Investments

Discussion List

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  Category assignment for income/dividends

  Closed stevewi 69 views 2 comments 0 points Most recent by jacobs April 2025Investing (Mac)
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  Funds in a 401k account change names - how to reconcile

  Closed Nalgas 42 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  NJ Best 429 Plan

  Answered Closed TCPSBC 23 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  same security download 8X; How to delete 7 of them w/o spending hours?

  Closed MineQuicknot 32 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Mac)
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  Navigation to the webpage was cancelled

  Closed gwforit 168 views 7 comments 1 point Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
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  The "Return (%) YTD" numbers are missing / not correct / out of date in Portfolio Views [edited]

  Closed pgavon 260 views 11 comments 0 points Most recent by pgavon April 2025Investing (Windows)
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  Auto Connect Sync with Banks - verification process

  Closed Creator1933 32 views 3 comments 1 point Most recent by [Deleted User] April 2025Download, Add/Update Accounts (Mac)
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  Vanguard problem

  Closed RS9 81 views 5 comments 0 points Most recent by Quicken Kristina April 2025Investing (Mac)
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  Allow Symbol to be added in View/Columns in Tax Reports

  Reviewed KenC 1 view 0 comments 1 point Started by KenC April 2025 Product Enhancements
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  Sell Bond Transaction

  Reviewed MikeP 23 views 0 comments 1 point Started by MikeP April 2025 Investments
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  Trouble downloading information from Equitable Advisors

  Answered Closed jbplum 820 views 5 comments 0 points Most recent by FernandoP April 2025Download, Add/Update Accounts (Windows)
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  Accurate Asset Classes

  Closed usnavy1610 31 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)
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  How to enter RSU released which differs from vested amount?

  Answered Closed harry askenazi 62 views 3 comments 0 points Most recent by mshiggins April 2025Investing (Windows)
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  Vanguard Accounts keep reverting to simple tracking method - SOLVED

  Closed Milehigh5280 709 views 13 comments 0 points Most recent by arlingpj April 2025Errors and Troubleshooting (Windows)
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  CLOSED 4/23/25 John Hancock Retirement Plan Services - FDP-102 / CC-502

  Closed Quicken Kristina 687 views 3 comments 1 point Most recent by Quicken Anja April 2025Alerts, Online Banking & Known Product Issues
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  How to Adjust Cost Basis of Investment

  Answered Closed JCOldSchool 153 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  How can I set up an account for a fixed single premium annuity?

  Answered ✓ Closed b.a.teller 247 views 7 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
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  Invesco 16503 Error

  Closed GIWalt 387 views 31 comments 1 point Most recent by AZCoder1959 April 2025Download, Add/Update Accounts (Mac)
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  Fiduciary Trust International

  Closed GreggSGonsalves 23 views 1 comment 0 points Most recent by Quicken Anja April 2025Download, Add/Update Accounts (Mac)
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  Support for price update for Canadian Depositary Receipts

  Under Consideration rogerhlho 301 views 15 comments 21 points Most recent by Quicken Kristina April 2025Investments
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  Bug?? Inconsistent cash balance reported between 2 Quicken views

  Closed RedCab 434 views 31 comments 0 points Most recent by UKR April 2025Investing (Windows)
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  Cash Account added to VOYA ??

  Closed dmurad53 193 views 20 comments 0 points Most recent by dmurad53 April 2025Download, Add/Update Accounts (Mac)
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  How to include loss on investment?

  Closed Paul Yelk 86 views 3 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  Schwab 401K - Imported funds showing as "Unidentified Securities"

  Closed Jamieson22 111 views 4 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Windows)
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  Why is the "Daily Gain/Loss" greyed out and set to $0.00?

  Closed Perry Smith 33 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Mac)
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  Updated to Build 27.1.62.16: Quicken MANDATED CHANGE from STOCK SYMBOL to Legal name

  Closed TooManyNicknames 298 views 13 comments 3 points Most recent by Quicken Kristina April 2025Investing (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Closed Don Awalt 1.7K views 71 comments 0 points Most recent by TonyD April 2025Download, Add/Update Accounts (Windows)
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  I don't want to add additional information on stock transactions

  Closed bcollinsmn 32 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Track gold/silver ETF expenses and cost basis

  Reviewed orenr 26 views 0 comments 1 point Started by orenr April 2025 Investments
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  Download transactions from TradeStation

  Closed gbbodel 64 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Windows)