Investments

Discussion List

• 
  How is "Amount Income" calculated in Investing page ?

  Answered Closed BeeGeeWeeGee 2 views 3 comments 0 points Most recent by Chris_QPW June 2025Investing (Windows)
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  One loan account active, another cannot be added MAC OS - Classic

  Closed Porthole2 11 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Mac)
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  Anyone unable to update security values?

  Answered Closed CHM 11 views 2 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
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  Question about transferring shares

  Answered Closed LeaningTower 61 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  After R63.21 update, Investing page wont open

  Answered Closed temco_rep 41 views 1 comment 0 points Most recent by UKR June 2025Investing (Windows)
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  RSU "Record Vesting" doesn't work if cash tracking in a checking account is enabled

  Closed gdonaldson 15 views 1 comment 0 points Most recent by Quicken Kristina June 2025Investing (Windows)
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  Transactions from fidelity missed randomly

  Closed vip 92 views 10 comments 0 points Most recent by Quicken Kristina June 2025Download, Add/Update Accounts (Mac)
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  Dual RSU Grants in single account cause register errors

  Closed carbuff 71 views 5 comments 1 point Most recent by mshiggins June 2025Investing (Windows)
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  20

  Up
  Feature Request: Select group of downloaded transactions to ACCEPT (13 Legacy Votes)

  Under Consideration ken jacobs 786 views 24 comments 20 points Most recent by tony June 2025Manage Accounts and Transactions
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  Merrill Lynch download issue

  Answered Closed bob323 1K views 53 comments 6 points Most recent by jacobs June 2025Download, Add/Update Accounts (Mac)
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  How to record Profits Interest Units award in Quicken - for LLC

  Answered Closed jhansen 52 views 4 comments 0 points Most recent by jhansen June 2025Investing (Windows)
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  2

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  Add Filtering by Security Category on Investing

  Reviewed Hookipa 11 views 0 comments 2 points Most recent by Hookipa June 2025Investments
• 
  Persistence of Manually Entered Security Prices

  Answered ✓ Closed dave344 44 views 2 comments 0 points Most recent by dave344 June 2025Investing (Windows)
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  50
  Portfolio report for Q Mac (119 Legacy Votes)

  Planned Quicken Community 1.2K views 55 comments 50 points Most recent by dipe_c June 2025Investments
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  How to troubleshoot this Placeholder

  Closed Adience 52 views 6 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
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  2

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  Investment Dashboard Value Table: Make User's Sorting Choice Sticky

  Reviewed Scooterlam 11 views 0 comments 2 points Most recent by Scooterlam June 2025Investments
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  29
  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 895 views 35 comments 29 points Most recent by jacobs June 2025Investments
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  Estimated Income and Yield are not downloading the correct figures

  Closed mb5! 81 views 9 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
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  Share count pulled from brokerage account not always correct

  Closed Adience 93 views 8 comments 0 points Most recent by Quicken Jasmine June 2025Investing (Mac)
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  1

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  Horizontal line or separator for each account row in Portfolio view (Q Mac)

  Reviewed KenC 15 views 0 comments 1 point Most recent by KenC June 2025Investments
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  1

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  System Date Format, Financial Year setting, Spark Lines and XiRR in Portfolio, Merger - Demerger

  Reviewed dipe_c 25 views 1 comment 1 point Most recent by dipe_c June 2025Investments
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  Investment accounts have long load times and transaction acceptance times

  Closed shtevie 694 views 33 comments 0 points Most recent by Quicken Kristina June 2025Registers & Transactions (Windows)
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  Why does *every* action in the investing area take forrrrever??

  Answered Closed KnnNike 71 views 3 comments 0 points Most recent by Quicken Kristina June 2025Investing (Windows)
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  Tax Planner Long Term Capital Gains Problems

  Closed TomS 31 views 1 comment 0 points Most recent by Jim_Harman June 2025Investing (Windows)
• 
  You already have a security with that name

  Answered Closed kayakor 42 views 2 comments 0 points Most recent by q_lurker June 2025Investing (Windows)