Investments

Discussion List

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  Ticket #12299543/CTP-16655

  Answered jblevy01 33 views 1 comment 0 points Most recent by Quicken Anja August 6Investing (Mac)
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  Two Fidelity Accounts Have Wrong Totals in Net Worth Report [Edited]

  Answered T Gondesen 63 views 4 comments 0 points Most recent by T Gondesen August 6Reports (Windows)
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  Stock and Fund Details

  scampsrp 31 views 1 comment 0 points Most recent by Quicken Carlos August 6Registers & Transactions (Windows)
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  Fidelity Covered calls

  Harish 126 views 7 comments 0 points Most recent by Quicken Carlos August 6Download, Add/Update Accounts (Windows)
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  Quicken constantly revalues Vanguard Federal Money Market Fund (VMXX) from $1.00 to a random value

  Answered jmccaski 72 views 4 comments 0 points Most recent by BK August 6Errors and Troubleshooting (Windows)
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  Error connecting to Voya Institutional Plan Services

  sbrothers217 925 views 30 comments 0 points Most recent by hansoncarla August 6Errors and Troubleshooting (Windows)
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  Quicken Classic PC constantly renames Cisco Systems (CSCO) to Circor (CIR) in my stock portfolio

  Answered jmccaski 48 views 4 comments 0 points Most recent by jmccaski August 5Errors and Troubleshooting (Windows)
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  4
  Simple Investing mode should be available for offline accounts.

  Already Offered Chris_QPW 55 views 2 comments 4 points Most recent by miklk August 5Investments
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  Quicken Mac: import historical 401k data via csv file

  Adience 94 views 14 comments 0 points Most recent by Chris_QPW August 5Investing (Mac)
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  Tags for Investment transactions

  Reviewed acs2 106 views 9 comments 7 points Most recent by Jim_Harman August 5Manage Accounts and Transactions
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  Capital Gains Estimator

  Cyclist 147 views 5 comments 1 point Most recent by Regina@ August 5Investing (Windows)
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  3

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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 37 views 3 comments 3 points Most recent by Chris_QPW August 5Manage Accounts and Transactions
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  Portfolio X-Ray Custom Views

  Reviewed GTmem 48 views 3 comments 6 points Most recent by Jim_Harman August 5Product Enhancements
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  Undo Account Group (Q Mac)

  Answered Closed sawdustmaker 137 views 5 comments 0 points Most recent by Quicken Anja August 5Investing (Mac)
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  Investment issues since last update

  rbridges01 197 views 9 comments 0 points Most recent by Quicken Laura August 4Download, Add/Update Accounts (Windows)
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  Voya Financial EWC+ – Incorrect Security Value / Account Balance in Quicken Mac

  PaddyG 44 views 1 comment 0 points Most recent by Quicken Kristina August 3Errors and Troubleshooting (Mac)
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  BUG REPORT: D.A. Davidson & Co. (17850) – Simple Tracking doubles every holding with Placeholder ent

  mpara28 52 views 3 comments 5 points Most recent by Quicken Kristina August 3Errors and Troubleshooting (Mac)
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  Deleting placeholders

  Answered Closed Pedro H 117 views 4 comments 0 points Most recent by Quicken Carlos August 3Investing (Windows)
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  1
  Need a new feature to add offline investment for real estate investments [Edited]

  feinholz 183 views 13 comments 1 point Most recent by Fred Coale August 3Investments
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  IRA totals show two different things on the same screen

  Milehigh5280 158 views 7 comments 0 points Most recent by Quicken Laura August 2Download, Add/Update Accounts (Windows)
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  Why is Investment Amount column blank for some transactions

  Answered miketomlinson111 53 views 1 comment 0 points Most recent by BK August 2Registers & Transactions (Windows)
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  Fidelity Brokerage account not update

  Hong 42 views 1 comment 0 points Most recent by Quicken Laura August 2Investing (Windows)
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  How to set up Fidelity sync for an account using JPY currency?

  Answered Harpo 58 views 1 comment 0 points Most recent by Quicken Carlos August 1Download, Add/Update Accounts (Windows)
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  Only one account says "Your Quicken account and Brokerage Holdings are in agreement."

  Answered Closed 800FRobHall 72 views 4 comments 0 points Most recent by Quicken Kristina August 1Investing (Windows)
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  Stock transaction, dividend activity, Quicken can not match correct stocks [Edited]

  Closed Brad P 440 views 18 comments 0 points Most recent by Quicken Kristina July 31Investing (Windows)
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  Fidelity Cash Management (Windows Business & Personal R67.10) - Show Cash in Checking - not working

  Closed drwho351 149 views 5 comments 0 points Most recent by Quicken Kristina July 31Download, Add/Update Accounts (Windows)
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  Make Hand Entry for Equities Easier

  Reviewed jasnon 24 views 0 comments 2 points Started by jasnon July 31 Investments
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  RobinHood issue

  Answered Closed Dawgger 88 views 4 comments 0 points Most recent by Quicken Anja July 31Download, Add/Update Accounts (Mac)