Investments

Discussion List

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  Roth 401(k) account not listed for after-tax deduction on paycheck

  Closed AReader 91 views 2 comments 2 points Most recent by kirk August 2024Investing (Windows)
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  investment data is wrong

  Answered ✓ Closed Permutations 31 views 3 comments 0 points Most recent by Permutations August 2024Download, Add/Update Accounts (Windows)
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  Multi-currency Brokerage Accounts

  Closed ta1835 51 views 1 comment 1 point Most recent by Chris_QPW August 2024All Things Canadian (Windows)
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  Quicken is Double Counting Brokerage Account Funds

  Closed jm7128 92 views 1 comment 0 points Most recent by Chris_QPW August 2024Investing (Mac)
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  "No Accounts Found" Error Adding Betterment

  Closed mryan69 122 views 5 comments 0 points Most recent by Quicken Jasmine August 2024Investing (Mac)
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  SCHD

  Closed Gary R 21 views 0 comments 0 points Started by Gary R August 2024 Download, Add/Update Accounts (Windows)
• 
  Asset Allocation for Canadian users

  Closed mark16 63 views 6 comments 0 points Most recent by Chris_QPW August 2024Investing (Mac)
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  July 2024 Updates - Quicken Classic - Sync Issues

  Closed Rlb1973 581 views 6 comments 0 points Most recent by Quicken Kristina August 2024Download, Add/Update Accounts (Windows)
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  How do I Change Earnings from Federal Money Market Fund from Reinvest to Dividend?

  Closed TexMike 71 views 3 comments 0 points Most recent by TexMike August 2024Investing (Windows)
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  How to replace Security name for multiple transactions?

  Answered Closed mikek753b 474 views 9 comments 0 points Most recent by NotACPA August 2024Investing (Windows)
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  Why are there unrecognizable mutual funds included on the "Porfolio" section of the "Investing" tab?

  Answered ✓ Closed gwforit 61 views 4 comments 0 points Most recent by gwforit August 2024Investing (Windows)
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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 91 views 6 comments 0 points Most recent by cls4 August 2024Questions about using the Community?
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  Every time I update Schwab, I have to revalidate the account

  Closed ghstudio 71 views 5 comments 1 point Most recent by Quicken Kristina August 2024Download, Add/Update Accounts (Windows)
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  Downloaded Security Prices are incorrect, but corrected a few days later

  Closed donotemailhere989 282 views 4 comments 0 points Most recent by donotemailhere989 August 2024Investing (Windows)
• 
  How do I record a corporate merger that results in a new combined company

  Closed LordKen2024 1.1K views 9 comments 0 points Most recent by WSC August 2024Registers & Transactions (Windows)
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  Problem adding an ETF security

  Closed deschenesjac 121 views 3 comments 0 points Most recent by Quicken Kristina August 2024Registers & Transactions (Windows)
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  Problem Connecting PNC Bank Investments to Quicken [Edited]

  Closed Jeff43@ 91 views 1 comment 0 points Most recent by Quicken Kristina August 2024Errors and Troubleshooting (Windows)
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  Merged: Brokerage accounts that are fully compatible with Quicken

  schmidtl4 31 views 0 comments 0 points Started by schmidtl4 August 2024 Investing (Windows)
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  Investment Transaction Not Recording Properly

  Answered Closed mattebury 11 views 2 comments 0 points Most recent by mattebury August 2024Investing (Mac)
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  Vanguard accounts transferred to Ascensus - When will downloaded updates from Ascensus be available

  Closed DSK55 1K views 18 comments 1 point Most recent by rcarpe2074 July 2024Download, Add/Update Accounts (Windows)
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  Resolved: Issue with Quicken connecting to NetXInvestor

  Closed pa_frazier 731 views 1 comment 0 points Most recent by Quicken Kristina July 2024Errors and Troubleshooting (Mac)
• 
  Janus not downloading

  Closed crescere 81 views 4 comments 0 points Most recent by Quicken Kristina July 2024Download, Add/Update Accounts (Windows)