Investments

Discussion List

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  8 decimal precision problems in Quicken Classic Premier

  Answered Closed Stevarooni 62 views 2 comments 0 points Most recent by Stevarooni January 2025Investing (Windows)
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  how to track a YieldStreet investment

  Answered Closed Wiley Won 41 views 4 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 61 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
• 
  "Show cash in a checking account"

  Answered ✓ Closed Jeff18@ 237 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
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  401K

  Answered Closed levib1 32 views 1 comment 0 points Most recent by MontanaKarl December 2024Investing (Mac)
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  Acorns

  Closed Succulent4182 275 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Investment Acct Issue

  Closed MrPike 41 views 2 comments 0 points Most recent by MrPike December 2024Investing (Windows)
• 
  Web Quicken.Com does not show individual transactions for investment account

  Closed narffle 31 views 1 comment 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Mac)
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  Portfolio Dashboard missing 1 fund

  Answered Closed Markhfx 71 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)
• 
  How to setup Roth IRA and Roth 401(k) accounts?

  Closed SomeItalianGuy 478 views 6 comments 0 points Most recent by Boatnmaniac December 2024Investing (Windows)
• 
  Altruist Investment Transactions Cash balance

  Closed BH1980 392 views 5 comments 1 point Most recent by BH1980 December 2024Investing (Windows)
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  18

  Up
  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 352 views 12 comments 18 points Most recent by Boatnmaniac December 2024Product Enhancements
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  A "Near Match" is not shown when using automatic transaction entry mode in an investment account

  Closed Chris_QPW 31 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Wrong Bond Prices on Downloads

  Closed jonansell1950 312 views 21 comments 1 point Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
• 
  Security reports inconsistency.

  Closed ajb328 61 views 4 comments 0 points Most recent by ajb328 December 2024Reports (Windows)
• 
  Portfolio reports incorrect after Security transfer in QMac

  Answered ✓ Closed jstefely 31 views 2 comments 0 points Most recent by jstefely December 2024Reports (Mac)
• 
  Deposit Accounts vs. Cash

  Answered Closed jerrylcanterbury 493 views 15 comments 0 points Most recent by jerrylcanterbury December 2024Investing (Windows)
• 
  Short sales not handled correctly on import

  Closed wocruc 94 views 1 comment 0 points Most recent by Tom Young December 2024Investing (Windows)
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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 313 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
• 
  Quicken recalculates basis of shares transferred between accounts

  Closed schmidtl4 182 views 6 comments 0 points Most recent by schmidtl4 December 2024Investing (Windows)
• 
  Some E*trade account online download is restricted to only Express Web Connect

  Closed ssllii 113 views 2 comments 0 points Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
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  401(k) Transferred from Newport Group to Ascensus

  Closed Steady Red 202 views 3 comments 0 points Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
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  How does quicken Calculate the "Day Gain/Loss" Column shown in the "Portfolio View"

  Closed steve.wei 61 views 1 comment 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  Change 401(k)/403(b) account to include Roth contributions

  Closed paul16 255 views 8 comments 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
• 
  X Ray Analysis

  Answered Closed Haroldaccount 122 views 1 comment 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
• 
  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ Closed jdschachte 201 views 11 comments 0 points Most recent by markus1957 December 2024Budgeting and Planning Tools (Windows)
• 
  Alerts Disappear When Bill & Income Reminders are Entered

  Closed bizbuyer 91 views 6 comments 0 points Most recent by Quicken Anja December 2024Download, Add/Update Accounts (Windows)
• 
  Simple download with Vanguard

  Closed System 265 views 20 comments 0 points Most recent by Chris_QPW December 2024Errors and Troubleshooting (Mac)