Investments

Discussion List

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  16

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  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 303 views 10 comments 16 points Most recent by tivolo July 2025Investments
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  META Shares downloading from Broker as FB

  Answered ✓ Closed terryblumenstein 208 views 10 comments 0 points Most recent by Jim_Harman July 2025Investing (Mac)
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  Mutual fund share class and mutual fund to ETF conversions on Mac Classic Deluxe

  Closed K. 99 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Mac)
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  How to get manually entered security prices to show as updated (no clock image)?

  Answered ✓ Closed Gillian T 300 views 15 comments 0 points Most recent by q_lurker July 2025Errors and Troubleshooting (Windows)
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  Why is Mutual fund price sometimes wrong?

  Answered Closed SteveInReno 80 views 2 comments 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
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  Investment register entry

  Answered Closed rayrozema 34 views 1 comment 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  How to enter a cash origin in a Buy - Shares Bought transaction

  Answered Closed MoeBr 229 views 13 comments 0 points Most recent by Quicken Anja July 2025Investing (Windows)
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  Fidelity Investments going to EWC+?

  Closed mrzookie 1.2K views 12 comments 4 points Most recent by Chris_QPW July 2025Download, Add/Update Accounts (Windows)
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  Can't adjust Short Sale - Place Holder Adjustment to Negative (shareholder shares)

  Closed BRETTB 25 views 1 comment 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  ETrade vs RSU Transactions

  Closed doucette 46 views 3 comments 0 points Most recent by doucette July 2025Investing (Windows)
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  Inconsistent Downloads of SPAXX Div from Fidelity

  Closed Geobrick 609 views 26 comments 0 points Most recent by Geobrick July 2025Download, Add/Update Accounts (Windows)
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  META Ticker Issue: Incorrect Price or Mislabeling [Edited]

  Closed Vince3 823 views 20 comments 1 point Most recent by Cary Kittner July 2025Investing (Windows)
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  Merged: why doesn't Q handle bond maturation properly?

  Closed leonard kearney 1 view 0 comments 0 points Most recent by leonard kearney July 2025Errors and Troubleshooting (Windows)
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  Schwab: message "looking for matching transactions"

  Closed rennepsAgain 67 views 7 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 965 views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)
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  Fidelity FDRXX not being recognized

  Answered Closed brianCIO 536 views 6 comments 0 points Most recent by recursor1 June 2025Errors and Troubleshooting (Windows)
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  Brokerage Cash Management Account

  Closed JDaily 138 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
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  Vanguard placeholder entries

  Answered Closed azwilling 40 views 2 comments 0 points Most recent by Quicken Kristina June 2025Errors and Troubleshooting (Windows)
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  Archiving Investment Transactions didn't do much and lost running account balance

  Closed jamesmevanshotmail 13 views 2 comments 0 points Most recent by NotACPA June 2025Errors and Troubleshooting (Windows)
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  I messed up the cash/money market conversion for SWGXX from Schwab [Edited]

  Answered Closed jeff.schmitz 59 views 2 comments 0 points Most recent by Chris_QPW June 2025Errors and Troubleshooting (Windows)
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  Merged: Quicken Misapplying BYD Stock Dividend Data — Two Separate Errors

  Closed TexMike 1 view 0 comments 0 points Most recent by TexMike June 2025Errors and Troubleshooting (Windows)
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  Incorrect Stock Split for BYDDF

  Closed TexMike 8.7K views 8 comments 0 points Most recent by TexMike June 2025Errors and Troubleshooting (Windows)
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  ROTH Conversion

  Answered Closed markisgold 503 views 6 comments 0 points Most recent by markisgold June 2025Investing (Windows)
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  Etrade vs RSU transactions

  Closed doucette 472 views 6 comments 0 points Most recent by doucette June 2025Download, Add/Update Accounts (Windows)
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  How is "Amount Income" calculated in Investing page ?

  Answered Closed BeeGeeWeeGee 20 views 3 comments 0 points Most recent by Chris_QPW June 2025Investing (Windows)