Investments

Discussion List

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  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 552 views 43 comments 66 points Most recent by jacobs December 12Investments
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  Portfolio showing incorrect number of shares

  System 20 views 2 comments 0 points Most recent by Jim_Harman December 11Investing (Windows)
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  After update to R60.15 Not Able to direct connect with my brokerage

  Answered ✓ SteveTucker79 75 views 3 comments 0 points Most recent by Quicken Jasmine December 11Download, Add/Update Accounts (Windows)
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  Dashboard Daily Investments Change

  Reviewed jtgostars 11 views 0 comments 3 points Started by jtgostars December 10 Investments
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  Separate Crypto tracking tab

  Reviewed rclemmer 401 views 4 comments 6 points Most recent by toddlcox December 10Investments
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  Quicken Canada Deluxe not updating TSX Stock prices (Canada)

  Diana 26 views 2 comments 0 points Most recent by Quicken Kristina December 9All Things Canadian (Windows)
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  How to manage and track annuities in Quicken?

  alexd 89 views 6 comments 0 points Most recent by alexd December 9Download, Add/Update Accounts (Windows)
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  401k transaction import split up by source - is there a way to combine them?

  Nalgas 10 views 1 comment 0 points Most recent by Quicken Jasmine December 9Registers & Transactions (Windows)
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  Investment transactions

  John Nastasi 146 views 6 comments 0 points Most recent by John Nastasi December 9Investing (Windows)
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  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Reviewed USMA74 574 views 22 comments 25 points Most recent by Just Fine December 7Investments
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  ONGOING 12/7/24 BrightDirections 529 College Savings Program ($0 balance adding accounts)

  Quicken Kristina 65 views 2 comments 0 points Most recent by Quicken Kristina December 7Alerts, Online Banking & Known Product Issues
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  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Answered ✓ SeaSilver8 65 views 7 comments 2 points Most recent by SeaSilver8 December 7Investments
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  One Investment Account is Auto-executing the Reconcile Shares Command

  Answered kswan53 55 views 7 comments 0 points Most recent by kswan53 December 6Investing (Windows)
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  Get quicken Canada to support NEO exchange (+6 Merged Votes) [edited]

  Under Consideration Gilles9 1.8K views 67 comments 66 points Most recent by psran December 6Investments
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  Update cached data from Schwab/other investment FIs more frequently [Edited]

  Reviewed veegee 211 views 17 comments 3 points Most recent by veegee December 6Investments
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  schwab dividend is still zero

  leonard kearney 55 views 2 comments 0 points Most recent by Tom Young December 6Reports (Windows)
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  Fidelity Cash Management account setup?

  Answered Pesh115 49 views 5 comments 0 points Most recent by Quicken Anja December 6Download, Add/Update Accounts (Mac)
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  Why does my retirement account have a negative cash balance?

  Answered ✓ JMaverick 63 views 7 comments 0 points Most recent by jacobs December 5Investing (Mac)
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  Hide unused categories in Recent Performance view

  Reviewed djreiswig 104 views 9 comments 1 point Most recent by djreiswig December 5Investments
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  ira cash balance not downloading

  Charles T Cullen 24 views 2 comments 0 points Most recent by Quicken Jasmine December 5Investing (Mac)
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  Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

  Reviewed Brad L Vandermoon 62 views 3 comments 2 points Most recent by Quicken Anja December 5Investments
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  Quicken for Mac downloading only mutual funds and Cash but not Fixed Income in single account

  Answered KVP 25 views 3 comments 0 points Most recent by KVP December 4Download, Add/Update Accounts (Mac)
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  Schwab 529 accounts not downloading

  Answered BobShoberg 29 views 3 comments 0 points Most recent by Quicken Jasmine December 4Download, Add/Update Accounts (Windows)
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  How can I correct the price history of one of my investments?

  Answered ✓ Xander 31 views 1 comment 0 points Most recent by bmciance December 4Investing (Windows)
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  Show hidden investment accounts in Portfolio graph?

  HendersonWorldwide 17 views 3 comments 0 points Most recent by Quicken Jasmine December 4Errors and Troubleshooting (Mac)
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  Wrong Bond Prices on Downloads

  jonansell1950 172 views 18 comments 0 points Most recent by Quicken Kristina December 3Download, Add/Update Accounts (Windows)
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  Altruist Investment Transactions Cash balance

  BH1980 61 views 2 comments 1 point Most recent by MeToo December 1Investing (Windows)
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  2
  Print Portfolio X-Ray

  Planned System 1.1K views 28 comments 2 points Most recent by Jim7 November 29Investments
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  Brokerage Account - allow user to LIMIT which Securities Available for each Account

  Reviewed ftcnative 42 views 6 comments 1 point Most recent by ftcnative November 29Investments
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  ONGOING 11/29/24 Vision 2020 Oneview $0 Balance When Adding Investment Accounts

  Quicken Janean 52 views 2 comments 0 points Most recent by Quicken Anja November 29Alerts, Online Banking & Known Product Issues