Investments

Discussion List

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  Issue with updating Mutual Fund historical prices

  Closed TJTex 680 views 14 comments 0 points Most recent by TJTex October 2023All Things Canadian (Windows)
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  No "Yield on Investment" information

  Answered Closed Jose 333 views 17 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Errors with security quotes after market close

  Answered Closed bookemdanno 153 views 8 comments 0 points Most recent by Chris_QPW October 2023Investing (Windows)
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  Need to adjust gain/ Loss column amounts in money market accounts

  Answered Closed Dennis4@ 481 views 15 comments 0 points Most recent by Dennis4@ October 2023Investing (Windows)
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  Stock is missing from the linked account

  Closed anotherkarenl 41 views 2 comments 0 points Most recent by Quicken Kristina October 2023Investing (Mac)
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  Wrong Date for Investment Update

  Closed BarbaraRich 144 views 7 comments 0 points Most recent by Chris_QPW October 2023Download, Add/Update Accounts (Windows)
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  Quotes keep getting downloaded even though Download Quotes is deselected.

  Closed joegold 61 views 5 comments 0 points Most recent by Quicken Jasmine October 2023All Things Canadian (Mac)
• 
  Novartis Sandoz Spin-off

  Closed Curtis Browne 774 views 1 comment 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
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  Microsoft - Activision Blizzard merger not recorded correctly

  Closed M Campbell Crockett 131 views 5 comments 0 points Most recent by M Campbell Crockett October 2023Errors and Troubleshooting (Mac)
• 
  New shares not recorded

  Closed JamesDM 23 views 1 comment 0 points Most recent by jacobs October 2023Investing (Mac)
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  How to record the split up of Lithium America(LAC)

  Closed SSJ 141 views 1 comment 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  Separating investments under accounts into groups

  Closed kayelena 293 views 3 comments 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
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  How do I get the historical portfolio values after the TDAmeritrade to Schwab migration?

  Answered Closed Phloebus 3.2K views 7 comments 0 points Most recent by Phloebus October 2023Investing (Mac)
• 
  How can I categorize a CD as Retirement Account? (Q Mac)

  Answered ✓ Closed Checkie 147 views 3 comments 0 points Most recent by jacobs October 2023Registers & Transactions (Mac)
• 
  Value for Vanguard Total Bond Fund (VBTLX) very inflated

  Closed JennyGut50 11 views 1 comment 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Summary of how much cash in each investment account (Q Mac)

  Answered ✓ Closed Ploooplooo 237 views 9 comments 0 points Most recent by Ploooplooo October 2023Reports (Mac)
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  How to handle Roth conversion? [edit]

  Answered ✓ Closed bellapop7 287 views 1 comment 0 points Most recent by miklk October 2023Investing (Windows)
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  Transaction report showing zeros instead of correct transfer amounts

  Closed thompson87 188 views 1 comment 0 points Most recent by Quicken Kristina October 2023Errors and Troubleshooting (Windows)
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  How to assign CUSIP for Treasury Bond download info for offline account?

  Answered Closed mikek753b 752 views 7 comments 0 points Most recent by stanray October 2023Investing (Windows)
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  Securities Comparison Mismatch - Fidelity Cash Reserves

  Closed mishaptak 114 views 1 comment 0 points Most recent by mshiggins October 2023Investing (Windows)
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  OL-362-A on "ALL" Investment Accounts

  Closed HJR 61 views 3 comments 0 points Most recent by Quicken Anja October 2023Download, Add/Update Accounts (Windows)
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  IRA Account register shows a Security Value, yet Holdings shows no securities in account

  Closed varlene 226 views 5 comments -1 point Most recent by Quicken Jasmine October 2023Registers & Transactions (Windows)
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  Bug: Quicken does not report the correct account value if the account contains an option.

  Closed LivingForEternity 72 views 4 comments 0 points Most recent by fciani October 2023Investing (Windows)
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  Discrepancy on Spin-off entry cost basis?

  Closed questionsforever 22 views 0 comments 0 points Most recent by questionsforever October 2023Investing (Windows)
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  One Step Update can't seem to find AT&T

  Closed dougbugg 54 views 2 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Bought/Sold transactions downloaded for Schwab Government Money cash sweep fund; Divs are always $0

  Closed John Ellis 86 views 3 comments 0 points Most recent by Quicken Kristina October 2023Download, Add/Update Accounts (Windows)