Investments

Discussion List

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  Recording Return of Capital Adj

  Answered Closed Arctic Hare 125 views 3 comments 0 points Most recent by [Deleted User] April 2025Investing (Windows)
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  CLOSED 4/14/25 $0 Balance Display Issue for Lincoln Financial Institutions

  Closed Quicken Anja 209 views 4 comments 1 point Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
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  Investment account balances are double what they should be

  Answered Closed clufster 352 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
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  UPDATE 4/8/25 Thrift Savings Plan $0 Balance when Adding Investment Accounts

  Quicken Anja 1K views 4 comments 1 point Most recent by Quicken Jasmine April 2025Alerts, Online Banking & Known Product Issues
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  Mutal Fund Pricing a Day Late

  Answered Closed rdv 287 views 8 comments 0 points Most recent by NotACPA April 2025Investing (Windows)
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  Export Investment account to Import in a different Quicken file

  Answered Closed jhg 285 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
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  How do you recommend handling purchase of bitcoin? Investment or Account?

  Answered ✓ Closed K-Bob 517 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 44 views 3 comments 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  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)
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Closed Gary Strand 570 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 103 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  ETF share updates are not matching within Quicken

  Answered Closed GBE 132 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 54 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 275 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 494 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 214 views 2 comments 0 points Most recent by Blue2Green March 2025Errors and Troubleshooting (Windows)