Investments

Discussion List

• 
  Account setting changed from complete to simple

  Closed tbf47 216 views 9 comments 0 points Most recent by tbf47 July 2025Investing (Windows)
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  Incorrect Stock/fund values being downloaded

  Closed mjonis 64 views 5 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Unable to close account, says I have downloaded transactions that need approving... but are none.

  Answered ✓ Closed Marc S 218 views 5 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Security Detail View

  Answered Closed Jerry Pederson 52 views 1 comment 0 points Most recent by mshiggins July 2025Investing (Windows)
• 
  Bug in lending loan creation

  Closed Mark248 71 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  how do i enter a cd

  Closed scr2302 73 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Transaction Download Simplification for Managed Investment Accounts?

  Closed Galaxie 43 views 2 comments 0 points Most recent by Galaxie July 2025Download, Add/Update Accounts (Windows)
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  When I buy a CD, the Buy Bonds changes to Purchase Shares

  Answered Closed John16 66 views 3 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  How to Move Securities from One Investment Account to Another

  Answered ✓ Closed Bobbo 307 views 7 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
• 
  Mutual fund target date reached

  Answered ✓ Closed Jeff Kantner 83 views 4 comments 0 points Most recent by Jeff Kantner July 2025Investing (Windows)
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  Does the Merrill Lynch EWC+ connection support Complete Investing?

  Closed System 66 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Can't move investment transactions

  Closed don.kostello 44 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
• 
  Vanguard Errors

  Answered ✓ Closed Scott Smith 92 views 2 comments 0 points Most recent by Scott Smith July 2025Investing (Windows)
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  Handling Muni Bond Dividends in a taxable account in Quicken for Mac

  Closed Alan Meyer 45 views 2 comments 0 points Most recent by jacobs July 2025Investing (Mac)
• 
  Decimal placement movement

  Answered Closed RookieUser 53 views 2 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Security Mismatch Between Fidelity Download and Quicken (new)

  Closed Adriaan_S 264 views 2 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
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  Schwab taxable acct transactions not downloading. Non taxable works.

  Answered Closed ghost0 22 views 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  CvrSht transaction Not Working

  Answered Closed CarriM 12 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)