Investments

Discussion List

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  Tracking investments

  Answered Closed lisaerin 412 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 246 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
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  Charles Schwab - some downloaded prices don't match the month end statement

  Answered uskedaddle 209 views 3 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 33 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
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  How do I change the Clr status on a transaction in an Investment register?

  Answered ✓ Closed Marvin Gardens 136 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Registers & Transactions (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 2K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  downloaded investment transactions

  Closed James Koski 230 views 7 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Report on Investment Options

  Closed mark-s 256 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  Quicken Seems To Be Inflating My Brokerage Balance

  Closed qckenguy 41 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Edward Jones Transactions

  Closed tbf47 172 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 296 views 8 comments 0 points Most recent by gulfcoastpaul August 2025Investing (Windows)
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  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 293 views 6 comments 2 points Most recent by TexMike August 2025Investing (Windows)
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  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 78 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 28 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 266 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Inputting Partnership Transactions

  Closed billr 173 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Private stock now publicly traded

  Answered ✓ Closed Mary B Vaghi 116 views 4 comments 0 points Most recent by Mary B Vaghi August 2025Investing (Windows)
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  Ending Balance in Fidelity Account Not Correct

  Answered Closed Chet-NYC62 87 views 2 comments 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Options positions showing up even though closed out and "show closed positions" not checked

  Closed quick20 42 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Windows)