Investments

Discussion List

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  Merged: One Vanguard account not updating transactions

  Closed smbschrader 41 views 0 comments 0 points Most recent by smbschrader June 2025Investing (Windows)
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  Getting CC-501 Schwab account Updates in Quicken Classic Windows

  Closed crwalejr 106 views 5 comments 0 points Most recent by crwalejr June 2025Download, Add/Update Accounts (Windows)
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  Fidelity Account Name Changes

  Announcement Quicken Janean 1.9K views 0 comments 2 points Started by Quicken Janean June 2025 Announcements
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  How do I zero out securities value?

  Answered Closed Steven_75 52 views 3 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
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  Investment Account Register Filtering

  Reviewed Tim M 41 views 3 comments 5 points Most recent by [Deleted User] June 2025Manage Accounts and Transactions
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  3

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  Calculate TWR (Time Weighted Return) Performance [edited]

  Reviewed dpags 128 views 5 comments 3 points Most recent by Jim_Harman June 2025Investments
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  41

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  Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)

  Under Consideration Quicken Community 1.7K views 41 comments 41 points Most recent by Quicken Jasmine June 2025Investments
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  Bond price updates

  Reviewed suricatodanlaf 34 views 0 comments 1 point Started by suricatodanlaf June 2025 Investments
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  ETrade/Morgan Stanley automatically switched over to "Simple Investing" from "Complete" [Edited]

  Answered Closed USA-Lenny 87 views 2 comments 0 points Most recent by rs1 June 2025Investing (Windows)
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  Vanguard Accounts Still Not Showing Registers

  Closed DebMj1 85 views 7 comments 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
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  Why do some Canadian Stocks not update in Canadian Quicken

  Answered ✓ Closed Scouter_Don 282 views 8 comments 0 points Most recent by Scouter_Don June 2025Investing (Windows)
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  Ally Invest Downloads

  Closed tnjpatton 88 views 6 comments 0 points Most recent by Quicken Jasmine June 2025Registers & Transactions (Windows)
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  How can I get quicken classic to correctly track my jp morgan retirement accounts?

  Answered Closed Mark Shafton 71 views 5 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  Merged: Schwab transactions not downloading since beginning May

  Closed K_D 1 view 0 comments 0 points Started by K_D May 2025 Download, Add/Update Accounts (Windows)
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  Wash Sales

  Answered Closed tp3164md 47 views 3 comments 0 points Most recent by q_lurker May 2025Investing (Windows)
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  Add column "Investment type" to Investing tab

  Reviewed tlsher 52 views 4 comments 0 points Most recent by Quicken Anja May 2025Investments
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  Vanguard transactions not downloading, possible new issue?

  Closed brockmari 455 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 54 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 977 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 70 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 34 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 22 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 99 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 53 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 32 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 42 views 3 comments 0 points Most recent by t34hansen May 2025Investing (Mac)