Investments

Discussion List

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  CvrSht transaction Not Working

  Answered Closed CarriM 12 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)
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  Transaction Attachments Not Working - Data File Corruption (Yet Again)

  Closed W5JP 84 views 3 comments 2 points Most recent by UKR July 2025Registers & Transactions (Windows)
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  Merged: OL-332-A error with Edward Jones

  Closed cwinkler 1 view 0 comments 0 points Most recent by cwinkler July 2025Download, Add/Update Accounts (Windows)
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  Chase Self-directed investment account

  Closed Adience 461 views 15 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  Portfolio view: Left click on security name or news icon not working correctly.

  Closed mfstarnes 73 views 10 comments 0 points Most recent by Jim_Harman July 2025Registers & Transactions (Windows)
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  Portfolio Value Widget Upgrade

  Reviewed Ruffstuff 1 view 1 comment 4 points Most recent by NotACPA July 2025Investments
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  Merrill Lynch/Bank of America cash transactions

  Closed jdemetro 136 views 4 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  Schwab and other brokerage just show cash and money market combined. Quiken separates

  Closed Cyp 33 views 5 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Roth 401k Support

  Reviewed smess 1 view 0 comments 3 points Most recent by smess July 2025Manage Accounts and Transactions
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  Space Coast Credit Union Not Updating (WIN)

  Closed Billinflorida 124 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 262 views 10 comments 16 points Most recent by tivolo July 2025Investments
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  META Shares downloading from Broker as FB

  Answered ✓ Closed terryblumenstein 194 views 10 comments 0 points Most recent by Jim_Harman July 2025Investing (Mac)
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  Mutual fund share class and mutual fund to ETF conversions on Mac Classic Deluxe

  Closed K. 66 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Mac)
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  How to get manually entered security prices to show as updated (no clock image)?

  Answered ✓ Closed Gillian T 274 views 15 comments 0 points Most recent by q_lurker July 2025Errors and Troubleshooting (Windows)
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  Why is Mutual fund price sometimes wrong?

  Answered Closed SteveInReno 53 views 2 comments 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
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  Investment register entry

  Answered Closed rayrozema 22 views 1 comment 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  How to enter a cash origin in a Buy - Shares Bought transaction

  Answered Closed MoeBr 203 views 13 comments 0 points Most recent by Quicken Anja July 2025Investing (Windows)
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  Fidelity Investments going to EWC+?

  Closed mrzookie 1.1K views 12 comments 4 points Most recent by Chris_QPW July 2025Download, Add/Update Accounts (Windows)
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  Can't adjust Short Sale - Place Holder Adjustment to Negative (shareholder shares)

  Closed BRETTB 12 views 1 comment 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  ETrade vs RSU Transactions

  Closed doucette 33 views 3 comments 0 points Most recent by doucette July 2025Investing (Windows)
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  Inconsistent Downloads of SPAXX Div from Fidelity

  Closed Geobrick 535 views 26 comments 0 points Most recent by Geobrick July 2025Download, Add/Update Accounts (Windows)
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  META Ticker Issue: Incorrect Price or Mislabeling [Edited]

  Closed Vince3 778 views 20 comments 1 point Most recent by Cary Kittner July 2025Investing (Windows)
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  Merged: why doesn't Q handle bond maturation properly?

  Closed leonard kearney 1 view 0 comments 0 points Most recent by leonard kearney July 2025Errors and Troubleshooting (Windows)
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  Schwab: message "looking for matching transactions"

  Closed rennepsAgain 42 views 7 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 783 views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)
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  Need Pool Factor Buckets and Downloads for Mortgage Backed Securities,

  Reviewed Gary587 32 views 1 comment 1 point Most recent by Gary587 July 2025Investments