Investments

Discussion List

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  In the expense section of the Budget buying, reinvesting Dividends or Cap gains not allowed (Q Mac)

  Answered Closed LB3 66 views 2 comments 0 points Most recent by jacobs May 2025Budgeting and Planning Tools (Mac)
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  Quicken Classic Deluxe – 401k Balance Doubling After Switching to “Simple – Positions Only” Mode

  Closed Jkreit70 107 views 4 comments 0 points Most recent by Chris_QPW May 2025Investing (Windows)
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  Merged: Using quicken for MAC Fidelity accounts eliminated Cash Reserves in 3 accounts

  Closed uppy23 31 views 0 comments 0 points Most recent by jacobs May 2025Errors and Troubleshooting (Mac)
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  syncing my recurring investment purchases with my checking account

  Answered Closed schweitz6357 22 views 2 comments 0 points Most recent by Tom Young May 2025Investing (Windows)
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  Portfolio view: Name field no longer allows Symbol only (since R62.14)

  Closed GaryB1234 281 views 14 comments 1 point Most recent by splasher May 2025Registers & Transactions (Windows)
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  Downloaded transactions from Schwab showing incorrect info [Edited]

  Closed James Koski 11 views 1 comment 0 points Most recent by Quicken Kristina May 2025Investing (Windows)
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  Wrong Tax value computed in Capital Gains Estimator tool

  Closed figonzalez 24 views 1 comment 0 points Most recent by jacobs May 2025Investing (Mac)
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  Fidelity Investments

  Closed Costa 177 views 4 comments -1 point Most recent by Costa May 2025Download, Add/Update Accounts (Windows)
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  Shares "Removed" from account are reported as missing, i.e., a negative holding

  Answered ✓ Closed W.N.M 137 views 5 comments 0 points Most recent by W.N.M May 2025Download, Add/Update Accounts (Windows)
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  Auto-Align Investment Chart Height Across All Accounts in Portfolio View

  Reviewed KenC 4 views 0 comments 1 point Started by KenC May 2025 Investments
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  Add a transaction from the Holdings window

  Reviewed L Benjamin 11 views 0 comments 1 point Started by L Benjamin May 2025 Investments
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  vanguard

  Answered Closed hmmille3 33 views 2 comments 0 points Most recent by Quicken Kristina May 2025Download, Add/Update Accounts (Windows)
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  Paycheck Setup Not Allowing 401(k) Account

  Closed Scott Howell 66 views 3 comments 0 points Most recent by Quicken Jasmine May 2025Budgeting and Planning Tools (Windows)
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  Not all Schwab accounts downloading

  Answered Closed samlevinesl 52 views 3 comments 0 points Most recent by Quicken Kristina May 2025Download, Add/Update Accounts (Windows)
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  Missing transactions on some Vanguard accounts and accounts switch to Simple after download

  Closed System 172 views 11 comments 0 points Most recent by Robert Chiarulli May 2025Investing (Windows)
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  Tax Planner problem with Roth 401K contrib and Employer Match

  Answered Closed frazsuz 140 views 6 comments 0 points Most recent by frazsuz May 2025Budgeting and Planning Tools (Windows)
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  placeholder frustration

  Closed bravoechofoxtrot 140 views 10 comments 0 points Most recent by Quicken Kristina May 2025Registers & Transactions (Mac)
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  Morningstar ratings, return, and risk (8 merged votes)

  Reviewed q_lurker 394 views 8 comments 19 points Most recent by Budd May 2025Investments
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  Schwab investment accounts not downloading "security/payee" for "Investment:Dividends"-Q MAC

  Closed mkh.finan 71 views 5 comments 0 points Most recent by Quicken Kristina May 2025Investing (Mac)
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  How do I apply a negative cash balance to an investment account with simple tracking?

  Answered ✓ Closed 26@harrich 114 views 9 comments 0 points Most recent by 26@harrich May 2025Investing (Windows)
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  Getting Started Using Quicken to Track Investments

  Answered Closed johnpbigelow 241 views 5 comments 0 points Most recent by Tom Young April 2025Investing (Windows)
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  All data from an account vanished while manually updating transactions [Edited]

  Answered Closed DrP Moeller 159 views 7 comments 0 points Most recent by DrP Moeller April 2025Registers & Transactions (Windows)
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  Not able to add NYCERS account - keep getting CC-501 error

  Closed mcadenillas 86 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Cannot update Investor 360 Accounts - again

  Closed SAB0779 59 views 1 comment 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
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  CLOSED 4/28/25 SEI Client Connect- $0 Balance When Adding Investment Accounts

  Closed Quicken Anja 72 views 2 comments 0 points Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
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  Placeholder entries hidden or corrupted? - Vanguard account

  Closed Ted P 98 views 8 comments 0 points Most recent by Jim_Harman April 2025Errors and Troubleshooting (Windows)
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  Category assignment for income/dividends

  Closed stevewi 65 views 2 comments 0 points Most recent by jacobs April 2025Investing (Mac)
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  Funds in a 401k account change names - how to reconcile

  Closed Nalgas 47 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  NJ Best 429 Plan

  Answered Closed TCPSBC 21 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)