Investments

Discussion List

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  why does my schwab investment account become unlinked?

  Answered Closed jam69IsHere 21 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Trouble Matching Transactions?

  Answered Closed Regina@ 105 views 7 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Mac)
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  Share balance in register is impossible and doesn't match portfolio view

  Closed MauryJ 194 views 12 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 44 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
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  After switching to new Merrill connection, on 7/20/25, cash appears twice in investment account

  Closed jniemann 349 views 17 comments 1 point Most recent by Quetzalcoatl August 2025Download, Add/Update Accounts (Mac)
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  Vanguard Small Cap Value Index Oddities

  Answered Closed johamill 127 views 9 comments 0 points Most recent by John_in_NC August 2025Investing (Mac)
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  Why are there no tax line items for (401K) distributions [edited]

  lou_garfinkle 72 views 6 comments 1 point Most recent by Chris_QPW August 2025Investments
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  Why doesn't the Day Gain/Loss report accurately in my Fidelity accounts?

  Answered Closed SCPat 105 views 5 comments 0 points Most recent by SCPat August 2025Download, Add/Update Accounts (Mac)
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  Balancing Cash Adjustments

  Answered ✓ Closed Don32@ 130 views 8 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  R64.19 Update-Accounts Don’t Update, Stock Option Pricing Not Downloading

  Closed cmathews5533 42 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Allow Hidden Securities to Be Excluded from Security Comparison Mismatch

  Reviewed J92130 54 views 2 comments 3 points Most recent by J92130 August 2025Investments
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  Schwab duplicated downloaded transactions

  Closed James Koski 146 views 14 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity Investments- Updated connection method and now values don't match [Edited]

  Answered Closed ga1996 102 views 2 comments 0 points Most recent by ga1996 August 2025Investing (Windows)
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  After recent fidelity update, securities are being duplicated

  Closed mhowell 89 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  how can i edit the security list?

  Answered Closed leonard kearney 83 views 7 comments 0 points Most recent by Bob_L August 2025Investing (Windows)
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  Tracking investments

  Answered Closed lisaerin 201 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 171 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
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  Feature request: Investing:Portfolio Xray:Stock Intersection: Add column for value of Investment

  JustAnotherQUser 11 views 0 comments 1 point Started by JustAnotherQUser August 2025 Investments
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  Charles Schwab - some downloaded prices don't match the month end statement

  Answered uskedaddle 86 views 3 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 22 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
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  How do I change the Clr status on a transaction in an Investment register?

  Answered ✓ Closed Marvin Gardens 54 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Registers & Transactions (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.8K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  downloaded investment transactions

  Closed James Koski 145 views 7 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Report on Investment Options

  Closed mark-s 136 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  Portfolio analyzer and Portfolio Xray for Canada

  Reviewed steved 11 views 1 comment 3 points Most recent by D Morley August 2025Canada Windows
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  Coinbase Account

  Closed mikey1 32 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quicken Seems To Be Inflating My Brokerage Balance

  Closed qckenguy 34 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Edward Jones Transactions

  Closed tbf47 85 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Fidelity : Quicken duplicates account total for Checking-type accounts

  Closed George Hetrick 53 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)