Investments

Discussion List

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  Schwab not downloading transactions

  Closed AgBrewer97 422 views 4 comments 0 points Most recent by GlobalView February 2023Download, Add/Update Accounts (Windows)
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  Quote discrepancies: "last price" vs "closing price"

  Closed lagunajim 221 views 3 comments 1 point Most recent by q_lurker February 2023Investing (Windows)
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  Placeholder being added in error when updating investment account

  Sharky 42 views 0 comments 0 points Most recent by Sharky February 2023Investing (Mac)
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  Quicken totals not correct, after One Step Update - Day Gain/Loss

  Closed MishawakaKirk 24 views 0 comments 0 points Most recent by MishawakaKirk February 2023Investing (Windows)
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  Can't connect to "Ascensus - RPLink" 403(b) plans

  Closed KesslerB 443 views 4 comments 0 points Most recent by KesslerB February 2023Download, Add/Update Accounts (Mac)
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  Price history on Bonds disappears

  Closed m.waggoner 41 views 2 comments 0 points Most recent by melS February 2023Investing (Windows)
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  Recent bugs

  Answered ✓ Closed eduardoccastro 171 views 7 comments 0 points Most recent by q_lurker February 2023Errors and Troubleshooting (Windows)
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  What kind of transaction is correct for a cash out for a stock acquisition?

  Closed kellyp96 21 views 1 comment 0 points Most recent by Tom Young February 2023Investing (Windows)
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  Cost Basis Wrong or Missing when Transferring shares between accounts

  Answered Closed KMorgan 191 views 6 comments 0 points Most recent by KMorgan February 2023Investing (Windows)
• 
  Corporate Spinoff Wizard does not give correct results on a Lot basis for large data files.

  Closed JMSOUNDER 218 views 8 comments 0 points Most recent by JMSOUNDER February 2023Investing (Windows)
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  Quicken mobile - old account showing up, can't remove?

  Closed Ted P 245 views 4 comments 0 points Most recent by Quicken Jared February 2023Using the Mobile App
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  Can Simple Portfolio view show the actual value of Options in the Value column

  Closed DouginMD 22 views 0 comments 0 points Most recent by DouginMD February 2023Investing (Mac)
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  Managing RMDs

  Answered ✓ Closed jimarcher6837 614 views 7 comments 0 points Most recent by Jim_Harman January 2023Investing (Windows)
• 
  Gains reporting.

  Answered Closed rbmeanor09 46 views 4 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
• 
  Get a Quickin server falt when adding my Discover Bank account CC 501

  Answered Closed Buffdominator 21 views 1 comment 0 points Most recent by Quicken Jasmine January 2023Download, Add/Update Accounts (Windows)
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  Quicken for Mac v6.3 Released

  Quicken Marcus 2.7K views 84 comments 3 points Most recent by Jon January 2023Product Releases and Announcements: Mac
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  Accounting for ATT WBD Spin Off

  Answered Closed DSL 14.6K views 126 comments 1 point Most recent by q_lurker January 2023Investing (Windows)
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  How do I record a Buy to Open Call Option?

  Closed harry askenazi 481 views 1 comment 0 points Most recent by Tom Young January 2023Investing (Windows)
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  Return by Type Not Calculating Correct Values

  Closed allen_car 32 views 3 comments 0 points Most recent by q_lurker January 2023Investing (Windows)