Investments

Discussion List

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  syncing my recurring investment purchases with my checking account

  Answered Closed schweitz6357 27 views 2 comments 0 points Most recent by Tom Young May 2025Investing (Windows)
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  Portfolio view: Name field no longer allows Symbol only (since R62.14)

  Closed GaryB1234 328 views 14 comments 1 point Most recent by splasher May 2025Registers & Transactions (Windows)
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  Downloaded transactions from Schwab showing incorrect info [Edited]

  Closed James Koski 20 views 1 comment 0 points Most recent by Quicken Kristina May 2025Investing (Windows)
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  Wrong Tax value computed in Capital Gains Estimator tool

  Closed figonzalez 28 views 1 comment 0 points Most recent by jacobs May 2025Investing (Mac)
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  Fidelity Investments

  Closed Costa 190 views 4 comments -1 point Most recent by Costa May 2025Download, Add/Update Accounts (Windows)
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  Shares "Removed" from account are reported as missing, i.e., a negative holding

  Answered ✓ Closed W.N.M 147 views 5 comments 0 points Most recent by W.N.M May 2025Download, Add/Update Accounts (Windows)
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  vanguard

  Answered Closed hmmille3 39 views 2 comments 0 points Most recent by Quicken Kristina May 2025Download, Add/Update Accounts (Windows)
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  Paycheck Setup Not Allowing 401(k) Account

  Closed Scott Howell 74 views 3 comments 0 points Most recent by Quicken Jasmine May 2025Budgeting and Planning Tools (Windows)
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  Not all Schwab accounts downloading

  Answered Closed samlevinesl 60 views 3 comments 0 points Most recent by Quicken Kristina May 2025Download, Add/Update Accounts (Windows)
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  Missing transactions on some Vanguard accounts and accounts switch to Simple after download

  Closed System 218 views 11 comments 0 points Most recent by Robert Chiarulli May 2025Investing (Windows)
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  Tax Planner problem with Roth 401K contrib and Employer Match

  Answered Closed frazsuz 165 views 6 comments 0 points Most recent by frazsuz May 2025Budgeting and Planning Tools (Windows)
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  19

  Up
  Morningstar ratings, return, and risk (8 merged votes)

  Reviewed q_lurker 397 views 8 comments 19 points Most recent by Budd May 2025Investments
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  Schwab investment accounts not downloading "security/payee" for "Investment:Dividends"-Q MAC

  Closed mkh.finan 86 views 5 comments 0 points Most recent by Quicken Kristina May 2025Investing (Mac)
• 
  How do I apply a negative cash balance to an investment account with simple tracking?

  Answered ✓ Closed 26@harrich 156 views 9 comments 0 points Most recent by 26@harrich May 2025Investing (Windows)
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  Getting Started Using Quicken to Track Investments

  Answered Closed johnpbigelow 343 views 5 comments 0 points Most recent by Tom Young April 2025Investing (Windows)
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  All data from an account vanished while manually updating transactions [Edited]

  Answered Closed DrP Moeller 189 views 7 comments 0 points Most recent by DrP Moeller April 2025Registers & Transactions (Windows)
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  Not able to add NYCERS account - keep getting CC-501 error

  Closed mcadenillas 103 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Cannot update Investor 360 Accounts - again

  Closed SAB0779 77 views 1 comment 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
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  CLOSED 4/28/25 SEI Client Connect- $0 Balance When Adding Investment Accounts

  Closed Quicken Anja 80 views 2 comments 0 points Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
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  Placeholder entries hidden or corrupted? - Vanguard account

  Closed Ted P 112 views 8 comments 0 points Most recent by Jim_Harman April 2025Errors and Troubleshooting (Windows)
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  Category assignment for income/dividends

  Closed stevewi 106 views 2 comments 0 points Most recent by jacobs April 2025Investing (Mac)
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  Funds in a 401k account change names - how to reconcile

  Closed Nalgas 49 views 2 comments 1 point Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  NJ Best 429 Plan

  Answered Closed TCPSBC 29 views 2 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  Navigation to the webpage was cancelled

  Closed gwforit 223 views 7 comments 1 point Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
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  The "Return (%) YTD" numbers are missing / not correct / out of date in Portfolio Views [edited]

  Closed pgavon 317 views 11 comments 0 points Most recent by pgavon April 2025Investing (Windows)
• 
  Vanguard problem

  Closed RS9 87 views 5 comments 0 points Most recent by Quicken Kristina April 2025Investing (Mac)
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  Trouble downloading information from Equitable Advisors

  Answered Closed jbplum 845 views 5 comments 0 points Most recent by FernandoP April 2025Download, Add/Update Accounts (Windows)