Investments

Discussion List

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  Option to re-order holdings names in the investment account overview

  Reviewed roko 113 views 5 comments 3 points Most recent by Jim_Harman September 12Investments
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  Stock Lot Details in “Holdings” view showing incorrect info

  G_raffe 275 views 10 comments 0 points Most recent by 1994 September 11Errors and Troubleshooting (Windows)
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  Recurring Investment Transacttions?

  Answered JackInBrooklyn 74 views 2 comments 0 points Most recent by Jim_Harman September 11Investing (Windows)
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  SWGXX as cash has not worked for years

  Answered leonard kearney 52 views 2 comments 0 points Most recent by Quicken Kristina September 11Investing (Windows)
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  Online Center "Update" doesn't update "Holdings" tab

  Ray 71 views 2 comments 0 points Most recent by Ray September 11Investing (Windows)
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  News and Analysis headlines not linking to the Business Wire story - Quicken for Mac

  Answered Closed gmpizzuto 82 views 4 comments 0 points Most recent by Quicken Anja September 11Investing (Mac)
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  Investment transaction needed for RRIF payment

  Reviewed BigPete3 43 views 2 comments 1 point Most recent by Quicken Alyssa September 10Canada Windows
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  phantom Money Market shares appear in investment account Holdings

  Wiley Won 136 views 7 comments 0 points Most recent by Quicken Laura September 10Registers & Transactions (Windows)
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  IRA totals show two different things on the same screen

  Closed Milehigh5280 182 views 9 comments 0 points Most recent by Quicken Anja September 9Download, Add/Update Accounts (Windows)
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  Why does my new security not get saved to the security list?

  Answered ✓ EMcRory 858 views 36 comments 0 points Most recent by Sceptic September 8Investing (Windows)
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  Investment cash not counted in net worth

  Closed MichaelCortese 62 views 4 comments 0 points Most recent by Quicken Kristina September 8Errors and Troubleshooting (Mobile)
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  Why is manually entering data in Investment registry so slow?

  Answered dgreer 50 views 3 comments 0 points Most recent by NotACPA September 5Registers & Transactions (Windows)
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  Add notes column to Investing Holdings screen

  Reviewed dhollid2 31 views 1 comment 1 point Most recent by Quicken Anja September 5Investments
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  Upload QIF dividend transaction = Qualified dividend?

  Answered DL# 161 views 9 comments 0 points Most recent by markus1957 September 4Investing (Windows)
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  How to fix One Step Update for Fidelity NetBenefits?

  Answered Tommy 292 views 9 comments 0 points Most recent by cyberphile September 4Errors and Troubleshooting (Windows)
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  PNC Bank download shows Unknown Security and O shares

  ejmquick 115 views 3 comments 0 points Most recent by Quicken Carlos September 4Errors and Troubleshooting (Windows)
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  Tracking gains/losses in an investment fund

  Answered goldtop 192 views 6 comments 0 points Most recent by goldtop September 4Investing (Windows)
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  Quote updates

  Answered Closed Gaboum 172 views 9 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Mac)
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  Voya server error message at their site

  Closed GeoArm 77 views 4 comments 0 points Most recent by Quicken Kristina September 4Errors and Troubleshooting (Windows)
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  Fractional Leftover Stock Shares

  Answered Gary Paukert 80 views 4 comments 0 points Most recent by Sceptic September 4Investing (Windows)
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  Vanguard - Quicken creates duplicate downloads of one mutual fund since July 2025

  Ewm101 91 views 5 comments 0 points Most recent by Quicken Laura September 3Download, Add/Update Accounts (Windows)
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  Find is so broken

  Lisa S 30 views 1 comment 0 points Most recent by Jim_Harman September 3Errors and Troubleshooting (Windows)
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  Stock and Fund Details

  Closed scampsrp 56 views 4 comments 0 points Most recent by Quicken Carlos September 3Registers & Transactions (Windows)
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  My Security Value in an investment account isn't how I keep track and it's in error

  Answered barryaz1 40 views 1 comment 0 points Most recent by NotACPA September 2Errors and Troubleshooting (Windows)