Investments

Discussion List

• 
  Why don't imported transactions from QMac show in QWin Report (Dividends)

  Answered Closed Zoolook 153 views 7 comments 0 points Most recent by Chris_QPW March 2025Investing (Mac)
• 
  Return % Year to Date---Register

  Closed Gary R 203 views 13 comments 0 points Most recent by Gary R March 2025Investing (Windows)
• 
  Include Custom Assets When Rebalancing Portfolio

  Closed snowmp 32 views 1 comment 0 points Most recent by Quicken Kristina March 2025Investing (Windows)
• 
  garbage characters displayed in reallocation (QW)

  Closed SomebodyInGNV 101 views 6 comments 0 points Most recent by SomebodyInGNV March 2025Errors and Troubleshooting (Windows)
• 
  Charles Schwab Accounts not downloading transactions

  Closed BridgeTwnSmith 544 views 5 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
• 
  Issue with the Withdraw function in Investing accounts

  Closed gary.tynes 103 views 1 comment 1 point Most recent by Jim_Harman March 2025Investing (Windows)
• 
  missing the edit transaction function

  Answered ✓ Closed Charlie@ 152 views 6 comments 0 points Most recent by Boatnmaniac March 2025Investing (Windows)
• 
  Is there a way to change asset class information for stocks in bulk and not just one at a time

  Answered ✓ Closed Larry Woodbridge 194 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
• 
  double posting Investment transactions

  Closed leonard kearney 31 views 1 comment 0 points Most recent by UKR March 2025Investing (Windows)
• 
  How do I remove the cents from being displayed (e.g, show $1,000 versus $1,000.25)?

  Answered ✓ Closed gwforit 102 views 2 comments 0 points Most recent by gwforit March 2025Investing (Windows)
• 
  Exclude unvested RSU from account total

  Closed RPC102 53 views 2 comments 3 points Most recent by Quicken Kristina March 2025Investing (Mac)
• 
  Short term basis incorrect on sale

  Answered Closed funkws 141 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)
• 
  One step updates from Vanguard, can't add to register

  Closed Dale3 233 views 10 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
• 
  Specify Lots issue with Gain Loss Column size

  Closed David Luckadoo 81 views 5 comments 0 points Most recent by David Luckadoo March 2025Registers & Transactions (Windows)
• 
  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 358 views 5 comments 0 points Most recent by Gary Lee Ashford March 2025Download, Add/Update Accounts (Windows)
• 
  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 111 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
• 
  $ Dashboard and "Investing" do not agree

  Answered Closed jimarcher6837 298 views 10 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
• 
  US Bancorp Investment Account not syncing with Quicken

  Closed KKoster 102 views 2 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Anyone else having trouble downloading Mutual fund transactions from T. Rowe Price?

  Closed donotemailhere989 11 views 0 comments 0 points Most recent by funkws March 2025Errors and Troubleshooting (Windows)
• 
  Bottom Section of Investing Accounts Always Expanded

  Closed isonclubikin 23 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Registers & Transactions (Windows)