Investments

Discussion List

• 
  Selling CDs creates a discrepancy between Market Value and balance

  Closed kleeberg 41 views 2 comments 0 points Most recent by Jon March 2022Registers & Transactions (Mac)
• 
  Problems entering paycheck pre-tax deductions

  Answered ✓ Closed BrewDog 115 views 2 comments 0 points Most recent by BrewDog March 2022Registers & Transactions (Windows)
• 
  Fidelity 401k - Fidelity funds not transferring

  Answered Closed revdocaj 511 views 13 comments 2 points Most recent by MattGuy March 2022Download, Add/Update Accounts (Mac)
• 
  How to post a Mutual Fund merger with price history

  Closed jl747 174 views 3 comments 0 points Most recent by jl747 March 2022Registers & Transactions (Windows)
• 
  Merrill Lynch - Annuity Account does not update

  Answered ✓ Closed Elaine2 81 views 17 comments 0 points Most recent by Elaine2 March 2022Download, Add/Update Accounts (Windows)
• 
  Closing an IRA account & transferring assets to a different Money Market account

  Answered Closed mikebecker 53 views 2 comments 0 points Most recent by Ps56k2 March 2022Registers & Transactions (Windows)
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  18

  Up
  Morningstar ratings, return, and risk (8 merged votes)

  Reviewed q_lurker 349 views 7 comments 18 points Most recent by Rocket J Squirrel March 2022Investments
• 
  Trying to transfer shares but Quicken indicating that there are insufficient in the original account

  Closed Paul Skayman 22 views 0 comments 0 points Most recent by Paul Skayman February 2022Investing (Windows)
• 
  Unable To Reconcile Investment Account

  Answered ✓ Closed Chris Mead 871 views 5 comments 0 points Most recent by Chris Mead February 2022Investing (Mac)
• 
  Manually match transaction in Brokerage Account

  Closed terrybader 121 views 1 comment 0 points Most recent by Chris_QPW February 2022Registers & Transactions (Windows)
• 
  Investments register buttons of no use...

  Answered Closed Danielle Dallaire 101 views 11 comments 0 points Most recent by Chris_QPW February 2022Registers & Transactions (Windows)
• 
  Investing Cost Basis is blank.

  Answered Closed pt216 74 views 3 comments 0 points Most recent by pt216 February 2022Registers & Transactions (Windows)
• 
  Frequent and recurring OL-297-A and OL-362-A errors

  Closed algee99 291 views 3 comments 0 points Most recent by algee99 February 2022Errors and Troubleshooting (Windows)
• 
  Lincoln Financial Group account sync failure

  Closed SomebodyInGNV 301 views 2 comments 0 points Most recent by SomebodyInGNV February 2022Download, Add/Update Accounts (Windows)
• 
  Realized Gain Budget - results missing candor wrong place

  Closed John 411 104 views 2 comments 0 points Most recent by John 411 February 2022Budgeting and Planning Tools (Mac)
• 
  Quicken for Mac v6.5 Released

  Announcement Quicken Marcus 2.9K views 100 comments 6 points Most recent by Robert Lynch February 2022Product Releases and Announcements: Mac
• 
  How to report cash balances of brokerage accounts

  Answered Closed MarkE 375 views 2 comments 0 points Most recent by MarkE February 2022Investing (Mac)
• 
  Why does Quicken Scheduled Updates not update my investment Market Value totals.

  Answered Closed David Clark 163 views 6 comments 0 points Most recent by Frankx February 2022Download, Add/Update Accounts (Windows)
• 
  How to set 401k as Roth type?

  Answered Closed mikek753b 187 views 3 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
• 
  Online Account SetUp with Wrong Currency

  Closed Luis Goncalves 426 views 1 comment 0 points Most recent by Quicken Jared February 2022Download, Add/Update Accounts (Windows)
• 
  How to account for Investment withdrawal

  Answered Closed PrincetonBrat470 664 views 2 comments 0 points Most recent by Jim_Harman February 2022Reports (Windows)
• 
  Quicken Investing projects crazy return and volatility

  Closed Stuart Boyle 31 views 1 comment 0 points Most recent by Chris_QPW February 2022Investing (Windows)