Investments

Discussion List

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  Mutual fund share conversion for Mac

  Reviewed Geoff Green 116 views 9 comments 21 points Most recent by jacobs May 2024Investments
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  User interface issue when Quicken for Mac opens in Investing, Brokerage, Retirement

  Closed Gilles9 71 views 8 comments 0 points Most recent by Quicken Kristina May 2024Investing (Mac)
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  How can you add a new holding/security to a SIMPLE investment account

  Answered Closed GSSP04 291 views 8 comments 1 point Most recent by Chris_QPW May 2024New to Quicken/Getting Started (Windows)
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  All non-dividend and non-cash transactions on eTrade in last 3 months were deleted

  Closed Zoolook 22 views 1 comment 0 points Most recent by Quicken Jasmine May 2024Errors and Troubleshooting (Mac)
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  Investment differences Deluxe vs Premier

  Answered ✓ Closed mansart 12.4K views 14 comments 0 points Most recent by Jim_Harman May 2024Investing (Windows)
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  Old 401k (Fidelity) suddenly has a balance

  Closed gch289 43 views 2 comments 0 points Most recent by Quicken Kristina April 2024Investing (Mac)
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  Stock value in Accounts Overview Holding screen does not match Account Value?

  Closed System 22 views 3 comments 0 points Most recent by Quicken Kristina April 2024Investing (Windows)
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  Fix the annoying display issue in 'Specify Lots' window, please!

  Closed veegee 273 views 8 comments 6 points Most recent by veegee April 2024Investing (Windows)
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  Issues updating Edward Jones accounts (QWin)

  Closed System 25 views 4 comments 0 points Most recent by Quicken Kristina April 2024Errors and Troubleshooting (Windows)
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  Connecting to Empower Retirement - wrong amounts

  Answered Closed aksdjfhlk23fkjhsa 66 views 2 comments 0 points Most recent by Quicken Kristina April 2024Download, Add/Update Accounts (Mac)
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  Quicken 401k Account Keeps Defaulting to Canadian currency.

  Answered ✓ Closed macrobb 115 views 9 comments 0 points Most recent by mshiggins April 2024Investing (Windows)
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  401k Share Edits

  Closed brhutch 81 views 9 comments 0 points Most recent by brhutch April 2024Investing (Windows)
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  Roth 401k, After-tax Contribution In-service Rollover Tracking

  Closed flammafeuer 64 views 1 comment 1 point Most recent by Quicken Kristina April 2024Registers & Transactions (Windows)
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  Historical performance with limited data

  Answered Closed kiableem 33 views 2 comments 0 points Most recent by jacobs April 2024Investing (Mac)
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  Cash transactions being recorded as security transactions (Fidelity)

  Closed Pong Ching 344 views 3 comments 0 points Most recent by Boatnmaniac April 2024Registers & Transactions (Windows)
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  Reconciled investment transactions are being deleted

  Closed Rich Gaughan 166 views 12 comments 0 points Most recent by Rich Gaughan April 2024Registers & Transactions (Windows)
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  Ascensus retirement account not downloading data

  Answered Closed mjdaggs 716 views 7 comments 0 points Most recent by mjdaggs April 2024Download, Add/Update Accounts (Windows)
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  Memo column in Investment Account (always viewable w/o 2 line display)

  Closed sleightahand 33 views 1 comment 0 points Most recent by Tom Young April 2024Investing (Windows)
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  How to correct a mismatched security

  Answered Closed Teresa Kottcamp 316 views 3 comments 0 points Most recent by q_lurker April 2024Investing (Windows)
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  What impacts will adjusting stock holdings and cash account totals have?

  Closed System 42 views 3 comments 0 points Most recent by esetono1994 April 2024Investing (Windows)
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  no cost basis and average cost per share

  Answered Closed wkwallst 65 views 5 comments 0 points Most recent by wkwallst April 2024Investing (Windows)