Investments

Discussion List

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  Schwab and other brokerage just show cash and money market combined. Quiken separates

  Closed Cyp 31 views 5 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Roth 401k Support

  Reviewed smess 1 view 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 101 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 251 views 10 comments 16 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 11 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. 61 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 12 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 212 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 51 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 193 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 21 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 11 views 1 comment 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  ETrade vs RSU Transactions

  Closed doucette 31 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 453 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 725 views 20 comments 1 point Most recent by Cary Kittner July 2025Investing (Windows)
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  bond number

  Reviewed leonard kearney 21 views 2 comments 1 point Most recent by jacobs July 2025Product Enhancements
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  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)
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  Schwab: message "looking for matching transactions"

  Closed rennepsAgain 42 views 7 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 651 views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)
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  Need Pool Factor Buckets and Downloads for Mortgage Backed Securities,

  Reviewed Gary587 21 views 1 comment 1 point Most recent by Gary587 July 2025Investments
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  Fidelity FDRXX not being recognized

  Answered Closed brianCIO 394 views 6 comments 0 points Most recent by recursor1 June 2025Errors and Troubleshooting (Windows)
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  Brokerage Cash Management Account

  Closed JDaily 62 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
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  Vanguard placeholder entries

  Answered Closed azwilling 31 views 2 comments 0 points Most recent by Quicken Kristina June 2025Errors and Troubleshooting (Windows)
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  Archiving Investment Transactions didn't do much and lost running account balance

  Closed jamesmevanshotmail 11 views 2 comments 0 points Most recent by NotACPA June 2025Errors and Troubleshooting (Windows)
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  I messed up the cash/money market conversion for SWGXX from Schwab [Edited]

  Answered Closed jeff.schmitz 41 views 2 comments 0 points Most recent by Chris_QPW June 2025Errors and Troubleshooting (Windows)
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  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)