Investments

Discussion List

• 
  Mutual fund target date reached

  Answered ✓ Closed Jeff Kantner 71 views 4 comments 0 points Most recent by Jeff Kantner July 2025Investing (Windows)
• 
  Does the Merrill Lynch EWC+ connection support Complete Investing?

  Closed System 51 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  Can't move investment transactions

  Closed don.kostello 32 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
• 
  Vanguard Errors

  Answered ✓ Closed Scott Smith 82 views 2 comments 0 points Most recent by Scott Smith July 2025Investing (Windows)
• 
  Handling Muni Bond Dividends in a taxable account in Quicken for Mac

  Closed Alan Meyer 31 views 2 comments 0 points Most recent by jacobs July 2025Investing (Mac)
• 
  Decimal placement movement

  Answered Closed RookieUser 42 views 2 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
• 
  Security Mismatch Between Fidelity Download and Quicken (new)

  Closed Adriaan_S 253 views 2 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
• 
  Schwab taxable acct transactions not downloading. Non taxable works.

  Answered Closed ghost0 12 views 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  CvrSht transaction Not Working

  Answered Closed CarriM 11 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)
• 
  Transaction Attachments Not Working - Data File Corruption (Yet Again)

  Closed W5JP 113 views 3 comments 2 points Most recent by UKR July 2025Registers & Transactions (Windows)
• 
  Merged: OL-332-A error with Edward Jones

  Closed cwinkler 1 view 0 comments 0 points Most recent by cwinkler July 2025Download, Add/Update Accounts (Windows)
• 
  Chase Self-directed investment account

  Closed Adience 569 views 15 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
• 
  Portfolio view: Left click on security name or news icon not working correctly.

  Closed mfstarnes 102 views 10 comments 0 points Most recent by Jim_Harman July 2025Registers & Transactions (Windows)
• 
  Merrill Lynch/Bank of America cash transactions

  Closed jdemetro 143 views 4 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
• 
  Schwab and other brokerage just show cash and money market combined. Quiken separates

  Closed Cyp 41 views 5 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
• 
  Space Coast Credit Union Not Updating (WIN)

  Closed Billinflorida 162 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  16

  Up
  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 346 views 10 comments 16 points Most recent by tivolo July 2025Investments
• 
  META Shares downloading from Broker as FB

  Answered ✓ Closed terryblumenstein 214 views 10 comments 0 points Most recent by Jim_Harman July 2025Investing (Mac)
• 
  Mutual fund share class and mutual fund to ETF conversions on Mac Classic Deluxe

  Closed K. 105 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Mac)
• 
  How to get manually entered security prices to show as updated (no clock image)?

  Answered ✓ Closed Gillian T 307 views 15 comments 0 points Most recent by q_lurker July 2025Errors and Troubleshooting (Windows)
• 
  Why is Mutual fund price sometimes wrong?

  Answered Closed SteveInReno 84 views 2 comments 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)