Investments

Discussion List

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  Best strategies to address pricing discrepancy (John Hancock 401K)

  Answered ✓ Closed plasman 72 views 4 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  When taking RMDs, why does Quicken thinks it's a contribution?

  Answered ✓ Closed Mike Curran 669 views 23 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  Fidelity Mutual Fund with more than 1 payout type same day and Quicken's reinvested dividends?

  Closed Retired Coal Miner 61 views 4 comments 0 points Most recent by Retired Coal Miner March 2025Investing (Windows)
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  Is anyone having an issue downloading transactions from Charles Schwab website?

  Answered Closed steveweaver48 384 views 9 comments 0 points Most recent by steveweaver48 February 2025Investing (Windows)
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  Roth IRA incorrect, using simple positions

  Closed slemay2 62 views 2 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)
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  Tracking Treasury Bill Discrepancies in Quicken

  Closed qckenguy 41 views 1 comment 0 points Most recent by MontanaKarl February 2025Investing (Mac)
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  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 237 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Investing tab refresh bug

  Closed EvDob 61 views 3 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
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  CLOSED 2/25/25 Computershare - $0 Balance when Adding Investment Account

  Closed Quicken Anja 193 views 2 comments 0 points Most recent by Quicken Kristina February 2025Alerts, Online Banking & Known Product Issues
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  Need help. I'm unable to update about half my stocks from Schwab

  Answered Closed RSmithson 42 views 2 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
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  CC-501 error with Charles Schwab

  Closed rattytom 71 views 3 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
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  Downloaded investment transactions do not scroll down - have to manually scroll

  Answered Closed kmagnush 734 views 20 comments 1 point Most recent by kmagnush February 2025Download, Add/Update Accounts (Windows)
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  Match Securities Not Working

  Answered Closed Boatnmaniac 308 views 13 comments 0 points Most recent by Boatnmaniac February 2025Investing (Windows)
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  Merged: Unable to Connect to Vanguard Accounts - Quicken Classic Windows 10

  Closed jmurrdog 1 view 0 comments 0 points Most recent by nerdindenial February 2025Download, Add/Update Accounts (Windows)
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  Can not get to the investment register

  Answered ✓ Closed KrensSmith 170 views 2 comments 0 points Most recent by NotACPA February 2025Registers & Transactions (Windows)
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  Quicken modifies a transfer transaction when it is matched against the downloaded transaction

  Closed Snorkle 151 views 5 comments 0 points Most recent by Snorkle February 2025Registers & Transactions (Windows)
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  Merged: Vanguard access failed today with OSU, error occurred w/o any error #

  Closed BC Meyer 1 view 0 comments 0 points Most recent by BC Meyer February 2025Errors and Troubleshooting (Windows)
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  How to handle Vanguard Cash+ Account in Quicken

  Closed RobtDaniels 418 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Writing checks from an investment account - no check number in register

  Answered ✓ Closed -ceej 433 views 18 comments 0 points Most recent by Jim Ghrist February 2025Registers & Transactions (Windows)
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  Covering Short Puts

  Answered Closed Catherine Shenoy 72 views 2 comments 0 points Most recent by Quicken Kristina February 2025Investing (Windows)
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  Security Detail View failure

  Answered Closed paulperry 101 views 4 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)