Investments

Discussion List

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  Add some add'l Sub totals on Holding Screen and Portfolio Screen (Securities Vs Cash/Like)

  Reviewed BRETTB 42 views 5 comments 1 point Most recent by Jim_Harman January 8Investments
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  Problem with recent Q update to R53.32 / transaction downloads

  Closed funkws 102 views 1 comment 0 points Most recent by user14062 January 7Investing (Windows)
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  Treasury bills, Notes and Bonds - Display face value [Edited]

  Reviewed jennam 23 views 0 comments 1 point Most recent by jennam January 7Investments
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  Securities Prices for stocks with no ticker

  Closed asherfamily1 86 views 4 comments 0 points Most recent by Chris_QPW January 7Investing (Mac)
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  Allow Security Input (not just changes) on the Security Detail View Screen

  Reviewed BRETTB 21 views 1 comment 1 point Most recent by Quicken Kristina January 6Investments
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  Investment Portfolio screen - option to condense screen to those with shares.

  Closed BRETTB 21 views 1 comment 0 points Most recent by Jim_Harman January 6Investing (Windows)
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  Easiest way to update investment lots on old account

  Answered ✓ Closed Mike3700 488 views 3 comments 0 points Most recent by Mike3700 January 6Investing (Windows)
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  Investment Accounts NOT showing any transactions!

  Answered Closed Eli Sherer 470 views 5 comments 0 points Most recent by Eli Sherer January 6Investing (Mac)
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  Categories Woes - "Personal Expense" categories held hostage by "Investment" group

  Closed BoaHancock79 87 views 7 comments 0 points Most recent by BoaHancock79 January 5Errors and Troubleshooting (Windows)
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  Another choice needed for a security's Cost Basis

  Reviewed tcolyer 51 views 1 comment 1 point Most recent by markus1957 January 5Investments
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  OneAmerica 401k showing 0 balance

  Closed thepopguy 89 views 1 comment 0 points Most recent by Quicken Kristina January 5Errors and Troubleshooting (Mac)
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  TreasuryDirect access fails

  Closed mikek753b 102 views 1 comment 2 points Most recent by Quicken Kristina January 5Errors and Troubleshooting (Windows)
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  DRIP Transaction Download from E*Trade - Commission and 2 Register Entries

  Closed MangoMan 315 views 13 comments 0 points Most recent by MangoMan January 4Registers & Transactions (Windows)
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  Synced Fidelity Account Shows Half Year Transactions

  Answered Closed Bobby Izquierdo 31 views 2 comments 0 points Most recent by Tom Young January 3Investing (Windows)
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  PA 529 Invest Plan - Connects, but does not load positions

  EDAC 316 views 5 comments 0 points Most recent by JustinD January 3Download, Add/Update Accounts (Mac)
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  Why won't Quicken Business & Personal add my Coinbase account?

  Answered Closed NSSherlock 631 views 4 comments 0 points Most recent by NSSherlock January 3New to Quicken/Getting Started (Windows)
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  Quicken adds extra cash balance to fidelity net benefits doubling actual value

  Closed lembeckedens 69 views 2 comments 0 points Most recent by Jim_Harman January 2Investing (Windows)
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  TIAA and Huntington Investments

  Answered Closed garetth 31 views 1 comment 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Mac)
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  Three problems with Vanguard downloads

  Closed NebularNovice 446 views 7 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Merrill Edge accounts not updating Quicken Mac

  Closed Eli Sherer 53 views 1 comment 0 points Most recent by Eli Sherer January 2Investing (Mac)
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  Investment Account Sort Not Working

  Closed JoelC 42 views 2 comments 0 points Most recent by JoelC January 2All Things Canadian (Windows)
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  Accrued interest is an expense in Quicken

  Answered Closed MichaelCortese 585 views 10 comments 0 points Most recent by Tom Young January 1Investing (Windows)
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  Losses as told by Quicken

  Answered Closed Bob. 91 views 11 comments 0 points Most recent by Chris_QPW December 2023Investing (Windows)
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  Specify lots broken

  Closed Jon Foster 141 views 6 comments 0 points Most recent by mshiggins December 2023Investing (Windows)
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  How to handle stock merger - VMware & Broadcom (edit)

  Closed questionsforever 18.8K views 65 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
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  BUG: Buy/Sell preview is mixing tax years

  Closed Rocket J Squirrel 51 views 2 comments 0 points Most recent by Quicken Kristina December 2023Investing (Windows)
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  Bug downloading transactions when unaccepted transactions exist.

  Closed Darren@ 53 views 3 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
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  Is it okay to both automatically update from Fidelity AND manually enter a share buy?

  Answered Closed SteveInTally 51 views 3 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
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  How best to re-sync/restore a messed-up investment account

  Answered Closed ajkessel 252 views 2 comments 0 points Most recent by ajkessel December 2023Investing (Windows)
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  How to handle Schwab Privately Managed Fund in Q for Windows

  Answered ✓ Closed MarieBaumann 131 views 5 comments 0 points Most recent by MarieBaumann December 2023Investing (Windows)