Investments

Discussion List

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  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 599 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Can I delete a mutual fund from the Portfolio list?

  Answered Closed ejbucknell 54 views 4 comments 0 points Most recent by q_lurker August 2025Investing (Windows)
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  Ability to see which account a stock is in without expanding each account [Edited]

  Reviewed sg11 5 views 0 comments 4 points Most recent by sg11 August 2025Investments
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  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 52 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
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  Track Performance by Industry

  Reviewed aikenbill 11 views 0 comments 1 point Most recent by aikenbill August 2025Product Enhancements
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  R64.19 potential file corruption or Vanguard issue?

  Closed Bob_L 61 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Having issue with updating Fidelity transactions and it just got worse - any help?

  Answered Closed kennethsax 133 views 2 comments 0 points Most recent by Cl1 August 2025Registers & Transactions (Windows)
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  Error 2003 with Vanguard

  Answered Closed beefreadnam 45 views 6 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Mac)
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  Is anyone else having problems with Vanguard downloads today?

  Closed davidissimo 21 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity + EWC : Fees via share redemption don't show fund

  Closed SilentSam 24 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Need help with manually entering and tracking a stock so that it reconciles

  Answered Closed droopydog53 32 views 2 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Vanguard Accounts Doubled in Value After Change to Complex Download (Mac)

  Answered Closed MarkieT 91 views 7 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  Uncategorized transactions

  Answered ✓ Closed Don Awalt 135 views 6 comments 0 points Most recent by Don Awalt August 2025Investing (Windows)
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  Please Help in Requesting Quicken to Increase Number of Supported Investment Securities

  Closed billr 396 views 15 comments 1 point Most recent by BrittMayo August 2025Investing (Windows)
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  Manual access to Investments categories

  Reviewed mauldin006 25 views 2 comments 4 points Most recent by mauldin006 August 2025Investments
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  Don't round shares purchased by reinvestment to 2 decimal places [Edited]

  Reviewed ocalaheart 11 views 0 comments 1 point Most recent by ocalaheart August 2025Investments
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  Is there a way to exclude a specific security from updates (online downloads)?

  Answered Closed NotTechnical 64 views 4 comments 0 points Most recent by NotTechnical August 2025Investing (Mac)
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  Major Mutual fund has negative value and negative share balance

  Closed System 21 views 3 comments 0 points Most recent by quickj August 2025Investing (Windows)
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  why does my schwab investment account become unlinked?

  Answered Closed jam69IsHere 23 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Trouble Matching Transactions?

  Answered Closed Regina@ 101 views 7 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Mac)
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  Share balance in register is impossible and doesn't match portfolio view

  Closed MauryJ 214 views 12 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 41 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
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  After switching to new Merrill connection, on 7/20/25, cash appears twice in investment account

  Closed jniemann 404 views 17 comments 1 point Most recent by Quetzalcoatl August 2025Download, Add/Update Accounts (Mac)
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  Vanguard Small Cap Value Index Oddities

  Answered Closed johamill 134 views 9 comments 0 points Most recent by John_in_NC August 2025Investing (Mac)
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  Why are there no tax line items for (401K) distributions [edited]

  lou_garfinkle 76 views 6 comments 1 point Most recent by Chris_QPW August 2025Investments
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  Why doesn't the Day Gain/Loss report accurately in my Fidelity accounts?

  Answered Closed SCPat 113 views 5 comments 0 points Most recent by SCPat August 2025Download, Add/Update Accounts (Mac)
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  Balancing Cash Adjustments

  Answered ✓ Closed Don32@ 166 views 8 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  R64.19 Update-Accounts Don’t Update, Stock Option Pricing Not Downloading

  Closed cmathews5533 41 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)