Investments

Discussion List

• 
  TIAA and Huntington Investments

  Answered Closed garetth 32 views 1 comment 0 points Most recent by Quicken Kristina January 2024Download, Add/Update Accounts (Mac)
• 
  Three problems with Vanguard downloads

  Closed NebularNovice 572 views 7 comments 0 points Most recent by Quicken Kristina January 2024Download, Add/Update Accounts (Windows)
• 
  Merrill Edge accounts not updating Quicken Mac

  Closed Eli Sherer 54 views 1 comment 0 points Most recent by Eli Sherer January 2024Investing (Mac)
• 
  Investment Account Sort Not Working

  Closed JoelC 45 views 2 comments 0 points Most recent by JoelC January 2024All Things Canadian (Windows)
• 
  Accrued interest is an expense in Quicken

  Answered Closed MichaelCortese 808 views 10 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
• 
  Losses as told by Quicken

  Answered Closed Bob. 108 views 11 comments 0 points Most recent by Chris_QPW December 2023Investing (Windows)
• 
  Specify lots broken

  Closed Jon Foster 141 views 6 comments 0 points Most recent by mshiggins December 2023Investing (Windows)
• 
  How to handle stock merger - VMware & Broadcom (edit)

  Closed questionsforever 19.9K views 65 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
• 
  BUG: Buy/Sell preview is mixing tax years

  Closed Rocket J Squirrel 55 views 2 comments 0 points Most recent by Quicken Kristina December 2023Investing (Windows)
• 
  Bug downloading transactions when unaccepted transactions exist.

  Closed Darren@ 53 views 3 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
• 
  Is it okay to both automatically update from Fidelity AND manually enter a share buy?

  Answered Closed SteveInTally 57 views 3 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
• 
  How best to re-sync/restore a messed-up investment account

  Answered Closed ajkessel 401 views 2 comments 0 points Most recent by ajkessel December 2023Investing (Windows)
• 
  How to handle Schwab Privately Managed Fund in Q for Windows

  Answered ✓ Closed MarieBaumann 151 views 5 comments 0 points Most recent by MarieBaumann December 2023Investing (Windows)
• 
  Brokerage accounts no longer showing register transactions

  Closed BethE 131 views 2 comments 0 points Most recent by BethE December 2023Download, Add/Update Accounts (Windows)
• 
  Security Appears in the Security List But Does Not Appear In Register Drop Down Security List

  Answered ✓ Closed JoelC 433 views 19 comments 0 points Most recent by JoelC December 2023All Things Canadian (Windows)
• 
  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 58 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
• 
  Fidelity "Basket Portfolios"

  Answered Closed Andy 83 views 3 comments 0 points Most recent by NotACPA December 2023Registers & Transactions (Windows)
• 
  Help Resolving Investment Placeholders

  Closed TexMike 68 views 2 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
• 
  Merrill Lynch Benefits (benefits.ml.com) issue (QMac)

  Closed System 174 views 3 comments 0 points Most recent by Quicken Kristina December 2023Investing (Mac)
• 
  R52.xx - Enter Valid Date after download transactions [Edit33]

  Answered ✓ Closed rbridges01 16.9K views 369 comments 15 points Most recent by tnmats December 2023Investing (Windows)
• 
  Why doesn't the Home dashboard card "Portfolio Value" work

  Answered ✓ Closed Pacoinconn 225 views 3 comments 0 points Most recent by Quicken Kristina December 2023Budgeting and Planning Tools (Windows)
• 
  Merrill Lynch Investment Account - cannot turnoff Placeholders

  Closed jcoley2 34 views 0 comments 0 points Most recent by jcoley2 December 2023Investing (Windows)
• 
  How do I get reinvested dividends and reinvested capital gains to show up in the Tax Planner?

  Answered Closed Tammy Van Buren 124 views 2 comments 0 points Most recent by Tammy Van Buren December 2023Registers & Transactions (Windows)
• 
  Archive NOT Working - DO NOT RELY ON IT!

  Closed Eman 105 views 1 comment 1 point Most recent by Chris_QPW December 2023Errors and Troubleshooting (Windows)
• 
  How can I move transaction data for Fidelity from QWin to QMac?

  Closed asherfamily1 43 views 0 comments 0 points Most recent by asherfamily1 December 2023File Conversion and Backup (Mac)
• 
  Investment Performance - the Gain and ROI numbers are wrong (edit)

  Closed heftydude 67 views 3 comments 0 points Most recent by Jim_Harman December 2023Investing (Windows)
• 
  Missing shares and cannot determine fix

  Closed tjb201 45 views 3 comments 0 points Most recent by Rocket J Squirrel December 2023Errors and Troubleshooting (Windows)
• 
  Did Voya Retirement change again? Receiving Care Code: FDP-102

  Closed JPauly 45 views 1 comment 0 points Most recent by Quicken Jasmine December 2023Errors and Troubleshooting (Mac)
• 
  Daily prompt of transaction for review with none available to review

  Closed bonesdds 23 views 1 comment 0 points Most recent by Quicken Jasmine December 2023Download, Add/Update Accounts (Windows)