Investments

Discussion List

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  Placeholders issues

  melwiesel 359 views 23 comments 0 points Most recent by Quicken Alyssa September 2Investing (Windows)
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  Vanguard only importing dollar amounts and leaving shares and security blank

  Ian Z 79 views 5 comments 0 points Most recent by Quicken Kristina September 1Download, Add/Update Accounts (Mac)
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  How do I make transaction record date data uniform ?

  Answered Gene619 41 views 1 comment 0 points Most recent by Jim_Harman September 1Investing (Windows)
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  Ally Brokerage to Quicken for Mac

  jfleischman 33 views 1 comment 0 points Most recent by Quicken Kristina August 31Download, Add/Update Accounts (Mac)
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  Why is Quicken support impossible to work with?

  KeithK23 121 views 3 comments -1 point Most recent by Quicken Kristina August 31Errors and Troubleshooting (Windows)
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  Issue: Fidelity account with linked cash account not downloading?

  Jon_since_1991 159 views 6 comments 0 points Most recent by Quicken Carlos August 31Download, Add/Update Accounts (Windows)
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  7

  Up
  Enabling Check Writing on IRA Accounts

  Reviewed Toolworker 836 views 42 comments 7 points Most recent by mshiggins August 30Investments
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  "Matching Security" improvements

  Ray 102 views 4 comments 0 points Most recent by Quicken Alyssa August 30Download, Add/Update Accounts (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 1.8K views 72 comments 0 points Most recent by Quicken Alyssa August 30Download, Add/Update Accounts (Windows)
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  ContribX issue

  Answered Mike Judd 103 views 5 comments 0 points Most recent by Quicken Kristina August 30Investing (Windows)
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  Morningstar X-ray issue with unclassified Mutual Funds and ETFs from Feb is back

  Answered mcski 506 views 21 comments 2 points Most recent by mcski August 30Investing (Windows)
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  Money Market Fund Representation - Quicken 9.2 for Mac

  RPathak 56 views 1 comment 0 points Most recent by John_in_NC August 30Investing (Mac)
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  2

  Up
  Mismatch report for all securities

  Reviewed Peter Goergen 21 views 0 comments 2 points Started by Peter Goergen August 30 Investments
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  Gold & Silver no longer updating

  richard13 112 views 6 comments 0 points Most recent by Quicken Kristina August 29Investing (Mac)
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  Error connecting to Voya Institutional Plan Services

  sbrothers217 1.1K views 31 comments 0 points Most recent by LeaningTower August 29Errors and Troubleshooting (Windows)
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  How to calculate investment returns for cash sweep in Fidelity accounts

  Closed Chillbill 102 views 3 comments 0 points Most recent by Quicken Kristina August 28Investing (Windows)
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  Tracking Mutual Funds Failing in Quicken Business & Personal

  Closed JosefW 65 views 2 comments 2 points Most recent by Arctic Hare August 28All Things Canadian (Windows)
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  Merger Security, AT&T and AT&T Inc

  Closed Lex 97 views 4 comments 0 points Most recent by q_lurker August 27Investing (Windows)
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  5

  Up
  ACB (Cost Basis) Calculation

  Reviewed Closed mark16 98 views 6 comments 5 points Most recent by Quicken Alyssa August 27Canada Mac
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  investment transaction list

  Closed josephc932 44 views 1 comment 0 points Most recent by Quicken Carlos August 27Investing (Windows)
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  One Voya holding is not updating

  Closed System 518 views 36 comments 0 points Most recent by Quicken Laura August 27Investing (Mac)
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  3

  Up
  Add Maturity Date as a Column Choice in Portfolio View

  Reviewed Scalpel1 113 views 6 comments 3 points Most recent by Scalpel1 August 26Investments
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  Why do our 2 Fidelity 401K show the same data in both accounts? [Edited]

  Answered Closed HKD 46 views 2 comments 0 points Most recent by HKD August 26Download, Add/Update Accounts (Windows)
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  fidelity transaction mixup

  Answered Closed johnboy1227 63 views 3 comments 0 points Most recent by mshiggins August 25Investing (Windows)