Investments

Discussion List

• 
  Portfolio view: Name field no longer allows Symbol only (since R62.14)

  Closed GaryB1234 271 views 14 comments 1 point Most recent by splasher May 9Registers & Transactions (Windows)
• 
  Downloaded transactions from Schwab showing incorrect info [Edited]

  Closed James Koski 11 views 1 comment 0 points Most recent by Quicken Kristina May 9Investing (Windows)
• 
  Wrong Tax value computed in Capital Gains Estimator tool

  Closed figonzalez 23 views 1 comment 0 points Most recent by jacobs May 8Investing (Mac)
• 
  Fidelity Investments

  Closed Costa 176 views 4 comments -1 point Most recent by Costa May 8Download, Add/Update Accounts (Windows)
• 
  Shares "Removed" from account are reported as missing, i.e., a negative holding

  Answered ✓ Closed W.N.M 133 views 5 comments 0 points Most recent by W.N.M May 8Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Auto-Align Investment Chart Height Across All Accounts in Portfolio View

  Reviewed KenC 2 views 0 comments 1 point Started by KenC May 7 Investments
• 
  1

  Up
  Add a transaction from the Holdings window

  Reviewed L Benjamin 11 views 0 comments 1 point Started by L Benjamin May 7 Investments
• 
  vanguard

  Answered Closed hmmille3 32 views 2 comments 0 points Most recent by Quicken Kristina May 6Download, Add/Update Accounts (Windows)
• 
  Paycheck Setup Not Allowing 401(k) Account

  Closed Scott Howell 57 views 3 comments 0 points Most recent by Quicken Jasmine May 6Budgeting and Planning Tools (Windows)
• 
  Not all Schwab accounts downloading

  Answered Closed samlevinesl 50 views 3 comments 0 points Most recent by Quicken Kristina May 6Download, Add/Update Accounts (Windows)
• 
  Missing transactions on some Vanguard accounts and accounts switch to Simple after download

  Closed System 157 views 11 comments 0 points Most recent by Robert Chiarulli May 6Investing (Windows)
• 
  Tax Planner problem with Roth 401K contrib and Employer Match

  Answered Closed frazsuz 134 views 6 comments 0 points Most recent by frazsuz May 6Budgeting and Planning Tools (Windows)
• 
  placeholder frustration

  Closed bravoechofoxtrot 128 views 10 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Mac)
• 
  72

  Up
  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 1.2K views 47 comments 72 points Most recent by Bill8 May 3Investments
• 
  19

  Up
  Morningstar ratings, return, and risk (8 merged votes)

  Reviewed q_lurker 389 views 8 comments 19 points Most recent by Budd May 2Investments
• 
  Schwab investment accounts not downloading "security/payee" for "Investment:Dividends"-Q MAC

  Closed mkh.finan 75 views 5 comments 0 points Most recent by Quicken Kristina May 2Investing (Mac)
• 
  How do I apply a negative cash balance to an investment account with simple tracking?

  Answered ✓ Closed 26@harrich 117 views 9 comments 0 points Most recent by 26@harrich May 1Investing (Windows)
• 
  Getting Started Using Quicken to Track Investments

  Answered Closed johnpbigelow 205 views 5 comments 0 points Most recent by Tom Young April 30Investing (Windows)
• 
  All data from an account vanished while manually updating transactions [Edited]

  Answered Closed DrP Moeller 154 views 7 comments 0 points Most recent by DrP Moeller April 29Registers & Transactions (Windows)
• 
  Not able to add NYCERS account - keep getting CC-501 error

  Closed mcadenillas 83 views 5 comments 0 points Most recent by Quicken Kristina April 29Download, Add/Update Accounts (Windows)
• 
  Cannot update Investor 360 Accounts - again

  Closed SAB0779 49 views 1 comment 0 points Most recent by Quicken Jasmine April 29Download, Add/Update Accounts (Windows)
• 
  CLOSED 4/28/25 SEI Client Connect- $0 Balance When Adding Investment Accounts

  Closed Quicken Anja 74 views 2 comments 0 points Most recent by Quicken Kristina April 28Alerts, Online Banking & Known Product Issues
• 
  Placeholder entries hidden or corrupted? - Vanguard account

  Closed Ted P 96 views 8 comments 0 points Most recent by Jim_Harman April 28Errors and Troubleshooting (Windows)
• 
  Category assignment for income/dividends

  Closed stevewi 49 views 2 comments 0 points Most recent by jacobs April 27Investing (Mac)
• 
  Funds in a 401k account change names - how to reconcile

  Closed Nalgas 41 views 2 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Windows)
• 
  NJ Best 429 Plan

  Answered Closed TCPSBC 21 views 2 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Windows)
• 
  same security download 8X; How to delete 7 of them w/o spending hours?

  Closed MineQuicknot 32 views 2 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Mac)
• 
  Navigation to the webpage was cancelled

  Closed gwforit 151 views 7 comments 1 point Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)
• 
  The "Return (%) YTD" numbers are missing / not correct / out of date in Portfolio Views [edited]

  Closed pgavon 209 views 11 comments 0 points Most recent by pgavon April 26Investing (Windows)
• 
  Auto Connect Sync with Banks - verification process

  Closed Creator1933 32 views 3 comments 1 point Most recent by [Deleted User] April 25Download, Add/Update Accounts (Mac)