Investments

Discussion List

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  Charles Schwab Accounts not downloading transactions

  Closed BridgeTwnSmith 503 views 5 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Issue with the Withdraw function in Investing accounts

  Closed gary.tynes 85 views 1 comment 1 point Most recent by Jim_Harman March 2025Investing (Windows)
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  missing the edit transaction function

  Answered ✓ Closed Charlie@ 132 views 6 comments 0 points Most recent by Boatnmaniac March 2025Investing (Windows)
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  Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

  Under Consideration JFOR 1.5K views 28 comments 67 points Most recent by Charles2025 March 2025Investments
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  Is there a way to change asset class information for stocks in bulk and not just one at a time

  Answered ✓ Closed Larry Woodbridge 145 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  double posting Investment transactions

  Closed leonard kearney 35 views 1 comment 0 points Most recent by UKR March 2025Investing (Windows)
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  How do I remove the cents from being displayed (e.g, show $1,000 versus $1,000.25)?

  Answered ✓ Closed gwforit 84 views 2 comments 0 points Most recent by gwforit March 2025Investing (Windows)
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  Scheduled Interest Income and Dividend Income for Brokerage Accounts

  Closed oc_steven 34 views 1 comment 0 points Most recent by jacobs March 2025Registers & Transactions (Mac)
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  Exclude unvested RSU from account total

  Closed RPC102 42 views 2 comments 3 points Most recent by Quicken Kristina March 2025Investing (Mac)
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  Short term basis incorrect on sale

  Answered Closed funkws 118 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)
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  One step updates from Vanguard, can't add to register

  Closed Dale3 206 views 10 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
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  Specify Lots issue with Gain Loss Column size

  Closed David Luckadoo 76 views 5 comments 0 points Most recent by David Luckadoo March 2025Registers & Transactions (Windows)
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  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 290 views 5 comments 0 points Most recent by Gary Lee Ashford March 2025Download, Add/Update Accounts (Windows)
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  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 113 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  $ Dashboard and "Investing" do not agree

  Answered Closed jimarcher6837 204 views 10 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  US Bancorp Investment Account not syncing with Quicken

  Closed KKoster 64 views 2 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Merged: Anyone else having trouble downloading Mutual fund transactions from T. Rowe Price?

  Closed donotemailhere989 11 views 0 comments 0 points Most recent by funkws March 2025Errors and Troubleshooting (Windows)
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  Bottom Section of Investing Accounts Always Expanded

  Closed isonclubikin 22 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Registers & Transactions (Windows)
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  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Closed Philip107 137 views 6 comments 0 points Most recent by Philip107 March 2025Budgeting and Planning Tools (Windows)
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  Best strategies to address pricing discrepancy (John Hancock 401K)

  Answered ✓ Closed plasman 63 views 4 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  When taking RMDs, why does Quicken thinks it's a contribution?

  Answered ✓ Closed Mike Curran 577 views 23 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  Fidelity Mutual Fund with more than 1 payout type same day and Quicken's reinvested dividends?

  Closed Retired Coal Miner 53 views 4 comments 0 points Most recent by Retired Coal Miner March 2025Investing (Windows)