Investments

Discussion List

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  No longer able to reconcile share balance in a brokerage account?

  Closed nhttip 61 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Enhancement to report, "Income by Security"

  Reviewed 20Jk23 13 views 0 comments 1 point Most recent by 20Jk23 July 2025Investments
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  Merged: multiple duplicate downloaded transactions in an investment account

  Closed Wiley Won 11 views 0 comments 0 points Most recent by Wiley Won July 2025Download, Add/Update Accounts (Windows)
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  Employer Matches

  Answered Closed kweller 45 views 3 comments 0 points Most recent by Jim_Harman July 2025Investing (Windows)
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  Can't log in to Wealthscape Investor

  Answered ✓ Closed Gary Moody 1.1K views 3 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Windows)
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  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 301 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
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  False New Security & Matching Security Pop Up

  Closed Ray 105 views 6 comments 0 points Most recent by Ray July 2025Download, Add/Update Accounts (Windows)
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  Fidelity mutual fund merger has me confused how to enter into QWin

  Answered Closed Rocket J Squirrel 1.2K views 10 comments 0 points Most recent by Chris_QPW July 2025Investing (Windows)
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  Vanguard Issues QQQ & MSFT Prices Won’t Update

  Answered ✓ Closed egldvrbags 498 views 24 comments 0 points Most recent by egldvrbags July 2025Download, Add/Update Accounts (Windows)
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  How do I enter employer 401k match

  Closed vgburke85 152 views 5 comments 0 points Most recent by Chris_QPW July 2025Registers & Transactions (Windows)
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  Fidelity account issues: balance variance and unaccepted transactions

  Answered Closed annetteward5 97 views 4 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Merrill / B of A EWC+

  Closed SomebodyInGNV 53 views 3 comments 0 points Most recent by SomebodyInGNV July 2025Download, Add/Update Accounts (Windows)
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  Any ETA to fix TreasuryDirect connection?

  Closed mikek753b 402 views 16 comments -1 point Most recent by mikek753b July 2025Download, Add/Update Accounts (Windows)
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  Edward Jones Investment Holdings are Incorrect

  Answered Closed G Contini 76 views 3 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
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  Reauthorized Merrill Lynch investment account downloads all transactions as deposits/withdrawals

  Closed Peterg99 24 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  What happened to my Investment Registers?

  Answered ✓ Closed OmniDIYer 327 views 6 comments 1 point Most recent by [Deleted User] July 2025Registers & Transactions (Windows)
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  Robinhood not connecting

  Closed Sean Scarmack 70 views 3 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
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  Account setting changed from complete to simple

  Closed tbf47 179 views 9 comments 0 points Most recent by tbf47 July 2025Investing (Windows)
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  Incorrect Stock/fund values being downloaded

  Closed mjonis 50 views 5 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Unable to close account, says I have downloaded transactions that need approving... but are none.

  Answered ✓ Closed Marc S 134 views 5 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)