Investments

Discussion List

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  CLOSED 10/10/24 College Advantage Direct 529 Savin - $0 Investment Account Balance

  Closed Quicken Anja 132 views 3 comments 0 points Most recent by Quicken Anja October 2024Alerts, Online Banking & Known Product Issues
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  CLOSED 10/10/24 CollegeInvest - Direct Portfolio - Non Aggregator - $0 Investment Account Balance

  Closed Quicken Kristina 182 views 3 comments 1 point Most recent by Quicken Anja October 2024Alerts, Online Banking & Known Product Issues
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  Copy/Paste Within an Investment Account

  Closed Jeff Nicoll 205 views 3 comments 0 points Most recent by mshiggins October 2024Registers & Transactions (Windows)
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  Tracking TFSA Anual Contributions in Canada

  Answered Closed Lynnn 259 views 6 comments 0 points Most recent by Lynnn October 2024All Things Canadian (Mac)
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  Investment Account Reconcile not working

  Closed geneshim 133 views 3 comments 0 points Most recent by geneshim October 2024Registers & Transactions (Mac)
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  Downloaded stock closing prices are not always up-to-date.

  Closed donotemailhere989 53 views 1 comment 0 points Most recent by Quicken Kristina October 2024Investing (Windows)
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  Tracking stock & transactions in Schwab Equity Award accounts?

  Closed ScottBla 136 views 13 comments 0 points Most recent by ScottBla October 2024Download, Add/Update Accounts (Windows)
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  Stock split entry after dividend reinvestment.

  Closed 4evegrowth 12 views 1 comment -1 point Most recent by Tom Young September 2024Errors and Troubleshooting (Windows)
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  Security names to show in Security column under Investments

  Answered Closed willeaton 33 views 5 comments 0 points Most recent by RickO September 2024Investing (Mac)
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  Error connecting to Schwab Equity Awards Account

  Closed tpetersen 132 views 6 comments 0 points Most recent by Quicken Kristina September 2024Download, Add/Update Accounts (Windows)
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  Dividend Pay Date vs. Ex-Dividend Date

  crwalejr 52 views 4 comments 0 points Most recent by bmciance September 2024Investing (Windows)
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  Change the name of investment funds

  Answered ✓ Closed jpreine 22 views 1 comment 0 points Most recent by bmciance September 2024Investing (Windows)
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  Simple Positioning - Cash Balance wrong for Fidelity NetBenefits 401k accounts

  Closed Norman Drews 122 views 1 comment 0 points Most recent by Jim_Harman September 2024Investing (Windows)
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  How to / possible to create multiple quicken accounts for one brokerage account?

  Answered Closed Pierre2022 177 views 12 comments 0 points Most recent by q_lurker September 2024Investing (Windows)
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  One Step Update hanging up on Quotes and Investment Information

  Closed DebMj1 157 views 1 comment 0 points Most recent by Quicken Jasmine September 2024Download, Add/Update Accounts (Windows)
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  Inconsistent ROI on Investing Page

  Closed rmikhail 22 views 0 comments 0 points Started by rmikhail September 2024 Investing (Mac)
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  Investment Report or Function to list Portfolio Peak Value and Date

  Answered Closed sonorelli 24 views 1 comment 0 points Most recent by Quicken Kristina September 2024Investing (Mac)
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  Include Custom Assets When Rebalancing Portfolio

  Closed elubat 633 views 27 comments 15 points Most recent by Quicken Kristina September 2024Investing (Windows)
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  "Miscellaneous Expense" transaction leads to a bug in Main View's Spending figure

  Answered ✓ Closed BK 249 views 12 comments 0 points Most recent by Quicken Jasmine September 2024Errors and Troubleshooting (Windows)
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  Discrepancy between Quicken Windows and Mobile/web

  Closed MichaelCortese 428 views 6 comments 0 points Most recent by Quicken Kristina September 2024Errors and Troubleshooting (Mobile)
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  Simple View vs. Complete - Positions and Transactions

  Answered ✓ Closed SomeItalianGuy 543 views 17 comments 0 points Most recent by Jim_Harman September 2024Investing (Windows)
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  Gain / Loss Determination Not Consistent Between Accounts

  Closed JoelC 410 views 27 comments 0 points Most recent by JoelC September 2024All Things Canadian (Windows)
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  Quicken not using CUSIP and not prompting to match an online stock

  Closed steve87@ 52 views 2 comments 0 points Most recent by steve87@ September 2024Registers & Transactions (Windows)
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  Daily Index Price Changes

  Closed dsmith5010 1 view 0 comments 0 points Started by dsmith5010 September 2024 Investing (Windows)
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  Return of Capital transaction amount not appearing in 2024?

  Answered Closed nhttip 63 views 5 comments 0 points Most recent by Boatnmaniac September 2024Errors and Troubleshooting (Windows)