Investments

Discussion List

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  Brokerage new line no longer opens to payment/deposit (Q Mac)

  Answered ✓ Closed Richard064 51 views 5 comments 0 points Most recent by Richard064 April 2025Errors and Troubleshooting (Mac)
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  UPDATE 4/8/25 Thrift Savings Plan $0 Balance when Adding Investment Accounts

  Quicken Anja 941 views 4 comments 1 point Most recent by Quicken Jasmine April 2025Alerts, Online Banking & Known Product Issues
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  Mutal Fund Pricing a Day Late

  Answered Closed rdv 141 views 8 comments 0 points Most recent by NotACPA April 2025Investing (Windows)
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  Quotes not updating

  Closed jackhamm 31 views 2 comments 0 points Most recent by JNCtheDC April 2025Errors and Troubleshooting (Mac)
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  Export Investment account to Import in a different Quicken file

  Answered Closed jhg 143 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
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  Schwab Bank Reconcile Issue

  Answered Closed Paddy 61 views 6 comments 0 points Most recent by Paddy April 2025Download, Add/Update Accounts (Windows)
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  How do you recommend handling purchase of bitcoin? Investment or Account?

  Answered ✓ Closed K-Bob 451 views 7 comments 0 points Most recent by jmsimon68 April 2025Registers & Transactions (Windows)
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  10

  Up
  New Investment Columns

  Reviewed Steve29 91 views 2 comments 10 points Most recent by jacobs April 2025Investments
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  Value of investment not reflecting on Net Worth report

  Closed BillBelanger 161 views 20 comments 0 points Most recent by BillBelanger April 2025Registers & Transactions (Mac)
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  Why 2 Vanguard (investor.vanguard.com) Selections?

  Closed jtomsheck 21 views 1 comment 0 points Most recent by jacobs April 2025Errors and Troubleshooting (Mac)
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  Partnership Market Value Inaccuracy #2

  Closed Spqr753 41 views 3 comments 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Reactivating On-Line Services with Vanguard Account fails

  Closed Fred Coale 71 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Memo field in transaction not populating in linked cash account

  Closed jcryanjr 31 views 2 comments 0 points Most recent by jcryanjr April 2025Investing (Windows)
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Closed Gary Strand 371 views 26 comments 0 points Most recent by Gary Strand April 2025Errors and Troubleshooting (Windows)
• 
  Closing stock quotes

  Answered ✓ Closed drh908 71 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  E*Trade Download Error Code 16503

  Closed DCC1 41 views 5 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Mac)
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  Fidelity Investments

  Answered ✓ Closed Moorhatch 1.1K views 14 comments 0 points Most recent by Moorhatch April 2025Download, Add/Update Accounts (Windows)
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  ETF share updates are not matching within Quicken

  Answered Closed GBE 101 views 6 comments 0 points Most recent by q_lurker April 2025Investing (Windows)
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  Retirement account missing in Portfolio list under the Investing tab

  Answered ✓ rahfam5 31 views 3 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  I told Quicken to treat a money market fund as cash, now it tells me share numbers don't match

  Answered Blue2Green 222 views 1 comment 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  How do I record an addition to cost basis reported on 1099

  bebob 262 views 8 comments 0 points Most recent by bebob March 2025Registers & Transactions (Windows)
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  1

  Up
  Track open stock orders/bids

  Reviewed kc1tom 21 views 1 comment 1 point Most recent by Jim_Harman March 2025Investments
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 101 views 2 comments 0 points Most recent by Blue2Green March 2025Errors and Troubleshooting (Windows)
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  Charles Schwab - Missing Equity Awards Account (QMac)

  Closed System 172 views 9 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Mac)
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  Missing security

  Closed Jeffrey Jones 111 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  LPL Financial Automatic Downloads messed up my data

  Closed barrychi 51 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Brokerage accounts not updating

  Closed BillBelanger 72 views 5 comments 0 points Most recent by Quicken Kristina March 2025Investing (Mac)
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  investment account balances are off

  Answered ✓ Closed Permutations 356 views 4 comments 0 points Most recent by Permutations March 2025Download, Add/Update Accounts (Windows)
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  Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

  Answered Closed 26@harrich 32 views 2 comments 0 points Most recent by 26@harrich March 2025Investing (Windows)