Investments

Discussion List

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  Mutual fund conversion (How to record conversion of share classes? Using Q Mac)

  Closed Kelly4 123 views 6 comments 0 points Most recent by unknown May 2023Investing (Mac)
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  New Roth 401k functionality

  Closed System 203 views 8 comments 0 points Most recent by Q97 May 2023Investing (Windows)
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  Bug on Investing Window in Q Mac7.0.2

  Closed jxwinks 271 views 14 comments 0 points Most recent by jacobs May 2023Investing (Mac)
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  How do I add one missing security from my Robinhood account on Quicken for Mac?

  Answered Closed lthatcher 104 views 3 comments 0 points Most recent by Quicken Kristina May 2023Investing (Mac)
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  Treasury Direct - T Bills

  Answered ✓ Closed Philip107 3.2K views 7 comments 0 points Most recent by drmike May 2023Investing (Windows)
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  How to view Investing Performance information using Quicken Deluxe Mac

  Answered ✓ Closed Jay Zenitsky 465 views 3 comments 1 point Most recent by Jay Zenitsky May 2023Investing (Mac)
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  Schwab Brokerage: Duplicate Transactions Occuring for Options trades

  Closed Bitpusher1010 51 views 0 comments 0 points Most recent by Bitpusher1010 May 2023Download, Add/Update Accounts (Windows)
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  Does anyone else have the Problem that I have with Fidelity Investments Not sending Cost Basis Data?

  Closed Don_Acosta 174 views 6 comments 0 points Most recent by mshiggins May 2023Investing (Windows)
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  Fidelity accounts don't match Quicken account values.

  Closed David Vigil 995 views 2 comments 0 points Most recent by Boatnmaniac May 2023Investing (Windows)
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  Is their a way to "Manually Edit the Cost Basis Information for a Security"? Thanks, Don

  Answered Closed Don_Acosta 2.1K views 4 comments 0 points Most recent by Don_Acosta May 2023Investing (Windows)
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  Fidelity NetBenefits - Downloading Wrong Price Since Most Recent Quicken Update

  Closed Just Me and Not Someone Else 304 views 10 comments 0 points Most recent by Jim_Harman May 2023Investing (Windows)
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  Need help with unusual employee stock option split/spin off

  Closed Gatman1104 137 views 2 comments 0 points Most recent by Gatman1104 May 2023Investing (Windows)
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  Portfolio View Not remembering position (Q Mac)

  Closed Concordman 81 views 8 comments 0 points Most recent by Sabrina G May 2023Investing (Mac)
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  Merged: Retirement total automatically expanding to all investments

  Closed Sabrina G 11 views 0 comments 0 points Most recent by Sabrina G May 2023Investing (Mac)
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  16

  Up
  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 286 views 10 comments 16 points Most recent by Quicken Jayashree May 2023Product Enhancements
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  Portfolio Value Card Value does not agree to graph

  Closed scott62556 21 views 1 comment 0 points Most recent by Quicken Kristina May 2023Errors and Troubleshooting (Windows)
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  Why doesn't sidebar projected balance calculate totals for brokerage and non-cash accounts?

  Answered Closed yobyot 54 views 3 comments 0 points Most recent by Quicken Kristina May 2023Registers & Transactions (Mac)
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  Merged: Adding new transaction to register (bug?)

  LMillsap1 1 view 0 comments 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)
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  Streamline transaction entry with new security

  Answered Closed LMillsap1 21 views 1 comment 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)
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  Start Over

  Answered Closed Herman 52 views 1 comment 0 points Most recent by splasher May 2023Investing (Windows)
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  How to setup accounts for T Rowe Price IRA

  Closed RFB 675 views 6 comments 0 points Most recent by FlyerFran May 2023Investing (Windows)
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  What is current/correct way to setup Roth 401k account?

  Closed mikek753b 1.8K views 15 comments 0 points Most recent by Drinkingbird May 2023Investing (Windows)
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  How to use Roth 401k in paychecks?

  Closed mikek753b 725 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)
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  Investments Performance (comparison)

  Answered ✓ Closed ninfru 533 views 14 comments 0 points Most recent by TomTom May 2023Investing (Windows)