Investments

Discussion List

• 
  My question was Is there a way to overwrite a new portfolio over an existing portfolio?

  Closed pt216 53 views 4 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
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  Investment Register View

  Answered Closed krinaker 144 views 3 comments 0 points Most recent by krinaker January 2025Registers & Transactions (Windows)
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Closed mikek753b 177 views 10 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  Tried to link Parnassus investment account, shows $0.00 value. What now?

  Closed bananalei 43 views 0 comments 0 points Most recent by bananalei January 2025New to Quicken/Getting Started (Mac)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  Closed System 23 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Investing (Windows)
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  lost transactions in the holdings list

  Answered Closed rclark174 23 views 3 comments 0 points Most recent by rclark174 January 2025Investing (Windows)
• 
  Downloading Investment Transactions

  Answered Closed L Jones 275 views 5 comments 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
• 
  8 decimal precision problems in Quicken Classic Premier

  Answered Closed Stevarooni 64 views 2 comments 0 points Most recent by Stevarooni January 2025Investing (Windows)
• 
  how to track a YieldStreet investment

  Answered Closed Wiley Won 42 views 4 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
• 
  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 65 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
• 
  "Show cash in a checking account"

  Answered ✓ Closed Jeff18@ 244 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
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  Acorns

  Closed Succulent4182 328 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
• 
  Investment Acct Issue

  Closed MrPike 41 views 2 comments 0 points Most recent by MrPike December 2024Investing (Windows)
• 
  Portfolio Dashboard missing 1 fund

  Answered Closed Markhfx 75 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)
• 
  How to setup Roth IRA and Roth 401(k) accounts?

  Closed SomeItalianGuy 497 views 6 comments 0 points Most recent by Boatnmaniac December 2024Investing (Windows)
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  Altruist Investment Transactions Cash balance

  Closed BH1980 393 views 5 comments 1 point Most recent by BH1980 December 2024Investing (Windows)
• 
  18

  Up
  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 364 views 12 comments 18 points Most recent by Boatnmaniac December 2024Product Enhancements
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  A "Near Match" is not shown when using automatic transaction entry mode in an investment account

  Closed Chris_QPW 31 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Wrong Bond Prices on Downloads

  Closed jonansell1950 326 views 21 comments 1 point Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
• 
  Security reports inconsistency.

  Closed ajb328 61 views 4 comments 0 points Most recent by ajb328 December 2024Reports (Windows)
• 
  Portfolio reports incorrect after Security transfer in QMac

  Answered ✓ Closed jstefely 32 views 2 comments 0 points Most recent by jstefely December 2024Reports (Mac)
• 
  Deposit Accounts vs. Cash

  Answered Closed jerrylcanterbury 512 views 15 comments 0 points Most recent by jerrylcanterbury December 2024Investing (Windows)
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  Short sales not handled correctly on import

  Closed wocruc 92 views 1 comment 0 points Most recent by Tom Young December 2024Investing (Windows)
• 
  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 323 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
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  Quicken recalculates basis of shares transferred between accounts

  Closed schmidtl4 198 views 6 comments 0 points Most recent by schmidtl4 December 2024Investing (Windows)