Investments

Discussion List

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  How to setup accounts for T Rowe Price IRA

  RFB 57 views 2 comments 0 points Most recent by RFB December 2020Investing (Windows)
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  When I do an online account update - investment transactions are deleted from years ago

  Answered cvfuchs 47 views 2 comments 0 points Most recent by cvfuchs December 2020Errors and Troubleshooting (Windows)
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  How to record Miscellaneous Income in an IRA account?

  Accepted Answer roblester999 30 views 6 comments 0 points Most recent by Frankx December 2020Registers & Transactions (Windows)
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  Adjusting Stock Option Balance

  Answered beavel 49 views 1 comment 0 points Most recent by Quicken Francisco December 2020Investing (Windows)
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  How do I synchronize Account Bar value for 401(k) plan to current Market Value in Holdings?

  Accepted Answer RBrunson 20 views 2 comments 0 points Most recent by RBrunson December 2020Registers & Transactions (Windows)
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  What are best practices in entering investment accounts?

  Accepted Answer kkeltonnc 41 views 3 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  How do I add a new mutual fund?

  Accepted Answer ejbucknell 47 views 15 comments 0 points Most recent by Studpup December 2020Investing (Windows)
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  I repurchased a sold stock. Why doesn't it show the cost basis for only the new purchase?

  Answered eegram 24 views 1 comment 0 points Most recent by Jim_Harman December 2020Investing (Windows)
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  Multiple Securities fully sold with still investment value present

  Answered Polo 43 views 6 comments 0 points Most recent by Polo December 2020Investing (Windows)
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  New account type for Donor Advised Funds (DAF)

  New DavidZ123 69 views 13 comments 1 point Most recent by DavidZ123 December 2020Product Ideas - Quicken for Mac
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  6.0.3 (Mac) Chase doubles some securities transaction downloads

  Accepted Answer Spoonmeister 39 views 1 comment 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
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  ADP 401k QFX Download doesn't contain contributions

  Accepted Answer cliffhelsel1 45 views 2 comments 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
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  Merged: How to account for Donor Advised Fund (DAF)

  DavidZ123 23 views 0 comments 0 points Started by DavidZ123 December 2020 Budgeting and Planning Tools (Mac)
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  Print Portfolio X-Ray

  Planned System 537 views 14 comments 2 points Most recent by Bradster63 December 2020Investments (Windows)
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  Three securities not showing up in the Investing -> Dashboard view

  Answered BigD3535 22 views 6 comments 0 points Most recent by BigD3535 December 2020Investing (Windows)
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  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 94 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Equivalent Year End copy/truncate Function for closed out stock positions in Investment accounts

  New Reysanp 23 views 1 comment 1 point Most recent by q_lurker December 2020Product Enhancements (Windows)
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  Fidelity is downloading a $1 value for securities.

  Accepted Answer flyfishertn 52 views 5 comments 0 points Most recent by flyfishertn December 2020Download, Add/Update Accounts (Windows)
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  Daily Quotes and Price changes not displaying for some securities?

  Answered Rick Clay 61 views 6 comments 0 points Most recent by Rick Clay December 2020Errors and Troubleshooting (Mac)
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  "Select Accounts" window not showing Capital Gains Estimator Tool.

  Answered hjw200 47 views 4 comments 0 points Most recent by hjw200 December 2020Investing (Windows)
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  How to Quickly see an investment Security Value for a given transaction date.

  jarhtmd 37 views 2 comments 0 points Most recent by jarhtmd December 2020Investing (Windows)
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  Merged: Direct Entry of Stock Closing Prices in Portfolio

  Daffy Duck 5 views 0 comments 2 points Started by Daffy Duck December 2020 Product Ideas - Quicken for Mac
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  Attachments to Securities

  New Fred8 13 views 0 comments 0 points Started by Fred8 December 2020 Investments (Windows)
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  Manually entering stock sales & purchases vs automatic downloads from brokerage (Vanguard)?

  Accepted Answer alan14 39 views 4 comments 0 points Most recent by alan14 December 2020Investing (Windows)
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  Short-Term Capital Gains Distributions Classified as Dividends in Quicken Mac

  Austin13 223 views 7 comments 0 points Most recent by jacobs December 2020Investing (Mac)
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  How to bring Brokerage accounts into agreement with Broker statements

  Answered FCG 45 views 3 comments 0 points Most recent by Frankx December 2020Investing (Windows)
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  Quicken doesn't show correct value for Pfizer PFE and Vanguard Funds

  Answered bfree48 55 views 3 comments 0 points Most recent by BrianR December 2020Investing (Mac)
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  Posting taxable vs non-taxable dividends

  Answered larryh4043 50 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Unable to enter "bought" transaction

  Accepted Answer eekfleming 51 views 3 comments 0 points Most recent by eekfleming December 2020Investing (Windows)
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  Online Investment updates not working.

  Answered rlhill 58 views 9 comments 0 points Most recent by rlhill December 2020All Things Canadian (Mac)