Investments

Discussion List

• 
  Exclude unvested RSU from account total

  Closed RPC102 64 views 2 comments 3 points Most recent by Quicken Kristina March 2025Investing (Mac)
• 
  Short term basis incorrect on sale

  Answered Closed funkws 166 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)
• 
  Specify Lots issue with Gain Loss Column size

  Closed David Luckadoo 93 views 5 comments 0 points Most recent by David Luckadoo March 2025Registers & Transactions (Windows)
• 
  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 129 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
• 
  $ Dashboard and "Investing" do not agree

  Answered Closed jimarcher6837 336 views 10 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
• 
  Merged: Anyone else having trouble downloading Mutual fund transactions from T. Rowe Price?

  Closed donotemailhere989 11 views 0 comments 0 points Most recent by funkws March 2025Errors and Troubleshooting (Windows)
• 
  Bottom Section of Investing Accounts Always Expanded

  Closed isonclubikin 23 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Registers & Transactions (Windows)
• 
  Best strategies to address pricing discrepancy (John Hancock 401K)

  Answered ✓ Closed plasman 83 views 4 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
• 
  When taking RMDs, why does Quicken thinks it's a contribution?

  Answered ✓ Closed Mike Curran 724 views 23 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
• 
  Fidelity Mutual Fund with more than 1 payout type same day and Quicken's reinvested dividends?

  Closed Retired Coal Miner 82 views 4 comments 0 points Most recent by Retired Coal Miner March 2025Investing (Windows)
• 
  Is anyone having an issue downloading transactions from Charles Schwab website?

  Answered Closed steveweaver48 416 views 9 comments 0 points Most recent by steveweaver48 February 2025Investing (Windows)
• 
  Roth IRA incorrect, using simple positions

  Closed slemay2 74 views 2 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)
• 
  Tracking Treasury Bill Discrepancies in Quicken

  Closed qckenguy 46 views 1 comment 0 points Most recent by MontanaKarl February 2025Investing (Mac)
• 
  Investing tab refresh bug

  Closed EvDob 73 views 3 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
• 
  CLOSED 2/25/25 Computershare - $0 Balance when Adding Investment Account

  Closed Quicken Anja 204 views 2 comments 0 points Most recent by Quicken Kristina February 2025Alerts, Online Banking & Known Product Issues
• 
  Need help. I'm unable to update about half my stocks from Schwab

  Answered Closed RSmithson 54 views 2 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)