Investments

Discussion List

• 
  Investing: stock/option quotes from Charles Schwab stopped updating [Edited]

  Answered Closed amxhoov 131 views 10 comments 0 points Most recent by Quicken Laura June 29Investing (Windows)
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  US T Note purchases downloading as an "Unidentified Security" from Merrill Lynch

  Rod W 301 views 16 comments 0 points Most recent by Rod W June 29Errors and Troubleshooting (Windows)
• 
  How to enter stock merger transaction

  Answered Closed rickkent 91 views 4 comments 0 points Most recent by Quicken Kristina June 27Investing (Mac)
• 
  Downloading transactions for Ally Invest

  Answered ✓ Closed vgburke85 111 views 6 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
• 
  Two accounts in Schwab

  Closed crescere 41 views 4 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
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  Can't create multiple Empower Retirement accounts in Quicken

  Closed Terry Lemons 51 views 4 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
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  Can't remove/sell FDRXX (Money Market) position in one IRA account

  Closed tyberius 51 views 4 comments 0 points Most recent by Quicken Kristina June 27Errors and Troubleshooting (Windows)
• 
  Add Coinbase One Card (Credit Card)

  Closed User1906 51 views 1 comment 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
• 
  Fidelity Money Market Fund Representation Issue Affecting Quicken for Mac

  Announcement Quicken Anja 1.4K views 0 comments 0 points Started by Quicken Anja June 26 Announcements
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  2
  Print Portfolio X-Ray

  Implemented System 1.5K views 40 comments 2 points Most recent by JATPWC2026 June 26Investments
• 
  Fidelity downloads Short Term Gain Distributions as Dividends [edited]

  Closed ChrisP. 331 views 16 comments 0 points Most recent by q_lurker June 26Errors and Troubleshooting (Windows)
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  157
  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Planned Quicken Community 2.4K views 52 comments 157 points Most recent by Quicken Anja June 26Investments
• 
  Add Father's Stock But Keep Separate from Net Worth...

  Answered Closed Bryan Schmiedeler 61 views 6 comments 0 points Most recent by Quicken Laura June 25Investing (Mac)
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  A previously linked IRA account no longer links. Is the only solution to disconnect it?

  Answered Closed MaxArai 81 views 5 comments 0 points Most recent by Quicken Laura June 25Errors and Troubleshooting (Mac)
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  Issues in downloading prices - Only Closing Price received (Canadian Quicken)

  Answered Closed Scouter_Don 51 views 1 comment 0 points Most recent by Quicken Anja June 25All Things Canadian (Windows)
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  Fidelity Investments - 401(k) Unidentified Security

  Closed cjim 921 views 48 comments 0 points Most recent by Douglasab June 24Download, Add/Update Accounts (Windows)
• 
  Selling Mutual Funds - how do I xfer that sell to a bank account?

  Closed davidtkhayes 71 views 4 comments 0 points Most recent by davidtkhayes June 21Investing (Mac)
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  3

  Up
  Better support for importing security prices

  Reviewed DManowitz 41 views 1 comment 3 points Most recent by Jim_Harman June 20Investments
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  67
  Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

  Planned JFOR 1.6K views 29 comments 67 points Most recent by Quicken Anja June 19Investments
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  165
  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Planned M C Crockett 5.7K views 103 comments 165 points Most recent by Quicken Anja June 19Investments
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  1

  Up
  Color for Portfolio view just like 9.1 has for Registers

  Reviewed MontanaKarl 21 views 0 comments 1 point Started by MontanaKarl June 18 Investments
• 
  Price day change for some indices

  Closed Ellary Kahan 101 views 3 comments 0 points Most recent by Ellary Kahan June 18Investing (Windows)