Investments

Discussion List

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  How to manage and track annuities in Quicken?

  Closed alexd 469 views 6 comments 0 points Most recent by alexd December 2024Download, Add/Update Accounts (Windows)
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  401k transaction import split up by source - is there a way to combine them?

  Closed Nalgas 21 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Registers & Transactions (Windows)
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  Investment transactions

  Closed John Nastasi 224 views 6 comments 0 points Most recent by John Nastasi December 2024Investing (Windows)
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  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Closed SeaSilver8 119 views 7 comments 2 points Most recent by SeaSilver8 December 2024Investing (Windows)
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  One Investment Account is Auto-executing the Reconcile Shares Command

  Answered kswan53 122 views 7 comments 0 points Most recent by kswan53 December 2024Investing (Windows)
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  3

  Up
  Update cached data from Schwab/other investment FIs more frequently [Edited]

  Reviewed veegee 317 views 17 comments 3 points Most recent by veegee December 2024Investments
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  schwab dividend is still zero

  leonard kearney 127 views 2 comments 0 points Most recent by Tom Young December 2024Reports (Windows)
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  Why does my retirement account have a negative cash balance?

  Answered ✓ Closed JMaverick 495 views 7 comments 0 points Most recent by jacobs December 2024Investing (Mac)
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  ira cash balance not downloading

  Closed Charles T Cullen 32 views 2 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Mac)
• 
  Quicken for Mac downloading only mutual funds and Cash but not Fixed Income in single account

  Answered Closed KVP 41 views 3 comments 0 points Most recent by KVP December 2024Download, Add/Update Accounts (Mac)
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  Schwab 529 accounts not downloading

  Answered Closed BobShoberg 57 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
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  How can I correct the price history of one of my investments?

  Answered ✓ Closed Xander 52 views 1 comment 0 points Most recent by bmciance December 2024Investing (Windows)
• 
  Show hidden investment accounts in Portfolio graph?

  Closed HendersonWorldwide 33 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Errors and Troubleshooting (Mac)
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  investment tracking

  Closed kathylakeberg 351 views 3 comments 0 points Most recent by Boatnmaniac November 2024Before you Buy
• 
  Quicken Classic Deluxe vs Premier - Canada

  Closed Miguel 83 views 2 comments 0 points Most recent by Quicken Jasmine November 2024Investing (Windows)
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  Fidelity and Quicken

  Closed Michael Waite 91 views 5 comments 0 points Most recent by Michael Waite November 2024Investing (Windows)
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  Schwab is downloading transactions with wrong date

  Closed jlgg 428 views 13 comments 1 point Most recent by mosesk November 2024Errors and Troubleshooting (Mac)
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  Investments View is not diplaying Titles/Labels for all columns

  Answered ✓ Closed YukonSun 164 views 10 comments 0 points Most recent by YukonSun November 2024Investing (Windows)
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  VaIidating causes some Report transaction detail for transfers to show zero amounts

  Closed Jim_Harman 142 views 2 comments 0 points Most recent by Jim_Harman November 2024Reports (Windows)
• 
  Quicken suddenly quit updating mutual fund and stock quotes.

  Closed Scotsman 433 views 16 comments 0 points Most recent by Pat Marshall November 2024Download, Add/Update Accounts (Windows)
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  Vanguard Mutual Funds not updating properly

  Closed System 144 views 5 comments 0 points Most recent by Jim_Harman November 2024Investing (Windows)
• 
  Problem After Transferring Shares Between Accounts

  Answered ✓ Closed cwmeier 111 views 4 comments 0 points Most recent by cwmeier November 2024Investing (Windows)
• 
  QMac Capital Gains Estimator Tool a great planning tool for wash sales and charitable gifts

  Closed MontanaKarl 52 views 1 comment 1 point Most recent by MontanaKarl November 2024Investing (Mac)
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  Fidelity NetBenefits Downloads Doubling Value amount still a Problem after a year

  Closed !henrisahut 161 views 2 comments -1 point Most recent by Quicken Jasmine November 2024Investing (Windows)
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  Merged: Security entry blows up showing all previous as MiscExp

  Closed Klhansen 21 views 0 comments 0 points Most recent by UKR November 2024Errors and Troubleshooting (Windows)
• 
  Quicken Web and App Zero for Many Stocks/funds

  Closed mtn_living 94 views 4 comments 0 points Most recent by Quicken Kristina November 2024Errors and Troubleshooting (Mobile)
• 
  Transactions tab is grayed out in IRA account

  Answered ✓ Closed roadsterfoodie 256 views 6 comments 0 points Most recent by Boatnmaniac November 2024Investing (Mac)
• 
  Today my Investments tab only shows my brokerage accounts, no retirement accounts are shown.

  Closed skthwaite 83 views 3 comments 0 points Most recent by jacobs November 2024Investing (Mac)