Investments

Discussion List

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  missing the edit transaction function

  Answered ✓ Closed Charlie@ 135 views 6 comments 0 points Most recent by Boatnmaniac March 13Investing (Windows)
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  Syncing Investment Transactions

  Answered Closed tim.rohrer1 33 views 1 comment 0 points Most recent by Quicken Jasmine March 12Using the Mobile App
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  65

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  Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

  Under Consideration JFOR 1.4K views 28 comments 65 points Most recent by Charles2025 March 11Investments
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  Is there a way to change asset class information for stocks in bulk and not just one at a time

  Answered ✓ Closed Larry Woodbridge 102 views 4 comments 0 points Most recent by Quicken Jasmine March 10Investing (Windows)
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  How about an option to reclassify asset class for stocks/investments in bulk? Or by account?

  Reviewed Larry Woodbridge 22 views 1 comment 1 point Most recent by Chris_QPW March 9Investments
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  double posting Investment transactions

  Closed leonard kearney 35 views 0 comments 0 points Most recent by UKR March 9Investing (Windows)
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  How do I remove the cents from being displayed (e.g, show $1,000 versus $1,000.25)?

  Answered ✓ Closed gwforit 67 views 2 comments 0 points Most recent by gwforit March 7Investing (Windows)
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  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 665 views 28 comments 38 points Most recent by oc_steven March 7Investments
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  QMac for Canada - Capital Gains Estimator

  Answered Closed Matt Payette 57 views 1 comment 0 points Most recent by Quicken Kristina March 7All Things Canadian (Mac)
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  Scheduled Interest Income and Dividend Income for Brokerage Accounts

  Closed oc_steven 38 views 1 comment 0 points Most recent by jacobs March 7Registers & Transactions (Mac)
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  Exclude unvested RSU from account total

  Closed RPC102 43 views 2 comments 3 points Most recent by Quicken Kristina March 7Investing (Mac)
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  Short term basis incorrect on sale

  Answered Closed funkws 89 views 10 comments 0 points Most recent by q_lurker March 7Investing (Windows)
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  One step updates from Vanguard, can't add to register

  Closed Dale3 195 views 10 comments 0 points Most recent by Quicken Kristina March 7Download, Add/Update Accounts (Windows)
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  Specify Lots issue with Gain Loss Column size

  Closed David Luckadoo 70 views 5 comments 0 points Most recent by David Luckadoo March 7Registers & Transactions (Windows)
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  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 190 views 5 comments 0 points Most recent by Gary Lee Ashford March 6Download, Add/Update Accounts (Windows)
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  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 104 views 3 comments 0 points Most recent by Quicken Jasmine March 6Errors and Troubleshooting (Windows)
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  $ Dashboard and "Investing" do not agree

  Answered Closed jimarcher6837 148 views 10 comments 0 points Most recent by Quicken Jasmine March 6Investing (Windows)
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  US Bancorp Investment Account not syncing with Quicken

  Closed KKoster 35 views 2 comments 0 points Most recent by Quicken Anja March 6Download, Add/Update Accounts (Windows)
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  Charles Schwab 401(k) Mutual Fund Prices stopped updating

  Answered Closed roo77777 155 views 9 comments 0 points Most recent by Quicken Kristina March 4Errors and Troubleshooting (Mac)
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  Merged: Anyone else having trouble downloading Mutual fund transactions from T. Rowe Price?

  Closed donotemailhere989 11 views 0 comments 0 points Most recent by funkws March 4Errors and Troubleshooting (Windows)
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  Bottom Section of Investing Accounts Always Expanded

  Closed isonclubikin 24 views 1 comment 0 points Most recent by Quicken Jasmine March 4Registers & Transactions (Windows)
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  Make Tags hierarchical to help with tracking Option Trading, among other uses

  Reviewed System 38 views 2 comments 2 points Most recent by Quicken Kristina March 3Investments
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  Quicken Doubles Amount in Roth IRA

  Answered Closed 04takamaz 47 views 3 comments 0 points Most recent by Boatnmaniac March 3Download, Add/Update Accounts (Mac)
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  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Closed Philip107 119 views 6 comments 0 points Most recent by Philip107 March 3Budgeting and Planning Tools (Windows)
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  Portfolio Value - Display Time Periods

  Reviewed Jim McLaughlin 87 views 4 comments 9 points Most recent by Chris_QPW March 2Display/UI
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  Tracking Option Trading in QMac

  Closed t34hansen 121 views 3 comments 0 points Most recent by Quicken Kristina March 2Business and Rental Property Tools (Mac)
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  Best strategies to address pricing discrepancy (John Hancock 401K)

  Answered ✓ Closed plasman 64 views 4 comments 0 points Most recent by Jim_Harman March 1Investing (Windows)
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  When taking RMDs, why does Quicken thinks it's a contribution?

  Answered ✓ Closed Mike Curran 468 views 23 comments 0 points Most recent by Jim_Harman March 1Investing (Windows)
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  Fidelity Mutual Fund with more than 1 payout type same day and Quicken's reinvested dividends?

  Closed Retired Coal Miner 52 views 4 comments 0 points Most recent by Retired Coal Miner March 1Investing (Windows)