Investments

Discussion List

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  Market Value Discrepancy

  Closed mike132 119 views 11 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  Fidelity "Short Term" and Cash information is incorrect

  Closed System 47 views 5 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  How to change(adjust) the Avg Cost Basis in Quicken.

  jvprice6 103 views 6 comments 0 points Most recent by Quicken Carlos May 12Investing (Windows)
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  Reconciling Fidelity investment accounts online cash does not have a value

  uscfan75 196 views 20 comments 0 points Most recent by Quicken Anja May 12Registers & Transactions (Mac)
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  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 746 views 31 comments 41 points Most recent by Quicken Anja May 12Investments
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  Fidelity Options Transactions [Edited]

  rbridges01 107 views 9 comments 0 points Most recent by Quicken Carlos May 12Download, Add/Update Accounts (Windows)
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  Formatting of a stock's average volume in Investing tab

  Reviewed PaulT123 19 views 0 comments 3 points Started by PaulT123 May 11 Investments
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  Money received in lieu of fractional shares

  Answered CBLProd 58 views 6 comments 0 points Most recent by NotACPA May 11Investing (Mac)
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  A previously linked IRA account no longer links. Is the only solution to disconnect it?

  Answered MaxArai 20 views 1 comment 0 points Most recent by Quicken Kristina May 11Errors and Troubleshooting (Mac)
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  memo field and linked checking

  Reviewed Jeanne 59 views 1 comment 1 point Most recent by Quicken Alyssa May 11Product Enhancements
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  System 198 views 22 comments 0 points Most recent by Quicken Alyssa May 11Investing (Windows)
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  Bank of America - reauthorization - no error but looks weird...?

  sjtideman 102 views 9 comments 0 points Most recent by Quicken Carlos May 11Errors and Troubleshooting (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 402 views 35 comments 0 points Most recent by Quicken Alyssa May 11Download, Add/Update Accounts (Windows)
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  Tracking Mutual Funds Failing in Quicken Business & Personal

  Answered AMP61 35 views 1 comment 0 points Most recent by NotACPA May 11All Things Canadian (Windows)
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  New Field - Investment Strategy

  Reviewed fciani 73 views 11 comments 1 point Most recent by NotACPA May 10Investments
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  Fidelity Download of Foreign Stock Taxes and ADR fees not categorized properly

  Kusumpee 21 views 1 comment 0 points Most recent by Quicken Kristina May 10Download, Add/Update Accounts (Mac)
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  Valuation of Call Options - AGAIN

  Pat Sills 113 views 9 comments 0 points Most recent by fciani May 10Registers & Transactions (Windows)
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  Fidelity EWC+ Migration - Fully Paid Lending programs

  GermanBlueRam 41 views 2 comments 0 points Most recent by GermanBlueRam May 10Download, Add/Update Accounts (Windows)
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  Can't change XIn to BoughtX on split transaction, broken since at least last november

  scottmonte 60 views 8 comments 0 points Most recent by Jim_Harman May 9Download, Add/Update Accounts (Windows)
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  183

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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 5.7K views 126 comments 183 points Most recent by Quicken Kristina May 9Investments
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  Two accounts in Schwab

  crescere 20 views 1 comment 0 points Most recent by Quicken Kristina May 8Download, Add/Update Accounts (Windows)
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  Can't create multiple Empower Retirement accounts in Quicken

  Terry Lemons 26 views 1 comment 0 points Most recent by Quicken Kristina May 8Download, Add/Update Accounts (Windows)
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  Both securities are resolving to the same underlying entry

  gbr1000 40 views 5 comments 0 points Most recent by Quicken Carlos May 8Registers & Transactions (Windows)
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  Splitting an investment sale transaction

  Answered Jeff Kantner 51 views 5 comments 0 points Most recent by Jeff Kantner May 8Investing (Windows)
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  missing transactions

  leonard kearney 41 views 2 comments 0 points Most recent by q_lurker May 8Investing (Windows)
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  How to restore a single account from backup

  Answered PeterK 53 views 4 comments 0 points Most recent by jdparker225 May 8File Conversion and Backup (Windows)
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  Portfolio Data Access

  richradi 35 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
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  Setting up LPL investment account, error already used account name

  John_L 30 views 4 comments 0 points Most recent by Terry Lemons May 8Download, Add/Update Accounts (Windows)
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  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Paul_ 98 views 6 comments 0 points Most recent by Quicken Carlos May 7Investing (Mac)