Investments

Discussion List

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  How do you reconcile ESPP and RSU for the same company?

  Answered Closed mikek753b 81 views 5 comments 0 points Most recent by Chris_QPW August 16Investing (Windows)
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  How to record stock split for ESPP?

  Answered Closed mikek753b 72 views 8 comments 0 points Most recent by Chris_QPW August 16Investing (Windows)
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  Roth 401(k) account not listed for after-tax deduction on paycheck

  Closed AReader 51 views 2 comments 2 points Most recent by kirk August 15Investing (Windows)
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  investment data is wrong

  Answered ✓ Closed Permutations 31 views 3 comments 0 points Most recent by Permutations August 15Download, Add/Update Accounts (Windows)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 391 views 20 comments 20 points Most recent by RPaul August 14Investments
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  Multi-currency Brokerage Accounts

  Reviewed ta1835 21 views 1 comment 1 point Most recent by Chris_QPW August 13Manage Accounts and Transactions
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  Quicken is Double Counting Brokerage Account Funds

  Closed jm7128 43 views 1 comment 0 points Most recent by Chris_QPW August 13Investing (Mac)
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  Sorting 'same day transactions by security name' should group options with their underlying stock

  Reviewed veegee 113 views 17 comments 3 points Most recent by Rocket J Squirrel August 13Investments
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  CLOSED 8/12/24 Mobile App/Web App Holdings showing 0 But is Accurate in Quicken for Windows

  Quicken Janean 101 views 1 comment 0 points Most recent by Quicken Kristina August 12Alerts, Online Banking & Known Product Issues
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  "No Accounts Found" Error Adding Betterment

  Closed mryan69 33 views 5 comments 0 points Most recent by Quicken Jasmine August 11Investing (Mac)
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  SCHD

  Closed Gary R 21 views 0 comments 0 points Started by Gary R August 11 Download, Add/Update Accounts (Windows)
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  Check if a Security is valid for OSU

  Reviewed GlenB 11 views 0 comments 1 point Started by GlenB August 10 Canada Windows
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  For investments, add ability to calculate Compound Annual Growth Rate (CAGR)

  Reviewed adesalos 21 views 1 comment 3 points Most recent by jacobs August 9Investments
• 
  Asset Allocation for Canadian users

  Closed mark16 62 views 6 comments 0 points Most recent by Chris_QPW August 9Investing (Mac)
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  July 2024 Updates - Quicken Classic - Sync Issues

  Closed Rlb1973 207 views 6 comments 0 points Most recent by Quicken Kristina August 9Download, Add/Update Accounts (Windows)
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  How do I Change Earnings from Federal Money Market Fund from Reinvest to Dividend?

  Closed TexMike 54 views 3 comments 0 points Most recent by TexMike August 9Investing (Windows)
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  How to replace Security name for multiple transactions?

  Answered Closed mikek753b 74 views 9 comments 0 points Most recent by NotACPA August 7Investing (Windows)
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  Why are there unrecognizable mutual funds included on the "Porfolio" section of the "Investing" tab?

  Answered ✓ Closed gwforit 62 views 4 comments 0 points Most recent by gwforit August 7Investing (Windows)
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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 42 views 6 comments 0 points Most recent by cls4 August 7Questions about using the Community?
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  Every time I update Schwab, I have to revalidate the account

  Closed ghstudio 73 views 5 comments 1 point Most recent by Quicken Kristina August 6Download, Add/Update Accounts (Windows)
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  Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

  Under Consideration JFOR 1.2K views 26 comments 55 points Most recent by Wade Shanley August 5Investments
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  Downloaded Security Prices are incorrect, but corrected a few days later

  Closed donotemailhere989 91 views 4 comments 0 points Most recent by donotemailhere989 August 4Investing (Windows)
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  Investments...Stock Price Goal reminder

  Reviewed graepers 71 views 6 comments 0 points Most recent by Chris_QPW August 4Investments
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  How do I record a corporate merger that results in a new combined company

  Closed LordKen2024 352 views 9 comments 0 points Most recent by WSC August 4Registers & Transactions (Windows)
• 
  Problem adding an ETF security

  Closed deschenesjac 42 views 3 comments 0 points Most recent by Quicken Kristina August 2Registers & Transactions (Windows)
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  Problem Connecting PNC Bank Investments to Quicken [Edited]

  Closed Jeff43@ 54 views 1 comment 0 points Most recent by Quicken Kristina August 2Errors and Troubleshooting (Windows)
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  Publish which retail stock, etf, etc. trading platforms fully integrate with Quicken

  Reviewed schmidtl4 136 views 16 comments 1 point Most recent by Jim_Harman August 2Investments
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  Merged: Brokerage accounts that are fully compatible with Quicken

  schmidtl4 31 views 0 comments 0 points Started by schmidtl4 August 1 Investing (Windows)
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  Investment Transaction Not Recording Properly

  Answered Closed mattebury 12 views 2 comments 0 points Most recent by mattebury August 1Investing (Mac)