Investments

Discussion List

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  15

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  Can You Customize The Columns on The Investing Account Overview (Holdings) Screen? (7 Legacy Votes)

  Reviewed Quicken Community 1K views 13 comments 15 points Most recent by BobS2 February 2025Investments
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  Vanguard CashPlus

  Closed RickQuick 312 views 4 comments 0 points Most recent by RickQuick February 2025Download, Add/Update Accounts (Windows)
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  etrade bonds not downloading

  Closed jeffdai@ 31 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  How to add total Gain/Loss to a report

  Answered ✓ Closed ProfileX 131 views 8 comments 0 points Most recent by q_lurker February 2025Reports (Windows)
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  QWin keeps enabling real time quotes

  Closed Rocket J Squirrel 102 views 6 comments 1 point Most recent by Quicken Kristina February 2025Investing (Windows)
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  Linked Investment Cash Register - can't change/Edit the Security Name

  Closed BRETTB 91 views 8 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Treasury Bills and Notes Not posting as Interest

  Closed jennam 61 views 3 comments 0 points Most recent by Tom Young February 2025Investing (Windows)
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  Remove Shares works inconsistently

  Closed nholdway 41 views 2 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Mac)
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  Garbage characters in the Rebalancer

  Closed Chris_QPW 272 views 14 comments 0 points Most recent by BK February 2025Investing (Windows)
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  Investment Performance Report Overall Total Erroneous Calculations

  Closed CaveCreek 141 views 5 comments 0 points Most recent by q_lurker February 2025Reports (Windows)
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  12

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  Provide ability to stop reminders from automatically being added to investment account balances

  Reviewed leishirsute 51 views 2 comments 12 points Most recent by leishirsute February 2025Investments
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  Incorrect investment

  Closed KenJ29 131 views 10 comments 0 points Most recent by KenJ29 February 2025Investing (Windows)
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  Investment account not showing transactions

  Answered ✓ Closed Mary Ann Edson-Plumb 131 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Quicken Doesn't Balance to Schwab Statement

  Closed Mark239 111 views 3 comments 0 points Most recent by NotACPA February 2025Investing (Windows)
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  Gold Bullion tracking in Quicken for Mac

  Closed Brian Evans 111 views 3 comments 2 points Most recent by Quicken Anja February 2025Investing (Mac)
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  CLOSED 2/6/25 Golden State Scholar - $0 Investment Balance

  Quicken Anja 121 views 3 comments 0 points Most recent by Quicken Anja February 2025Alerts, Online Banking & Known Product Issues
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  CLOSED 2/6/25 BrightDirections 529 College Savings Program ($0 balance adding accounts)

  Quicken Kristina 191 views 3 comments 0 points Most recent by Quicken Anja February 2025Alerts, Online Banking & Known Product Issues
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  E*Trade linked brokerage accounts limited to Express Web Connect

  Closed adweathers 112 views 2 comments 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
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  Investment account market values disagree with FIs

  Closed Rocket J Squirrel 442 views 31 comments 0 points Most recent by bmciance February 2025Investing (Windows)
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  Recent Problem w/ Investment Acct. register

  Closed corndog638 61 views 4 comments 0 points Most recent by Bob_L February 2025Investing (Windows)
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  How do I match cash in investment account?

  Answered Closed patjdixon 111 views 6 comments 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Mac)
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  Investment Top Movers - card says "No data to show"

  Answered Closed Kuranda 31 views 4 comments 0 points Most recent by Kuranda February 2025Investing (Windows)
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  Updating is suddenly creating placeholder entries for stocks I have not owned for over 10 years

  Closed Vinndalf 151 views 6 comments 0 points Most recent by q_lurker February 2025Investing (Windows)
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  Tracking BTC

  Closed Mo H 133 views 6 comments 0 points Most recent by Mo H February 2025All Things Canadian (Windows)
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  AIG Valic/Corebridge

  Closed lorabmcphail 82 views 3 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
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  Mobile app not updating for investment activity

  Closed TLH 52 views 4 comments 0 points Most recent by NotACPA February 2025Errors and Troubleshooting (Mobile)
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  I have an issue with Mac Version 8.0.1 (Build 800.56243.100) not syncing Income Dividends

  Answered Closed ddochter 21 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  401k Investment fees

  Answered ✓ Closed R Rosenstock 132 views 5 comments 0 points Most recent by Boatnmaniac February 2025Investing (Windows)