Investments

Discussion List

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  UPDATE 4/8/25 Thrift Savings Plan $0 Balance when Adding Investment Accounts

  Quicken Anja 973 views 4 comments 1 point Most recent by Quicken Jasmine April 2025Alerts, Online Banking & Known Product Issues
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  Mutal Fund Pricing a Day Late

  Answered Closed rdv 184 views 8 comments 0 points Most recent by NotACPA April 2025Investing (Windows)
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  Export Investment account to Import in a different Quicken file

  Answered Closed jhg 219 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
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  Schwab Bank Reconcile Issue

  Answered Closed Paddy 65 views 6 comments 0 points Most recent by Paddy April 2025Download, Add/Update Accounts (Windows)
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  How do you recommend handling purchase of bitcoin? Investment or Account?

  Answered ✓ Closed K-Bob 468 views 7 comments 0 points Most recent by jmsimon68 April 2025Registers & Transactions (Windows)
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  12

  Up
  New Investment Columns

  Reviewed Steve29 105 views 2 comments 12 points Most recent by jacobs April 2025Investments
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  Partnership Market Value Inaccuracy #2

  Closed Spqr753 48 views 3 comments 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Reactivating On-Line Services with Vanguard Account fails

  Closed Fred Coale 80 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Memo field in transaction not populating in linked cash account

  Closed jcryanjr 35 views 2 comments 0 points Most recent by jcryanjr April 2025Investing (Windows)
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Closed Gary Strand 429 views 26 comments 0 points Most recent by Gary Strand April 2025Errors and Troubleshooting (Windows)
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  Closing stock quotes

  Answered ✓ Closed drh908 81 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  Fidelity Investments

  Answered ✓ Closed Moorhatch 1.5K views 14 comments 0 points Most recent by Moorhatch April 2025Download, Add/Update Accounts (Windows)
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  ETF share updates are not matching within Quicken

  Answered Closed GBE 106 views 6 comments 0 points Most recent by q_lurker April 2025Investing (Windows)
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  Retirement account missing in Portfolio list under the Investing tab

  Answered ✓ rahfam5 39 views 3 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  I told Quicken to treat a money market fund as cash, now it tells me share numbers don't match

  Answered Blue2Green 241 views 1 comment 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  How do I record an addition to cost basis reported on 1099

  bebob 394 views 8 comments 0 points Most recent by bebob March 2025Registers & Transactions (Windows)
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 150 views 2 comments 0 points Most recent by Blue2Green March 2025Errors and Troubleshooting (Windows)
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  Missing security

  Closed Jeffrey Jones 153 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  LPL Financial Automatic Downloads messed up my data

  Closed barrychi 51 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Brokerage accounts not updating

  Closed BillBelanger 79 views 5 comments 0 points Most recent by Quicken Kristina March 2025Investing (Mac)
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  investment account balances are off

  Answered ✓ Closed Permutations 515 views 4 comments 0 points Most recent by Permutations March 2025Download, Add/Update Accounts (Windows)
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  Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

  Answered Closed 26@harrich 49 views 2 comments 0 points Most recent by 26@harrich March 2025Investing (Windows)
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered Closed ewoldde9 118 views 5 comments 0 points Most recent by NotACPA March 2025Investing (Windows)
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  Stock symbol error

  Answered ✓ Closed marrdrm1971 79 views 4 comments 0 points Most recent by marrdrm1971 March 2025Investing (Windows)