Investments

garbage characters displayed in reallocation (QW)

Closed SomebodyInGNV 61 views 6 comments 0 points Most recent by SomebodyInGNV March 2025Errors and Troubleshooting (Windows)

Quicken connection types for Fidelity accounts?

Answered ✓ Closed gpsabol 300 views 1 comment 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Mac)

Charles Schwab Accounts not downloading transactions

Closed BridgeTwnSmith 468 views 5 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)

Issue with the Withdraw function in Investing accounts

Closed gary.tynes 64 views 1 comment 0 points Most recent by Jim_Harman March 2025Investing (Windows)

missing the edit transaction function

Answered ✓ Closed Charlie@ 135 views 6 comments 0 points Most recent by Boatnmaniac March 2025Investing (Windows)

Syncing Investment Transactions

Answered Closed tim.rohrer1 36 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Using the Mobile App

66

Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

Under Consideration JFOR 1.4K views 28 comments 66 points Most recent by Charles2025 March 2025Investments

Is there a way to change asset class information for stocks in bulk and not just one at a time

Answered ✓ Closed Larry Woodbridge 121 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)

2

How about an option to reclassify asset class for stocks/investments in bulk? Or by account?

Reviewed Larry Woodbridge 23 views 1 comment 2 points Most recent by Chris_QPW March 2025Investments

double posting Investment transactions

Closed leonard kearney 31 views 0 comments 0 points Most recent by UKR March 2025Investing (Windows)

How do I remove the cents from being displayed (e.g, show $1,000 versus $1,000.25)?

Answered ✓ Closed gwforit 78 views 2 comments 0 points Most recent by gwforit March 2025Investing (Windows)

QMac for Canada - Capital Gains Estimator

Answered Closed Matt Payette 54 views 1 comment 0 points Most recent by Quicken Kristina March 2025All Things Canadian (Mac)

Scheduled Interest Income and Dividend Income for Brokerage Accounts

Closed oc_steven 35 views 1 comment 0 points Most recent by jacobs March 2025Registers & Transactions (Mac)

Exclude unvested RSU from account total

Closed RPC102 43 views 2 comments 3 points Most recent by Quicken Kristina March 2025Investing (Mac)

Short term basis incorrect on sale

Answered Closed funkws 97 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)

One step updates from Vanguard, can't add to register

Closed Dale3 208 views 10 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)

Specify Lots issue with Gain Loss Column size

Closed David Luckadoo 73 views 5 comments 0 points Most recent by David Luckadoo March 2025Registers & Transactions (Windows)

Problem with balancing Chase Manage Brokerage Account

Closed Gary Lee Ashford 201 views 5 comments 0 points Most recent by Gary Lee Ashford March 2025Download, Add/Update Accounts (Windows)

Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

Closed dougbr213 106 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)

$ Dashboard and "Investing" do not agree

Answered Closed jimarcher6837 156 views 10 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)

US Bancorp Investment Account not syncing with Quicken

Closed KKoster 34 views 2 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)

Charles Schwab 401(k) Mutual Fund Prices stopped updating

Answered Closed roo77777 174 views 9 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Mac)

Merged: Anyone else having trouble downloading Mutual fund transactions from T. Rowe Price?

Closed donotemailhere989 11 views 0 comments 0 points Most recent by funkws March 2025Errors and Troubleshooting (Windows)

Bottom Section of Investing Accounts Always Expanded

Closed isonclubikin 21 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Registers & Transactions (Windows)

2

Make Tags hierarchical to help with tracking Option Trading, among other uses

Reviewed System 34 views 2 comments 2 points Most recent by Quicken Kristina March 2025Investments

Quicken Doubles Amount in Roth IRA

Answered Closed 04takamaz 43 views 3 comments 0 points Most recent by Boatnmaniac March 2025Download, Add/Update Accounts (Mac)

How to have Investment dividends show in Scheduled Bills and Deposits?

Answered ✓ Closed Philip107 126 views 6 comments 0 points Most recent by Philip107 March 2025Budgeting and Planning Tools (Windows)

9

Portfolio Value - Display Time Periods

Reviewed Jim McLaughlin 81 views 4 comments 9 points Most recent by Chris_QPW March 2025Display/UI

Tracking Option Trading in QMac

Closed t34hansen 136 views 3 comments 0 points Most recent by Quicken Kristina March 2025Business and Rental Property Tools (Mac)

Investments

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