Investments

Discussion List

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  Security reports inconsistency.

  Closed ajb328 67 views 4 comments 0 points Most recent by ajb328 December 2024Reports (Windows)
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  Portfolio reports incorrect after Security transfer in QMac

  Answered ✓ Closed jstefely 31 views 2 comments 0 points Most recent by jstefely December 2024Reports (Mac)
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  Deposit Accounts vs. Cash

  Answered Closed jerrylcanterbury 474 views 15 comments 0 points Most recent by jerrylcanterbury December 2024Investing (Windows)
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  Short sales not handled correctly on import

  Closed wocruc 71 views 1 comment 0 points Most recent by Tom Young December 2024Investing (Windows)
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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 285 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
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  Quicken recalculates basis of shares transferred between accounts

  Closed schmidtl4 172 views 6 comments 0 points Most recent by schmidtl4 December 2024Investing (Windows)
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  Graphing - Vertical axis control

  Reviewed kdedeluk 41 views 0 comments 2 points Started by kdedeluk December 2024 Canada Windows
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  Some E*trade account online download is restricted to only Express Web Connect

  Closed ssllii 114 views 2 comments 0 points Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
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  401(k) Transferred from Newport Group to Ascensus

  Closed Steady Red 191 views 3 comments 0 points Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
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  How does quicken Calculate the "Day Gain/Loss" Column shown in the "Portfolio View"

  Closed steve.wei 59 views 1 comment 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  Change 401(k)/403(b) account to include Roth contributions

  Closed paul16 223 views 8 comments 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
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  X Ray Analysis

  Answered Closed Haroldaccount 104 views 1 comment 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
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  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ Closed jdschachte 164 views 11 comments 0 points Most recent by markus1957 December 2024Budgeting and Planning Tools (Windows)
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  Alerts Disappear When Bill & Income Reminders are Entered

  Closed bizbuyer 95 views 6 comments 0 points Most recent by Quicken Anja December 2024Download, Add/Update Accounts (Windows)
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  Simple download with Vanguard

  Closed System 267 views 20 comments 0 points Most recent by Chris_QPW December 2024Errors and Troubleshooting (Mac)
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  Bond Price Downloads Quicken Classic on Mac

  Closed cmr 107 views 4 comments 0 points Most recent by cmr December 2024Investing (Mac)
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  Inconsistent handling of expired options in Income by Security report

  Closed bmciance 97 views 5 comments 0 points Most recent by bmciance December 2024Reports (Windows)
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  Security Detail View by Account

  Reviewed kdedeluk 32 views 0 comments 2 points Started by kdedeluk December 2024 Investments
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  Positive and negative amounts for same "cash" security in allocation report

  Answered markswot 63 views 4 comments 0 points Most recent by markswot December 2024Reports (Windows)
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  Schwab downloading duplicates in brokerage account

  Answered Closed pamela77 120 views 7 comments 0 points Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Mac)
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  No Transactions Added To Connected Investment Accounts From Schwab

  Answered ✓ Closed jkkuehne_sf 123 views 5 comments 0 points Most recent by Quicken Anja December 2024Errors and Troubleshooting (Mac)
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  Portfolio showing incorrect number of shares

  Closed System 53 views 2 comments 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  After update to R60.15 Not Able to direct connect with my brokerage

  Answered ✓ Closed SteveTucker79 167 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
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  Dashboard Daily Investments Change

  Reviewed jtgostars 24 views 0 comments 4 points Started by jtgostars December 2024 Investments
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  Quicken Canada Deluxe not updating TSX Stock prices (Canada)

  Closed Diana 65 views 2 comments 0 points Most recent by Quicken Kristina December 2024All Things Canadian (Windows)
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  How to manage and track annuities in Quicken?

  Closed alexd 364 views 6 comments 0 points Most recent by alexd December 2024Download, Add/Update Accounts (Windows)
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  401k transaction import split up by source - is there a way to combine them?

  Closed Nalgas 23 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Registers & Transactions (Windows)
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  Investment transactions

  Closed John Nastasi 220 views 6 comments 0 points Most recent by John Nastasi December 2024Investing (Windows)
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  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Closed SeaSilver8 103 views 7 comments 2 points Most recent by SeaSilver8 December 2024Investing (Windows)