Investments

Discussion List

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  Matching Securities Using CUSIP Numbers

  Answered Closed SAF56 114 views 4 comments 0 points Most recent by SAF56 February 2025Investing (Windows)
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  "Investing.Quicken.com Portfolio" choice missing from EDIT > PREFERENCES

  Closed Mike1224 183 views 8 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Dividend/interest credited to wrong money market fund (V r61.17) Windows 10 Pro

  Answered ✓ Closed Bearspa 62 views 3 comments 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Windows)
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  Find Top Funds Button Not Working - Status Report?

  Closed Mike1224 62 views 2 comments 0 points Most recent by Quicken Kristina February 2025Investing (Windows)
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  Investments in Quicken Classic Premier don't update

  Closed Joyce 114 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Can you link bond interest payments to the bond on the security detail screen?

  Answered ✓ Closed mikel51 84 views 4 comments 0 points Most recent by mikel51 February 2025Investing (Mac)
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  Holdings show a mutual fund with 0 shares, 0 market value, how to get rid of it?

  Answered Closed jdigital 107 views 6 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Quicken Realized Gain Report inaccurate

  Closed gwdehart 63 views 3 comments 0 points Most recent by jacobs February 2025Investing (Mac)
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  Placeholder Error Message & Lockup When Updating Accounts online

  Closed Orion13 97 views 6 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
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  Investment transaction report does not show $amount of CONTRIBX transactions

  Closed John McCoy 31 views 1 comment 0 points Most recent by Quicken Kristina February 2025Reports (Windows)
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  Add Ticker Symbols for More Metals

  Reviewed Harold Finch 132 views 0 comments 2 points Started by Harold Finch February 2025 Investments
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  2

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  Brokerage Account - allow user to LIMIT which Securities Available for each Account

  Reviewed ftcnative 164 views 8 comments 2 points Most recent by NotACPA February 2025Investments
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  2

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  Add Additional Expand/Collapse Option in Portfolio View [Edited]

  Reviewed rfore466 88 views 8 comments 2 points Most recent by BobS2 February 2025Investments
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  15

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  Can You Customize The Columns on The Investing Account Overview (Holdings) Screen? (7 Legacy Votes)

  Reviewed Quicken Community 1K views 13 comments 15 points Most recent by BobS2 February 2025Investments
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  Vanguard CashPlus

  Closed RickQuick 308 views 4 comments 0 points Most recent by RickQuick February 2025Download, Add/Update Accounts (Windows)
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  etrade bonds not downloading

  Closed jeffdai@ 32 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  How to add total Gain/Loss to a report

  Answered ✓ Closed ProfileX 133 views 8 comments 0 points Most recent by q_lurker February 2025Reports (Windows)
• 
  QWin keeps enabling real time quotes

  Closed Rocket J Squirrel 104 views 6 comments 1 point Most recent by Quicken Kristina February 2025Investing (Windows)
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  Linked Investment Cash Register - can't change/Edit the Security Name

  Closed BRETTB 91 views 8 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Treasury Bills and Notes Not posting as Interest

  Closed jennam 61 views 3 comments 0 points Most recent by Tom Young February 2025Investing (Windows)
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  Remove Shares works inconsistently

  Closed nholdway 39 views 2 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Mac)
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  Garbage characters in the Rebalancer

  Closed Chris_QPW 271 views 14 comments 0 points Most recent by BK February 2025Investing (Windows)
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  Investment Performance Report Overall Total Erroneous Calculations

  Closed CaveCreek 143 views 5 comments 0 points Most recent by q_lurker February 2025Reports (Windows)
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  Provide ability to stop reminders from automatically being added to investment account balances

  Reviewed leishirsute 52 views 2 comments 11 points Most recent by leishirsute February 2025Investments
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  Incorrect investment

  Closed KenJ29 131 views 10 comments 0 points Most recent by KenJ29 February 2025Investing (Windows)
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  Investment account not showing transactions

  Answered ✓ Closed Mary Ann Edson-Plumb 134 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Quicken Doesn't Balance to Schwab Statement

  Closed Mark239 113 views 3 comments 0 points Most recent by NotACPA February 2025Investing (Windows)
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  Gold Bullion tracking in Quicken for Mac

  Closed Brian Evans 115 views 3 comments 2 points Most recent by Quicken Anja February 2025Investing (Mac)
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  CLOSED 2/6/25 Golden State Scholar - $0 Investment Balance

  Quicken Anja 123 views 3 comments 0 points Most recent by Quicken Anja February 2025Alerts, Online Banking & Known Product Issues