Investments

Discussion List

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  Transaction Attachments Not Working - Data File Corruption (Yet Again)

  Closed W5JP 124 views 3 comments 2 points Most recent by UKR July 2025Registers & Transactions (Windows)
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  Merged: OL-332-A error with Edward Jones

  Closed cwinkler 1 view 0 comments 0 points Most recent by cwinkler July 2025Download, Add/Update Accounts (Windows)
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  Chase Self-directed investment account

  Closed Adience 617 views 15 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  Portfolio view: Left click on security name or news icon not working correctly.

  Closed mfstarnes 122 views 10 comments 0 points Most recent by Jim_Harman July 2025Registers & Transactions (Windows)
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  Merrill Lynch/Bank of America cash transactions

  Closed jdemetro 152 views 4 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  Schwab and other brokerage just show cash and money market combined. Quiken separates

  Closed Cyp 53 views 5 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Space Coast Credit Union Not Updating (WIN)

  Closed Billinflorida 194 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  16

  Up
  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 392 views 10 comments 16 points Most recent by tivolo July 2025Investments
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  META Shares downloading from Broker as FB

  Answered ✓ Closed terryblumenstein 233 views 10 comments 0 points Most recent by Jim_Harman July 2025Investing (Mac)
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  Mutual fund share class and mutual fund to ETF conversions on Mac Classic Deluxe

  Closed K. 123 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Mac)
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  How to get manually entered security prices to show as updated (no clock image)?

  Answered ✓ Closed Gillian T 359 views 15 comments 0 points Most recent by q_lurker July 2025Errors and Troubleshooting (Windows)
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  Why is Mutual fund price sometimes wrong?

  Answered Closed SteveInReno 92 views 2 comments 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
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  Investment register entry

  Answered Closed rayrozema 34 views 1 comment 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  How to enter a cash origin in a Buy - Shares Bought transaction

  Answered Closed MoeBr 276 views 13 comments 0 points Most recent by Quicken Anja July 2025Investing (Windows)
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  Fidelity Investments going to EWC+?

  Closed mrzookie 1.2K views 12 comments 4 points Most recent by Chris_QPW July 2025Download, Add/Update Accounts (Windows)
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  Can't adjust Short Sale - Place Holder Adjustment to Negative (shareholder shares)

  Closed BRETTB 25 views 1 comment 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  ETrade vs RSU Transactions

  Closed doucette 54 views 3 comments 0 points Most recent by doucette July 2025Investing (Windows)
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  Inconsistent Downloads of SPAXX Div from Fidelity

  Closed Geobrick 774 views 26 comments 0 points Most recent by Geobrick July 2025Download, Add/Update Accounts (Windows)
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  META Ticker Issue: Incorrect Price or Mislabeling [Edited]

  Closed Vince3 907 views 20 comments 1 point Most recent by Cary Kittner July 2025Investing (Windows)
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  Merged: why doesn't Q handle bond maturation properly?

  Closed leonard kearney 1 view 0 comments 0 points Most recent by leonard kearney July 2025Errors and Troubleshooting (Windows)
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  Schwab: message "looking for matching transactions"

  Closed rennepsAgain 93 views 7 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 1.1K views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)
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  Fidelity FDRXX not being recognized

  Answered Closed brianCIO 595 views 6 comments 0 points Most recent by recursor1 June 2025Errors and Troubleshooting (Windows)
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  Brokerage Cash Management Account

  Closed JDaily 179 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
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  Vanguard placeholder entries

  Answered Closed azwilling 46 views 2 comments 0 points Most recent by Quicken Kristina June 2025Errors and Troubleshooting (Windows)