Investments

Discussion List

• 
  Dual RSU Grants in single account cause register errors

  Closed carbuff 68 views 5 comments 1 point Most recent by mshiggins June 2025Investing (Windows)
• 
  20

  Up
  Feature Request: Select group of downloaded transactions to ACCEPT (13 Legacy Votes)

  Under Consideration ken jacobs 775 views 24 comments 20 points Most recent by tony June 2025Manage Accounts and Transactions
• 
  Merrill Lynch download issue

  Answered Closed bob323 1K views 53 comments 6 points Most recent by jacobs June 2025Download, Add/Update Accounts (Mac)
• 
  How to record Profits Interest Units award in Quicken - for LLC

  Answered Closed jhansen 53 views 4 comments 0 points Most recent by jhansen June 2025Investing (Windows)
• 
  2

  Up
  Add Filtering by Security Category on Investing

  Reviewed Hookipa 12 views 0 comments 2 points Started by Hookipa June 2025 Investments
• 
  Persistence of Manually Entered Security Prices

  Answered ✓ Closed dave344 46 views 2 comments 0 points Most recent by dave344 June 2025Investing (Windows)
• 
  50
  Portfolio report for Q Mac (119 Legacy Votes)

  Planned Quicken Community 1.2K views 55 comments 50 points Most recent by dipe_c June 2025Investments
• 
  How to troubleshoot this Placeholder

  Closed Adience 53 views 6 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
• 
  2

  Up
  Investment Dashboard Value Table: Make User's Sorting Choice Sticky

  Reviewed Scooterlam 13 views 0 comments 2 points Started by Scooterlam June 2025 Investments
• 
  29
  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 893 views 35 comments 29 points Most recent by jacobs June 2025Investments
• 
  Estimated Income and Yield are not downloading the correct figures

  Closed mb5! 81 views 9 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
• 
  Share count pulled from brokerage account not always correct

  Closed Adience 94 views 8 comments 0 points Most recent by Quicken Jasmine June 2025Investing (Mac)
• 
  1

  Up
  Horizontal line or separator for each account row in Portfolio view (Q Mac)

  Reviewed KenC 14 views 0 comments 1 point Started by KenC June 2025 Investments
• 
  1

  Up
  System Date Format, Financial Year setting, Spark Lines and XiRR in Portfolio, Merger - Demerger

  Reviewed dipe_c 21 views 1 comment 1 point Most recent by dipe_c June 2025Investments
• 
  Investment accounts have long load times and transaction acceptance times

  Closed shtevie 679 views 33 comments 0 points Most recent by Quicken Kristina June 2025Registers & Transactions (Windows)
• 
  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)
• 
  Tax Planner Long Term Capital Gains Problems

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

  Answered Closed kayakor 35 views 2 comments 0 points Most recent by q_lurker June 2025Investing (Windows)
• 
  Exchange rate on disposal of foreign shares

  Closed JdS67 75 views 5 comments 0 points Most recent by Quicken Jasmine June 2025All Things Canadian (Windows)
• 
  How to disable download for DFS symbol (merged with COF recently)

  Answered ✓ Closed eshieh 32 views 5 comments 0 points Most recent by eshieh June 2025Download, Add/Update Accounts (Mac)
• 
  2

  Up
  Add Security Types and Investing Goals to HOME View

  Reviewed mikek753b 11 views 0 comments 2 points Started by mikek753b June 2025 Investments
• 
  1

  Up
  Crypto price updates stopped working, plus development ideas for crypto price, tax, chart services

  Reviewed Quicknator 32 views 0 comments 1 point Started by Quicknator June 2025 Investments
• 
  2

  Up
  QUICKEN CLASSIC DE LUXE + investing tab + customize current view

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

  Closed philliesphan0880 599 views 5 comments 0 points Most recent by Pinballfan June 2025Investing (Windows)
• 
  Tax Planner: Roth IRA Contributions As Wages

  Answered ✓ Closed Volumes8323 33 views 2 comments 0 points Most recent by Volumes8323 June 2025Budgeting and Planning Tools (Windows)
• 
  2

  Up
  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
• 
  2

  Up
  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
• 
  Quicken Investment Account Shares report reconciliation error

  Answered Closed Dave Brandman 12 views 1 comment 0 points Most recent by [Deleted User] June 2025Registers & Transactions (Windows)
• 
  4

  Up
  Support Memorized Investment Transactions

  Reviewed Chuck_H 11 views 0 comments 4 points Started by Chuck_H June 2025 Investments