Investments

Discussion List

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  Export Investment account to Import in a different Quicken file

  Answered Closed jhg 250 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
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  Schwab Bank Reconcile Issue

  Answered Closed Paddy 70 views 6 comments 0 points Most recent by Paddy April 2025Download, Add/Update Accounts (Windows)
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  How do you recommend handling purchase of bitcoin? Investment or Account?

  Answered ✓ Closed K-Bob 488 views 7 comments 0 points Most recent by jmsimon68 April 2025Registers & Transactions (Windows)
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  12

  Up
  New Investment Columns

  Reviewed Steve29 115 views 2 comments 12 points Most recent by jacobs April 2025Investments
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  Partnership Market Value Inaccuracy #2

  Closed Spqr753 42 views 3 comments 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Reactivating On-Line Services with Vanguard Account fails

  Closed Fred Coale 115 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
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  Memo field in transaction not populating in linked cash account

  Closed jcryanjr 34 views 2 comments 0 points Most recent by jcryanjr April 2025Investing (Windows)
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Closed Gary Strand 473 views 26 comments 0 points Most recent by Gary Strand April 2025Errors and Troubleshooting (Windows)
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  Closing stock quotes

  Answered ✓ Closed drh908 92 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  Fidelity Investments

  Answered ✓ Closed Moorhatch 1.9K views 14 comments 0 points Most recent by Moorhatch April 2025Download, Add/Update Accounts (Windows)
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  ETF share updates are not matching within Quicken

  Answered Closed GBE 115 views 6 comments 0 points Most recent by q_lurker April 2025Investing (Windows)
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  Retirement account missing in Portfolio list under the Investing tab

  Answered ✓ rahfam5 43 views 3 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  I told Quicken to treat a money market fund as cash, now it tells me share numbers don't match

  Answered Blue2Green 247 views 1 comment 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  How do I record an addition to cost basis reported on 1099

  bebob 449 views 8 comments 0 points Most recent by bebob March 2025Registers & Transactions (Windows)
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 177 views 2 comments 0 points Most recent by Blue2Green March 2025Errors and Troubleshooting (Windows)
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  Missing security

  Closed Jeffrey Jones 186 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  LPL Financial Automatic Downloads messed up my data

  Closed barrychi 51 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Brokerage accounts not updating

  Closed BillBelanger 87 views 5 comments 0 points Most recent by Quicken Kristina March 2025Investing (Mac)
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  investment account balances are off

  Answered ✓ Closed Permutations 618 views 4 comments 0 points Most recent by Permutations March 2025Download, Add/Update Accounts (Windows)
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  Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

  Answered Closed 26@harrich 54 views 2 comments 0 points Most recent by 26@harrich March 2025Investing (Windows)
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered Closed ewoldde9 143 views 5 comments 0 points Most recent by NotACPA March 2025Investing (Windows)
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  Stock symbol error

  Answered ✓ Closed marrdrm1971 93 views 4 comments 0 points Most recent by marrdrm1971 March 2025Investing (Windows)
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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  Closed TMMac 459 views 7 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Charles Schwab - download positions corrupts data?

  Answered Closed Wesley Breshears 191 views 10 comments 0 points Most recent by Scott March 2025Download, Add/Update Accounts (Windows)