Investments

Discussion List

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  Archiving Investment Transactions didn't do much and lost running account balance

  Closed jamesmevanshotmail 16 views 2 comments 0 points Most recent by NotACPA June 2025Errors and Troubleshooting (Windows)
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  I messed up the cash/money market conversion for SWGXX from Schwab [Edited]

  Answered Closed jeff.schmitz 72 views 2 comments 0 points Most recent by Chris_QPW June 2025Errors and Troubleshooting (Windows)
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  Merged: Quicken Misapplying BYD Stock Dividend Data — Two Separate Errors

  Closed TexMike 1 view 0 comments 0 points Most recent by TexMike June 2025Errors and Troubleshooting (Windows)
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  Incorrect Stock Split for BYDDF

  Closed TexMike 8.8K views 8 comments 0 points Most recent by TexMike June 2025Errors and Troubleshooting (Windows)
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  ROTH Conversion

  Answered Closed markisgold 563 views 6 comments 0 points Most recent by markisgold June 2025Investing (Windows)
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  Etrade vs RSU transactions

  Closed doucette 538 views 6 comments 0 points Most recent by doucette June 2025Download, Add/Update Accounts (Windows)
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  How is "Amount Income" calculated in Investing page ?

  Answered Closed BeeGeeWeeGee 33 views 3 comments 0 points Most recent by Chris_QPW June 2025Investing (Windows)
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  Anyone unable to update security values?

  Answered Closed CHM 32 views 2 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
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  Question about transferring shares

  Answered Closed LeaningTower 95 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  After R63.21 update, Investing page wont open

  Answered Closed temco_rep 52 views 1 comment 0 points Most recent by UKR June 2025Investing (Windows)
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  RSU "Record Vesting" doesn't work if cash tracking in a checking account is enabled

  Closed gdonaldson 26 views 1 comment 0 points Most recent by Quicken Kristina June 2025Investing (Windows)
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  Dual RSU Grants in single account cause register errors

  Closed carbuff 115 views 5 comments 1 point Most recent by mshiggins June 2025Investing (Windows)
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  Feature Request: Select group of downloaded transactions to ACCEPT (13 Legacy Votes)

  Under Consideration ken jacobs 966 views 24 comments 20 points Most recent by tony June 2025Manage Accounts and Transactions
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  How to record Profits Interest Units award in Quicken - for LLC

  Answered Closed jhansen 71 views 4 comments 0 points Most recent by jhansen June 2025Investing (Windows)
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  Persistence of Manually Entered Security Prices

  Answered ✓ Closed dave344 63 views 2 comments 0 points Most recent by dave344 June 2025Investing (Windows)
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  How to troubleshoot this Placeholder

  Closed Adience 83 views 6 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
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  Estimated Income and Yield are not downloading the correct figures

  Closed mb5! 143 views 9 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
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  Share count pulled from brokerage account not always correct

  Closed Adience 146 views 8 comments 0 points Most recent by Quicken Jasmine June 2025Investing (Mac)
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  Investment accounts have long load times and transaction acceptance times

  Closed shtevie 951 views 33 comments 0 points Most recent by Quicken Kristina June 2025Registers & Transactions (Windows)
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  Why does *every* action in the investing area take forrrrever??

  Answered Closed KnnNike 91 views 3 comments 0 points Most recent by Quicken Kristina June 2025Investing (Windows)
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  Tax Planner Long Term Capital Gains Problems

  Closed TomS 43 views 1 comment 0 points Most recent by Jim_Harman June 2025Investing (Windows)