Investments

Discussion List

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  One Step Update hanging up on Quotes and Investment Information

  Closed DebMj1 152 views 1 comment 0 points Most recent by Quicken Jasmine September 2024Download, Add/Update Accounts (Windows)
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  Inconsistent ROI on Investing Page

  Closed rmikhail 21 views 0 comments 0 points Started by rmikhail September 2024 Investing (Mac)
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  Investment Report or Function to list Portfolio Peak Value and Date

  Answered Closed sonorelli 23 views 1 comment 0 points Most recent by Quicken Kristina September 2024Investing (Mac)
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  Include Custom Assets When Rebalancing Portfolio

  Closed elubat 611 views 27 comments 15 points Most recent by Quicken Kristina September 2024Investing (Windows)
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  "Miscellaneous Expense" transaction leads to a bug in Main View's Spending figure

  Answered ✓ Closed BK 241 views 12 comments 0 points Most recent by Quicken Jasmine September 2024Errors and Troubleshooting (Windows)
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  Discrepancy between Quicken Windows and Mobile/web

  Closed MichaelCortese 423 views 6 comments 0 points Most recent by Quicken Kristina September 2024Errors and Troubleshooting (Mobile)
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  Simple View vs. Complete - Positions and Transactions

  Answered ✓ Closed SomeItalianGuy 517 views 17 comments 0 points Most recent by Jim_Harman September 2024Investing (Windows)
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  Gain / Loss Determination Not Consistent Between Accounts

  Closed JoelC 401 views 27 comments 0 points Most recent by JoelC September 2024All Things Canadian (Windows)
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  Quicken not using CUSIP and not prompting to match an online stock

  Closed steve87@ 51 views 2 comments 0 points Most recent by steve87@ September 2024Registers & Transactions (Windows)
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  Daily Index Price Changes

  Closed dsmith5010 1 view 0 comments 0 points Started by dsmith5010 September 2024 Investing (Windows)
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  Return of Capital transaction amount not appearing in 2024?

  Answered Closed nhttip 61 views 5 comments 0 points Most recent by Boatnmaniac September 2024Errors and Troubleshooting (Windows)
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  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 306 views 11 comments 0 points Most recent by NotACPA September 2024Budgeting and Planning Tools (Windows)
• 
  removing unaccounted shares on mac not working

  Closed Ram0516 102 views 10 comments 0 points Most recent by Quicken Kristina September 2024Errors and Troubleshooting (Mac)
• 
  Brokerage account csv file imports

  Closed Patrick Edmund 131 views 2 comments 3 points Most recent by Boatnmaniac September 2024All Things Canadian (Mac)
• 
  Interactive Brokers (IBKR) - OL-220-A (QWIN)

  Closed Brad2 1.1K views 26 comments 1 point Most recent by Quicken Jasmine September 2024Download, Add/Update Accounts (Windows)
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  Why is Interest Income from Vanguard Cash Plus account showing an additional debit as MiscExp?

  Answered Closed JRZzMom0 122 views 3 comments 0 points Most recent by Quicken Kristina September 2024Registers & Transactions (Windows)
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  Investments showing up as Expense issue

  Closed dbnewlon 71 views 1 comment 0 points Most recent by Quicken Kristina September 2024Errors and Troubleshooting (Mac)
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  Portfolio Crashing -- if our file is broken, what are best practices for file and backup management?

  Answered ✓ Closed bebob 361 views 14 comments 0 points Most recent by q_lurker September 2024File Conversion and Backup (Windows)
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  Interactive Brokers: No More Quicken Integration?

  Answered Closed 932Scooter419 1.3K views 20 comments 1 point Most recent by 932Scooter419 September 2024Download, Add/Update Accounts (Windows)
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  How can I download transactions from LPL broker

  Closed System 52 views 2 comments 0 points Most recent by Quicken Kristina September 2024Download, Add/Update Accounts (Windows)
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  Why does the Real Time Quotes option in Preferences > Investments turn on randomly

  Answered Closed rcstubbs 72 views 5 comments 0 points Most recent by rcstubbs September 2024Investing (Windows)
• 
  LPL issues

  Closed eswenerton 241 views 1 comment 1 point Most recent by Quicken Jasmine September 2024Registers & Transactions (Windows)
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  Challenges Linking to a Merrill Lynch Cash Management (CMA) Account

  Closed Patch0221 184 views 2 comments 0 points Most recent by Quicken Kristina September 2024Download, Add/Update Accounts (Windows)
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  Robert Hagstrom's strong interest stocks

  Closed System 11 views 1 comment 0 points Most recent by TXPAF September 2024Investing (Windows)
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  re-establishing downloads from Wells Fargo Advisors -- cannot choose "complete" (vs. simple) acctg

  Closed susan.beesley 31 views 4 comments 0 points Most recent by Quicken Jasmine September 2024Download, Add/Update Accounts (Windows)