Investments

Discussion List

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  ETrade/Morgan Stanley automatically switched over to "Simple Investing" from "Complete" [Edited]

  Answered Closed USA-Lenny 84 views 2 comments 0 points Most recent by rs1 June 3Investing (Windows)
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  Vanguard Accounts Still Not Showing Registers

  Closed DebMj1 80 views 7 comments 0 points Most recent by Quicken Anja June 3Download, Add/Update Accounts (Windows)
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  Why do some Canadian Stocks not update in Canadian Quicken

  Answered ✓ Closed Scouter_Don 243 views 8 comments 0 points Most recent by Scouter_Don June 2Investing (Windows)
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  Ally Invest Downloads

  Closed tnjpatton 72 views 6 comments 0 points Most recent by Quicken Jasmine June 1Registers & Transactions (Windows)
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  How can I get quicken classic to correctly track my jp morgan retirement accounts?

  Answered Closed Mark Shafton 69 views 5 comments 0 points Most recent by Quicken Jasmine June 1Download, Add/Update Accounts (Windows)
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  Merged: Schwab transactions not downloading since beginning May

  Closed K_D 1 view 0 comments 0 points Started by K_D May 31 Download, Add/Update Accounts (Windows)
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  Wash Sales

  Answered Closed tp3164md 39 views 3 comments 0 points Most recent by q_lurker May 29Investing (Windows)
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  Add column "Investment type" to Investing tab

  Reviewed tlsher 54 views 4 comments 0 points Most recent by Quicken Anja May 29Investments
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  Vanguard transactions not downloading, possible new issue?

  Closed brockmari 388 views 9 comments 0 points Most recent by Rob Ritenour May 29Investing (Windows)
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  Unable to Access Investment Accounts on Anrdroid Quicken Classic Application

  Closed JohnHart5303 11 views 1 comment 0 points Most recent by Chris_QPW May 28Investing (Windows)
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  Where to record the Management Expense Ratio (MER)

  Closed Miguel 54 views 3 comments 0 points Most recent by Quicken Jasmine May 28All Things Canadian (Windows)
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  How to get from Fidelity 401k to multiple accounts by the source?

  Closed mikek753 950 views 20 comments 0 points Most recent by [Deleted User] May 26Investing (Windows)
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  Ability to classify the Vanguard Savings Account as a Savings Account

  Reviewed JasonMark 56 views 3 comments 2 points Most recent by Quicken Kristina May 25Manage Accounts and Transactions
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  Corporate acquisition (stock for stock) results in incorrect avg annual returns in performance tab

  Closed MagillCPA 36 views 1 comment 0 points Most recent by Quicken Kristina May 23Investing (Windows)
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  CC-505 for Schwab Investments

  Answered Closed R1456 11 views 1 comment 0 points Most recent by Quicken Kristina May 23Download, Add/Update Accounts (Mac)
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  "Real Time Quotes" selection in preferences doesn't stay checked

  Closed Chuck56 23 views 3 comments 0 points Most recent by UKR May 22Errors and Troubleshooting (Windows)
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  Reconciling Discover (DFS)/Capital One (COF) merger transactions 5/19/2025

  Closed Michael Farley 85 views 1 comment 0 points Most recent by Quicken Anja May 22FAQ'S (Windows)
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  Security Comparison Mismatch due to rounding?

  Answered Closed Chris3 54 views 3 comments 0 points Most recent by NotACPA May 21Investing (Windows)
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  Fix downloading of quotes for options

  Reviewed Yield Chaser 27 views 1 comment 1 point Most recent by Jon May 20Investments
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  Cash source

  Closed kevin. 23 views 2 comments 0 points Most recent by Jim_Harman May 20Investing (Windows)
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  How to track 'Interest Rate Linked Structured Investments'?

  Closed t34hansen 34 views 4 comments 0 points Most recent by [Deleted User] May 18Investing (Mac)
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  How to track 'Interest Rate Linked Structured Investments'?

  Closed t34hansen 33 views 3 comments 0 points Most recent by t34hansen May 18Investing (Mac)
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  Don't ask about Cost Averaging or Lot Selection

  Reviewed dburk 188 views 13 comments 1 point Most recent by [Deleted User] May 16Investments
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  Corporate Acquisition (stock for stock) impressive failure

  Closed Amork 15 views 1 comment 0 points Most recent by Quicken Kristina May 16All Things Canadian (Windows)
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  Betterment: simple versus complete tracking method

  Answered ✓ Closed pilotdude 128 views 6 comments 0 points Most recent by Quicken Anja May 16Investing (Windows)
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  In the expense section of the Budget buying, reinvesting Dividends or Cap gains not allowed (Q Mac)

  Answered Closed LB3 65 views 2 comments 0 points Most recent by jacobs May 13Budgeting and Planning Tools (Mac)
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  Quicken Classic Deluxe – 401k Balance Doubling After Switching to “Simple – Positions Only” Mode

  Closed Jkreit70 102 views 4 comments 0 points Most recent by Chris_QPW May 12Investing (Windows)
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  Merged: Using quicken for MAC Fidelity accounts eliminated Cash Reserves in 3 accounts

  Closed uppy23 31 views 0 comments 0 points Most recent by jacobs May 11Errors and Troubleshooting (Mac)
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  syncing my recurring investment purchases with my checking account

  Answered Closed schweitz6357 26 views 2 comments 0 points Most recent by Tom Young May 10Investing (Windows)