Investments

Discussion List

• 
  Quicken stopped updating TD Ameritrade Account

  Answered Closed SVaalenti 321 views 3 comments 0 points Most recent by Quicken Jared March 2022Download, Add/Update Accounts (Mac)
• 
  How to enter a new spin-off stock EXC CEG

  Answered Closed jackcutrone 898 views 6 comments 0 points Most recent by mshiggins March 2022Investing (Windows)
• 
  How do I create a variable rate loan

  Closed frank6 91 views 1 comment 0 points Most recent by Quicken Anja March 2022All Things Canadian (Mac)
• 
  Very slow access to investment accounts

  Answered Closed gaperri 51 views 4 comments 0 points Most recent by gaperri March 2022Investing (Windows)
• 
  How to record a stock exchange and mainatin original cost basis and capital gains

  Answered Closed robertmich76 105 views 2 comments 0 points Most recent by robertmich76 March 2022Investing (Windows)
• 
  Transfer not appearing in budget

  Closed SomebodyInGNV 247 views 5 comments 0 points Most recent by SomebodyInGNV March 2022Budgeting and Planning Tools (Windows)
• 
  TFSA - Share Balance

  Answered ✓ Closed ownvolition 61 views 6 comments 0 points Most recent by John_in_NC March 2022All Things Canadian (Mac)
• 
  Did something change between Quicken for Windows and Quicken for Mac when linking accounts?

  Answered ✓ Closed Rich_in_HanPA 181 views 4 comments 0 points Most recent by Rich_in_HanPA March 2022Download, Add/Update Accounts (Mac)
• 
  Entering a Stock Sale and new owner

  Answered Closed Dennoman 51 views 4 comments 0 points Most recent by q_lurker March 2022Investing (Windows)
• 
  Special Case - Merge two Vanguard IRA accounts

  Answered ✓ Closed BonSt 393 views 1 comment 0 points Most recent by Chris_QPW March 2022Investing (Windows)
• 
  Account Grouping - for multiple single account 529 funds

  Closed baxterdale 125 views 7 comments 0 points Most recent by Chris_QPW March 2022Registers & Transactions (Windows)
• 
  New Dashboard - Portfolio Value only shows Brokerage/IRA accounts

  Closed kla4503 360 views 19 comments 0 points Most recent by Chris_QPW March 2022Investing (Windows)
• 
  Is there a user guide for the investment section of Quicken for Windows?

  Answered ✓ Closed Elaine2 1.3K views 2 comments 0 points Most recent by Elaine2 March 2022Investing (Windows)
• 
  BUG: 6.6.0 Investment Account Type Bug

  Closed ddeacon 212 views 16 comments 0 points Most recent by ddeacon March 2022All Things Canadian (Mac)
• 
  How do I combine 2 Securities into one?

  Answered ✓ Closed ESM 1.3K views 11 comments 0 points Most recent by ESM March 2022Investing (Windows)
• 
  Pitfalls, if any, of updating investments yearly and manually

  Answered Closed Poinz2 62 views 5 comments 0 points Most recent by q_lurker March 2022Investing (Windows)
• 
  Why aren't manual Transaction entries showing up in Portfolio view?

  Answered Closed James R. Wilson 22 views 2 comments 0 points Most recent by James R. Wilson March 2022Errors and Troubleshooting (Mac)
• 
  Cost basis of stock lot changed when stock sold

  Answered Closed funkws 165 views 19 comments 0 points Most recent by q_lurker March 2022Investing (Windows)
• 
  Update Shows Screen asking What to be updated

  Answered Closed neil154 21 views 3 comments 0 points Most recent by Chris_QPW March 2022Download, Add/Update Accounts (Windows)
• 
  When will the investment holdings issue be fixed?

  Answered Closed listone 21 views 3 comments 0 points Most recent by Quicken Anja March 2022Errors and Troubleshooting (Quicken on the Web)
• 
  How do your enter a STASH account in Home & Business version??

  Answered ✓ Closed Dawn 925 views 1 comment 0 points Most recent by Tom Young March 2022Download, Add/Update Accounts (Windows)