Investments

Discussion List

• 
  Dividend Pay Date vs. Ex-Dividend Date

  crwalejr 51 views 4 comments 0 points Most recent by bmciance September 2024Investing (Windows)
• 
  Change the name of investment funds

  Answered ✓ Closed jpreine 21 views 1 comment 0 points Most recent by bmciance September 2024Investing (Windows)
• 
  Simple Positioning - Cash Balance wrong for Fidelity NetBenefits 401k accounts

  Closed Norman Drews 122 views 1 comment 0 points Most recent by Jim_Harman September 2024Investing (Windows)
• 
  How to / possible to create multiple quicken accounts for one brokerage account?

  Answered Closed Pierre2022 209 views 12 comments 0 points Most recent by q_lurker September 2024Investing (Windows)
• 
  One Step Update hanging up on Quotes and Investment Information

  Closed DebMj1 161 views 1 comment 0 points Most recent by Quicken Jasmine September 2024Download, Add/Update Accounts (Windows)
• 
  Include Custom Assets When Rebalancing Portfolio

  Closed elubat 685 views 27 comments 15 points Most recent by Quicken Kristina September 2024Investing (Windows)
• 
  "Miscellaneous Expense" transaction leads to a bug in Main View's Spending figure

  Answered ✓ Closed BK 286 views 12 comments 0 points Most recent by Quicken Jasmine September 2024Errors and Troubleshooting (Windows)
• 
  Simple View vs. Complete - Positions and Transactions

  Answered ✓ Closed SomeItalianGuy 613 views 17 comments 0 points Most recent by Jim_Harman September 2024Investing (Windows)
• 
  Gain / Loss Determination Not Consistent Between Accounts

  Closed JoelC 448 views 27 comments 0 points Most recent by JoelC September 2024All Things Canadian (Windows)
• 
  Quicken not using CUSIP and not prompting to match an online stock

  Closed steve87@ 55 views 2 comments 0 points Most recent by steve87@ September 2024Registers & Transactions (Windows)
• 
  Daily Index Price Changes

  Closed dsmith5010 3 views 0 comments 0 points Most recent by dsmith5010 September 2024Investing (Windows)
• 
  Return of Capital transaction amount not appearing in 2024?

  Answered Closed nhttip 62 views 5 comments 0 points Most recent by Boatnmaniac September 2024Errors and Troubleshooting (Windows)
• 
  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 353 views 11 comments 0 points Most recent by NotACPA September 2024Budgeting and Planning Tools (Windows)
• 
  Interactive Brokers (IBKR) - OL-220-A (QWIN)

  Closed Brad2 1.2K views 26 comments 1 point Most recent by Quicken Jasmine September 2024Download, Add/Update Accounts (Windows)
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  Why is Interest Income from Vanguard Cash Plus account showing an additional debit as MiscExp?

  Answered Closed JRZzMom0 124 views 3 comments 0 points Most recent by Quicken Kristina September 2024Registers & Transactions (Windows)
• 
  Portfolio Crashing -- if our file is broken, what are best practices for file and backup management?

  Answered ✓ Closed bebob 393 views 14 comments 0 points Most recent by q_lurker September 2024File Conversion and Backup (Windows)
• 
  Interactive Brokers: No More Quicken Integration?

  Answered Closed 932Scooter419 1.5K views 20 comments 1 point Most recent by 932Scooter419 September 2024Download, Add/Update Accounts (Windows)
• 
  How can I download transactions from LPL broker

  Closed System 52 views 2 comments 0 points Most recent by Quicken Kristina September 2024Download, Add/Update Accounts (Windows)
• 
  Why does the Real Time Quotes option in Preferences > Investments turn on randomly

  Answered Closed rcstubbs 86 views 5 comments 0 points Most recent by rcstubbs September 2024Investing (Windows)