Investments

6

Portfolio Value - Display Time Periods

Reviewed Jim McLaughlin 37 views 2 comments 6 points Most recent by BK January 18Display/UI

Category or Theme lists

Closed MylesC4 39 views 2 comments 0 points Most recent by Jim_Harman January 17Investing (Mac)

Alaska 529 bug?

Answered Closed Shapquit 62 views 6 comments 0 points Most recent by jacobs January 16Errors and Troubleshooting (Mac)

Dividend Reinvest - Stock reports as Stock Split

Closed BRETTB 57 views 5 comments 0 points Most recent by BRETTB January 16Errors and Troubleshooting (Windows)

3

Changing linked cash/checking accounts

Reviewed gdhoffman7013 291 views 6 comments 3 points Most recent by Chris_QPW January 15Manage Accounts and Transactions

Is it possible to manually add an existing security to a different existing investment account?

Answered Closed SAB0779 60 views 5 comments 0 points Most recent by SAB0779 January 15Investing (Windows)

1

memo field and linked checking

Reviewed Jeanne 29 views 0 comments 1 point Started by Jeanne January 15 Product Enhancements

CLOSED 1/15/25 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

Quicken Anja 118 views 3 comments 0 points Most recent by Quicken Anja January 15Alerts, Online Banking & Known Product Issues

Merged: Investor360 error15500

Closed Mat Vega 27 views 0 comments 0 points Most recent by Mat Vega January 14Errors and Troubleshooting (Mac)

2

Update 401k Holdings

Reviewed tg725 41 views 2 comments 2 points Most recent by Jon January 14Investments

MassMutual Account Shows Zero Balance (STILL) - Quicken Classic Premier for Mac

Closed Michael Heady 25 views 1 comment 0 points Most recent by Quicken Kristina January 14Download, Add/Update Accounts (Mac)

Quicken Classic: How to add Roth Crypto account with AltoIRA, no online updates

Answered Closed mushrmary 31 views 1 comment 0 points Most recent by NotACPA January 14Download, Add/Update Accounts (Windows)

Withdrawal txns in brokerage accts require entry twice

Closed 25+YrUser 62 views 2 comments 0 points Most recent by Quicken Kristina January 14Registers & Transactions (Windows)

My IRA account is not coming down when trying to Add Account

Closed cfauvel 80 views 3 comments 0 points Most recent by cfauvel January 12Download, Add/Update Accounts (Windows)

Incorrect Vanguard holdings reported by Quicken Mac

Answered Closed FI Wizard 193 views 11 comments 0 points Most recent by FI Wizard January 12Investing (Mac)

OL-220-A Error on only Fidelity accounts after transfer from Mac to Windows

Closed jdsebo15 124 views 5 comments 0 points Most recent by Quicken Kristina January 12File Conversion and Backup (Windows)

27

Edit/Delete the Default Portfolio Views (6 Legacy Votes)

Reviewed USMA74 704 views 23 comments 27 points Most recent by BRETTB January 12Investments

Move mutual fund into its own separate account

Closed System 53 views 4 comments 0 points Most recent by budi January 11Investing (Windows)

Fidelity Cash Management account setup?

Answered ✓ Closed Pesh115 148 views 10 comments 0 points Most recent by augiboy January 10Download, Add/Update Accounts (Mac)

Selecting a money market fund to not be a security in an investment account [Edited]

Answered Closed S Singer 214 views 18 comments 0 points Most recent by Boatnmaniac January 10Errors and Troubleshooting (Windows)

1

Splitting Taxable and Non Taxable Dividends and Interest in Cash Flow Report

Reviewed kh57smth 28 views 1 comment 1 point Most recent by Quicken Anja January 10Canada Windows

Investment Account - Complete vs. Simple

Answered Closed MSStateDawg 93 views 6 comments 0 points Most recent by Boatnmaniac January 9Investing (Windows)

Investment Quote Server Down?

Closed BryanK 69 views 3 comments 0 points Most recent by Quicken Jasmine January 9Errors and Troubleshooting (Windows)

How can I do a "Sell All" of a stock in investments? (Q Mac)

Answered ✓ Closed gregneg 89 views 5 comments 0 points Most recent by Chris_QPW January 8Investing (Mac)

7. Prompt on name mismatch – Merck (MRK) renamed to MELI MercadoLibre Inc

Closed John_L 25 views 2 comments 0 points Most recent by q_lurker January 8Investing (Windows)

Download fidelity accounts (cryptocurrency)

Answered ✓ Closed rolahr 73 views 6 comments 0 points Most recent by Quicken Anja January 7Investing (Windows)

R60 issues with Investment number of shares

Answered Closed tigr_ldy 42 views 3 comments 0 points Most recent by Boatnmaniac January 7Errors and Troubleshooting (Windows)

Investments

Discussion List