Investments

In the Portfolio display, total of lot amounts do not match total shown for the position.

Answered Closed ewoldde9 91 views 5 comments 0 points Most recent by NotACPA March 2025Investing (Windows)

Stock symbol error

Answered ✓ Closed marrdrm1971 61 views 4 comments 0 points Most recent by marrdrm1971 March 2025Investing (Windows)

Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

Closed TMMac 261 views 7 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)

Charles Schwab - download positions corrupts data?

Answered Closed Wesley Breshears 151 views 10 comments 0 points Most recent by Scott March 2025Download, Add/Update Accounts (Windows)

Fidelity Investment and Banking accounts missing transactions

Closed Kurt Knudson 41 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)

Cant Connect to Invesco

Closed LGB25 81 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)

Capital Call not working

Answered Closed pab1 41 views 4 comments 0 points Most recent by Quicken Anja March 2025Investing (Windows)

Issue Downloading Security Transactions

Closed BRETTB 51 views 5 comments 0 points Most recent by BRETTB March 2025Errors and Troubleshooting (Windows)

Investment Returns (Q Win, edited)

Closed Gary R 381 views 33 comments 0 points Most recent by Gary R March 2025Investing (Windows)

Multiple Security Charting

Closed JoeL. 41 views 2 comments 0 points Most recent by Quicken Kristina March 2025All Things Canadian (Windows)

Why don't imported transactions from QMac show in QWin Report (Dividends)

Answered Closed Zoolook 101 views 7 comments 0 points Most recent by Chris_QPW March 2025Investing (Mac)

Return % Year to Date---Register

Closed Gary R 161 views 13 comments 0 points Most recent by Gary R March 2025Investing (Windows)

1

Make the check for stock splits optional

Reviewed Ed Perrault 11 views 0 comments 1 point Started by Ed Perrault March 2025 Investments

Merged: Is TIAA no longer supporting Quicken downloads?

Closed Sabrina G 61 views 0 comments 0 points Most recent by jssmadtown March 2025Errors and Troubleshooting (Mac)

Include Custom Assets When Rebalancing Portfolio

Closed snowmp 32 views 1 comment 0 points Most recent by Quicken Kristina March 2025Investing (Windows)

garbage characters displayed in reallocation (QW)

Closed SomebodyInGNV 61 views 6 comments 0 points Most recent by SomebodyInGNV March 2025Errors and Troubleshooting (Windows)

Quicken connection types for Fidelity accounts?

Answered ✓ Closed gpsabol 303 views 1 comment 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Mac)

Charles Schwab Accounts not downloading transactions

Closed BridgeTwnSmith 481 views 5 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)

Issue with the Withdraw function in Investing accounts

Closed gary.tynes 71 views 1 comment 0 points Most recent by Jim_Harman March 2025Investing (Windows)

missing the edit transaction function

Answered ✓ Closed Charlie@ 132 views 6 comments 0 points Most recent by Boatnmaniac March 2025Investing (Windows)

Syncing Investment Transactions

Answered Closed tim.rohrer1 31 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Using the Mobile App

66

Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

Under Consideration JFOR 1.4K views 28 comments 66 points Most recent by Charles2025 March 2025Investments

Is there a way to change asset class information for stocks in bulk and not just one at a time

Answered ✓ Closed Larry Woodbridge 123 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)

2

How about an option to reclassify asset class for stocks/investments in bulk? Or by account?

Reviewed Larry Woodbridge 21 views 1 comment 2 points Most recent by Chris_QPW March 2025Investments

double posting Investment transactions

Closed leonard kearney 31 views 0 comments 0 points Most recent by UKR March 2025Investing (Windows)

How do I remove the cents from being displayed (e.g, show $1,000 versus $1,000.25)?

Answered ✓ Closed gwforit 71 views 2 comments 0 points Most recent by gwforit March 2025Investing (Windows)

QMac for Canada - Capital Gains Estimator

Answered Closed Matt Payette 51 views 1 comment 0 points Most recent by Quicken Kristina March 2025All Things Canadian (Mac)

Scheduled Interest Income and Dividend Income for Brokerage Accounts

Closed oc_steven 32 views 1 comment 0 points Most recent by jacobs March 2025Registers & Transactions (Mac)

Investments

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