Investments

Discussion List

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  Incorrect Stock Split for BYDDF

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

  Answered Closed markisgold 311 views 6 comments 0 points Most recent by markisgold June 2025Investing (Windows)
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  Etrade vs RSU transactions

  Closed doucette 233 views 6 comments 0 points Most recent by doucette June 2025Download, Add/Update Accounts (Windows)
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  How is "Amount Income" calculated in Investing page ?

  Answered Closed BeeGeeWeeGee 1 view 3 comments 0 points Most recent by Chris_QPW June 2025Investing (Windows)
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  One loan account active, another cannot be added MAC OS - Classic

  Closed Porthole2 11 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Mac)
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  "Investing.quicken.com" shows somebody else's investing account

  Closed rwiitala 32 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Quicken on the Web)
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  17
  Import security prices for multiple securities in Quicken for Mac (+6 Merged Votes)

  Implemented hs 602 views 24 comments 17 points Most recent by Quicken Anja June 2025Investments
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  Anyone unable to update security values?

  Answered Closed CHM 11 views 2 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
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  Q for Mac - Investment portfolio previously showing stock positions disappeared. only total showing

  Closed S. Gordon Harwood 61 views 5 comments 0 points Most recent by Quicken Jasmine June 2025All Things Canadian (Mac)
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  Question about transferring shares

  Answered Closed LeaningTower 61 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  After R63.21 update, Investing page wont open

  Answered Closed temco_rep 41 views 1 comment 0 points Most recent by UKR June 2025Investing (Windows)
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  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)
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  Transactions from fidelity missed randomly

  Closed vip 91 views 10 comments 0 points Most recent by Quicken Kristina June 2025Download, Add/Update Accounts (Mac)
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  Dual RSU Grants in single account cause register errors

  Closed carbuff 61 views 5 comments 1 point Most recent by mshiggins June 2025Investing (Windows)
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  20

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

  Under Consideration ken jacobs 773 views 24 comments 20 points Most recent by tony June 2025Manage Accounts and Transactions
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  Merrill Lynch download issue

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

  Answered Closed jhansen 52 views 4 comments 0 points Most recent by jhansen June 2025Investing (Windows)
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  2

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  Add Filtering by Security Category on Investing

  Reviewed Hookipa 11 views 0 comments 2 points Started by Hookipa June 2025 Investments
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  Persistence of Manually Entered Security Prices

  Answered ✓ Closed dave344 42 views 2 comments 0 points Most recent by dave344 June 2025Investing (Windows)
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  50
  Portfolio report for Q Mac (119 Legacy Votes)

  Planned Quicken Community 1.1K views 55 comments 50 points Most recent by dipe_c June 2025Investments
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  How to troubleshoot this Placeholder

  Closed Adience 51 views 6 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
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  2

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  Investment Dashboard Value Table: Make User's Sorting Choice Sticky

  Reviewed Scooterlam 12 views 0 comments 2 points Started by Scooterlam June 2025 Investments
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  29
  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 882 views 35 comments 29 points Most recent by jacobs June 2025Investments
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  Estimated Income and Yield are not downloading the correct figures

  Closed mb5! 81 views 9 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
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  Share count pulled from brokerage account not always correct

  Closed Adience 92 views 8 comments 0 points Most recent by Quicken Jasmine June 2025Investing (Mac)
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  1

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  Horizontal line or separator for each account row in Portfolio view (Q Mac)

  Reviewed KenC 11 views 0 comments 1 point Started by KenC June 2025 Investments
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  1

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  System Date Format, Financial Year setting, Spark Lines and XiRR in Portfolio, Merger - Demerger

  Reviewed dipe_c 21 views 1 comment 1 point Most recent by dipe_c June 2025Investments
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  Investment accounts have long load times and transaction acceptance times

  Closed shtevie 662 views 33 comments 0 points Most recent by Quicken Kristina June 2025Registers & Transactions (Windows)