Investments

Discussion List

• 
  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 54 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
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  Vanguard Small Cap Value Index Oddities

  Answered Closed johamill 174 views 9 comments 0 points Most recent by John_in_NC August 2025Investing (Mac)
• 
  Balancing Cash Adjustments

  Answered ✓ Closed Don32@ 257 views 8 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
• 
  R64.19 Update-Accounts Don’t Update, Stock Option Pricing Not Downloading

  Closed cmathews5533 42 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Schwab duplicated downloaded transactions

  Closed James Koski 226 views 14 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  Fidelity Investments- Updated connection method and now values don't match [Edited]

  Answered Closed ga1996 112 views 2 comments 0 points Most recent by ga1996 August 2025Investing (Windows)
• 
  how can i edit the security list?

  Answered Closed leonard kearney 115 views 7 comments 0 points Most recent by Bob_L August 2025Investing (Windows)
• 
  Tracking investments

  Answered Closed lisaerin 337 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 201 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
• 
  Charles Schwab - some downloaded prices don't match the month end statement

  Answered uskedaddle 164 views 3 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 22 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
• 
  How do I change the Clr status on a transaction in an Investment register?

  Answered ✓ Closed Marvin Gardens 90 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Registers & Transactions (Windows)
• 
  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.9K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  downloaded investment transactions

  Closed James Koski 172 views 7 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
• 
  Report on Investment Options

  Closed mark-s 183 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
• 
  Coinbase Account

  Closed mikey1 31 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Seems To Be Inflating My Brokerage Balance

  Closed qckenguy 31 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
• 
  Edward Jones Transactions

  Closed tbf47 115 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
• 
  Fidelity : Quicken duplicates account total for Checking-type accounts

  Closed George Hetrick 62 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 221 views 8 comments 0 points Most recent by gulfcoastpaul August 2025Investing (Windows)
• 
  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 225 views 6 comments 2 points Most recent by TexMike August 2025Investing (Windows)
• 
  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 41 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
• 
  Reauthorizing account

  Answered Closed MWB 63 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Quicken does not download/sync pending transactions in Fidelity Cash Management Account

  Closed sysjl1 61 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)