Investments

Discussion List

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  Slow execution along with validation/repair issues

  Answered ✓ Closed Barry Demchak 251 views 7 comments 0 points Most recent by Chris_QPW January 2023Errors and Troubleshooting (Windows)
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  Number of decimals in Portfolio view

  Answered ✓ Closed Andiamo93 102 views 2 comments 0 points Most recent by Andiamo93 January 2023Investing (Windows)
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  Quicken showing zero balances for my TIAA account

  Closed Niels 231 views 2 comments 1 point Most recent by Louisa January 2023Download, Add/Update Accounts (Mac)
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  When will Quicken add Roth IRA and Roth 401(k) account type and related tasks functionality?

  Answered ✓ Closed DianeB 917 views 12 comments 0 points Most recent by Alfred4Quicken January 2023Investing (Windows)
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  E-Trade transaction download stopped including number of shares

  Answered ✓ Closed DL# 1.2K views 37 comments 0 points Most recent by Frankx January 2023Investing (Windows)
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  Why don't my Quicken accounts and Balances Match My Vanguard Accours and Balances?

  Closed Mark Sam 158 views 1 comment 0 points Most recent by Jon January 2023Investing (Mac)
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  i have used nordvpn with Quicken until last week

  Closed KlisterKid 96 views 2 comments 0 points Most recent by Chris_QPW January 2023Download, Add/Update Accounts (Windows)
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  How do I record selling shares of mutual fund (A) & buying shares of mutual fund (B)?

  Closed jarhtmd 162 views 7 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
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  How do I change SWVXX Balance from part of Cash Balance to Mutual Fund

  Answered Closed KCSWA 238 views 8 comments 0 points Most recent by MontanaKarl January 2023Download, Add/Update Accounts (Windows)
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  How do I account for a stock transfer to charity?

  Answered ✓ Closed harry askenazi 211 views 6 comments 0 points Most recent by q_lurker January 2023Registers & Transactions (Windows)
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  Why do my downloaded transactions from a Rabbi Trust round price to two digits?

  Closed MJK1023 32 views 1 comment 0 points Most recent by Tom Young January 2023Investing (Windows)
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  How do you all handle bank interest in a brokerage account?

  Answered ✓ Closed tim.rohrer1 767 views 13 comments 1 point Most recent by dan.greenberg.ct January 2023Investing (Mac)
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  Investment asset security "types" vs. "classes"

  Answered Closed lpreinhold 825 views 3 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
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  Investment Income not appearing in Profit & Loss Comparison Report

  Closed Ray Jones 191 views 4 comments 0 points Most recent by Tom Young January 2023Reports (Windows)
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  Vanguard - detailed tracking missing

  Answered Closed Dorothy H 456 views 12 comments 0 points Most recent by Quicken Jasmine January 2023Download, Add/Update Accounts (Mac)
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  Stock sale allocations

  Closed MISCOPT 82 views 12 comments 0 points Most recent by MISCOPT January 2023Investing (Windows)
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  Why does Quicken prompt me for 1:1 Stock Splits?

  Closed justmakeitwork 101 views 4 comments 0 points Most recent by justmakeitwork January 2023Investing (Windows)
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  Treasury Direct - I Bonds and T Bills

  Under Consideration MMY 1.4K views 14 comments 9 points Most recent by Frankx January 2023Investments
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  Bond market value calculation

  Answered Closed krhelp 112 views 3 comments 2 points Most recent by StillHereInKy January 2023Investing (Mac)
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  Portfolio View (Holdings) by Default for Brokerage Accounts

  Closed jshoaf 72 views 1 comment 1 point Most recent by Jim_Harman January 2023Investing (Windows)
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  Issue with Brokerage Account

  Closed James Young 65 views 1 comment 0 points Most recent by James Young January 2023Investing (Mac)