Investments

Discussion List

• 
  R53.16 - Asset Allocation report including Closed Positions (edit)

  Closed Burny 1.7K views 53 comments 1 point Most recent by Jem April 2024Investing (Windows)
• 
  Quicken for Mac: Fundrise Issues

  Closed Mparker7 35 views 1 comment 0 points Most recent by Quicken Kristina April 2024Download, Add/Update Accounts (Mac)
• 
  Importing Old Portfolio Tax Lot Data

  Closed Bill Maniscalco 96 views 5 comments 0 points Most recent by q_lurker April 2024Download, Add/Update Accounts (Windows)
• 
  Historical price history lost

  Closed vinboston 189 views 6 comments 0 points Most recent by q_lurker April 2024Registers & Transactions (Windows)
• 
  Incorrect market values in Vanguard investing accounts

  Closed ksnm 71 views 2 comments 0 points Most recent by ksnm April 2024Investing (Mac)
• 
  How do I merge securities?

  Answered Closed Michael Rosen 1.7K views 5 comments 0 points Most recent by fp April 2024Investing (Windows)
• 
  Tackling the Investment portfolio -

  Answered ✓ Closed Elaine2 176 views 7 comments 0 points Most recent by Elaine2 April 2024Investing (Windows)
• 
  Schwab Brokerage downloads duplicate Quicken entries for Bond Purchases.

  Closed chipfish 123 views 6 comments 0 points Most recent by mshiggins April 2024Investing (Windows)
• 
  How do I remove old investment holdings that have reappeared?

  Closed Hiveman 67 views 2 comments 0 points Most recent by q_lurker March 2024Investing (Windows)
• 
  How do I get my cloud data to sync properly - it is missing the entries for one investment account.

  Answered ✓ Closed sksailr 89 views 4 comments 0 points Most recent by Quicken Anja March 2024All Things Canadian (Windows)
• 
  Restore Canadian stock dividend function

  Closed Greg99 33 views 1 comment 1 point Most recent by Quicken Kristina March 2024All Things Canadian (Windows)
• 
  Securities error

  Closed Kidzfree 62 views 3 comments 0 points Most recent by Greg99 March 2024All Things Canadian (Windows)
• 
  Continued Problems with Automatic Placeholders--cannot stop

  Closed jcoley2 149 views 9 comments 0 points Most recent by jcoley2 March 2024Registers & Transactions (Windows)
• 
  Separating CASH transactions

  Closed OrigQknDude 64 views 1 comment 1 point Most recent by jacobs March 2024Investing (Mac)
• 
  Suspicious Volume numbers in Portfolio View

  Closed Rocket J Squirrel 87 views 6 comments 0 points Most recent by q_lurker March 2024Investing (Windows)
• 
  Portfolio Value Report - Showing previously closed positions as open after R53.16

  Closed capicon 72 views 0 comments 0 points Most recent by capicon March 2024Installing and Updating (Windows)
• 
  Quicken Planning: Retirement Investments not listed as retirement

  Closed jimbutton1 108 views 6 comments 0 points Most recent by Scooterlam March 2024Budgeting and Planning Tools (Windows)
• 
  Adding More Options when Adding Off Line Accounts

  Closed Jeff76 43 views 3 comments 0 points Most recent by Jeff76 March 2024Investing (Windows)
• 
  Vanguard downloads are missing the "Symbol" field for option "call transactions"

  Closed Kansas_gardner 55 views 2 comments 0 points Most recent by Kansas_gardner March 2024Download, Add/Update Accounts (Windows)