Investments

Discussion List

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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)
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  Transaction Attachments Not Working - Data File Corruption (Yet Again)

  Closed W5JP 45 views 3 comments 2 points Most recent by UKR July 2025Registers & Transactions (Windows)
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  Merged: OL-332-A error with Edward Jones

  Closed cwinkler 1 view 0 comments 0 points Started by cwinkler July 2025 Download, Add/Update Accounts (Windows)
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  Chase Self-directed investment account

  Closed Adience 294 views 15 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  'Use of' or 'population of' the Avg Cost field for Crypto.

  Reviewed Jeffrey Click 31 views 1 comment 1 point Most recent by q_lurker July 2025Product Enhancements
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  Portfolio view: Left click on security name or news icon not working correctly.

  Closed mfstarnes 61 views 10 comments 0 points Most recent by Jim_Harman July 2025Registers & Transactions (Windows)
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  Portfolio Value Widget Upgrade

  Reviewed Ruffstuff 1 view 1 comment 4 points Most recent by NotACPA July 2025Investments
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  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 2025Download, Add/Update Accounts (Mac)
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  Fidelity Accounts Keep Breaking connection

  Closed dorich 22 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Merrill Lynch/Bank of America cash transactions

  Closed jdemetro 53 views 4 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  Schwab and other brokerage just show cash and money market combined. Quiken separates

  Closed Cyp 36 views 5 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Roth 401k Support

  Reviewed smess 5 views 0 comments 3 points Started by smess July 2025 Manage Accounts and Transactions
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  Space Coast Credit Union Not Updating (WIN)

  Closed Billinflorida 106 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 254 views 10 comments 15 points Most recent by tivolo July 2025Investments
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  META Shares downloading from Broker as FB

  Answered ✓ Closed terryblumenstein 191 views 10 comments 0 points Most recent by Jim_Harman July 2025Investing (Mac)
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  Quicken for Mac Canada - National Bank Financial - Cash balance not updating

  Closed S. Gordon Harwood 15 views 3 comments 0 points Most recent by S. Gordon Harwood July 2025All Things Canadian (Mac)
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  Mutual fund share class and mutual fund to ETF conversions on Mac Classic Deluxe

  Closed K. 57 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Mac)
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  Portfolio Value - Dashboard card - Last 12 months, Last 5 years & custom range

  Reviewed briang_simi 13 views 1 comment 2 points Most recent by Quicken Kristina July 2025Product Enhancements
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  How to get manually entered security prices to show as updated (no clock image)?

  Answered ✓ Closed Gillian T 208 views 15 comments 0 points Most recent by q_lurker July 2025Errors and Troubleshooting (Windows)
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  Why is Mutual fund price sometimes wrong?

  Answered Closed SteveInReno 48 views 2 comments 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
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  Vanguard Cash Plus Account not downloading and cannot enter maunually

  Closed jrshea1966 180 views 7 comments 0 points Most recent by Road2FIRE July 2025Download, Add/Update Accounts (Mac)
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  Investment register entry

  Answered Closed rayrozema 22 views 1 comment 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  How to enter a cash origin in a Buy - Shares Bought transaction

  Answered Closed MoeBr 171 views 13 comments 0 points Most recent by Quicken Anja July 2025Investing (Windows)
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  Fidelity Investments going to EWC+?

  Closed mrzookie 1.1K views 12 comments 4 points Most recent by Chris_QPW July 2025Download, Add/Update Accounts (Windows)
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  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 2025Investing (Windows)
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  ETrade vs RSU Transactions

  Closed doucette 36 views 3 comments 0 points Most recent by doucette July 2025Investing (Windows)
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  Inconsistent Downloads of SPAXX Div from Fidelity

  Closed Geobrick 448 views 26 comments 0 points Most recent by Geobrick July 2025Download, Add/Update Accounts (Windows)
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  META Ticker Issue: Incorrect Price or Mislabeling [Edited]

  Closed Vince3 711 views 20 comments 1 point Most recent by Cary Kittner July 2025Investing (Windows)