Investments

Discussion List

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  lost transactions in the holdings list

  Answered Closed rclark174 21 views 3 comments 0 points Most recent by rclark174 January 2025Investing (Windows)
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  Downloading Investment Transactions

  Answered Closed L Jones 265 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 52 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@ 212 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 251 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 31 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 71 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 423 views 6 comments 0 points Most recent by Boatnmaniac December 2024Investing (Windows)
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  Altruist Investment Transactions Cash balance

  Closed BH1980 385 views 5 comments 1 point Most recent by BH1980 December 2024Investing (Windows)
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  18

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

  Reviewed Jim_Harman 352 views 12 comments 18 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)
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  Wrong Bond Prices on Downloads

  Closed jonansell1950 291 views 21 comments 1 point Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
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  Security reports inconsistency.

  Closed ajb328 61 views 4 comments 0 points Most recent by ajb328 December 2024Reports (Windows)
• 
  Portfolio reports incorrect after Security transfer in QMac

  Answered ✓ Closed jstefely 32 views 2 comments 0 points Most recent by jstefely December 2024Reports (Mac)
• 
  Deposit Accounts vs. Cash

  Answered Closed jerrylcanterbury 481 views 15 comments 0 points Most recent by jerrylcanterbury December 2024Investing (Windows)
• 
  Short sales not handled correctly on import

  Closed wocruc 72 views 1 comment 0 points Most recent by Tom Young December 2024Investing (Windows)
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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 301 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
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  Quicken recalculates basis of shares transferred between accounts

  Closed schmidtl4 172 views 6 comments 0 points Most recent by schmidtl4 December 2024Investing (Windows)
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  2

  Up
  Graphing - Vertical axis control

  Reviewed kdedeluk 41 views 0 comments 2 points Started by kdedeluk December 2024 Canada Windows
• 
  Some E*trade account online download is restricted to only Express Web Connect

  Closed ssllii 111 views 2 comments 0 points Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
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  401(k) Transferred from Newport Group to Ascensus

  Closed Steady Red 191 views 3 comments 0 points Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
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  How does quicken Calculate the "Day Gain/Loss" Column shown in the "Portfolio View"

  Closed steve.wei 61 views 1 comment 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  Change 401(k)/403(b) account to include Roth contributions

  Closed paul16 241 views 8 comments 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
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  X Ray Analysis

  Answered Closed Haroldaccount 102 views 1 comment 0 points Most recent by Quicken Kristina December 2024Investing (Windows)