Investments

Discussion List

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  R60 issues with Investment number of shares

  Answered Closed tigr_ldy 41 views 3 comments 0 points Most recent by Boatnmaniac January 2025Errors and Troubleshooting (Windows)
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  Can not see gain/loss when selecting lots

  Closed dandy48 31 views 1 comment 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  My question was Is there a way to overwrite a new portfolio over an existing portfolio?

  Closed pt216 71 views 4 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
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  Investment Register View

  Answered Closed krinaker 186 views 3 comments 0 points Most recent by krinaker January 2025Registers & Transactions (Windows)
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Closed mikek753b 192 views 10 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  Closed System 31 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Investing (Windows)
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  lost transactions in the holdings list

  Answered Closed rclark174 22 views 3 comments 0 points Most recent by rclark174 January 2025Investing (Windows)
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  Downloading Investment Transactions

  Answered Closed L Jones 282 views 5 comments 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
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  8 decimal precision problems in Quicken Classic Premier

  Answered Closed Stevarooni 76 views 2 comments 0 points Most recent by Stevarooni January 2025Investing (Windows)
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  how to track a YieldStreet investment

  Answered Closed Wiley Won 62 views 4 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 95 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
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  "Show cash in a checking account"

  Answered ✓ Closed Jeff18@ 275 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
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  Acorns

  Closed Succulent4182 480 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Investment Acct Issue

  Closed MrPike 44 views 2 comments 0 points Most recent by MrPike December 2024Investing (Windows)
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  How to setup Roth IRA and Roth 401(k) accounts?

  Closed SomeItalianGuy 589 views 6 comments 0 points Most recent by Boatnmaniac December 2024Investing (Windows)
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  Altruist Investment Transactions Cash balance

  Closed BH1980 436 views 5 comments 1 point Most recent by BH1980 December 2024Investing (Windows)
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  18

  Up
  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 434 views 12 comments 18 points Most recent by Boatnmaniac December 2024Product Enhancements
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  A "Near Match" is not shown when using automatic transaction entry mode in an investment account

  Closed Chris_QPW 33 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Wrong Bond Prices on Downloads

  Closed jonansell1950 385 views 21 comments 1 point Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
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  Security reports inconsistency.

  Closed ajb328 61 views 4 comments 0 points Most recent by ajb328 December 2024Reports (Windows)
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  Deposit Accounts vs. Cash

  Answered Closed jerrylcanterbury 589 views 15 comments 0 points Most recent by jerrylcanterbury December 2024Investing (Windows)