Investments

Discussion List

• 
  Is there a way to automatically use online cash balance for reconciling investment accounts?

  Answered ✓ Closed adweathers 288 views 3 comments 0 points Most recent by Chris_QPW December 2023Download, Add/Update Accounts (Windows)
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  does quicken canada not have an acquisition date for add shares dialog box?

  Closed questionsforever 12 views 0 comments 0 points Most recent by questionsforever December 2023All Things Canadian (Windows)
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  X-Ray Interpreter Totaling 105%

  Closed Dom1 43 views 2 comments 0 points Most recent by Jim_Harman December 2023Investing (Windows)
• 
  Investing report by Industry Category

  Answered Closed danielmike 45 views 2 comments 0 points Most recent by danielmike November 2023Reports (Windows)
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  Data Input / Keystrokes - It's the little things that count

  Closed jts89 23 views 2 comments 0 points Most recent by jts89 November 2023Investing (Mac)
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  RtrnCap Strangeness

  Closed Geobrick 211 views 16 comments 0 points Most recent by Geobrick November 2023Investing (Windows)
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  Using Investing for a New Purpose (Grain Contracts)

  Answered Closed qkn_kd 33 views 2 comments 0 points Most recent by q_lurker November 2023Investing (Windows)
• 
  Why No Investment Reports in Quicken Mac

  Closed Yield Chaser 833 views 4 comments 5 points Most recent by Chris_QPW November 2023Reports (Mac)
• 
  Gross Proceeds from a Short transaction are negative and display to a huge loss in the Capital Gains

  Closed mmossako 62 views 1 comment 0 points Most recent by mmossako November 2023Investing (Windows)
• 
  Is there support for WealthSimple for Windows?

  Answered Closed Steven M 775 views 3 comments 0 points Most recent by Boatnmaniac November 2023Budgeting and Planning Tools (Windows)
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  Having problems editing existing transactions

  Answered Closed LMillsap1 73 views 1 comment 0 points Most recent by Quicken Kristina November 2023Errors and Troubleshooting (Windows)
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  Mac Classic IRR calculations appear to be Incorrect

  Closed Yield Chaser 94 views 1 comment 0 points Most recent by Yield Chaser November 2023Investing (Mac)
• 
  ETrade Brokerage not updating and extra accounts I didn't want in the file got added

  Closed System 165 views 2 comments 0 points Most recent by mshiggins November 2023Download, Add/Update Accounts (Windows)
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  Sell Transactions Not Showing in Portfolio View

  Closed Rallo 23 views 1 comment 0 points Most recent by Quicken Kristina November 2023Investing (Mac)
• 
  mouse hover flashes too fast

  Answered ✓ Closed hambone45 101 views 3 comments 0 points Most recent by Quicken Kristina November 2023Reports (Windows)
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  Up
  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 109 views 7 comments 21 points Most recent by MauryJ November 2023Investments
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  Are Quicken reports broken? "Memo contains" filter not working

  Closed JF73 530 views 20 comments 0 points Most recent by Scooterlam November 2023Reports (Windows)
• 
  I moved mutual funds to new broker and am liquidating the funds

  Closed BstaedL 31 views 1 comment 0 points Most recent by Bob_L November 2023Investing (Windows)
• 
  logging an tax free interest income transaction

  Answered ✓ Closed steves70119 248 views 2 comments 0 points Most recent by Jon November 2023Registers & Transactions (Mac)
• 
  New Vanguard Brokerage Will Not Download (QMac)

  Closed System 51 views 4 comments 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Mac)
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  Human Interest CC-501 issue

  Answered ✓ Closed ggray 442 views 1 comment 2 points Most recent by Boatnmaniac November 2023Download, Add/Update Accounts (Windows)
• 
  NASDAQ graph went flat

  Closed Rocket J Squirrel 21 views 2 comments 0 points Most recent by Rocket J Squirrel November 2023Investing (Windows)
• 
  schwab import

  Answered Closed Jim68 266 views 4 comments 0 points Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
• 
  Has anyone who migrated to Schwab ThinkOrSwim had problem w One Step Update?

  Closed Chiquito 71 views 0 comments 0 points Most recent by Chiquito November 2023Investing (Windows)
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  Wells Fargo Advisors data not downloading (QMac)

  Closed JustJayC 109 views 5 comments 0 points Most recent by JustJayC November 2023Investing (Mac)
• 
  Online update issue

  Answered Closed aLfGordon 74 views 6 comments 0 points Most recent by aLfGordon November 2023Errors and Troubleshooting (Windows)