Investments

Closed Spqr753 41 views 3 comments 0 points Most recent by Quicken Anja April 2025Investing (Windows)

Reactivating On-Line Services with Vanguard Account fails

Closed Fred Coale 123 views 5 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)

Memo field in transaction not populating in linked cash account

Closed jcryanjr 31 views 2 comments 0 points Most recent by jcryanjr April 2025Investing (Windows)

Income By Security Report = Remove Old Unrealized Short/Cover Detail

Answered Closed Gary Strand 484 views 26 comments 0 points Most recent by Gary Strand April 2025Errors and Troubleshooting (Windows)

Closing stock quotes

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

Fidelity Investments

Answered ✓ Closed Moorhatch 2.1K views 14 comments 0 points Most recent by Moorhatch April 2025Download, Add/Update Accounts (Windows)

ETF share updates are not matching within Quicken

Answered Closed GBE 113 views 6 comments 0 points Most recent by q_lurker April 2025Investing (Windows)

Retirement account missing in Portfolio list under the Investing tab

Answered ✓ rahfam5 42 views 3 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)

I told Quicken to treat a money market fund as cash, now it tells me share numbers don't match

Answered Blue2Green 255 views 1 comment 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)

How do I record an addition to cost basis reported on 1099

bebob 459 views 8 comments 0 points Most recent by bebob March 2025Registers & Transactions (Windows)

Is there a way to just erase all Schwab transactions in Quicken and download them again?

Blue2Green 194 views 2 comments 0 points Most recent by Blue2Green March 2025Errors and Troubleshooting (Windows)

Missing security

Closed Jeffrey Jones 194 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)

LPL Financial Automatic Downloads messed up my data

Closed barrychi 53 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)

Brokerage accounts not updating

Closed BillBelanger 84 views 5 comments 0 points Most recent by Quicken Kristina March 2025Investing (Mac)

investment account balances are off

Answered ✓ Closed Permutations 636 views 4 comments 0 points Most recent by Permutations March 2025Download, Add/Update Accounts (Windows)

Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

Answered Closed 26@harrich 51 views 2 comments 0 points Most recent by 26@harrich March 2025Investing (Windows)

In the Portfolio display, total of lot amounts do not match total shown for the position.

Answered Closed ewoldde9 146 views 5 comments 0 points Most recent by NotACPA March 2025Investing (Windows)

Stock symbol error

Answered ✓ Closed marrdrm1971 93 views 4 comments 0 points Most recent by marrdrm1971 March 2025Investing (Windows)

Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

Closed TMMac 486 views 7 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)

Charles Schwab - download positions corrupts data?

Answered Closed Wesley Breshears 198 views 10 comments 0 points Most recent by Scott March 2025Download, Add/Update Accounts (Windows)

Fidelity Investment and Banking accounts missing transactions

Closed Kurt Knudson 53 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)

Cant Connect to Invesco

Closed LGB25 81 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)

Capital Call not working

Answered Closed pab1 51 views 4 comments 0 points Most recent by Quicken Anja March 2025Investing (Windows)

Issue Downloading Security Transactions

Closed BRETTB 52 views 5 comments 0 points Most recent by BRETTB March 2025Errors and Troubleshooting (Windows)

Investment Returns (Q Win, edited)

Closed Gary R 563 views 33 comments 0 points Most recent by Gary R March 2025Investing (Windows)

Investments

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