Investments

Discussion List

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  Issue converting Quicken Mac 2007 to both Mac 2017 & 2020?

  Accepted Answer Closed Mike_jMGS 94 views 1 comment 0 points Most recent by John_in_NC April 4File Conversion and Backup (Mac)
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  3 & 5 Year Average Annual IRR Calculations

  New Boatnmaniac 37 views 3 comments 3 points Most recent by Boatnmaniac April 3Investments (Windows)
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  Wrong security for transactions

  Closed UncaDon 45 views 4 comments 0 points Most recent by volvogirl April 2Investing (Windows)
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  Portfolio view Income column

  Closed Jeff195 33 views 2 comments 0 points Most recent by Jeff195 April 1Investing (Windows)
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  How to show shares added and removed in a report?

  Accepted Answer Closed Adam 29 views 3 comments 0 points Most recent by Quicken Francisco April 1Reports (Mac)
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  How to get a graph showing value of individual funds in a Brokerage account

  RandyZ 34 views 5 comments 0 points Most recent by RandyZ April 1Investing (Mac)
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  Why is Quicken not considering the major world wide Coranavirus issue?

  Closed johnroldan 34 views 2 comments -3 points Most recent by Quicken_Tyka March 30Download, Add/Update Accounts (Windows)
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  Importing from MoneyDance (.qif file), won't import history in Quicken Starter (2020)

  Accepted Answer Closed lozinit 80 views 12 comments 0 points Most recent by lozinit March 29New to Quicken/Getting Started (Windows)
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  Retaining the Security Name when the Enter/New

  Closed drdaveca 47 views 4 comments 0 points Most recent by Chris_QPW March 29Investing (Windows)
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  Transferring shares out leaves an "Inv. Amt" negative balance

  Accepted Answer Closed Stuart Dole 33 views 1 comment 0 points Most recent by Quicken_Natalie March 29Investing (Windows)
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  Home Equity Monitoring and Projections

  New jmine83 49 views 3 comments 4 points Most recent by John_M March 29Reports (Mac)
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  How do I remove old securities I no longer own?

  Accepted Answer Closed Floyd08 38 views 2 comments 0 points Most recent by J_Mike March 28Investing (Windows)
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  Quicken doesn't download all securities from brokerage account

  Closed will1948 74 views 3 comments 0 points Most recent by Quicken Anja March 28Download, Add/Update Accounts (Mac)
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  Linking Nationwide account

  Closed rob_s 50 views 2 comments 0 points Most recent by thenizens March 28New to Quicken/Getting Started (Windows)
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  USAA IRA withdrawal, with taxes taken out, didn't work right

  [email protected] 23 views 7 comments 0 points Most recent by Chris_QPW March 26Errors and Troubleshooting (Mac)
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  Automatic transactions come in as "BoughtX"

  Answered Closed ggkrupp 29 views 2 comments 0 points Most recent by ggkrupp March 26Investing (Windows)
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  Why doesn't my Brokerage transaction show in Portfolio Value/Group by Security

  Accepted Answer Closed [email protected] 27 views 2 comments 0 points Most recent by [email protected] March 26Errors and Troubleshooting (Mac)
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  Investment Register VERY SLOW when Accepting Downloaded Transactions & couple of other questions

  formula 35 views 3 comments 0 points Most recent by UKR March 26Investing (Windows)
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  Add ability to customize the asset class menu (30 Legacy Votes)

  Under Consideration vibaby2 792 views 50 comments 23 points Most recent by jacobs March 25Investments (Mac)
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  Print Portfolio X-Ray

  Planned System 344 views 8 comments 2 points Most recent by Mike S March 24Investments (Windows)
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  Add "Amount Invested" Column to Portfolio View

  New Steve29 32 views 1 comment 6 points Most recent by Joe Desch March 24Investments (Mac)
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  Merged: Does Quicken ever fix known issues like X-Ray?

  PCWrightTX 15 views 0 comments -1 point Started by PCWrightTX March 24 New to Quicken/Getting Started (Windows)
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  How do I print the actual number of shares purchased?

  Accepted Answer formula 26 views 2 comments 0 points Most recent by formula March 23Reports (Windows)
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  When I allow Quicken to do an aut[o] update, It loads an old version of my data file

  Answered verntennis1 33 views 4 comments 0 points Most recent by Quicken_Natalie March 23Download, Add/Update Accounts (Windows)
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  Merrill Edge Account Not Updating

  raymorr2 37 views 2 comments 0 points Most recent by raymorr2 March 23Download, Add/Update Accounts (Windows)
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  Investment "Transaction" entry option

  plahrdgolf 12 views 1 comment 0 points Most recent by jacobs March 23Investments (Mac)
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  How do I transfer corporate bonds from one account to another

  Accepted Answer Closed JoeU 43 views 10 comments 0 points Most recent by Frankx March 23Investing (Windows)
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  Canadian Mutual Fund codes are not matching FUNDSERV codes

  serg 36 views 1 comment 0 points Most recent by NotACPA March 21Investing (Windows)
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  Just installed Quicken Premier 2020

  rick breslich 11 views 1 comment 0 points Most recent by Jim_Harman March 21Investing (Windows)