Investments

Discussion List

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  Investment Quote Server Down?

  Closed BryanK 74 views 3 comments 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
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  How can I do a "Sell All" of a stock in investments? (Q Mac)

  Answered ✓ Closed gregneg 176 views 5 comments 0 points Most recent by Chris_QPW January 2025Investing (Mac)
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  7. Prompt on name mismatch – Merck (MRK) renamed to MELI MercadoLibre Inc

  Closed John_L 22 views 2 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Download fidelity accounts (cryptocurrency)

  Answered ✓ Closed rolahr 165 views 6 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  R60 issues with Investment number of shares

  Answered Closed tigr_ldy 43 views 3 comments 0 points Most recent by Boatnmaniac January 2025Errors and Troubleshooting (Windows)
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  Can not see gain/loss when selecting lots

  Closed dandy48 22 views 1 comment 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  6

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  Investment Transaction Column for Acquired Date (Q Mac)

  Reviewed atwshaw9 21 views 0 comments 6 points Started by atwshaw9 January 2025 Investments
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  My question was Is there a way to overwrite a new portfolio over an existing portfolio?

  Closed pt216 52 views 4 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
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  Investment Register View

  Answered Closed krinaker 121 views 3 comments 0 points Most recent by krinaker January 2025Registers & Transactions (Windows)
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Closed mikek753b 171 views 10 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  Tried to link Parnassus investment account, shows $0.00 value. What now?

  Closed bananalei 41 views 0 comments 0 points Started by bananalei January 2025 New to Quicken/Getting Started (Mac)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  Closed System 25 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Investing (Windows)
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  lost transactions in the holdings list

  Answered Closed rclark174 25 views 3 comments 0 points Most recent by rclark174 January 2025Investing (Windows)
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  Downloading Investment Transactions

  Answered Closed L Jones 258 views 5 comments 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
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  8 decimal precision problems in Quicken Classic Premier

  Answered Closed Stevarooni 61 views 2 comments 0 points Most recent by Stevarooni January 2025Investing (Windows)
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  how to track a YieldStreet investment

  Answered Closed Wiley Won 41 views 4 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 53 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
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  "Show cash in a checking account"

  Answered ✓ Closed Jeff18@ 206 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
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  401K

  Answered Closed levib1 31 views 1 comment 0 points Most recent by MontanaKarl December 2024Investing (Mac)
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  Anyone noticed that under Security details, Canadian stocks do not calculate the Dividend Yield

  Closed Gilles9 81 views 3 comments 0 points Most recent by Quicken Jasmine December 2024All Things Canadian (Mac)
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  Acorns

  Closed Succulent4182 245 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Investment Acct Issue

  Closed MrPike 41 views 2 comments 0 points Most recent by MrPike December 2024Investing (Windows)
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  Web Quicken.Com does not show individual transactions for investment account

  Closed narffle 33 views 1 comment 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Mac)
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  Portfolio Dashboard missing 1 fund

  Answered Closed Markhfx 72 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)
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  How to setup Roth IRA and Roth 401(k) accounts?

  Closed SomeItalianGuy 390 views 6 comments 0 points Most recent by Boatnmaniac December 2024Investing (Windows)
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  Altruist Investment Transactions Cash balance

  Closed BH1980 363 views 5 comments 1 point Most recent by BH1980 December 2024Investing (Windows)
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  17

  Up
  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 349 views 12 comments 17 points Most recent by Boatnmaniac December 2024Product Enhancements
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  A "Near Match" is not shown when using automatic transaction entry mode in an investment account

  Closed Chris_QPW 31 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)