Investments

Discussion List

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  Bug downloading transactions when unaccepted transactions exist.

  Closed Darren@ 51 views 3 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
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  Is it okay to both automatically update from Fidelity AND manually enter a share buy?

  Answered Closed SteveInTally 51 views 3 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
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  How best to re-sync/restore a messed-up investment account

  Answered Closed ajkessel 412 views 2 comments 0 points Most recent by ajkessel December 2023Investing (Windows)
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  How to handle Schwab Privately Managed Fund in Q for Windows

  Answered ✓ Closed MarieBaumann 151 views 5 comments 0 points Most recent by MarieBaumann December 2023Investing (Windows)
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  Brokerage accounts no longer showing register transactions

  Closed BethE 131 views 2 comments 0 points Most recent by BethE December 2023Download, Add/Update Accounts (Windows)
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  Security Appears in the Security List But Does Not Appear In Register Drop Down Security List

  Answered ✓ Closed JoelC 441 views 19 comments 0 points Most recent by JoelC December 2023All Things Canadian (Windows)
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  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 51 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
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  Fidelity "Basket Portfolios"

  Answered Closed Andy 81 views 3 comments 0 points Most recent by NotACPA December 2023Registers & Transactions (Windows)
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  Help Resolving Investment Placeholders

  Closed TexMike 61 views 2 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
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  Merrill Lynch Benefits (benefits.ml.com) issue (QMac)

  Closed System 171 views 3 comments 0 points Most recent by Quicken Kristina December 2023Investing (Mac)
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  R52.xx - Enter Valid Date after download transactions [Edit33]

  Answered ✓ Closed rbridges01 17.2K views 369 comments 15 points Most recent by tnmats December 2023Investing (Windows)
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  Why doesn't the Home dashboard card "Portfolio Value" work

  Answered ✓ Closed Pacoinconn 221 views 3 comments 0 points Most recent by Quicken Kristina December 2023Budgeting and Planning Tools (Windows)
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  Merrill Lynch Investment Account - cannot turnoff Placeholders

  Closed jcoley2 31 views 0 comments 0 points Most recent by jcoley2 December 2023Investing (Windows)
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  How do I get reinvested dividends and reinvested capital gains to show up in the Tax Planner?

  Answered Closed Tammy Van Buren 122 views 2 comments 0 points Most recent by Tammy Van Buren December 2023Registers & Transactions (Windows)
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  Archive NOT Working - DO NOT RELY ON IT!

  Closed Eman 101 views 1 comment 1 point Most recent by Chris_QPW December 2023Errors and Troubleshooting (Windows)
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  How can I move transaction data for Fidelity from QWin to QMac?

  Closed asherfamily1 42 views 0 comments 0 points Most recent by asherfamily1 December 2023File Conversion and Backup (Mac)
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  Investment Performance - the Gain and ROI numbers are wrong (edit)

  Closed heftydude 71 views 3 comments 0 points Most recent by Jim_Harman December 2023Investing (Windows)
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  Missing shares and cannot determine fix

  Closed tjb201 41 views 3 comments 0 points Most recent by Rocket J Squirrel December 2023Errors and Troubleshooting (Windows)
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  Did Voya Retirement change again? Receiving Care Code: FDP-102

  Closed JPauly 42 views 1 comment 0 points Most recent by Quicken Jasmine December 2023Errors and Troubleshooting (Mac)
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  Daily prompt of transaction for review with none available to review

  Closed bonesdds 21 views 1 comment 0 points Most recent by Quicken Jasmine December 2023Download, Add/Update Accounts (Windows)
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  Q crashes when entering a withdrawal in an investment account

  Answered Closed LMillsap1 21 views 2 comments 0 points Most recent by q_lurker December 2023Errors and Troubleshooting (Windows)
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  Brokerage account with BOTH checking and savings

  Answered ✓ Closed Stuart Dole 191 views 3 comments 0 points Most recent by NotACPA December 2023Download, Add/Update Accounts (Windows)
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  Reauthorized Fidelity accounts and now only Simple tracking is available (QMac)

  Closed System 101 views 2 comments 0 points Most recent by Quicken Kristina December 2023Investing (Mac)
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  Vanguard accounts not recognized - OL-304

  Closed System 161 views 2 comments 0 points Most recent by Quicken Kristina December 2023Download, Add/Update Accounts (Windows)
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  Chase Investment Account Not Updating

  Closed sr2 371 views 3 comments 0 points Most recent by Quicken Jasmine December 2023Registers & Transactions (Mac)
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  Cannot adjust cost basis of a security without changing cash balance?

  Answered Closed questionsforever 222 views 10 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
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  Portfolio view shows a lot that has no transaction

  Answered Closed jasonb885 41 views 2 comments 0 points Most recent by jasonb885 December 2023Errors and Troubleshooting (Mac)
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  Can Quicken be used to model performance of my investments (edit)

  Answered Closed lee de cola 121 views 9 comments 0 points Most recent by lee de cola December 2023Investing (Windows)