Investments

Discussion List

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  Incorrect Stock/fund values being downloaded

  Closed mjonis 45 views 5 comments 0 points Most recent by Quicken Jasmine July 21Download, Add/Update Accounts (Windows)
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  Merrill Lynch Account with new connection values incorrect

  Closed gary_n63 238 views 1 comment 0 points Most recent by Quicken Jasmine July 21Download, Add/Update Accounts (Mac)
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  Downloading Investment Details From SoFi to Quicken For Mac

  Answered Closed Scott21 57 views 4 comments 0 points Most recent by Quicken Kristina July 21Download, Add/Update Accounts (Mac)
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  Unable to close account, says I have downloaded transactions that need approving... but are none.

  Answered ✓ Closed Marc S 88 views 5 comments 0 points Most recent by Quicken Kristina July 21Download, Add/Update Accounts (Windows)
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  Security Detail View

  Answered Closed Jerry Pederson 52 views 1 comment 0 points Most recent by mshiggins July 20Investing (Windows)
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  Bug in lending loan creation

  Closed Mark248 45 views 6 comments 0 points Most recent by Quicken Jasmine July 20Errors and Troubleshooting (Windows)
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  how do i enter a cd

  Closed scr2302 50 views 2 comments 0 points Most recent by Quicken Jasmine July 20Download, Add/Update Accounts (Windows)
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  Transaction Download Simplification for Managed Investment Accounts?

  Closed Galaxie 21 views 2 comments 0 points Most recent by Galaxie July 20Download, Add/Update Accounts (Windows)
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  When I buy a CD, the Buy Bonds changes to Purchase Shares

  Answered Closed John16 43 views 3 comments 0 points Most recent by [Deleted User] July 19Investing (Windows)
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  How to Move Securities from One Investment Account to Another

  Answered ✓ Closed Bobbo 137 views 7 comments 0 points Most recent by q_lurker July 19Investing (Windows)
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  Merrill Lynch transitioning from Direct Connect to 'a new connection method' not working

  Closed paladin52 377 views 4 comments -1 point Most recent by Quicken Kristina July 19Download, Add/Update Accounts (Mac)
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  Mutual fund target date reached

  Answered ✓ Closed Jeff Kantner 63 views 4 comments 0 points Most recent by Jeff Kantner July 19Investing (Windows)
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  Does the Merrill Lynch EWC+ connection support Complete Investing?

  Closed System 52 views 4 comments 0 points Most recent by Quicken Kristina July 19Download, Add/Update Accounts (Windows)
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  Can't move investment transactions

  Closed don.kostello 27 views 2 comments 0 points Most recent by Quicken Kristina July 18Errors and Troubleshooting (Windows)
• 
  Vanguard Errors

  Answered ✓ Closed Scott Smith 62 views 2 comments 0 points Most recent by Scott Smith July 18Investing (Windows)
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  Handling Muni Bond Dividends in a taxable account in Quicken for Mac

  Closed Alan Meyer 35 views 2 comments 0 points Most recent by jacobs July 18Investing (Mac)
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  Decimal placement movement

  Answered Closed RookieUser 30 views 2 comments 0 points Most recent by Quicken Anja July 18Errors and Troubleshooting (Windows)
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  Add other Canadian Exchanges

  Reviewed D Morley 13 views 0 comments 1 point Started by D Morley July 17 Canada Windows
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  Trying to add a Can. stock, won't take the Toronto designation

  Closed Tealeaf3 86 views 9 comments 0 points Most recent by Arctic Hare July 17All Things Canadian (Windows)
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  Coinbase Updated to New Login

  Closed Patrick T Williams 340 views 17 comments 0 points Most recent by Patrick T Williams July 16Download, Add/Update Accounts (Mac)
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  89
  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 2.7K views 108 comments 89 points Most recent by Darran_AUS July 15Investments
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  Quicken can't get into my Edward Jones account to update

  Answered Closed Vermron 1.1K views 24 comments 3 points Most recent by bethwr July 15Errors and Troubleshooting (Mac)
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  Security Mismatch Between Fidelity Download and Quicken (new)

  Closed Adriaan_S 192 views 2 comments 0 points Most recent by Quicken Kristina July 14Investing (Windows)
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  Schwab taxable acct transactions not downloading. Non taxable works.

  Answered Closed ghost0 1 view 3 comments 0 points Most recent by Quicken Kristina July 14Download, Add/Update Accounts (Windows)
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  Quicken Mac 8.2.1 currency display bug?

  Closed Dr_B 66 views 4 comments 0 points Most recent by Quicken Jasmine July 14Errors and Troubleshooting (Mac)
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  CvrSht transaction Not Working

  Answered Closed CarriM 12 views 1 comment 0 points Most recent by NotACPA July 14Reports (Windows)
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  Transaction Attachments Not Working - Data File Corruption (Yet Again)

  Closed W5JP 42 views 3 comments 2 points Most recent by UKR July 14Registers & Transactions (Windows)
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  Merged: OL-332-A error with Edward Jones

  Closed cwinkler 1 view 0 comments 0 points Started by cwinkler July 14 Download, Add/Update Accounts (Windows)
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  Chase Self-directed investment account

  Closed Adience 252 views 15 comments 0 points Most recent by Quicken Kristina July 13Investing (Mac)