Investments

Answered Closed rayrozema 32 views 1 comment 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)

How to enter a cash origin in a Buy - Shares Bought transaction

Answered Closed MoeBr 233 views 13 comments 0 points Most recent by Quicken Anja July 2025Investing (Windows)

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)

Can't adjust Short Sale - Place Holder Adjustment to Negative (shareholder shares)

Closed BRETTB 21 views 1 comment 0 points Most recent by [Deleted User] July 2025Investing (Windows)

ETrade vs RSU Transactions

Closed doucette 42 views 3 comments 0 points Most recent by doucette July 2025Investing (Windows)

Inconsistent Downloads of SPAXX Div from Fidelity

Closed Geobrick 628 views 26 comments 0 points Most recent by Geobrick July 2025Download, Add/Update Accounts (Windows)

META Ticker Issue: Incorrect Price or Mislabeling [Edited]

Closed Vince3 826 views 20 comments 1 point Most recent by Cary Kittner July 2025Investing (Windows)

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)

Schwab: message "looking for matching transactions"

Closed rennepsAgain 71 views 7 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)

SEI brokerage accounts NOT updating

Answered Closed Lee Wunsch 986 views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)

Fidelity FDRXX not being recognized

Answered Closed brianCIO 554 views 6 comments 0 points Most recent by recursor1 June 2025Errors and Troubleshooting (Windows)

Brokerage Cash Management Account

Closed JDaily 144 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)

Vanguard placeholder entries

Answered Closed azwilling 41 views 2 comments 0 points Most recent by Quicken Kristina June 2025Errors and Troubleshooting (Windows)

Archiving Investment Transactions didn't do much and lost running account balance

Closed jamesmevanshotmail 11 views 2 comments 0 points Most recent by NotACPA June 2025Errors and Troubleshooting (Windows)

I messed up the cash/money market conversion for SWGXX from Schwab [Edited]

Answered Closed jeff.schmitz 62 views 2 comments 0 points Most recent by Chris_QPW June 2025Errors and Troubleshooting (Windows)

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)

Incorrect Stock Split for BYDDF

Closed TexMike 8.8K views 8 comments 0 points Most recent by TexMike June 2025Errors and Troubleshooting (Windows)

ROTH Conversion

Answered Closed markisgold 527 views 6 comments 0 points Most recent by markisgold June 2025Investing (Windows)

Etrade vs RSU transactions

Closed doucette 504 views 6 comments 0 points Most recent by doucette June 2025Download, Add/Update Accounts (Windows)

How is "Amount Income" calculated in Investing page ?

Answered Closed BeeGeeWeeGee 23 views 3 comments 0 points Most recent by Chris_QPW June 2025Investing (Windows)

Anyone unable to update security values?

Answered Closed CHM 24 views 2 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)

Question about transferring shares

Answered Closed LeaningTower 82 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)

After R63.21 update, Investing page wont open

Answered Closed temco_rep 52 views 1 comment 0 points Most recent by UKR June 2025Investing (Windows)

RSU "Record Vesting" doesn't work if cash tracking in a checking account is enabled

Closed gdonaldson 21 views 1 comment 0 points Most recent by Quicken Kristina June 2025Investing (Windows)

Investments

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