Investments

Discussion List

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  Why does *every* action in the investing area take forrrrever??

  Answered Closed KnnNike 71 views 3 comments 0 points Most recent by Quicken Kristina June 2025Investing (Windows)
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  Tax Planner Long Term Capital Gains Problems

  Closed TomS 31 views 1 comment 0 points Most recent by Jim_Harman June 2025Investing (Windows)
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  You already have a security with that name

  Answered Closed kayakor 32 views 2 comments 0 points Most recent by q_lurker June 2025Investing (Windows)
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  Exchange rate on disposal of foreign shares

  Closed JdS67 71 views 5 comments 0 points Most recent by Quicken Jasmine June 2025All Things Canadian (Windows)
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  How to disable download for DFS symbol (merged with COF recently)

  Answered ✓ Closed eshieh 31 views 5 comments 0 points Most recent by eshieh June 2025Download, Add/Update Accounts (Mac)
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  Add Security Types and Investing Goals to HOME View

  Reviewed mikek753b 11 views 0 comments 2 points Started by mikek753b June 2025 Investments
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  Crypto price updates stopped working, plus development ideas for crypto price, tax, chart services

  Reviewed Quicknator 31 views 0 comments 1 point Started by Quicknator June 2025 Investments
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  QUICKEN CLASSIC DE LUXE + investing tab + customize current view

  Reviewed BERNARD RICHTER 12 views 1 comment 2 points Most recent by jacobs June 2025Investments
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  Vanguard Register Change

  Closed philliesphan0880 539 views 5 comments 0 points Most recent by Pinballfan June 2025Investing (Windows)
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  Tax Planner: Roth IRA Contributions As Wages

  Answered ✓ Closed Volumes8323 31 views 2 comments 0 points Most recent by Volumes8323 June 2025Budgeting and Planning Tools (Windows)
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  Brokerage account should accept Business field in dividends and other transactions

  Reviewed suricatodanlaf 1 view 0 comments 2 points Started by suricatodanlaf June 2025 Investments
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  Lifetime planner needs additional anticipated return values for investments

  Reviewed jimkarl 22 views 1 comment 2 points Most recent by Jim_Harman June 2025Budget and Planning Tools
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  Quicken Investment Account Shares report reconciliation error

  Answered Closed Dave Brandman 11 views 1 comment 0 points Most recent by [Deleted User] June 2025Registers & Transactions (Windows)
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  Support Memorized Investment Transactions

  Reviewed Chuck_H 11 views 0 comments 4 points Started by Chuck_H June 2025 Investments
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  Merged: One Vanguard account not updating transactions

  Closed smbschrader 41 views 0 comments 0 points Most recent by smbschrader June 2025Investing (Windows)
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  Getting CC-501 Schwab account Updates in Quicken Classic Windows

  Closed crwalejr 101 views 5 comments 0 points Most recent by crwalejr June 2025Download, Add/Update Accounts (Windows)
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  Fidelity Account Name Changes

  Announcement Quicken Janean 1.9K views 0 comments 2 points Started by Quicken Janean June 2025 Announcements
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  How do I zero out securities value?

  Answered Closed Steven_75 51 views 3 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
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  Investment Account Register Filtering

  Reviewed Tim M 41 views 3 comments 5 points Most recent by [Deleted User] June 2025Manage Accounts and Transactions
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  Calculate TWR (Time Weighted Return) Performance [edited]

  Reviewed dpags 121 views 5 comments 3 points Most recent by Jim_Harman June 2025Investments
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  Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)

  Under Consideration Quicken Community 1.7K views 41 comments 41 points Most recent by Quicken Jasmine June 2025Investments
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  Bond price updates

  Reviewed suricatodanlaf 31 views 0 comments 1 point Started by suricatodanlaf June 2025 Investments
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  ETrade/Morgan Stanley automatically switched over to "Simple Investing" from "Complete" [Edited]

  Answered Closed USA-Lenny 82 views 2 comments 0 points Most recent by rs1 June 2025Investing (Windows)
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  Vanguard Accounts Still Not Showing Registers

  Closed DebMj1 83 views 7 comments 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
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  Why do some Canadian Stocks not update in Canadian Quicken

  Answered ✓ Closed Scouter_Don 261 views 8 comments 0 points Most recent by Scouter_Don June 2025Investing (Windows)
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  Ally Invest Downloads

  Closed tnjpatton 83 views 6 comments 0 points Most recent by Quicken Jasmine June 2025Registers & Transactions (Windows)
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  How can I get quicken classic to correctly track my jp morgan retirement accounts?

  Answered Closed Mark Shafton 61 views 5 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  Merged: Schwab transactions not downloading since beginning May

  Closed K_D 1 view 0 comments 0 points Started by K_D May 2025 Download, Add/Update Accounts (Windows)
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  Wash Sales

  Answered Closed tp3164md 43 views 3 comments 0 points Most recent by q_lurker May 2025Investing (Windows)
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  Add column "Investment type" to Investing tab

  Reviewed tlsher 51 views 4 comments 0 points Most recent by Quicken Anja May 2025Investments