Investments

Discussion List

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  NEW 2/12/25 Computershare - $0 Balance when Adding Investment Account

  Announcement Quicken Anja 21 views 0 comments 0 points Started by Quicken Anja February 12 Alerts, Online Banking & Known Product Issues
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  etrade bonds not downloading

  jeffdai@ 25 views 2 comments 0 points Most recent by Quicken Jasmine February 12Investing (Windows)
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  4

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  Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

  Reviewed Brad L Vandermoon 103 views 4 comments 4 points Most recent by MauryJ February 12Investments
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  How to add total Gain/Loss to a report

  Answered ✓ ProfileX 55 views 8 comments 0 points Most recent by q_lurker February 11Reports (Windows)
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  QWin keeps enabling real time quotes

  Rocket J Squirrel 52 views 6 comments 0 points Most recent by Quicken Kristina February 11Investing (Windows)
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  Need help. I'm unable to update about half my stocks from Schwab

  Answered RSmithson 31 views 1 comment 0 points Most recent by Quicken Anja February 11Investing (Windows)
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  Linked Investment Cash Register - can't change/Edit the Security Name

  BRETTB 78 views 8 comments 0 points Most recent by Quicken Jasmine February 10Investing (Windows)
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  Treasury Bills and Notes Not posting as Interest

  jennam 40 views 3 comments 0 points Most recent by Tom Young February 8Investing (Windows)
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  Remove Shares works inconsistently

  nholdway 18 views 2 comments 0 points Most recent by Quicken Kristina February 7Errors and Troubleshooting (Mac)
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  Garbage characters in the Rebalancer

  Chris_QPW 170 views 14 comments 0 points Most recent by BK February 7Investing (Windows)
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  Investment Performance Report Overall Total Erroneous Calculations

  CaveCreek 85 views 5 comments 0 points Most recent by q_lurker February 7Reports (Windows)
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  2

  Up
  Provide ability to stop reminders from automatically being added to investment account balances

  Reviewed leishirsute 29 views 2 comments 2 points Most recent by leishirsute February 7Investments
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  Incorrect investment

  KenJ29 103 views 10 comments 0 points Most recent by KenJ29 February 7Investing (Windows)
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  Investment account not showing transactions

  Answered ✓ Mary Ann Edson-Plumb 37 views 3 comments 0 points Most recent by Quicken Jasmine February 6Investing (Windows)
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  Quicken Doesn't Balance to Schwab Statement

  Mark239 80 views 3 comments 0 points Most recent by NotACPA February 6Investing (Windows)
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  Gold Bullion tracking in Quicken for Mac

  Brian Evans 58 views 3 comments 1 point Most recent by Quicken Anja February 6Investing (Mac)
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  CLOSED 2/6/25 Golden State Scholar - $0 Investment Balance

  Quicken Anja 72 views 3 comments 0 points Most recent by Quicken Anja February 6Alerts, Online Banking & Known Product Issues
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  CLOSED 2/6/25 BrightDirections 529 College Savings Program ($0 balance adding accounts)

  Quicken Kristina 129 views 3 comments 0 points Most recent by Quicken Anja February 6Alerts, Online Banking & Known Product Issues
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  Match Securities Not Working

  Answered Boatnmaniac 76 views 12 comments 0 points Most recent by Boatnmaniac February 5Investing (Windows)
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  E*Trade linked brokerage accounts limited to Express Web Connect

  adweathers 20 views 2 comments 0 points Most recent by Quicken Anja February 4Download, Add/Update Accounts (Windows)
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  Covering Short Puts

  Answered Catherine Shenoy 38 views 1 comment 0 points Most recent by Quicken Kristina February 3Investing (Windows)
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  Investment account market values disagree with FIs

  Rocket J Squirrel 267 views 31 comments 0 points Most recent by bmciance February 3Investing (Windows)
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  Recent Problem w/ Investment Acct. register

  corndog638 37 views 4 comments 0 points Most recent by Bob_L February 3Investing (Windows)
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  How do I match cash in investment account?

  Answered patjdixon 55 views 6 comments 0 points Most recent by Quicken Kristina February 3Registers & Transactions (Mac)
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  Investment Top Movers - card says "No data to show"

  Answered Kuranda 22 views 4 comments 0 points Most recent by Kuranda February 3Investing (Windows)
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  Updating is suddenly creating placeholder entries for stocks I have not owned for over 10 years

  Vinndalf 88 views 6 comments 0 points Most recent by q_lurker February 3Investing (Windows)
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  Tracking BTC

  Mo H 98 views 6 comments 0 points Most recent by Mo H February 2All Things Canadian (Windows)
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  AIG Valic/Corebridge

  lorabmcphail 43 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)