Investments

Discussion List

• 
  Some E*trade account online download is restricted to only Express Web Connect

  Closed ssllii 115 views 2 comments 0 points Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
• 
  401(k) Transferred from Newport Group to Ascensus

  Closed Steady Red 201 views 3 comments 0 points Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
• 
  How does quicken Calculate the "Day Gain/Loss" Column shown in the "Portfolio View"

  Closed steve.wei 65 views 1 comment 0 points Most recent by Jim_Harman December 2024Investing (Windows)
• 
  Change 401(k)/403(b) account to include Roth contributions

  Closed paul16 265 views 8 comments 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
• 
  X Ray Analysis

  Answered Closed Haroldaccount 125 views 1 comment 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
• 
  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ Closed jdschachte 223 views 11 comments 0 points Most recent by markus1957 December 2024Budgeting and Planning Tools (Windows)
• 
  Alerts Disappear When Bill & Income Reminders are Entered

  Closed bizbuyer 95 views 6 comments 0 points Most recent by Quicken Anja December 2024Download, Add/Update Accounts (Windows)
• 
  Inconsistent handling of expired options in Income by Security report

  Closed bmciance 91 views 5 comments 0 points Most recent by bmciance December 2024Reports (Windows)
• 
  Positive and negative amounts for same "cash" security in allocation report

  Answered markswot 63 views 4 comments 0 points Most recent by markswot December 2024Reports (Windows)
• 
  Portfolio showing incorrect number of shares

  Closed System 63 views 2 comments 0 points Most recent by Jim_Harman December 2024Investing (Windows)
• 
  After update to R60.15 Not Able to direct connect with my brokerage

  Answered ✓ Closed SteveTucker79 173 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
• 
  Quicken Canada Deluxe not updating TSX Stock prices (Canada)

  Closed Diana 61 views 2 comments 0 points Most recent by Quicken Kristina December 2024All Things Canadian (Windows)
• 
  How to manage and track annuities in Quicken?

  Closed alexd 553 views 6 comments 0 points Most recent by alexd December 2024Download, Add/Update Accounts (Windows)
• 
  401k transaction import split up by source - is there a way to combine them?

  Closed Nalgas 21 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Registers & Transactions (Windows)
• 
  Investment transactions

  Closed John Nastasi 223 views 6 comments 0 points Most recent by John Nastasi December 2024Investing (Windows)
• 
  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Closed SeaSilver8 132 views 7 comments 2 points Most recent by SeaSilver8 December 2024Investing (Windows)
• 
  One Investment Account is Auto-executing the Reconcile Shares Command

  Answered kswan53 122 views 7 comments 0 points Most recent by kswan53 December 2024Investing (Windows)
• 
  Schwab 529 accounts not downloading

  Answered Closed BobShoberg 51 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
• 
  In Portfolio view, "Day Gain/Loss", "Totals" does not add up at the bottom of the column.

  Answered Closed NHBusdriver 81 views 5 comments 0 points Most recent by Quicken Anja December 2024Registers & Transactions (Windows)
• 
  How can I correct the price history of one of my investments?

  Answered ✓ Closed Xander 51 views 1 comment 0 points Most recent by bmciance December 2024Investing (Windows)