Investments

Discussion List

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  Get quicken to support NEO exchange (Canada) [Edited]

  Reviewed Gilles9 210 views 15 comments 27 points Most recent by Donald57 August 21Investments
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  Near Match?

  Closed scottmonte 84 views 4 comments 0 points Most recent by scottmonte August 20Registers & Transactions (Windows)
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  Move to Two Separate Brokerage Accounts???

  Answered Closed LargeDoggie 53 views 6 comments 0 points Most recent by Quicken Kristina August 19Investing (Mac)
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  Market Value on the sidebar (Q Mac)

  Closed vacosta 127 views 14 comments 1 point Most recent by jacobs August 19Investing (Mac)
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  Error transactions being entered by quicken

  Answered Closed nc99cobra 193 views 15 comments 0 points Most recent by nc99cobra August 19Investing (Windows)
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  How to fix transfer ESPP from one account to another?

  Answered Closed mikek753b 62 views 5 comments 0 points Most recent by Chris_QPW August 18Investing (Windows)
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  Change 529 subheader in Investing header from "Education" to "Education & QDEs"

  Reviewed brumfld 1 view 0 comments 1 point Started by brumfld August 17 Product Enhancements
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  Serious bug: transaction exchange rates do not stick automatically for any register entry (Canada)

  Closed questionsforever 121 views 12 comments 0 points Most recent by questionsforever August 17All Things Canadian (Windows)
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  How do you reconcile ESPP and RSU for the same company?

  Answered Closed mikek753b 86 views 5 comments 0 points Most recent by Chris_QPW August 16Investing (Windows)
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  How to record stock split for ESPP?

  Answered Closed mikek753b 80 views 8 comments 0 points Most recent by Chris_QPW August 16Investing (Windows)
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  Roth 401(k) account not listed for after-tax deduction on paycheck

  Closed AReader 56 views 2 comments 2 points Most recent by kirk August 15Investing (Windows)
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  investment data is wrong

  Answered ✓ Closed Permutations 36 views 3 comments 0 points Most recent by Permutations August 15Download, Add/Update Accounts (Windows)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 778 views 20 comments 21 points Most recent by RPaul August 14Investments
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  Multi-currency Brokerage Accounts

  Reviewed ta1835 34 views 1 comment 1 point Most recent by Chris_QPW August 13Manage Accounts and Transactions
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  Quicken is Double Counting Brokerage Account Funds

  Closed jm7128 58 views 1 comment 0 points Most recent by Chris_QPW August 13Investing (Mac)
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  Sorting 'same day transactions by security name' should group options with their underlying stock

  Reviewed veegee 115 views 17 comments 3 points Most recent by Rocket J Squirrel August 12Investments
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  "No Accounts Found" Error Adding Betterment

  Closed mryan69 38 views 5 comments 0 points Most recent by Quicken Jasmine August 11Investing (Mac)
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  SCHD

  Closed Gary R 23 views 0 comments 0 points Started by Gary R August 11 Download, Add/Update Accounts (Windows)
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  Check if a Security is valid for OSU

  Reviewed GlenB 22 views 0 comments 1 point Started by GlenB August 10 Canada Windows
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  4

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  For investments, add ability to calculate Compound Annual Growth Rate (CAGR)

  Reviewed adesalos 28 views 1 comment 4 points Most recent by jacobs August 9Investments
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  Asset Allocation for Canadian users

  Closed mark16 62 views 6 comments 0 points Most recent by Chris_QPW August 9Investing (Mac)
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  July 2024 Updates - Quicken Classic - Sync Issues

  Closed Rlb1973 278 views 6 comments 0 points Most recent by Quicken Kristina August 9Download, Add/Update Accounts (Windows)
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  How do I Change Earnings from Federal Money Market Fund from Reinvest to Dividend?

  Closed TexMike 58 views 3 comments 0 points Most recent by TexMike August 9Investing (Windows)
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  How to replace Security name for multiple transactions?

  Answered Closed mikek753b 89 views 9 comments 0 points Most recent by NotACPA August 7Investing (Windows)
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  Why are there unrecognizable mutual funds included on the "Porfolio" section of the "Investing" tab?

  Answered ✓ Closed gwforit 62 views 4 comments 0 points Most recent by gwforit August 7Investing (Windows)
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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 55 views 6 comments 0 points Most recent by cls4 August 7Questions about using the Community?
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  Every time I update Schwab, I have to revalidate the account

  Closed ghstudio 74 views 5 comments 1 point Most recent by Quicken Kristina August 6Download, Add/Update Accounts (Windows)
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  Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

  Under Consideration JFOR 1.2K views 26 comments 56 points Most recent by Wade Shanley August 5Investments
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  Downloaded Security Prices are incorrect, but corrected a few days later

  Closed donotemailhere989 108 views 4 comments 0 points Most recent by donotemailhere989 August 4Investing (Windows)