Investments

Discussion List

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  Investment account market values disagree with FIs

  Closed Rocket J Squirrel 414 views 31 comments 0 points Most recent by bmciance February 3Investing (Windows)
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  Recent Problem w/ Investment Acct. register

  Closed corndog638 64 views 4 comments 0 points Most recent by Bob_L February 3Investing (Windows)
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  How do I match cash in investment account?

  Answered Closed patjdixon 114 views 6 comments 0 points Most recent by Quicken Kristina February 3Registers & Transactions (Mac)
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  Investment Top Movers - card says "No data to show"

  Answered Closed Kuranda 35 views 4 comments 0 points Most recent by Kuranda February 3Investing (Windows)
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  Updating is suddenly creating placeholder entries for stocks I have not owned for over 10 years

  Closed Vinndalf 139 views 6 comments 0 points Most recent by q_lurker February 3Investing (Windows)
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  Tracking BTC

  Closed Mo H 131 views 6 comments 0 points Most recent by Mo H February 2All Things Canadian (Windows)
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  AIG Valic/Corebridge

  Closed lorabmcphail 82 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Mobile app not updating for investment activity

  Closed TLH 58 views 4 comments 0 points Most recent by NotACPA February 2Errors and Troubleshooting (Mobile)
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  I have an issue with Mac Version 8.0.1 (Build 800.56243.100) not syncing Income Dividends

  Answered Closed ddochter 23 views 1 comment 0 points Most recent by Quicken Jasmine February 2Investing (Windows)
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  401k Investment fees

  Answered ✓ Closed R Rosenstock 119 views 5 comments 0 points Most recent by Boatnmaniac February 2Investing (Windows)
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  LPL Connection now working for me

  Closed kjoswald 48 views 1 comment 0 points Most recent by Quicken Kristina January 31Download, Add/Update Accounts (Mac)
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  What to enter as "Payee/Description" for "Margin Interest Expense" in my manual brokerage account

  Answered ✓ Closed sashah87 83 views 7 comments 0 points Most recent by MontanaKarl January 30Investing (Mac)
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  How long after the domestic markets close should I do a one step update

  Closed Ellary Kahan 37 views 4 comments 0 points Most recent by NotACPA January 30Download, Add/Update Accounts (Windows)
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  Cash balance on investment portfolio doesn't match register

  Closed David15 133 views 8 comments 0 points Most recent by q_lurker January 30Investing (Windows)
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  Quicken Classic Mac (Version 8.0.1) Issues with 529 accounts

  Closed JoshyG 84 views 2 comments 0 points Most recent by Quicken Jasmine January 30Investing (Mac)
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  Brokerage account not displaying my money market cash

  Answered Closed R Strax 669 views 7 comments 0 points Most recent by Boatnmaniac January 30Registers & Transactions (Mac)
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  Quicken Classic Premier for Mac and Vanguard

  Closed patrick 128 views 1 comment 1 point Most recent by Quicken Kristina January 28Investing (Mac)
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  Merrill Lynch Quicken for Mac Version 7.10.1 macOS 15.2

  Closed Lew104 56 views 1 comment 0 points Most recent by MauryJ January 28Download, Add/Update Accounts (Mac)
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  Merged: Mutual Fund Transfer / Placeholder Error Message

  Closed Odontolith 21 views 0 comments 0 points Most recent by Odontolith January 27Download, Add/Update Accounts (Windows)
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  Tracking a 401(k) loan in Quicken Classic for Mac

  Closed J. Holmes 75 views 3 comments 0 points Most recent by Quicken Kristina January 27Investing (Mac)
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  Security is not showing the correct market value in the Portfolio Screen

  Closed G37Driver 38 views 2 comments 0 points Most recent by G37Driver January 26Investing (Windows)
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  did Vanguard Admiral share conversion and downloaded goofy transaction.

  Answered Closed corndog638 49 views 3 comments 0 points Most recent by corndog638 January 26Investing (Windows)
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  What tax lines should be used in and out for Schwab Equity Account.

  Answered Closed 19randyowen59 92 views 7 comments 0 points Most recent by 19randyowen59 January 26Investing (Windows)
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  Selecting date after update

  Reviewed sgoldberg124 45 views 3 comments 1 point Most recent by Quicken Kristina January 26Product Enhancements
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  Investments held by a business

  Answered Closed EugeneM 23 views 2 comments 0 points Most recent by EugeneM January 25All Things Canadian (Windows)
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  Add the ability to copy Security symbols

  Reviewed dhanson 22 views 0 comments 1 point Started by dhanson January 25 Display/UI
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  CLOSED 1/24/25 Allianzlife - $0 Investment Balance

  Quicken Kristina 181 views 3 comments 0 points Most recent by Quicken Janean January 24Alerts, Online Banking & Known Product Issues
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  How do I add a new/additional account to an existing brokerage/investment company?

  Answered ✓ Closed Brewpounders 374 views 4 comments 0 points Most recent by Brewpounders January 23Download, Add/Update Accounts (Windows)
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  Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

  Closed nick.koch 66 views 1 comment 0 points Most recent by Quicken Jasmine January 22Errors and Troubleshooting (Windows)