Investments

Discussion List

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  Can I delete a mutual fund from the Portfolio list?

  Answered Closed ejbucknell 117 views 4 comments 0 points Most recent by q_lurker August 2025Investing (Windows)
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  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 73 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
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  R64.19 potential file corruption or Vanguard issue?

  Closed Bob_L 61 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Having issue with updating Fidelity transactions and it just got worse - any help?

  Answered Closed kennethsax 152 views 2 comments 0 points Most recent by Cl1 August 2025Registers & Transactions (Windows)
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  Is anyone else having problems with Vanguard downloads today?

  Closed davidissimo 24 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity + EWC : Fees via share redemption don't show fund

  Closed SilentSam 25 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Need help with manually entering and tracking a stock so that it reconciles

  Answered Closed droopydog53 41 views 2 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Uncategorized transactions

  Answered ✓ Closed Don Awalt 202 views 6 comments 0 points Most recent by Don Awalt August 2025Investing (Windows)
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  Please Help in Requesting Quicken to Increase Number of Supported Investment Securities

  Closed billr 569 views 15 comments 1 point Most recent by BrittMayo August 2025Investing (Windows)
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  Is there a way to exclude a specific security from updates (online downloads)?

  Answered Closed NotTechnical 114 views 4 comments 0 points Most recent by NotTechnical August 2025Investing (Mac)
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  Major Mutual fund has negative value and negative share balance

  Closed System 36 views 3 comments 0 points Most recent by quickj August 2025Investing (Windows)
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  why does my schwab investment account become unlinked?

  Answered Closed jam69IsHere 22 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 62 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 193 views 9 comments 0 points Most recent by John_in_NC August 2025Investing (Mac)
• 
  Balancing Cash Adjustments

  Answered ✓ Closed Don32@ 306 views 8 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  R64.19 Update-Accounts Don’t Update, Stock Option Pricing Not Downloading

  Closed cmathews5533 43 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Schwab duplicated downloaded transactions

  Closed James Koski 274 views 14 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity Investments- Updated connection method and now values don't match [Edited]

  Answered Closed ga1996 127 views 2 comments 0 points Most recent by ga1996 August 2025Investing (Windows)
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  how can i edit the security list?

  Answered Closed leonard kearney 133 views 7 comments 0 points Most recent by Bob_L August 2025Investing (Windows)
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  Tracking investments

  Answered Closed lisaerin 356 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 215 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)