Investments

Error Connecting Acorns.com

JKurka 126 views 5 comments 0 points Most recent by Quicken Levetta September 23Errors and Troubleshooting (Windows)

Trump Accounts

Answered Jonas & Theresa Kemp 192 views 3 comments 0 points Most recent by Chris_QPW September 23Investing (Windows)

2

Add Savings & Investment Goals and Progress Tracking to Quicken for Mac Budgets

Reviewed Loveth 40 views 0 comments 2 points Started by Loveth September 23 Budget and Planning Tools

10

Please allow user to edit/change auto-populated INDUSTRY classification of securities

Reviewed gkading 297 views 10 comments 10 points Most recent by gkading September 23Investments

duplicate downloaded transactions from Charles Schwab accounts

jimkaze 152 views 7 comments 0 points Most recent by Quicken Kristina September 22Download, Add/Update Accounts (Windows)

How I fixed the issue of net worth reporting not matching sidebar Total amount

Will Fiveash 61 views 1 comment 1 point Most recent by Quicken Laura September 22Investing (Mac)

Ameriprise Accounts Not Updating Accurately

Closed BryonC 92 views 5 comments 0 points Most recent by Quicken Kristina September 21Download, Add/Update Accounts (Mac)

Investments:buy category missing on a number of buy type transactions?

Answered ✓ Will Fiveash 141 views 4 comments 0 points Most recent by Will Fiveash September 21Investing (Mac)

Baird account no longer downloading transactions

Answered Closed rick.m650 167 views 8 comments 0 points Most recent by Quicken Kristina September 20Download, Add/Update Accounts (Mac)

1

Interest Gain Loss (QMac) [Edited]

Reviewed William Day 368 views 19 comments 1 point Most recent by Quicken Levetta September 20Investments

Partial Money Market Share Balance Left in Quicken After Changing Treatment to Cash

Answered ✓ Closed bsteinke 187 views 6 comments 0 points Most recent by bsteinke September 20Investing (Windows)

8

Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

Reviewed gjwhite930 161 views 8 comments 8 points Most recent by Chris_QPW September 19Investments

Asset Allocation across all accounts

Closed Cindi Anderson 189 views 7 comments 0 points Most recent by Boatnmaniac September 19Reports (Windows)

Quicken for Mac Investment Functionality: Looks Good, But Falls Short

Closed Jarndt 102 views 1 comment 0 points Most recent by Quicken Kristina September 18All Things Canadian (Mac)

165

Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

Planned M C Crockett 6.7K views 104 comments 165 points Most recent by azbiker57 September 18Investments

Can not see gain/loss when selecting lots.

Closed dandy48 111 views 4 comments 0 points Most recent by Quicken Anja September 18Investing (Windows)

1

Reports group: Estimated US Tax Quarter Periods for Reports different from fiscal

Reviewed ym9415 28 views 0 comments 1 point Started by ym9415 September 17 Reports

Fidelity Brokerage account not update

Closed Hong 163 views 4 comments 0 points Most recent by Quicken Anja September 17Investing (Windows)

Quicken states E*Trade supports Simple Tracking only for a newly added E*Trade account.

Closed Joe Klevorn 81 views 3 comments 0 points Most recent by Joe Klevorn September 16Download, Add/Update Accounts (Windows)

Why is Investment Amount column blank for some transactions

Answered Closed miketomlinson111 122 views 4 comments 0 points Most recent by Quicken Anja September 16Registers & Transactions (Windows)

Fidelity Issues post Version 9.2.1

Closed crashmeister3 200 views 5 comments 0 points Most recent by crashmeister3 September 16Errors and Troubleshooting (Mac)

OSU from Fidelity not working on all accounts

Closed es114 527 views 23 comments 0 points Most recent by Tommy September 16Download, Add/Update Accounts (Windows)

Cash double counted in JPMorgan Investment Accounts

Answered Closed KSpellane 151 views 5 comments 0 points Most recent by Chris_QPW September 15Download, Add/Update Accounts (Mac)

Investments

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