Investments

Discussion List

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  Estimated Income and Yield are not downloading the correct figures

  Closed mb5! 97 views 9 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
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  Share count pulled from brokerage account not always correct

  Closed Adience 95 views 8 comments 0 points Most recent by Quicken Jasmine June 2025Investing (Mac)
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  Investment accounts have long load times and transaction acceptance times

  Closed shtevie 752 views 33 comments 0 points Most recent by Quicken Kristina June 2025Registers & Transactions (Windows)
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  Why does *every* action in the investing area take forrrrever??

  Answered Closed KnnNike 73 views 3 comments 0 points Most recent by Quicken Kristina June 2025Investing (Windows)
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  Tax Planner Long Term Capital Gains Problems

  Closed TomS 31 views 1 comment 0 points Most recent by Jim_Harman June 2025Investing (Windows)
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  You already have a security with that name

  Answered Closed kayakor 45 views 2 comments 0 points Most recent by q_lurker June 2025Investing (Windows)
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  Exchange rate on disposal of foreign shares

  Closed JdS67 88 views 5 comments 0 points Most recent by Quicken Jasmine June 2025All Things Canadian (Windows)
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  Vanguard Register Change

  Closed philliesphan0880 928 views 5 comments 0 points Most recent by Pinballfan June 2025Investing (Windows)
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  Tax Planner: Roth IRA Contributions As Wages

  Answered ✓ Closed Volumes8323 33 views 2 comments 0 points Most recent by Volumes8323 June 2025Budgeting and Planning Tools (Windows)
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  Quicken Investment Account Shares report reconciliation error

  Answered Closed Dave Brandman 11 views 1 comment 0 points Most recent by [Deleted User] June 2025Registers & Transactions (Windows)
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  Merged: Support Memorized Investment Transactions

  Closed Chuck_H 18 views 0 comments 4 points Started by Chuck_H June 2025 Investments
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  Getting CC-501 Schwab account Updates in Quicken Classic Windows

  Closed crwalejr 106 views 5 comments 0 points Most recent by crwalejr June 2025Download, Add/Update Accounts (Windows)
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  Fidelity Account Name Changes

  Announcement Quicken Janean 2K views 0 comments 2 points Most recent by Quicken Janean June 2025Announcements
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  How do I zero out securities value?

  Answered Closed Steven_75 62 views 3 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
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  Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)

  Under Consideration Quicken Community 1.8K views 41 comments 42 points Most recent by Quicken Jasmine June 2025Investments
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  ETrade/Morgan Stanley automatically switched over to "Simple Investing" from "Complete" [Edited]

  Answered Closed USA-Lenny 124 views 2 comments 0 points Most recent by rs1 June 2025Investing (Windows)
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  Vanguard Accounts Still Not Showing Registers

  Closed DebMj1 95 views 7 comments 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
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  Merged: One Vanguard account not updating transactions

  Closed smbschrader 41 views 0 comments 0 points Most recent by smbschrader June 2025Investing (Windows)
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  Why do some Canadian Stocks not update in Canadian Quicken

  Answered ✓ Closed Scouter_Don 318 views 8 comments 0 points Most recent by Scouter_Don June 2025Investing (Windows)
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  Ally Invest Downloads

  Closed tnjpatton 104 views 6 comments 0 points Most recent by Quicken Jasmine June 2025Registers & Transactions (Windows)
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  How can I get quicken classic to correctly track my jp morgan retirement accounts?

  Answered Closed Mark Shafton 99 views 5 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  Merged: Schwab transactions not downloading since beginning May

  Closed K_D 1 view 0 comments 0 points Most recent by K_D May 2025Download, Add/Update Accounts (Windows)
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  Wash Sales

  Answered Closed tp3164md 42 views 3 comments 0 points Most recent by q_lurker May 2025Investing (Windows)
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  Vanguard transactions not downloading, possible new issue?

  Closed brockmari 498 views 9 comments 0 points Most recent by Rob Ritenour May 2025Investing (Windows)
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  Unable to Access Investment Accounts on Anrdroid Quicken Classic Application

  Closed JohnHart5303 13 views 1 comment 0 points Most recent by Chris_QPW May 2025Investing (Windows)
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  Where to record the Management Expense Ratio (MER)

  Closed Miguel 54 views 3 comments 0 points Most recent by Quicken Jasmine May 2025All Things Canadian (Windows)
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  How to get from Fidelity 401k to multiple accounts by the source?

  Closed mikek753 1K views 20 comments 0 points Most recent by [Deleted User] May 2025Investing (Windows)