Investments

Discussion List

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  Missing transactions on some Vanguard accounts and accounts switch to Simple after download

  Closed System 194 views 11 comments 0 points Most recent by Robert Chiarulli May 2025Investing (Windows)
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  Tax Planner problem with Roth 401K contrib and Employer Match

  Answered Closed frazsuz 143 views 6 comments 0 points Most recent by frazsuz May 2025Budgeting and Planning Tools (Windows)
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  placeholder frustration

  Closed bravoechofoxtrot 146 views 10 comments 0 points Most recent by Quicken Kristina May 2025Registers & Transactions (Mac)
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  Morningstar ratings, return, and risk (8 merged votes)

  Reviewed q_lurker 391 views 8 comments 19 points Most recent by Budd May 2025Investments
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  Schwab investment accounts not downloading "security/payee" for "Investment:Dividends"-Q MAC

  Closed mkh.finan 72 views 5 comments 0 points Most recent by Quicken Kristina May 2025Investing (Mac)
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  How do I apply a negative cash balance to an investment account with simple tracking?

  Answered ✓ Closed 26@harrich 122 views 9 comments 0 points Most recent by 26@harrich May 2025Investing (Windows)
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  Getting Started Using Quicken to Track Investments

  Answered Closed johnpbigelow 304 views 5 comments 0 points Most recent by Tom Young April 2025Investing (Windows)
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  All data from an account vanished while manually updating transactions [Edited]

  Answered Closed DrP Moeller 161 views 7 comments 0 points Most recent by DrP Moeller April 2025Registers & Transactions (Windows)
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  Not able to add NYCERS account - keep getting CC-501 error

  Closed mcadenillas 91 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Cannot update Investor 360 Accounts - again

  Closed SAB0779 71 views 1 comment 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
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  CLOSED 4/28/25 SEI Client Connect- $0 Balance When Adding Investment Accounts

  Closed Quicken Anja 71 views 2 comments 0 points Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
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  Placeholder entries hidden or corrupted? - Vanguard account

  Closed Ted P 108 views 8 comments 0 points Most recent by Jim_Harman April 2025Errors and Troubleshooting (Windows)
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  Category assignment for income/dividends

  Closed stevewi 84 views 2 comments 0 points Most recent by jacobs April 2025Investing (Mac)
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  Funds in a 401k account change names - how to reconcile

  Closed Nalgas 41 views 2 comments 1 point Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  NJ Best 429 Plan

  Answered Closed TCPSBC 21 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  same security download 8X; How to delete 7 of them w/o spending hours?

  Closed MineQuicknot 31 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Mac)
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  Navigation to the webpage was cancelled

  Closed gwforit 178 views 7 comments 1 point Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
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  The "Return (%) YTD" numbers are missing / not correct / out of date in Portfolio Views [edited]

  Closed pgavon 274 views 11 comments 0 points Most recent by pgavon April 2025Investing (Windows)
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  Auto Connect Sync with Banks - verification process

  Closed Creator1933 31 views 3 comments 1 point Most recent by [Deleted User] April 2025Download, Add/Update Accounts (Mac)
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  Vanguard problem

  Closed RS9 81 views 5 comments 0 points Most recent by Quicken Kristina April 2025Investing (Mac)
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  Allow Symbol to be added in View/Columns in Tax Reports

  Reviewed KenC 1 view 0 comments 1 point Most recent by KenC April 2025Product Enhancements
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  Sell Bond Transaction

  Reviewed MikeP 25 views 0 comments 1 point Most recent by MikeP April 2025Investments
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  Trouble downloading information from Equitable Advisors

  Answered Closed jbplum 824 views 5 comments 0 points Most recent by FernandoP April 2025Download, Add/Update Accounts (Windows)
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  Accurate Asset Classes

  Closed usnavy1610 31 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)
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  How to enter RSU released which differs from vested amount?

  Answered Closed harry askenazi 63 views 3 comments 0 points Most recent by mshiggins April 2025Investing (Windows)
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  Vanguard Accounts keep reverting to simple tracking method - SOLVED

  Closed Milehigh5280 752 views 13 comments 0 points Most recent by arlingpj April 2025Errors and Troubleshooting (Windows)
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  CLOSED 4/23/25 John Hancock Retirement Plan Services - FDP-102 / CC-502

  Closed Quicken Kristina 691 views 3 comments 1 point Most recent by Quicken Anja April 2025Alerts, Online Banking & Known Product Issues
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  How to Adjust Cost Basis of Investment

  Answered Closed JCOldSchool 165 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  How can I set up an account for a fixed single premium annuity?

  Answered ✓ Closed b.a.teller 261 views 7 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
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  Invesco 16503 Error

  Closed GIWalt 391 views 31 comments 1 point Most recent by AZCoder1959 April 2025Download, Add/Update Accounts (Mac)