Investments

Discussion List

• 
  1

  Up
  bond number

  Reviewed leonard kearney 21 views 2 comments 1 point Most recent by jacobs July 2025Product Enhancements
• 
  Merged: why doesn't Q handle bond maturation properly?

  Closed leonard kearney 1 view 0 comments 0 points Started by leonard kearney July 2025 Errors and Troubleshooting (Windows)
• 
  Schwab: message "looking for matching transactions"

  Closed rennepsAgain 41 views 7 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
• 
  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 635 views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Need Pool Factor Buckets and Downloads for Mortgage Backed Securities,

  Reviewed Gary587 23 views 1 comment 1 point Most recent by Gary587 July 2025Investments
• 
  Fidelity FDRXX not being recognized

  Answered Closed brianCIO 387 views 6 comments 0 points Most recent by recursor1 June 2025Errors and Troubleshooting (Windows)
• 
  Brokerage Cash Management Account

  Closed JDaily 65 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
• 
  Vanguard placeholder entries

  Answered Closed azwilling 32 views 2 comments 0 points Most recent by Quicken Kristina June 2025Errors and Troubleshooting (Windows)
• 
  Archiving Investment Transactions didn't do much and lost running account balance

  Closed jamesmevanshotmail 12 views 2 comments 0 points Most recent by NotACPA June 2025Errors and Troubleshooting (Windows)
• 
  I messed up the cash/money market conversion for SWGXX from Schwab [Edited]

  Answered Closed jeff.schmitz 47 views 2 comments 0 points Most recent by Chris_QPW June 2025Errors and Troubleshooting (Windows)
• 
  Merged: Quicken Misapplying BYD Stock Dividend Data — Two Separate Errors

  Closed TexMike 1 view 0 comments 0 points Started by TexMike June 2025 Errors and Troubleshooting (Windows)
• 
  Incorrect Stock Split for BYDDF

  Closed TexMike 8.4K views 8 comments 0 points Most recent by TexMike June 2025Errors and Troubleshooting (Windows)
• 
  ROTH Conversion

  Answered Closed markisgold 280 views 6 comments 0 points Most recent by markisgold June 2025Investing (Windows)
• 
  Etrade vs RSU transactions

  Closed doucette 206 views 6 comments 0 points Most recent by doucette June 2025Download, Add/Update Accounts (Windows)
• 
  How is "Amount Income" calculated in Investing page ?

  Answered Closed BeeGeeWeeGee 2 views 3 comments 0 points Most recent by Chris_QPW June 2025Investing (Windows)
• 
  One loan account active, another cannot be added MAC OS - Classic

  Closed Porthole2 14 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Mac)
• 
  "Investing.quicken.com" shows somebody else's investing account

  Closed rwiitala 31 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Quicken on the Web)
• 
  17
  Import security prices for multiple securities in Quicken for Mac (+6 Merged Votes)

  Implemented hs 601 views 24 comments 17 points Most recent by Quicken Anja June 2025Investments
• 
  Anyone unable to update security values?

  Answered Closed CHM 12 views 2 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
• 
  Q for Mac - Investment portfolio previously showing stock positions disappeared. only total showing

  Closed S. Gordon Harwood 58 views 5 comments 0 points Most recent by Quicken Jasmine June 2025All Things Canadian (Mac)
• 
  Question about transferring shares

  Answered Closed LeaningTower 66 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
• 
  After R63.21 update, Investing page wont open

  Answered Closed temco_rep 43 views 1 comment 0 points Most recent by UKR June 2025Investing (Windows)
• 
  RSU "Record Vesting" doesn't work if cash tracking in a checking account is enabled

  Closed gdonaldson 11 views 1 comment 0 points Most recent by Quicken Kristina June 2025Investing (Windows)
• 
  Transactions from fidelity missed randomly

  Closed vip 92 views 10 comments 0 points Most recent by Quicken Kristina June 2025Download, Add/Update Accounts (Mac)
• 
  Dual RSU Grants in single account cause register errors

  Closed carbuff 67 views 5 comments 1 point Most recent by mshiggins June 2025Investing (Windows)
• 
  20

  Up
  Feature Request: Select group of downloaded transactions to ACCEPT (13 Legacy Votes)

  Under Consideration ken jacobs 766 views 24 comments 20 points Most recent by tony June 2025Manage Accounts and Transactions
• 
  Merrill Lynch download issue

  Answered Closed bob323 1K views 53 comments 6 points Most recent by jacobs June 2025Download, Add/Update Accounts (Mac)
• 
  How to record Profits Interest Units award in Quicken - for LLC

  Answered Closed jhansen 47 views 4 comments 0 points Most recent by jhansen June 2025Investing (Windows)