Investments

Discussion List

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  When I buy a CD, the Buy Bonds changes to Purchase Shares

  Answered Closed John16 42 views 3 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  How to Move Securities from One Investment Account to Another

  Answered ✓ Closed Bobbo 188 views 7 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
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  Merrill Lynch transitioning from Direct Connect to 'a new connection method' not working

  Closed paladin52 404 views 4 comments -1 point Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Mutual fund target date reached

  Answered ✓ Closed Jeff Kantner 64 views 4 comments 0 points Most recent by Jeff Kantner July 2025Investing (Windows)
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  Does the Merrill Lynch EWC+ connection support Complete Investing?

  Closed System 51 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Can't move investment transactions

  Closed don.kostello 26 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Vanguard Errors

  Answered ✓ Closed Scott Smith 61 views 2 comments 0 points Most recent by Scott Smith July 2025Investing (Windows)
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  Handling Muni Bond Dividends in a taxable account in Quicken for Mac

  Closed Alan Meyer 32 views 2 comments 0 points Most recent by jacobs July 2025Investing (Mac)
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  Decimal placement movement

  Answered Closed RookieUser 35 views 2 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Add other Canadian Exchanges

  Reviewed D Morley 13 views 0 comments 1 point Most recent by D Morley July 2025Canada Windows
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  Trying to add a Can. stock, won't take the Toronto designation

  Closed Tealeaf3 101 views 9 comments 0 points Most recent by Arctic Hare July 2025All Things Canadian (Windows)
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  Coinbase Updated to New Login

  Closed Patrick T Williams 402 views 17 comments 0 points Most recent by Patrick T Williams July 2025Download, Add/Update Accounts (Mac)
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  Quicken can't get into my Edward Jones account to update

  Answered Closed Vermron 1.1K views 24 comments 3 points Most recent by bethwr July 2025Errors and Troubleshooting (Mac)
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  Security Mismatch Between Fidelity Download and Quicken (new)

  Closed Adriaan_S 223 views 2 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
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  Schwab taxable acct transactions not downloading. Non taxable works.

  Answered Closed ghost0 1 view 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Quicken Mac 8.2.1 currency display bug?

  Closed Dr_B 63 views 4 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
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  CvrSht transaction Not Working

  Answered Closed CarriM 11 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)
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  Transaction Attachments Not Working - Data File Corruption (Yet Again)

  Closed W5JP 81 views 3 comments 2 points Most recent by UKR July 2025Registers & Transactions (Windows)
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  Merged: OL-332-A error with Edward Jones

  Closed cwinkler 1 view 0 comments 0 points Most recent by cwinkler July 2025Download, Add/Update Accounts (Windows)
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  Chase Self-directed investment account

  Closed Adience 377 views 15 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  'Use of' or 'population of' the Avg Cost field for Crypto.

  Reviewed Jeffrey Click 31 views 1 comment 1 point Most recent by q_lurker July 2025Product Enhancements
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  Portfolio view: Left click on security name or news icon not working correctly.

  Closed mfstarnes 71 views 10 comments 0 points Most recent by Jim_Harman July 2025Registers & Transactions (Windows)
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  Portfolio Value Widget Upgrade

  Reviewed Ruffstuff 1 view 1 comment 4 points Most recent by NotACPA July 2025Investments
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  Schwab total account value is way off in my quicken for mac recently

  Closed YoYoPedro 12 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Fidelity Accounts Keep Breaking connection

  Closed dorich 23 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Merrill Lynch/Bank of America cash transactions

  Closed jdemetro 134 views 4 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  Schwab and other brokerage just show cash and money market combined. Quiken separates

  Closed Cyp 35 views 5 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Roth 401k Support

  Reviewed smess 5 views 0 comments 3 points Most recent by smess July 2025Manage Accounts and Transactions
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  Space Coast Credit Union Not Updating (WIN)

  Closed Billinflorida 122 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)