Investments

Discussion List

• 
  Why is the 401k entry doubled?

  Answered Closed Zmode 4.1K views 22 comments 0 points Most recent by Frankx February 2022Investing (Windows)
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  Section 305(C) dividend: how to record this in Quicken

  Answered ✓ Closed 102Jim 801 views 5 comments 0 points Most recent by 102Jim February 2022Investing (Windows)
• 
  Why can't Quicken have real time stock quotes in portfolio view rather than 15 minute delays

  Answered Closed Tony Gitt 223 views 7 comments 0 points Most recent by MSStateDawg February 2022Investing (Windows)
• 
  Placeholder transaction

  Closed melS 262 views 4 comments 0 points Most recent by timburgh February 2022Download, Add/Update Accounts (Windows)
• 
  Asset Class seems incorrect

  Answered Closed beginetienne 31 views 4 comments 0 points Most recent by bmciance February 2022Investing (Windows)
• 
  Charles Schwab Security Disappears After Download

  Closed Donald E. Kaye 233 views 12 comments 0 points Most recent by Donald E. Kaye February 2022Download, Add/Update Accounts (Mac)
• 
  Features That Stopped Working With Schwab Downloads

  Closed Daffy Duck 61 views 3 comments 0 points Most recent by lharrismd1 February 2022Investing (Mac)
• 
  How can I fix One Step Update no longer prepopulating FI choices?

  Answered Closed Stu 21 views 1 comment 0 points Most recent by Sherlock February 2022Download, Add/Update Accounts (Windows)
• 
  Accounting for 401(k) deposits in a budget

  Answered ✓ Closed Paul Kleeberg 279 views 7 comments 0 points Most recent by Paul Kleeberg February 2022Budgeting and Planning Tools (Mac)
• 
  Prudential transaction download and online balance problems (Q Mac)

  Answered ✓ Closed joeduda1 363 views 20 comments 0 points Most recent by joeduda1 February 2022Download, Add/Update Accounts (Mac)
• 
  Reports don't agree on account balance

  Closed cfr 61 views 0 comments 0 points Most recent by cfr February 2022Reports (Windows)
• 
  How to handle exchanges in portfolio

  Answered ✓ Closed rjsattler 672 views 10 comments 0 points Most recent by q_lurker February 2022Investing (Windows)
• 
  I have Quicken Deluxe, where do I show the Dow, NASDAQ, and my Portfolio on the same line graph?

  Answered Closed kiki1 131 views 13 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
• 
  Schwab Investment Transfers Posting as 'Other Income'

  Closed skeeterbuck 82 views 1 comment 0 points Most recent by Quicken Jasmine February 2022Investing (Mac)
• 
  How to Show "Amount Invested"? (Q Mac)

  Closed Steve29 94 views 3 comments 0 points Most recent by Steve29 February 2022Investing (Mac)
• 
  Principal Funds

  Answered Closed Mike Kramer 1.4K views 2 comments 0 points Most recent by Mike Kramer February 2022Download, Add/Update Accounts (Mac)
• 
  How does one download investment holdings into quicken from the brokerage account and accept it?

  Answered Closed TFGADA 520 views 4 comments 0 points Most recent by Ps56k2 February 2022Investing (Windows)
• 
  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)- Followup

  Closed Jimbo21742 61 views 1 comment 1 point Most recent by Quicken Jared February 2022Investing (Mac)
• 
  Investment Register slow to open due to searching for matching transactions [edited]

  Closed Robert Sheran 183 views 19 comments 0 points Most recent by Robert Sheran February 2022Investing (Windows)
• 
  Manually Adding Unlisted Security Prices to Quicken

  Answered ✓ Closed Radar 230 views 11 comments 0 points Most recent by Radar February 2022Investing (Windows)
• 
  How to Add Stock Market IPO Subscription?

  Answered Closed MTMS 42 views 2 comments 0 points Most recent by q_lurker February 2022Investing (Windows)
• 
  Why does Quicken reorder downloaded stock transactions?

  Answered Closed David Giebink 31 views 1 comment 0 points Most recent by NotACPA February 2022Investing (Windows)
• 
  Incorrect # Shares from Vanguard 401k

  Closed monkmanusa 56 views 0 comments 0 points Most recent by monkmanusa February 2022Investing (Windows)