Investments

Discussion List

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  Quicken Doesn't Balance to Schwab Statement

  Closed Mark239 113 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 113 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 122 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 192 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 118 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 450 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 114 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 158 views 6 comments 0 points Most recent by q_lurker February 2025Investing (Windows)
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  Tracking BTC

  Closed Mo H 136 views 6 comments 0 points Most recent by Mo H February 2025All Things Canadian (Windows)
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  AIG Valic/Corebridge

  Closed lorabmcphail 91 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 56 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)
• 
  401k Investment fees

  Answered ✓ Closed R Rosenstock 140 views 5 comments 0 points Most recent by Boatnmaniac February 2025Investing (Windows)
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  LPL Connection now working for me

  Closed kjoswald 48 views 1 comment 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Mac)
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  What to enter as "Payee/Description" for "Margin Interest Expense" in my manual brokerage account

  Answered ✓ Closed sashah87 82 views 7 comments 0 points Most recent by MontanaKarl January 2025Investing (Mac)
• 
  How long after the domestic markets close should I do a one step update

  Closed Ellary Kahan 32 views 4 comments 0 points Most recent by NotACPA January 2025Download, Add/Update Accounts (Windows)
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  Cash balance on investment portfolio doesn't match register

  Closed David15 141 views 8 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Quicken Classic Mac (Version 8.0.1) Issues with 529 accounts

  Closed JoshyG 86 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Investing (Mac)
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  Brokerage account not displaying my money market cash

  Answered Closed R Strax 755 views 7 comments 0 points Most recent by Boatnmaniac January 2025Registers & Transactions (Mac)
• 
  Quicken Classic Premier for Mac and Vanguard

  Closed patrick 122 views 1 comment 1 point Most recent by Quicken Kristina January 2025Investing (Mac)
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  Merrill Lynch Quicken for Mac Version 7.10.1 macOS 15.2

  Closed Lew104 52 views 1 comment 0 points Most recent by MauryJ January 2025Download, Add/Update Accounts (Mac)
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  Merged: Mutual Fund Transfer / Placeholder Error Message

  Closed Odontolith 21 views 0 comments 0 points Most recent by Odontolith January 2025Download, Add/Update Accounts (Windows)
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  Tracking a 401(k) loan in Quicken Classic for Mac

  Closed J. Holmes 100 views 3 comments 0 points Most recent by Quicken Kristina January 2025Investing (Mac)
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  Security is not showing the correct market value in the Portfolio Screen

  Closed G37Driver 32 views 2 comments 0 points Most recent by G37Driver January 2025Investing (Windows)
• 
  did Vanguard Admiral share conversion and downloaded goofy transaction.

  Answered Closed corndog638 54 views 3 comments 0 points Most recent by corndog638 January 2025Investing (Windows)
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  What tax lines should be used in and out for Schwab Equity Account.

  Answered Closed 19randyowen59 92 views 7 comments 0 points Most recent by 19randyowen59 January 2025Investing (Windows)