Investments

Discussion List

• 
  Serious bug: transaction exchange rates do not stick automatically for any register entry (Canada)

  Closed questionsforever 260 views 12 comments 0 points Most recent by questionsforever August 2024All Things Canadian (Windows)
• 
  How do you reconcile ESPP and RSU for the same company?

  Answered Closed mikek753b 95 views 5 comments 0 points Most recent by Chris_QPW August 2024Investing (Windows)
• 
  How to record stock split for ESPP?

  Answered Closed mikek753b 118 views 8 comments 0 points Most recent by Chris_QPW August 2024Investing (Windows)
• 
  Roth 401(k) account not listed for after-tax deduction on paycheck

  Closed AReader 95 views 2 comments 2 points Most recent by kirk August 2024Investing (Windows)
• 
  investment data is wrong

  Answered ✓ Closed Permutations 31 views 3 comments 0 points Most recent by Permutations August 2024Download, Add/Update Accounts (Windows)
• 
  Multi-currency Brokerage Accounts

  Closed ta1835 52 views 1 comment 1 point Most recent by Chris_QPW August 2024All Things Canadian (Windows)
• 
  SCHD

  Closed Gary R 21 views 0 comments 0 points Most recent by Gary R August 2024Download, Add/Update Accounts (Windows)
• 
  July 2024 Updates - Quicken Classic - Sync Issues

  Closed Rlb1973 584 views 6 comments 0 points Most recent by Quicken Kristina August 2024Download, Add/Update Accounts (Windows)
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  How do I Change Earnings from Federal Money Market Fund from Reinvest to Dividend?

  Closed TexMike 83 views 3 comments 0 points Most recent by TexMike August 2024Investing (Windows)
• 
  How to replace Security name for multiple transactions?

  Answered Closed mikek753b 596 views 9 comments 0 points Most recent by NotACPA August 2024Investing (Windows)
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  Why are there unrecognizable mutual funds included on the "Porfolio" section of the "Investing" tab?

  Answered ✓ Closed gwforit 63 views 4 comments 0 points Most recent by gwforit August 2024Investing (Windows)
• 
  Every time I update Schwab, I have to revalidate the account

  Closed ghstudio 72 views 5 comments 1 point Most recent by Quicken Kristina August 2024Download, Add/Update Accounts (Windows)
• 
  Downloaded Security Prices are incorrect, but corrected a few days later

  Closed donotemailhere989 292 views 4 comments 0 points Most recent by donotemailhere989 August 2024Investing (Windows)
• 
  How do I record a corporate merger that results in a new combined company

  Closed LordKen2024 1.2K views 9 comments 0 points Most recent by WSC August 2024Registers & Transactions (Windows)
• 
  Problem adding an ETF security

  Closed deschenesjac 134 views 3 comments 0 points Most recent by Quicken Kristina August 2024Registers & Transactions (Windows)
• 
  Problem Connecting PNC Bank Investments to Quicken [Edited]

  Closed Jeff43@ 103 views 1 comment 0 points Most recent by Quicken Kristina August 2024Errors and Troubleshooting (Windows)
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  Merged: Brokerage accounts that are fully compatible with Quicken

  schmidtl4 31 views 0 comments 0 points Most recent by schmidtl4 August 2024Investing (Windows)