Investments

Discussion List

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  Account setting changed from complete to simple

  Closed tbf47 160 views 9 comments 0 points Most recent by tbf47 July 2025Investing (Windows)
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  Vanguard connection problem

  Closed DanielC 351 views 17 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Mac)
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  Market Value In Portfolio Tab And Sidebar Value Does Not Match

  Closed Scott21 42 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Registers & Transactions (Mac)
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  Incorrect Stock/fund values being downloaded

  Closed mjonis 44 views 5 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch Account with new connection values incorrect

  Closed gary_n63 234 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
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  Downloading Investment Details From SoFi to Quicken For Mac

  Answered Closed Scott21 59 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Unable to close account, says I have downloaded transactions that need approving... but are none.

  Answered ✓ Closed Marc S 96 views 5 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Security Detail View

  Answered Closed Jerry Pederson 51 views 1 comment 0 points Most recent by mshiggins July 2025Investing (Windows)
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  Bug in lending loan creation

  Closed Mark248 45 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  how do i enter a cd

  Closed scr2302 54 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Transaction Download Simplification for Managed Investment Accounts?

  Closed Galaxie 21 views 2 comments 0 points Most recent by Galaxie July 2025Download, Add/Update Accounts (Windows)
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  When I buy a CD, the Buy Bonds changes to Purchase Shares

  Answered Closed John16 46 views 3 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  How to Move Securities from One Investment Account to Another

  Answered ✓ Closed Bobbo 158 views 7 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
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  Merrill Lynch transitioning from Direct Connect to 'a new connection method' not working

  Closed paladin52 389 views 4 comments -1 point Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Mutual fund target date reached

  Answered ✓ Closed Jeff Kantner 62 views 4 comments 0 points Most recent by Jeff Kantner July 2025Investing (Windows)
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  Does the Merrill Lynch EWC+ connection support Complete Investing?

  Closed System 52 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Can't move investment transactions

  Closed don.kostello 22 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Vanguard Errors

  Answered ✓ Closed Scott Smith 64 views 2 comments 0 points Most recent by Scott Smith July 2025Investing (Windows)
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  Handling Muni Bond Dividends in a taxable account in Quicken for Mac

  Closed Alan Meyer 35 views 2 comments 0 points Most recent by jacobs July 2025Investing (Mac)
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  Decimal placement movement

  Answered Closed RookieUser 38 views 2 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Up
  Add other Canadian Exchanges

  Reviewed D Morley 11 views 0 comments 1 point Started by D Morley July 2025 Canada Windows
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  Trying to add a Can. stock, won't take the Toronto designation

  Closed Tealeaf3 93 views 9 comments 0 points Most recent by Arctic Hare July 2025All Things Canadian (Windows)
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  Coinbase Updated to New Login

  Closed Patrick T Williams 356 views 17 comments 0 points Most recent by Patrick T Williams July 2025Download, Add/Update Accounts (Mac)
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  89
  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 2.8K views 108 comments 89 points Most recent by Darran_AUS July 2025Investments
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  Quicken can't get into my Edward Jones account to update

  Answered Closed Vermron 1.1K views 24 comments 3 points Most recent by bethwr July 2025Errors and Troubleshooting (Mac)
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  Security Mismatch Between Fidelity Download and Quicken (new)

  Closed Adriaan_S 199 views 2 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
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  Schwab taxable acct transactions not downloading. Non taxable works.

  Answered Closed ghost0 2 views 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Quicken Mac 8.2.1 currency display bug?

  Closed Dr_B 64 views 4 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
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  CvrSht transaction Not Working

  Answered Closed CarriM 11 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)