Investments

Discussion List

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  Stock split entry after dividend reinvestment.

  Closed 4evegrowth 16 views 1 comment -1 point Most recent by Tom Young September 29Errors and Troubleshooting (Windows)
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  Security names to show in Security column under Investments

  Answered Closed willeaton 33 views 5 comments 0 points Most recent by RickO September 29Investing (Mac)
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  Provide _DivInc detail when drilling down in Budgets - display Security name [Edited]

  Reviewed jcryanjr 40 views 0 comments 3 points Started by jcryanjr September 29 Budget and Planning Tools
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  Error connecting to Schwab Equity Awards Account

  Closed tpetersen 94 views 6 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Windows)
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  Dividend Pay Date vs. Ex-Dividend Date

  crwalejr 44 views 4 comments 0 points Most recent by bmciance September 28Investing (Windows)
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  Change the name of investment funds

  Answered ✓ Closed jpreine 21 views 1 comment 0 points Most recent by bmciance September 26Investing (Windows)
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  Simple Positioning - Cash Balance wrong for Fidelity NetBenefits 401k accounts

  Closed Norman Drews 83 views 1 comment 0 points Most recent by Jim_Harman September 26Investing (Windows)
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  How to / possible to create multiple quicken accounts for one brokerage account?

  Answered Closed Pierre2022 93 views 12 comments 0 points Most recent by q_lurker September 25Investing (Windows)
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  One Step Update hanging up on Quotes and Investment Information

  Closed DebMj1 42 views 1 comment 0 points Most recent by Quicken Jasmine September 25Download, Add/Update Accounts (Windows)
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  Security Detail View - Easy way to lookup which accounts has the holdings

  Reviewed davidmarketing 72 views 6 comments 1 point Most recent by Jim_Harman September 24Investments
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  Inconsistent ROI on Investing Page

  Closed rmikhail 26 views 0 comments 0 points Started by rmikhail September 24 Investing (Mac)
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  Investment Report or Function to list Portfolio Peak Value and Date

  Answered Closed sonorelli 21 views 1 comment 0 points Most recent by Quicken Kristina September 23Investing (Mac)
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  Include Custom Assets When Rebalancing Portfolio

  Closed elubat 578 views 27 comments 15 points Most recent by Quicken Kristina September 23Investing (Windows)
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  "Miscellaneous Expense" transaction leads to a bug in Main View's Spending figure

  Answered ✓ Closed BK 203 views 12 comments 0 points Most recent by Quicken Jasmine September 22Errors and Troubleshooting (Windows)
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  Discrepancy between Quicken Windows and Mobile/web

  Closed MichaelCortese 149 views 6 comments 0 points Most recent by Quicken Kristina September 21Errors and Troubleshooting (Mobile)
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  Simple View vs. Complete - Positions and Transactions

  Answered ✓ Closed SomeItalianGuy 221 views 17 comments 0 points Most recent by Jim_Harman September 21Investing (Windows)
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  Gain / Loss Determination Not Consistent Between Accounts

  Closed JoelC 398 views 27 comments 0 points Most recent by JoelC September 20All Things Canadian (Windows)
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  Quicken not using CUSIP and not prompting to match an online stock

  Closed steve87@ 45 views 2 comments 0 points Most recent by steve87@ September 20Registers & Transactions (Windows)
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  Return of Capital transaction amount not appearing in 2024?

  Answered Closed nhttip 62 views 5 comments 0 points Most recent by Boatnmaniac September 17Errors and Troubleshooting (Windows)
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  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 129 views 11 comments 0 points Most recent by NotACPA September 17Budgeting and Planning Tools (Windows)
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  removing unaccounted shares on mac not working

  Closed Ram0516 81 views 10 comments 0 points Most recent by Quicken Kristina September 17Errors and Troubleshooting (Mac)
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  Brokerage account csv file imports

  Reviewed Patrick Edmund 99 views 2 comments 1 point Most recent by Boatnmaniac September 15Canada Mac
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  Interactive Brokers (IBKR) - OL-220-A (QWIN)

  Closed Brad2 592 views 26 comments 1 point Most recent by Quicken Jasmine September 15Download, Add/Update Accounts (Windows)
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  Why is Interest Income from Vanguard Cash Plus account showing an additional debit as MiscExp?

  Answered Closed JRZzMom0 79 views 3 comments 0 points Most recent by Quicken Kristina September 14Registers & Transactions (Windows)
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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.3K views 27 comments 19 points Most recent by Martimouse September 14Investments
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  Investments showing up as Expense issue

  Closed dbnewlon 77 views 1 comment 0 points Most recent by Quicken Kristina September 13Errors and Troubleshooting (Mac)
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  Portfolio Crashing -- if our file is broken, what are best practices for file and backup management?

  Answered ✓ Closed bebob 244 views 14 comments 0 points Most recent by q_lurker September 13File Conversion and Backup (Windows)