Investments

Discussion List

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  Quicken Classic Download Issues - Fidelity and Vanguard

  JNTexas 39 views 1 comment 0 points Most recent by Quicken Alyssa May 3Download, Add/Update Accounts (Windows)
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  Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

  Answered georgek 32 views 5 comments 0 points Most recent by DRHayes May 3Download, Add/Update Accounts (Windows)
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  Net worth Doesn't match Investments

  SteveTucker79 84 views 9 comments 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  Valuation of Call Options - AGAIN

  Pat Sills 87 views 8 comments 0 points Most recent by Pat Sills May 2Registers & Transactions (Windows)
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  Security list updating a nightmare

  fciani 75 views 6 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  How do you stop downloading prices for a security no longer being held (bulk)?

  Answered ✓ Cathleen Ames 34 views 3 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered recursor1 94 views 8 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Vanguard Download Issue - Two Entries Per Transaction (Revisited Now Working)

  Dom1 1 view 1 comment 1 point Most recent by Quicken Anja May 2Errors and Troubleshooting (Windows)
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  Investment accounts are loading very slowly

  fmashby 324 views 35 comments 0 points Most recent by SirWm May 2Registers & Transactions (Windows)
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  Unable to link Fidelity account

  Closed Mark Valpreda 35 views 4 comments 0 points Most recent by Quicken Anja May 2Investing (Windows)
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  How to enter a Fund Split

  Answered allgoodnamestaken 6 views 1 comment 0 points Most recent by NotACPA May 1Download, Add/Update Accounts (Windows)
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  Spot Prices for Gold & Silver

  Reviewed rbw111 324 views 22 comments 10 points Most recent by BillBelanger May 1Investments
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  Net Worth report balance is higher than total market value at bottom of register for brokerage accou

  Answered DanTax 54 views 4 comments -1 point Most recent by ChicagoGuy May 1Investing (Windows)
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  Cash double counted in Fidelity brokerage account

  Answered chas@ 65 views 7 comments 0 points Most recent by chas@ May 1Registers & Transactions (Windows)
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  Schwab not downloading any transactions since 4-28-26

  Rick8 35 views 4 comments 0 points Most recent by Rick8 April 30Download, Add/Update Accounts (Windows)
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  ISHARES TR RUS 1000 GRW ETF Split 4 to 1, account now showing incorrect balances

  ARuighaver 4 views 3 comments 0 points Most recent by NotACPA April 30Download, Add/Update Accounts (Windows)
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  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Under Consideration M C Crockett 5.1K views 101 comments 162 points Most recent by SWLearner April 30Investments
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  V9.0.1 Investment calculation error?

  Answered Kelly1957 26 views 2 comments 0 points Most recent by jacobs April 30Errors and Troubleshooting (Mac)
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  Security Detail View by Account

  Reviewed kdedeluk 42 views 1 comment 2 points Most recent by Quicken Alyssa April 29Investments
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  4

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  Dashboard Daily Investments Change

  Reviewed jtgostars 21 views 1 comment 4 points Most recent by Quicken Alyssa April 29Investments
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  Why are all of my Mutual Fund quotes incorrect?

  Answered g-money49 44 views 3 comments 0 points Most recent by NotACPA April 29Investing (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Under Consideration UKR 456 views 14 comments 51 points Most recent by Boatnmaniac April 29Investments
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  Ally Invest - Issues

  Answered Marco500 46 views 8 comments 0 points Most recent by Quicken Anja April 29Download, Add/Update Accounts (Windows)
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  Problem with "Shares Transferred Between Accounts" and Crypto

  Answered HDRK 54 views 6 comments 0 points Most recent by HDRK April 29Investing (Windows)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 474 views 26 comments 0 points Most recent by ddavec April 29Investing (Windows)
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  Investment Accounts beyond the possibility of reconciliation

  Answered ✓ GerryP 162 views 13 comments 0 points Most recent by Quicken Laura April 28Registers & Transactions (Windows)
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  How do you enter a stock name and symbol change in Quicken for mac

  Stephen Fisher 43 views 5 comments 0 points Most recent by Quicken Laura April 28Investing (Mac)
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  My account bar balance for an investment account does not match the holdings total.

  Answered kpoinnv 31 views 4 comments 0 points Most recent by Quicken Laura April 28Registers & Transactions (Windows)
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  Update cached data from Schwab/other investment FIs more frequently [Edited]

  Reviewed veegee 334 views 18 comments 4 points Most recent by Quicken Alyssa April 28Investments
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  Brokerage Account - allow user to LIMIT which Securities Available for each Account

  Reviewed ftcnative 171 views 9 comments 2 points Most recent by Quicken Alyssa April 28Investments