Investments

Discussion List

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  Return calculation by Lot, not just Position

  Closed ewoldde9 226 views 13 comments 1 point Most recent by Jim_Harman May 2024Investing (Windows)
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  CLOSED 5/30/24 Thrivent Financial $0 Balance when Adding Investment Accounts

  Quicken Anja 181 views 3 comments 0 points Most recent by Quicken Anja May 2024Alerts, Online Banking & Known Product Issues
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  S-Corp shares cost basis adjustment

  Answered ✓ Closed Everett 61 views 5 comments 0 points Most recent by Everett May 2024Investing (Windows)
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  Government backed securities

  Closed Airship56 53 views 7 comments 0 points Most recent by NotACPA May 2024Investing (Mac)
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  Switched from QWin to QMac; imported QXF file and an investment account now has a negative balance

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina May 2024Investing (Mac)
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  Investment Purchase Not Updating Cash Balance

  Closed limowreck 101 views 4 comments 0 points Most recent by NotACPA May 2024Investing (Windows)
• 
  After TDA/Schwab conversion

  Closed dog-1 111 views 10 comments 0 points Most recent by Quicken Kristina May 2024Registers & Transactions (Windows)
• 
  Worldwide quotes

  Closed Eddy De Backer 41 views 4 comments 1 point Most recent by Quicken Kristina May 2024Investing (Windows)
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  Quicken showing wrong stock price

  Answered Closed JoetheGoalie38 132 views 3 comments 0 points Most recent by JoetheGoalie38 May 2024Download, Add/Update Accounts (Windows)
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  How to record a security exchange: AIGPX to AZNIX

  Closed Darrel 72 views 4 comments 0 points Most recent by Quicken Kristina May 2024Investing (Windows)
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  Migrate Investing Accounts from HSBC to RBC (edit)

  Answered Closed BeeGeeWeeGee 53 views 3 comments 0 points Most recent by q_lurker May 2024Investing (Windows)
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  37

  Up
  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 768 views 13 comments 37 points Most recent by [Deleted User] May 2024Budget and Planning Tools
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  The Community Meetup- April 2024 Edition

  Quicken Janean 8.9K views 3 comments 0 points Most recent by Darran_AUS May 2024The Community Meetup Newsletter
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  Investing account activity not visible in Quicken Mobile?

  Closed Jon 220 views 4 comments 1 point Most recent by Chris_QPW May 2024Using the Mobile App
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  Best/Worst Security Search

  Closed Skavy 22 views 4 comments 0 points Most recent by Jim_Harman May 2024Investing (Windows)
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  Update drops transactions

  Closed verso21 13 views 0 comments 0 points Most recent by verso21 May 2024Investing (Mac)
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  T-Bill / Bond Maturity Issue

  Closed desireecpan 62 views 0 comments 0 points Most recent by desireecpan May 2024Investing (Mac)
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  Security Cost

  Answered Closed rbakerjr45 92 views 10 comments 0 points Most recent by Boatnmaniac May 2024Investing (Windows)
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  Investment By Security shows old securities

  Closed MesaRider 105 views 9 comments 0 points Most recent by MesaRider May 2024Reports (Windows)
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  How to stop investment values from updating in only one account (TD vs Schwab issue) edit

  Answered Closed Charles Rhodes 135 views 6 comments 0 points Most recent by NotACPA May 2024Investing (Windows)
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  Investment Account Transfer Can't Match Downloaded Transaction AGAIN

  Answered Closed micdif 44 views 2 comments 0 points Most recent by micdif May 2024Registers & Transactions (Windows)
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  BUG: Investment purchases for new securities are saved incorrectly when using Command-N for saving

  Closed jacobs 72 views 7 comments 0 points Most recent by Quicken Kristina May 2024Registers & Transactions (Mac)