Investments

Discussion List

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  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 252 views 10 comments 16 points Most recent by tivolo July 2025Investments
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  META Shares downloading from Broker as FB

  Answered ✓ Closed terryblumenstein 195 views 10 comments 0 points Most recent by Jim_Harman July 2025Investing (Mac)
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  Mutual fund share class and mutual fund to ETF conversions on Mac Classic Deluxe

  Closed K. 63 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Mac)
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  Portfolio Value - Dashboard card - Last 12 months, Last 5 years & custom range

  Reviewed briang_simi 13 views 1 comment 2 points Most recent by Quicken Kristina July 2025Product Enhancements
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  How to get manually entered security prices to show as updated (no clock image)?

  Answered ✓ Closed Gillian T 247 views 15 comments 0 points Most recent by q_lurker July 2025Errors and Troubleshooting (Windows)
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  Why is Mutual fund price sometimes wrong?

  Answered Closed SteveInReno 57 views 2 comments 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
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  Vanguard Cash Plus Account not downloading and cannot enter maunually

  Closed jrshea1966 237 views 7 comments 0 points Most recent by Road2FIRE July 2025Download, Add/Update Accounts (Mac)
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  Investment register entry

  Answered Closed rayrozema 25 views 1 comment 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  How to enter a cash origin in a Buy - Shares Bought transaction

  Answered Closed MoeBr 185 views 13 comments 0 points Most recent by Quicken Anja July 2025Investing (Windows)
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  Fidelity Investments going to EWC+?

  Closed mrzookie 1.1K views 12 comments 4 points Most recent by Chris_QPW July 2025Download, Add/Update Accounts (Windows)
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  Can't adjust Short Sale - Place Holder Adjustment to Negative (shareholder shares)

  Closed BRETTB 11 views 1 comment 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  ETrade vs RSU Transactions

  Closed doucette 32 views 3 comments 0 points Most recent by doucette July 2025Investing (Windows)
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  Inconsistent Downloads of SPAXX Div from Fidelity

  Closed Geobrick 492 views 26 comments 0 points Most recent by Geobrick July 2025Download, Add/Update Accounts (Windows)
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  META Ticker Issue: Incorrect Price or Mislabeling [Edited]

  Closed Vince3 738 views 20 comments 1 point Most recent by Cary Kittner July 2025Investing (Windows)
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  bond number

  Reviewed leonard kearney 28 views 2 comments 1 point Most recent by leonard kearney July 2025Product Enhancements
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  Merged: why doesn't Q handle bond maturation properly?

  Closed leonard kearney 1 view 0 comments 0 points Most recent by leonard kearney July 2025Errors and Troubleshooting (Windows)
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  Schwab: message "looking for matching transactions"

  Closed rennepsAgain 46 views 7 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 715 views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)
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  Need Pool Factor Buckets and Downloads for Mortgage Backed Securities,

  Reviewed Gary587 33 views 1 comment 1 point Most recent by Gary587 July 2025Investments
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  Fidelity FDRXX not being recognized

  Answered Closed brianCIO 428 views 6 comments 0 points Most recent by recursor1 June 2025Errors and Troubleshooting (Windows)
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  Brokerage Cash Management Account

  Closed JDaily 72 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
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  Vanguard placeholder entries

  Answered Closed azwilling 35 views 2 comments 0 points Most recent by Quicken Kristina June 2025Errors and Troubleshooting (Windows)
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  Archiving Investment Transactions didn't do much and lost running account balance

  Closed jamesmevanshotmail 16 views 2 comments 0 points Most recent by NotACPA June 2025Errors and Troubleshooting (Windows)
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  I messed up the cash/money market conversion for SWGXX from Schwab [Edited]

  Answered Closed jeff.schmitz 46 views 2 comments 0 points Most recent by Chris_QPW June 2025Errors and Troubleshooting (Windows)
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  Merged: Quicken Misapplying BYD Stock Dividend Data — Two Separate Errors

  Closed TexMike 1 view 0 comments 0 points Most recent by TexMike June 2025Errors and Troubleshooting (Windows)
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  Incorrect Stock Split for BYDDF

  Closed TexMike 8.5K views 8 comments 0 points Most recent by TexMike June 2025Errors and Troubleshooting (Windows)
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  ROTH Conversion

  Answered Closed markisgold 366 views 6 comments 0 points Most recent by markisgold June 2025Investing (Windows)
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  Etrade vs RSU transactions

  Closed doucette 309 views 6 comments 0 points Most recent by doucette June 2025Download, Add/Update Accounts (Windows)