Investments

Discussion List

• 
  Best strategies to address pricing discrepancy (John Hancock 401K)

  Answered ✓ Closed plasman 130 views 4 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
• 
  When taking RMDs, why does Quicken thinks it's a contribution?

  Answered ✓ Closed Mike Curran 884 views 23 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
• 
  Fidelity Mutual Fund with more than 1 payout type same day and Quicken's reinvested dividends?

  Closed Retired Coal Miner 120 views 4 comments 0 points Most recent by Retired Coal Miner March 2025Investing (Windows)
• 
  Is anyone having an issue downloading transactions from Charles Schwab website?

  Answered Closed steveweaver48 494 views 9 comments 0 points Most recent by steveweaver48 February 2025Investing (Windows)
• 
  Roth IRA incorrect, using simple positions

  Closed slemay2 97 views 2 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)
• 
  Investing tab refresh bug

  Closed EvDob 99 views 3 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
• 
  CLOSED 2/25/25 Computershare - $0 Balance when Adding Investment Account

  Closed Quicken Anja 240 views 2 comments 0 points Most recent by Quicken Kristina February 2025Alerts, Online Banking & Known Product Issues
• 
  Need help. I'm unable to update about half my stocks from Schwab

  Answered Closed RSmithson 69 views 2 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
• 
  CC-501 error with Charles Schwab

  Closed rattytom 100 views 3 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
• 
  Match Securities Not Working

  Answered Closed Boatnmaniac 488 views 13 comments 0 points Most recent by Boatnmaniac February 2025Investing (Windows)
• 
  Can not get to the investment register

  Answered ✓ Closed KrensSmith 223 views 2 comments 0 points Most recent by NotACPA February 2025Registers & Transactions (Windows)
• 
  Quicken modifies a transfer transaction when it is matched against the downloaded transaction

  Closed Snorkle 216 views 5 comments 0 points Most recent by Snorkle February 2025Registers & Transactions (Windows)
• 
  Merged: Vanguard access failed today with OSU, error occurred w/o any error #

  Closed BC Meyer 1 view 0 comments 0 points Most recent by BC Meyer February 2025Errors and Troubleshooting (Windows)
• 
  How to handle Vanguard Cash+ Account in Quicken

  Closed RobtDaniels 505 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
• 
  Writing checks from an investment account - no check number in register

  Answered ✓ Closed -ceej 648 views 18 comments 0 points Most recent by Jim Ghrist February 2025Registers & Transactions (Windows)
• 
  Covering Short Puts

  Answered Closed Catherine Shenoy 94 views 2 comments 0 points Most recent by Quicken Kristina February 2025Investing (Windows)
• 
  Security Detail View failure

  Answered Closed paulperry 144 views 4 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)