Investments

Discussion List

• 
  1-year ROI% formula

  Answered ✓ Closed Mike Judd 56 views 2 comments 0 points Most recent by Quicken Alyssa June 7Reports (Windows)
• 
  How to restore a single account from backup

  Answered Closed PeterK 133 views 5 comments 0 points Most recent by jdparker225 June 6File Conversion and Backup (Windows)
• 
  Investor 360 MAC

  Closed paul28 92 views 3 comments 0 points Most recent by paul28 June 6Errors and Troubleshooting (Mac)
• 
  Manually entered transaction doesn't appear in Portfolio view--how to fix?

  Answered Closed MacZizzou 95 views 5 comments 0 points Most recent by John_in_NC June 6Registers & Transactions (Mac)
• 
  Why do my IRAs not show up in plan assumptions in the Lifetime Planner?

  Closed System 84 views 6 comments 0 points Most recent by Quicken Anja June 6Budgeting and Planning Tools (Windows)
• 
  Unable to add Morgan Stanley At Work account

  Answered Closed Pgher 65 views 2 comments 0 points Most recent by John4783 June 5Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Proposal: Improve Management of Older Equity Price History

  Reviewed BK65 92 views 6 comments 1 point Most recent by BK65 June 5Investments
• 
  Wealthscape Investor Not Updating

  Closed raymorr2 57 views 3 comments 0 points Most recent by Quicken Carlos June 5Errors and Troubleshooting (Windows)
• 
  why do I keep getting placeholder entries?

  Answered ✓ Closed WileyOne 109 views 4 comments 0 points Most recent by Boatnmaniac June 3Registers & Transactions (Windows)
• 
  12

  Up
  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  Reviewed markus1957 265 views 11 comments 12 points Most recent by moellero June 3Investments
• 
  Download from Schwab

  Closed cskiba@ 148 views 7 comments 0 points Most recent by Quicken Carlos June 2Download, Add/Update Accounts (Windows)
• 
  Delete Multiple transactions from investment register at once

  Answered Closed rbridges01 52 views 4 comments 0 points Most recent by Quicken Alyssa June 2Download, Add/Update Accounts (Windows)
• 
  9

  Up
  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 91 views 6 comments 9 points Most recent by gkading June 1Investments
• 
  Quicken Classic Download Issues - Fidelity and Vanguard

  Closed JNTexas 145 views 4 comments 0 points Most recent by Quicken Alyssa May 31Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments Daily fund price changes totally in error

  Closed JohnWells 148 views 7 comments 0 points Most recent by Jim_Harman May 30Investing (Windows)
• 
  Money received in lieu of fractional shares

  Answered Closed CBLProd 106 views 9 comments 0 points Most recent by mshiggins May 30Investing (Mac)
• 
  2

  Up
  Macintosh Portfolio view enhancement - columns to show gain from MMFs/CDs/etc. [Edited]

  Reviewed William Day 125 views 11 comments 2 points Most recent by William Day May 29Investments
• 
  1

  Up
  Add Several Missing Manulife Segregated Funds to the Quicken Database

  OneMoreWorry 50 views 1 comment 1 point Most recent by Quicken Carlos May 28Investments