 1 point Most recent by Quetzalcoatl August 21Download, Add/Update Accounts (Mac)
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  Vanguard Small Cap Value Index Oddities

  Answered Closed johamill 119 views 9 comments 0 points Most recent by John_in_NC August 20Investing (Mac)
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  Why are there no tax line items for (401K) distributions [edited]

  lou_garfinkle 77 views 6 comments 1 point Most recent by Chris_QPW August 20Investments
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  Why doesn't the Day Gain/Loss report accurately in my Fidelity accounts?

  Answered Closed SCPat 84 views 5 comments 0 points Most recent by SCPat August 20Download, Add/Update Accounts (Mac)
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  Balancing Cash Adjustments

  Answered ✓ Closed Don32@ 125 views 8 comments 0 points Most recent by Jim_Harman August 19Investing (Windows)
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  R64.19 Update-Accounts Don’t Update, Stock Option Pricing Not Downloading

  Closed cmathews5533 47 views 1 comment 0 points Most recent by Quicken Kristina August 19Download, Add/Update Accounts (Windows)
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  Allow Hidden Securities to Be Excluded from Security Comparison Mismatch

  Reviewed J92130 47 views 2 comments 3 points Most recent by J92130 August 19Investments
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  Schwab duplicated downloaded transactions

  Closed James Koski 145 views 14 comments 0 points Most recent by Quicken Kristina August 19Investing (Windows)
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  Fidelity Investments- Updated connection method and now values don't match [Edited]

  Answered Closed ga1996 109 views 2 comments 0 points Most recent by ga1996 August 19Investing (Windows)
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  After recent fidelity update, securities are being duplicated

  Closed mhowell 79 views 3 comments 0 points Most recent by Quicken Kristina August 19Download, Add/Update Accounts (Mac)
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  how can i edit the security list?

  Answered Closed leonard kearney 87 views 7 comments 0 points Most recent by Bob_L August 19Investing (Windows)
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  Tracking investments

  Answered Closed lisaerin 189 views 7 comments 0 points Most recent by Quicken Jasmine August 19Investing (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 157 views 6 comments 0 points Most recent by robertbecker August 19Investing (Windows)
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  Feature request: Investing:Portfolio Xray:Stock Intersection: Add column for value of Investment

  JustAnotherQUser 13 views 0 comments 1 point Started by JustAnotherQUser August 18 Investments
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  Charles Schwab - some downloaded prices don't match the month end statement

  Answered uskedaddle 83 views 3 comments 0 points Most recent by Quicken Jasmine August 18Investing (Windows)
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  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 25 views 1 comment 0 points Most recent by NotACPA August 18Investing (Windows)
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  How do I change the Clr status on a transaction in an Investment register?

  Answered ✓ Closed Marvin Gardens 51 views 5 comments 0 points Most recent by Quicken Jasmine August 18Registers & Transactions (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.8K views 6 comments 0 points Most recent by Quicken Jasmine August 18Investing (Windows)
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  downloaded investment transactions

  Closed James Koski 143 views 7 comments 0 points Most recent by Tom Young August 18Investing (Windows)
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  Report on Investment Options

  Closed mark-s 129 views 8 comments 0 points Most recent by Quicken Jasmine August 17Investing (Mac)
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  Portfolio analyzer and Portfolio Xray for Canada

  Reviewed steved 16 views 1 comment 3 points Most recent by D Morley August 16Canada Windows
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  Coinbase Account

  Closed mikey1 33 views 1 comment 0 points Most recent by Quicken Kristina August 16Download, Add/Update Accounts (Windows)
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  Quicken Seems To Be Inflating My Brokerage Balance

  Closed qckenguy 31 views 1 comment 0 points Most recent by Quicken Kristina August 16Investing (Mac)
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  Edward Jones Transactions

  Closed tbf47 85 views 4 comments 0 points Most recent by Quicken Kristina August 16Registers & Transactions (Windows)
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  Fidelity : Quicken duplicates account total for Checking-type accounts

  Closed George Hetrick 51 views 3 comments 0 points Most recent by Quicken Kristina August 16Download, Add/Update Accounts (Windows)
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  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 184 views 8 comments 0 points Most recent by gulfcoastpaul August 16Investing (Windows)
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  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 139 views 6 comments 1 point Most recent by TexMike August 15Investing (Windows)
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  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 31 views 4 comments 0 points Most recent by Quicken Kristina August 15Registers & Transactions (Windows)