Investments

Discussion List

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  Mobile app not updating for investment activity

  TLH 36 views 4 comments 0 points Most recent by NotACPA February 2Errors and Troubleshooting (Mobile)
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  Quicken modifies a transfer transaction when it is matched against the downloaded transaction

  Snorkle 39 views 3 comments 0 points Most recent by Quicken Kristina February 2Registers & Transactions (Windows)
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  I have an issue with Mac Version 8.0.1 (Build 800.56243.100) not syncing Income Dividends

  Answered ddochter 15 views 1 comment 0 points Most recent by Quicken Jasmine February 2Investing (Windows)
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  401k Investment fees

  Answered ✓ R Rosenstock 78 views 5 comments 0 points Most recent by Boatnmaniac February 2Investing (Windows)
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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 4.5K views 117 comments 169 points Most recent by lpbonomi February 1Investments
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  LPL Connection now working for me

  kjoswald 17 views 1 comment 0 points Most recent by Quicken Kristina January 31Download, Add/Update Accounts (Mac)
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  What to enter as "Payee/Description" for "Margin Interest Expense" in my manual brokerage account

  Answered ✓ sashah87 52 views 7 comments 0 points Most recent by MontanaKarl January 30Investing (Mac)
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  How long after the domestic markets close should I do a one step update

  Ellary Kahan 31 views 4 comments 0 points Most recent by NotACPA January 30Download, Add/Update Accounts (Windows)
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  Cash balance on investment portfolio doesn't match register

  David15 89 views 8 comments 0 points Most recent by q_lurker January 30Investing (Windows)
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  Quicken Classic Mac (Version 8.0.1) Issues with 529 accounts

  JoshyG 59 views 2 comments 0 points Most recent by Quicken Jasmine January 30Investing (Mac)
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  Brokerage account not displaying my money market cash

  Answered R Strax 74 views 7 comments 0 points Most recent by Boatnmaniac January 30Registers & Transactions (Mac)
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  Quicken Classic Premier for Mac and Vanguard

  patrick 36 views 1 comment 1 point Most recent by Quicken Kristina January 28Investing (Mac)
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  Merrill Lynch Quicken for Mac Version 7.10.1 macOS 15.2

  Lew104 31 views 1 comment 0 points Most recent by MauryJ January 28Download, Add/Update Accounts (Mac)
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  Merged: Mutual Fund Transfer / Placeholder Error Message

  Closed Odontolith 23 views 0 comments 0 points Most recent by Odontolith January 27Download, Add/Update Accounts (Windows)
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  Tracking a 401(k) loan in Quicken Classic for Mac

  J. Holmes 38 views 3 comments 0 points Most recent by Quicken Kristina January 27Investing (Mac)
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  Security is not showing the correct market value in the Portfolio Screen

  G37Driver 32 views 2 comments 0 points Most recent by G37Driver January 26Investing (Windows)
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  did Vanguard Admiral share conversion and downloaded goofy transaction.

  Answered corndog638 28 views 3 comments 0 points Most recent by corndog638 January 26Investing (Windows)
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  What tax lines should be used in and out for Schwab Equity Account.

  Answered 19randyowen59 53 views 7 comments 0 points Most recent by 19randyowen59 January 26Investing (Windows)
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  Security Detail View failure

  Answered paulperry 61 views 3 comments 0 points Most recent by Quicken Kristina January 26Errors and Troubleshooting (Windows)
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  Selecting date after update

  Reviewed sgoldberg124 30 views 3 comments 1 point Most recent by Quicken Kristina January 26Product Enhancements
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  Investments held by a business

  Answered EugeneM 20 views 2 comments 0 points Most recent by EugeneM January 25All Things Canadian (Windows)
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  Add the ability to copy Security symbols

  Reviewed dhanson 16 views 0 comments 1 point Started by dhanson January 25 Display/UI
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  Downloaded investment transactions do not scroll down - have to manually scroll

  Answered kmagnush 236 views 18 comments 1 point Most recent by kmagnush January 25Download, Add/Update Accounts (Windows)
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  CLOSED 1/24/25 Allianzlife - $0 Investment Balance

  Quicken Kristina 135 views 3 comments 0 points Most recent by Quicken Janean January 24Alerts, Online Banking & Known Product Issues
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  How do I add a new/additional account to an existing brokerage/investment company?

  Answered ✓ Brewpounders 82 views 4 comments 0 points Most recent by Brewpounders January 23Download, Add/Update Accounts (Windows)
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  Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

  nick.koch 46 views 1 comment 0 points Most recent by Quicken Jasmine January 22Errors and Troubleshooting (Windows)
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  Issue with some of my VOYA accounts not updating

  dmurad53 57 views 6 comments 0 points Most recent by Quicken Kristina January 21Errors and Troubleshooting (Windows)
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  Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

  Answered Bilwit 231 views 23 comments 0 points Most recent by Chris_QPW January 21Registers & Transactions (Windows)
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  Is there now support for (Fidelity) HSA accounts?

  pbmsmit 183 views 15 comments 0 points Most recent by Brian Biggs January 20Download, Add/Update Accounts (Windows)