Investments

1

Selecting date after update

Reviewed sgoldberg124 41 views 3 comments 1 point Most recent by Quicken Kristina January 2025Product Enhancements

Investments held by a business

Answered Closed EugeneM 24 views 2 comments 0 points Most recent by EugeneM January 2025All Things Canadian (Windows)

1

Add the ability to copy Security symbols

Reviewed dhanson 21 views 0 comments 1 point Started by dhanson January 2025 Display/UI

CLOSED 1/24/25 Allianzlife - $0 Investment Balance

Quicken Kristina 182 views 3 comments 0 points Most recent by Quicken Janean January 2025Alerts, Online Banking & Known Product Issues

How do I add a new/additional account to an existing brokerage/investment company?

Answered ✓ Closed Brewpounders 444 views 4 comments 0 points Most recent by Brewpounders January 2025Download, Add/Update Accounts (Windows)

Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

Closed nick.koch 66 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)

Issue with some of my VOYA accounts not updating

Closed dmurad53 275 views 6 comments 1 point Most recent by Quicken Kristina January 2025Errors and Troubleshooting (Windows)

Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

Answered Closed Bilwit 466 views 23 comments 0 points Most recent by Chris_QPW January 2025Registers & Transactions (Windows)

Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

Closed FSUgrad1979 186 views 6 comments 0 points Most recent by FSUgrad1979 January 2025Investing (Windows)

Category or Theme lists

Closed MylesC4 52 views 2 comments 0 points Most recent by Jim_Harman January 2025Investing (Mac)

Alaska 529 bug?

Answered Closed Shapquit 73 views 6 comments 0 points Most recent by jacobs January 2025Errors and Troubleshooting (Mac)

Dividend Reinvest - Stock reports as Stock Split

Closed BRETTB 73 views 5 comments 0 points Most recent by BRETTB January 2025Errors and Troubleshooting (Windows)

Is it possible to manually add an existing security to a different existing investment account?

Answered Closed SAB0779 139 views 5 comments 0 points Most recent by SAB0779 January 2025Investing (Windows)

1

memo field and linked checking

Reviewed Jeanne 52 views 0 comments 1 point Started by Jeanne January 2025 Product Enhancements

CLOSED 1/15/25 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

Quicken Anja 143 views 3 comments 0 points Most recent by Quicken Anja January 2025Alerts, Online Banking & Known Product Issues

Merged: Investor360 error15500

Closed Mat Vega 21 views 0 comments 0 points Most recent by Mat Vega January 2025Errors and Troubleshooting (Mac)

2

Update 401k Holdings

Reviewed tg725 74 views 2 comments 2 points Most recent by Jon January 2025Investments

MassMutual Account Shows Zero Balance (STILL) - Quicken Classic Premier for Mac

Closed Michael Heady 51 views 1 comment 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Mac)

Quicken Classic: How to add Roth Crypto account with AltoIRA, no online updates

Answered Closed mushrmary 36 views 1 comment 0 points Most recent by NotACPA January 2025Download, Add/Update Accounts (Windows)

Withdrawal txns in brokerage accts require entry twice

Closed 25+YrUser 62 views 2 comments 0 points Most recent by Quicken Kristina January 2025Registers & Transactions (Windows)

My IRA account is not coming down when trying to Add Account

Closed cfauvel 139 views 3 comments 0 points Most recent by cfauvel January 2025Download, Add/Update Accounts (Windows)

Incorrect Vanguard holdings reported by Quicken Mac

Answered Closed FI Wizard 265 views 11 comments 0 points Most recent by FI Wizard January 2025Investing (Mac)

OL-220-A Error on only Fidelity accounts after transfer from Mac to Windows

Closed jdsebo15 132 views 5 comments 0 points Most recent by Quicken Kristina January 2025File Conversion and Backup (Windows)

Move mutual fund into its own separate account

Closed System 51 views 4 comments 0 points Most recent by budi January 2025Investing (Windows)

Fidelity Cash Management account setup?

Answered ✓ Closed Pesh115 442 views 10 comments 0 points Most recent by augiboy January 2025Download, Add/Update Accounts (Mac)

Selecting a money market fund to not be a security in an investment account [Edited]

Answered Closed S Singer 942 views 18 comments 0 points Most recent by Boatnmaniac January 2025Errors and Troubleshooting (Windows)

Investments

Discussion List