Investments

Discussion List

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  Best strategies to address pricing discrepancy (John Hancock 401K)

  Answered ✓ Closed plasman 65 views 4 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  When taking RMDs, why does Quicken thinks it's a contribution?

  Answered ✓ Closed Mike Curran 490 views 23 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  Fidelity Mutual Fund with more than 1 payout type same day and Quicken's reinvested dividends?

  Closed Retired Coal Miner 54 views 4 comments 0 points Most recent by Retired Coal Miner March 2025Investing (Windows)
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  Mutual Fund Prices off on mobile app

  Closed rjgrichmond 121 views 5 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Mobile)
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  Is anyone having an issue downloading transactions from Charles Schwab website?

  Answered Closed steveweaver48 321 views 9 comments 0 points Most recent by steveweaver48 February 2025Investing (Windows)
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  Investment Performance Report for Quicken MAC? (40 merged votes)

  Under Consideration lp1756 2.7K views 43 comments 124 points Most recent by jacobs February 2025Investments
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  Roth IRA incorrect, using simple positions

  Closed slemay2 66 views 2 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)
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  Tracking Treasury Bill Discrepancies in Quicken

  Closed qckenguy 44 views 1 comment 0 points Most recent by MontanaKarl February 2025Investing (Mac)
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  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 140 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Investing tab refresh bug

  Closed EvDob 52 views 3 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
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  CLOSED 2/25/25 Computershare - $0 Balance when Adding Investment Account

  Closed Quicken Anja 175 views 2 comments 0 points Most recent by Quicken Kristina February 2025Alerts, Online Banking & Known Product Issues
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  Do I need to upgrade my subscription to customize my reports? (Q Mac)

  Answered Closed QDH 54 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Reports (Mac)
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  Need help. I'm unable to update about half my stocks from Schwab

  Answered Closed RSmithson 43 views 2 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
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  Investor360 downloads not working for me still (Quicken Mac)

  Closed Bennett S 32 views 3 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Mac)
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  Merged: Vanguard change blocking downloads since February 20, 2025

  Closed K. 11 views 0 comments 0 points Started by K. February 2025 Download, Add/Update Accounts (Mac)
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  CC-501 error with Charles Schwab

  Closed rattytom 73 views 3 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
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  Downloaded investment transactions do not scroll down - have to manually scroll

  Answered Closed kmagnush 581 views 20 comments 1 point Most recent by kmagnush February 2025Download, Add/Update Accounts (Windows)
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  Match Securities Not Working

  Answered Closed Boatnmaniac 233 views 13 comments 0 points Most recent by Boatnmaniac February 2025Investing (Windows)
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  Merged: Unable to Connect to Vanguard Accounts - Quicken Classic Windows 10

  Closed jmurrdog 1 view 0 comments 0 points Most recent by nerdindenial February 2025Download, Add/Update Accounts (Windows)
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  Can not get to the investment register

  Answered ✓ Closed KrensSmith 114 views 2 comments 0 points Most recent by NotACPA February 2025Registers & Transactions (Windows)
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  Quicken modifies a transfer transaction when it is matched against the downloaded transaction

  Closed Snorkle 131 views 5 comments 0 points Most recent by Snorkle February 2025Registers & Transactions (Windows)
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  Merged: Vanguard access failed today with OSU, error occurred w/o any error #

  Closed BC Meyer 1 view 0 comments 0 points Started by BC Meyer February 2025 Errors and Troubleshooting (Windows)
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  How to handle Vanguard Cash+ Account in Quicken

  Closed RobtDaniels 235 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Writing checks from an investment account - no check number in register

  Answered ✓ Closed -ceej 297 views 18 comments 0 points Most recent by Jim Ghrist February 2025Registers & Transactions (Windows)
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  Covering Short Puts

  Answered Closed Catherine Shenoy 72 views 2 comments 0 points Most recent by Quicken Kristina February 2025Investing (Windows)
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  How to Record Share Exchange with acash payment for fractional shares (National Bank acquires CWB)

  Answered ✓ Closed Scouter_Don 140 views 10 comments 0 points Most recent by Arctic Hare February 2025All Things Canadian (Windows)
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  Investment Average Annual Return - Add Earliest To Date Returns Option [Edited]

  Reviewed mslater96 116 views 6 comments 2 points Most recent by mslater96 February 2025Investments
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  Security Detail View failure

  Answered Closed paulperry 104 views 4 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
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  Entering Investment Information

  Closed TRosengarten 54 views 1 comment 0 points Most recent by Jim_Harman February 2025Investing (Windows)