Investments

Discussion List

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  Vanguard transactions not downloading, possible new issue?

  Closed brockmari 442 views 9 comments 0 points Most recent by Rob Ritenour May 2025Investing (Windows)
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  Unable to Access Investment Accounts on Anrdroid Quicken Classic Application

  Closed JohnHart5303 11 views 1 comment 0 points Most recent by Chris_QPW May 2025Investing (Windows)
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  Where to record the Management Expense Ratio (MER)

  Closed Miguel 51 views 3 comments 0 points Most recent by Quicken Jasmine May 2025All Things Canadian (Windows)
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  How to get from Fidelity 401k to multiple accounts by the source?

  Closed mikek753 972 views 20 comments 0 points Most recent by [Deleted User] May 2025Investing (Windows)
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  Ability to classify the Vanguard Savings Account as a Savings Account

  Reviewed JasonMark 61 views 3 comments 3 points Most recent by Quicken Kristina May 2025Manage Accounts and Transactions
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  Corporate acquisition (stock for stock) results in incorrect avg annual returns in performance tab

  Closed MagillCPA 32 views 1 comment 0 points Most recent by Quicken Kristina May 2025Investing (Windows)
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  CC-505 for Schwab Investments

  Answered Closed R1456 11 views 1 comment 0 points Most recent by Quicken Kristina May 2025Download, Add/Update Accounts (Mac)
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  "Real Time Quotes" selection in preferences doesn't stay checked

  Closed Chuck56 21 views 3 comments 0 points Most recent by UKR May 2025Errors and Troubleshooting (Windows)
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  Reconciling Discover (DFS)/Capital One (COF) merger transactions 5/19/2025

  Closed Michael Farley 81 views 1 comment 0 points Most recent by Quicken Anja May 2025FAQ'S (Windows)
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  Security Comparison Mismatch due to rounding?

  Answered Closed Chris3 51 views 3 comments 0 points Most recent by NotACPA May 2025Investing (Windows)
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  Fix downloading of quotes for options

  Reviewed Yield Chaser 21 views 1 comment 2 points Most recent by Jon May 2025Investments
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  Cash source

  Closed kevin. 21 views 2 comments 0 points Most recent by Jim_Harman May 2025Investing (Windows)
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  How to track 'Interest Rate Linked Structured Investments'?

  Closed t34hansen 31 views 4 comments 0 points Most recent by [Deleted User] May 2025Investing (Mac)
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  How to track 'Interest Rate Linked Structured Investments'?

  Closed t34hansen 41 views 3 comments 0 points Most recent by t34hansen May 2025Investing (Mac)
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  Don't ask about Cost Averaging or Lot Selection

  Reviewed dburk 193 views 13 comments 1 point Most recent by [Deleted User] May 2025Investments
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  Corporate Acquisition (stock for stock) impressive failure

  Closed Amork 12 views 1 comment 0 points Most recent by Quicken Kristina May 2025All Things Canadian (Windows)
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  Betterment: simple versus complete tracking method

  Answered ✓ Closed pilotdude 142 views 6 comments 0 points Most recent by Quicken Anja May 2025Investing (Windows)
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  In the expense section of the Budget buying, reinvesting Dividends or Cap gains not allowed (Q Mac)

  Answered Closed LB3 61 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 111 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 21 views 1 comment 0 points Most recent by jacobs May 2025Investing (Mac)
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  Fidelity Investments

  Closed Costa 171 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 132 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 1 view 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 31 views 2 comments 0 points Most recent by Quicken Kristina May 2025Download, Add/Update Accounts (Windows)