Investments

Discussion List

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  Investment Dashboard Value Table: Make User's Sorting Choice Sticky

  Reviewed Scooterlam 11 views 0 comments 2 points Started by Scooterlam June 16 Investments
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  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 846 views 35 comments 29 points Most recent by jacobs June 16Investments
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  Estimated Income and Yield are not downloading the correct figures

  Closed mb5! 77 views 9 comments 0 points Most recent by Jim_Harman June 16Registers & Transactions (Windows)
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  Share count pulled from brokerage account not always correct

  Closed Adience 98 views 8 comments 0 points Most recent by Quicken Jasmine June 16Investing (Mac)
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  Horizontal line or separator for each account row in Portfolio view (Q Mac)

  Reviewed KenC 10 views 0 comments 1 point Started by KenC June 14 Investments
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  System Date Format, Financial Year setting, Spark Lines and XiRR in Portfolio, Merger - Demerger

  Reviewed dipe_c 22 views 1 comment 1 point Most recent by dipe_c June 13Investments
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  Investment accounts have long load times and transaction acceptance times

  Closed shtevie 570 views 33 comments 0 points Most recent by Quicken Kristina June 13Registers & Transactions (Windows)
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  Why does *every* action in the investing area take forrrrever??

  Answered Closed KnnNike 79 views 3 comments 0 points Most recent by Quicken Kristina June 13Investing (Windows)
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  Tax Planner Long Term Capital Gains Problems

  Closed TomS 32 views 1 comment 0 points Most recent by Jim_Harman June 13Investing (Windows)
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  You already have a security with that name

  Answered Closed kayakor 31 views 2 comments 0 points Most recent by q_lurker June 11Investing (Windows)
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  Exchange rate on disposal of foreign shares

  Closed JdS67 74 views 5 comments 0 points Most recent by Quicken Jasmine June 11All Things Canadian (Windows)
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  How to disable download for DFS symbol (merged with COF recently)

  Answered ✓ Closed eshieh 34 views 5 comments 0 points Most recent by eshieh June 9Download, Add/Update Accounts (Mac)
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  Add Security Types and Investing Goals to HOME View

  Reviewed mikek753b 13 views 0 comments 1 point Started by mikek753b June 9 Investments
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  Crypto price updates stopped working, plus development ideas for crypto price, tax, chart services

  Reviewed Quicknator 35 views 0 comments 1 point Started by Quicknator June 9 Investments
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  QUICKEN CLASSIC DE LUXE + investing tab + customize current view

  Reviewed BERNARD RICHTER 13 views 1 comment 2 points Most recent by jacobs June 9Investments
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  Vanguard Register Change

  Closed philliesphan0880 381 views 5 comments 0 points Most recent by Pinballfan June 7Investing (Windows)
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  Tax Planner: Roth IRA Contributions As Wages

  Answered ✓ Closed Volumes8323 28 views 2 comments 0 points Most recent by Volumes8323 June 7Budgeting and Planning Tools (Windows)
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  Brokerage account should accept Business field in dividends and other transactions

  Reviewed suricatodanlaf 2 views 0 comments 2 points Started by suricatodanlaf June 7 Investments
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  Lifetime planner needs additional anticipated return values for investments

  Reviewed jimkarl 24 views 1 comment 2 points Most recent by Jim_Harman June 5Budget and Planning Tools
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  Quicken Investment Account Shares report reconciliation error

  Answered Closed Dave Brandman 12 views 1 comment 0 points Most recent by [Deleted User] June 5Registers & Transactions (Windows)
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  Support Memorized Investment Transactions

  Reviewed Chuck_H 15 views 0 comments 4 points Started by Chuck_H June 5 Investments
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  Merged: One Vanguard account not updating transactions

  Closed smbschrader 41 views 0 comments 0 points Most recent by smbschrader June 4Investing (Windows)
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  Getting CC-501 Schwab account Updates in Quicken Classic Windows

  Closed crwalejr 102 views 5 comments 0 points Most recent by crwalejr June 4Download, Add/Update Accounts (Windows)
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  Fidelity Account Name Changes

  Announcement Quicken Janean 1.8K views 0 comments 3 points Started by Quicken Janean June 4 Announcements
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  How do I zero out securities value?

  Answered Closed Steven_75 56 views 3 comments 0 points Most recent by Quicken Anja June 4Investing (Windows)
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  Investment Account Register Filtering

  Reviewed Tim M 50 views 3 comments 5 points Most recent by [Deleted User] June 4Manage Accounts and Transactions
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  Calculate TWR (Time Weighted Return) Performance [edited]

  Reviewed dpags 88 views 5 comments 3 points Most recent by Jim_Harman June 3Investments
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  Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)

  Under Consideration Quicken Community 1.6K views 41 comments 40 points Most recent by Quicken Jasmine June 3Investments
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  Bond price updates

  Reviewed suricatodanlaf 29 views 0 comments 1 point Started by suricatodanlaf June 3 Investments