Investments

Discussion List

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  All data from an account vanished while manually updating transactions [Edited]

  Answered Closed DrP Moeller 176 views 7 comments 0 points Most recent by DrP Moeller April 2025Registers & Transactions (Windows)
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  Not able to add NYCERS account - keep getting CC-501 error

  Closed mcadenillas 96 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Cannot update Investor 360 Accounts - again

  Closed SAB0779 73 views 1 comment 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
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  CLOSED 4/28/25 SEI Client Connect- $0 Balance When Adding Investment Accounts

  Closed Quicken Anja 74 views 2 comments 0 points Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
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  Placeholder entries hidden or corrupted? - Vanguard account

  Closed Ted P 106 views 8 comments 0 points Most recent by Jim_Harman April 2025Errors and Troubleshooting (Windows)
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  Category assignment for income/dividends

  Closed stevewi 95 views 2 comments 0 points Most recent by jacobs April 2025Investing (Mac)
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  Funds in a 401k account change names - how to reconcile

  Closed Nalgas 44 views 2 comments 1 point Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  NJ Best 429 Plan

  Answered Closed TCPSBC 24 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Navigation to the webpage was cancelled

  Closed gwforit 208 views 7 comments 1 point Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
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  The "Return (%) YTD" numbers are missing / not correct / out of date in Portfolio Views [edited]

  Closed pgavon 303 views 11 comments 0 points Most recent by pgavon April 2025Investing (Windows)
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  Vanguard problem

  Closed RS9 86 views 5 comments 0 points Most recent by Quicken Kristina April 2025Investing (Mac)
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  Trouble downloading information from Equitable Advisors

  Answered Closed jbplum 828 views 5 comments 0 points Most recent by FernandoP April 2025Download, Add/Update Accounts (Windows)
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  Accurate Asset Classes

  Closed usnavy1610 37 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)
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  How to enter RSU released which differs from vested amount?

  Answered Closed harry askenazi 66 views 3 comments 0 points Most recent by mshiggins April 2025Investing (Windows)
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  Vanguard Accounts keep reverting to simple tracking method - SOLVED

  Closed Milehigh5280 830 views 13 comments 0 points Most recent by arlingpj April 2025Errors and Troubleshooting (Windows)
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  CLOSED 4/23/25 John Hancock Retirement Plan Services - FDP-102 / CC-502

  Closed Quicken Kristina 693 views 3 comments 1 point Most recent by Quicken Anja April 2025Alerts, Online Banking & Known Product Issues
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  How to Adjust Cost Basis of Investment

  Answered Closed JCOldSchool 177 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  How can I set up an account for a fixed single premium annuity?

  Answered ✓ Closed b.a.teller 367 views 7 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
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  21

  Up
  Support for price update for Canadian Depositary Receipts

  Under Consideration rogerhlho 310 views 15 comments 21 points Most recent by Quicken Kristina April 2025Investments
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  Bug?? Inconsistent cash balance reported between 2 Quicken views

  Closed RedCab 468 views 31 comments 0 points Most recent by UKR April 2025Investing (Windows)
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  How to include loss on investment?

  Closed Paul Yelk 99 views 3 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  Schwab 401K - Imported funds showing as "Unidentified Securities"

  Closed Jamieson22 130 views 4 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Windows)
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  Why is the "Daily Gain/Loss" greyed out and set to $0.00?

  Closed Perry Smith 34 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Mac)
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  Updated to Build 27.1.62.16: Quicken MANDATED CHANGE from STOCK SYMBOL to Legal name

  Closed TooManyNicknames 340 views 13 comments 3 points Most recent by Quicken Kristina April 2025Investing (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Closed Don Awalt 1.9K views 71 comments 0 points Most recent by TonyD April 2025Download, Add/Update Accounts (Windows)