Investments

Discussion List

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  Partnership Market Value Inaccuracy #2

  Closed Spqr753 83 views 3 comments 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Memo field in transaction not populating in linked cash account

  Closed jcryanjr 54 views 2 comments 0 points Most recent by jcryanjr April 2025Investing (Windows)
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Closed Gary Strand 750 views 26 comments 0 points Most recent by Gary Strand April 2025Errors and Troubleshooting (Windows)
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  Closing stock quotes

  Answered ✓ Closed drh908 142 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  ETF share updates are not matching within Quicken

  Answered Closed GBE 190 views 6 comments 0 points Most recent by q_lurker April 2025Investing (Windows)
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  Retirement account missing in Portfolio list under the Investing tab

  Answered ✓ rahfam5 97 views 3 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  I told Quicken to treat a money market fund as cash, now it tells me share numbers don't match

  Answered Blue2Green 312 views 1 comment 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  How do I record an addition to cost basis reported on 1099

  bebob 573 views 8 comments 0 points Most recent by bebob March 2025Registers & Transactions (Windows)
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 268 views 2 comments 0 points Most recent by Blue2Green March 2025Errors and Troubleshooting (Windows)
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  Missing security

  Closed Jeffrey Jones 320 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  Brokerage accounts not updating

  Closed BillBelanger 138 views 5 comments 0 points Most recent by Quicken Kristina March 2025Investing (Mac)
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  Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

  Answered Closed 26@harrich 79 views 2 comments 0 points Most recent by 26@harrich March 2025Investing (Windows)
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered Closed ewoldde9 234 views 5 comments 0 points Most recent by NotACPA March 2025Investing (Windows)
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  Stock symbol error

  Answered ✓ Closed marrdrm1971 151 views 4 comments 0 points Most recent by marrdrm1971 March 2025Investing (Windows)
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  Fidelity Investment and Banking accounts missing transactions

  Closed Kurt Knudson 88 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  Cant Connect to Invesco

  Closed LGB25 112 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  Capital Call not working

  Answered Closed pab1 101 views 4 comments 0 points Most recent by Quicken Anja March 2025Investing (Windows)
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  Issue Downloading Security Transactions

  Closed BRETTB 120 views 5 comments 0 points Most recent by BRETTB March 2025Errors and Troubleshooting (Windows)
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  Investment Returns (Q Win, edited)

  Closed Gary R 779 views 33 comments 0 points Most recent by Gary R March 2025Investing (Windows)