Investments

Discussion List

• 
  VEXAX, VDIGX & DIS

  Closed carterrc 35 views 2 comments 0 points Most recent by carterrc November 8Download, Add/Update Accounts (Windows)
• 
  Why do I have to manually type in cash balance when reconciling?

  Answered ✓ Closed nerdindenial 381 views 13 comments 0 points Most recent by Boatnmaniac November 7Download, Add/Update Accounts (Windows)
• 
  How do I convert my investment account back to 'complete' transaction entry.

  Answered Closed asc 80 views 4 comments 0 points Most recent by Boatnmaniac November 7Installing and Updating (Windows)
• 
  add an income column in the portfolio view (Q Mac)

  Closed jnussb9328 17 views 1 comment 0 points Most recent by Quicken Jasmine November 6Investing (Mac)
• 
  Savings Goal Process

  Closed mfelmlee 45 views 0 comments 0 points Started by mfelmlee November 6 Budgeting and Planning Tools (Windows)
• 
  1

  Up
  Add account & asset change % to investment column options

  Reviewed Abq Michael J 16 views 0 comments 1 point Started by Abq Michael J November 5 Product Enhancements
• 
  5

  Up
  make it possible to write and print checks from a brokerage account (IRA)

  Reviewed mgottfredson 296 views 11 comments 5 points Most recent by UKR November 4Investments
• 
  Security Comparison Mismatch after correcting downloaded misidentified Investment Securities

  Answered ✓ Closed Jack Redwine 61 views 3 comments 0 points Most recent by Jack Redwine November 3Investing (Windows)
• 
  How Can I Add a Missing CUSIP to a Mutual Fund?

  Answered Closed Walter Roth 45 views 2 comments 0 points Most recent by Walter Roth November 2Investing (Windows)
• 
  Continued Nationwide Issues - $0 Balance

  Closed Effren 32 views 0 comments 1 point Started by Effren November 2 Investing (Mac)
• 
  best way to track unvested lots in a 401(k), Q Mac

  Closed Quickster 42 views 0 comments 0 points Started by Quickster November 2 Investing (Mac)
• 
  2

  Up
  Show Scheduled Transactions for Investment Accounts (since brokerage can also be checking accounts)

  Reviewed MikeChicago2 42 views 3 comments 2 points Most recent by jdoniach November 1Ideas for Mobile
• 
  Income by Security report

  Closed mtgill@ 205 views 7 comments 0 points Most recent by mtgill@ November 1Reports (Windows)
• 
  Schwab quarterly fee now incorrectly downloads as a security

  Closed larryvc 299 views 11 comments 0 points Most recent by Quicken Jasmine October 31File Conversion and Backup (Windows)
• 
  Guideline Temporary Workaround

  Answered Closed jaken 61 views 3 comments 0 points Most recent by jacobs October 30Errors and Troubleshooting (Mac)
• 
  Display register instead of Simple Investing in brokerage account

  Answered Closed gsakal02134 112 views 6 comments 0 points Most recent by gsakal02134 October 30Investing (Windows)
• 
  2

  Up
  Gain/Loss - Investment and Retirement Accounts - Classic Dashboard

  Reviewed Lee Tumbleson 209 views 22 comments 2 points Most recent by Jim_Harman October 29Investments
• 
  Update R59.10, Premier Investing page, Portfolio Day Gain Column

  Closed L. Shaddix 75 views 2 comments 0 points Most recent by Quicken Kristina October 29Registers & Transactions (Windows)
• 
  Schwab account download failures!

  Closed Marc Stergionis 47 views 2 comments 0 points Most recent by Quicken Kristina October 29Download, Add/Update Accounts (Mac)
• 
  Which "Action" for transf cash fr Investing acct to checking account?

  Answered ✓ Closed JimJ 53 views 4 comments 0 points Most recent by JimJ October 27Investing (Windows)
• 
  89
  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 2.5K views 107 comments 89 points Most recent by jacobs October 27Investments
• 
  Windows 10 - Downloading Merrill Lynch Investment Accounts

  Closed WillyG 144 views 8 comments 0 points Most recent by chokshir@ October 26Download, Add/Update Accounts (Windows)
• 
  How do you set up an annuity in Quicken?

  Answered ✓ Closed JimDB 249 views 7 comments 0 points Most recent by unknown October 24Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Add an easy way to see or edit which lots were used on ESPP sell transactions

  Reviewed BlindMelonhead 58 views 0 comments 2 points Started by BlindMelonhead October 23 Investments
• 
  Short sales at Schwab treated as payments

  Closed user239048 78 views 2 comments 0 points Most recent by Quicken Jasmine October 23Download, Add/Update Accounts (Mac)
• 
  Quicken Classic Mac Home & Business: S Corp Mapping US Schedule C to 1120S

  Closed yarkn 76 views 1 comment 0 points Most recent by Quicken Jasmine October 22Download, Add/Update Accounts (Mac)
• 
  Account doesn't appear in list of accounts to add

  Closed Ledermann 55 views 3 comments 0 points Most recent by Quicken Kristina October 21Download, Add/Update Accounts (Windows)