Investments

Discussion List

• 
  1

  Up
  'Use of' or 'population of' the Avg Cost field for Crypto.

  Reviewed Jeffrey Click 33 views 1 comment 1 point Most recent by q_lurker July 12Product Enhancements
• 
  Portfolio view: Left click on security name or news icon not working correctly.

  Closed mfstarnes 64 views 10 comments 0 points Most recent by Jim_Harman July 12Registers & Transactions (Windows)
• 
  4

  Up
  Portfolio Value Widget Upgrade

  Reviewed Ruffstuff 3 views 1 comment 4 points Most recent by NotACPA July 12Investments
• 
  Schwab total account value is way off in my quicken for mac recently

  Closed YoYoPedro 13 views 1 comment 0 points Most recent by Quicken Kristina July 11Download, Add/Update Accounts (Mac)
• 
  Fidelity Accounts Keep Breaking connection

  Closed dorich 22 views 1 comment 0 points Most recent by Quicken Kristina July 11Download, Add/Update Accounts (Mac)
• 
  Merrill Lynch/Bank of America cash transactions

  Closed jdemetro 56 views 4 comments 0 points Most recent by Quicken Kristina July 11Investing (Mac)
• 
  Schwab and other brokerage just show cash and money market combined. Quiken separates

  Closed Cyp 31 views 5 comments 0 points Most recent by Quicken Kristina July 11Errors and Troubleshooting (Windows)
• 
  3

  Up
  Roth 401k Support

  Reviewed smess 3 views 0 comments 3 points Started by smess July 9 Manage Accounts and Transactions
• 
  Space Coast Credit Union Not Updating (WIN)

  Closed Billinflorida 93 views 9 comments 0 points Most recent by Quicken Jasmine July 9Errors and Troubleshooting (Windows)
• 
  15

  Up
  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 251 views 10 comments 15 points Most recent by tivolo July 9Investments
• 
  META Shares downloading from Broker as FB

  Answered ✓ Closed terryblumenstein 186 views 10 comments 0 points Most recent by Jim_Harman July 9Investing (Mac)
• 
  Quicken for Mac Canada - National Bank Financial - Cash balance not updating

  Closed S. Gordon Harwood 17 views 3 comments 0 points Most recent by S. Gordon Harwood July 8All Things Canadian (Mac)
• 
  Mutual fund share class and mutual fund to ETF conversions on Mac Classic Deluxe

  Closed K. 50 views 2 comments 0 points Most recent by Quicken Jasmine July 8Investing (Mac)
• 
  14

  Up
  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 174 views 9 comments 14 points Most recent by briang_simi July 7Product Enhancements
• 
  2

  Up
  Portfolio Value - Dashboard card - Last 12 months, Last 5 years & custom range

  Reviewed briang_simi 18 views 1 comment 2 points Most recent by Quicken Kristina July 7Product Enhancements
• 
  How to get manually entered security prices to show as updated (no clock image)?

  Answered ✓ Closed Gillian T 175 views 15 comments 0 points Most recent by q_lurker July 7Errors and Troubleshooting (Windows)
• 
  Why is Mutual fund price sometimes wrong?

  Answered Closed SteveInReno 44 views 2 comments 0 points Most recent by Jim_Harman July 7Errors and Troubleshooting (Windows)
• 
  Vanguard Cash Plus Account not downloading and cannot enter maunually

  Closed jrshea1966 165 views 7 comments 0 points Most recent by Road2FIRE July 6Download, Add/Update Accounts (Mac)
• 
  Investment register entry

  Answered Closed rayrozema 25 views 1 comment 0 points Most recent by Quicken Kristina July 5Errors and Troubleshooting (Windows)
• 
  How to enter a cash origin in a Buy - Shares Bought transaction

  Answered Closed MoeBr 161 views 13 comments 0 points Most recent by Quicken Anja July 5Investing (Windows)
• 
  Fidelity Investments going to EWC+?

  Closed mrzookie 1.1K views 12 comments 4 points Most recent by Chris_QPW July 4Download, Add/Update Accounts (Windows)
• 
  Can't adjust Short Sale - Place Holder Adjustment to Negative (shareholder shares)

  Closed BRETTB 13 views 1 comment 0 points Most recent by [Deleted User] July 4Investing (Windows)
• 
  ETrade vs RSU Transactions

  Closed doucette 35 views 3 comments 0 points Most recent by doucette July 3Investing (Windows)
• 
  Inconsistent Downloads of SPAXX Div from Fidelity

  Closed Geobrick 428 views 26 comments 0 points Most recent by Geobrick July 2Download, Add/Update Accounts (Windows)
• 
  META Ticker Issue: Incorrect Price or Mislabeling [Edited]

  Closed Vince3 686 views 20 comments 1 point Most recent by Cary Kittner July 2Investing (Windows)
• 
  1

  Up
  bond number

  Reviewed leonard kearney 23 views 2 comments 1 point Most recent by jacobs July 2Product Enhancements
• 
  Merged: why doesn't Q handle bond maturation properly?

  Closed leonard kearney 1 view 0 comments 0 points Started by leonard kearney July 2 Errors and Troubleshooting (Windows)
• 
  Schwab: message "looking for matching transactions"

  Closed rennepsAgain 45 views 7 comments 0 points Most recent by [Deleted User] July 2Investing (Windows)
• 
  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 604 views 43 comments 0 points Most recent by Lee Wunsch July 2Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Need Pool Factor Buckets and Downloads for Mortgage Backed Securities,

  Reviewed Gary587 19 views 1 comment 1 point Most recent by Gary587 July 2Investments