Investments

Discussion List

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  Exclude unvested RSU from account total

  Closed RPC102 41 views 2 comments 3 points Most recent by Quicken Kristina March 2025Investing (Mac)
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  Short term basis incorrect on sale

  Answered Closed funkws 102 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)
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  One step updates from Vanguard, can't add to register

  Closed Dale3 201 views 10 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
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  Specify Lots issue with Gain Loss Column size

  Closed David Luckadoo 71 views 5 comments 0 points Most recent by David Luckadoo March 2025Registers & Transactions (Windows)
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  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 201 views 5 comments 0 points Most recent by Gary Lee Ashford March 2025Download, Add/Update Accounts (Windows)
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  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 101 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  $ Dashboard and "Investing" do not agree

  Answered Closed jimarcher6837 161 views 10 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  US Bancorp Investment Account not syncing with Quicken

  Closed KKoster 31 views 2 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Charles Schwab 401(k) Mutual Fund Prices stopped updating

  Answered Closed roo77777 171 views 9 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Mac)
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  Merged: Anyone else having trouble downloading Mutual fund transactions from T. Rowe Price?

  Closed donotemailhere989 11 views 0 comments 0 points Most recent by funkws March 2025Errors and Troubleshooting (Windows)
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  Bottom Section of Investing Accounts Always Expanded

  Closed isonclubikin 21 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Registers & Transactions (Windows)
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  Make Tags hierarchical to help with tracking Option Trading, among other uses

  Reviewed System 31 views 2 comments 2 points Most recent by Quicken Kristina March 2025Investments
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  Quicken Doubles Amount in Roth IRA

  Answered Closed 04takamaz 42 views 3 comments 0 points Most recent by Boatnmaniac March 2025Download, Add/Update Accounts (Mac)
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  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Closed Philip107 122 views 6 comments 0 points Most recent by Philip107 March 2025Budgeting and Planning Tools (Windows)
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  Portfolio Value - Display Time Periods

  Reviewed Jim McLaughlin 81 views 4 comments 9 points Most recent by Chris_QPW March 2025Display/UI
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  Tracking Option Trading in QMac

  Closed t34hansen 143 views 3 comments 0 points Most recent by Quicken Kristina March 2025Business and Rental Property Tools (Mac)
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  Best strategies to address pricing discrepancy (John Hancock 401K)

  Answered ✓ Closed plasman 61 views 4 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  When taking RMDs, why does Quicken thinks it's a contribution?

  Answered ✓ Closed Mike Curran 503 views 23 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  Fidelity Mutual Fund with more than 1 payout type same day and Quicken's reinvested dividends?

  Closed Retired Coal Miner 51 views 4 comments 0 points Most recent by Retired Coal Miner March 2025Investing (Windows)
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  Mutual Fund Prices off on mobile app

  Closed rjgrichmond 121 views 5 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Mobile)
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  Is anyone having an issue downloading transactions from Charles Schwab website?

  Answered Closed steveweaver48 321 views 9 comments 0 points Most recent by steveweaver48 February 2025Investing (Windows)
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  Investment Performance Report for Quicken MAC? (40 merged votes)

  Under Consideration lp1756 2.8K views 43 comments 124 points Most recent by jacobs February 2025Investments
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  Roth IRA incorrect, using simple positions

  Closed slemay2 61 views 2 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)
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  Tracking Treasury Bill Discrepancies in Quicken

  Closed qckenguy 41 views 1 comment 0 points Most recent by MontanaKarl February 2025Investing (Mac)
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  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 141 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Investing tab refresh bug

  Closed EvDob 52 views 3 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
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  CLOSED 2/25/25 Computershare - $0 Balance when Adding Investment Account

  Closed Quicken Anja 172 views 2 comments 0 points Most recent by Quicken Kristina February 2025Alerts, Online Banking & Known Product Issues
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  Do I need to upgrade my subscription to customize my reports? (Q Mac)

  Answered Closed QDH 51 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Reports (Mac)
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  Need help. I'm unable to update about half my stocks from Schwab

  Answered Closed RSmithson 41 views 2 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)