Investments

Discussion List

• 
  10

  Up
  Change default IRA transfers out tax line item

  Reviewed Rocket J Squirrel 101 views 3 comments 10 points Most recent by q_lurker January 2024Investments
• 
  Transactions appearing overnight

  Closed dblakelock 32 views 0 comments 0 points Most recent by dblakelock January 2024Errors and Troubleshooting (Mac)
• 
  Quicken prevents selling of all shares, suggests selling 1 share less

  Answered Closed nick.koch 165 views 1 comment 0 points Most recent by nick.koch January 2024Investing (Windows)
• 
  Why does Quicken display my ROTH account Market Value incorrectly on the "Investing" tab?

  Answered ✓ Closed billflyer 235 views 2 comments 0 points Most recent by billflyer January 2024Errors and Troubleshooting (Windows)
• 
  What's the best way to go about adding historical values for my 401(k) and IRAs?

  Closed sneff30 304 views 6 comments 0 points Most recent by sneff30 January 2024Investing (Windows)
• 
  How to correct share count?

  Answered ✓ Closed A Pensive Panda 72 views 2 comments 0 points Most recent by A Pensive Panda January 2024Errors and Troubleshooting (Mac)
• 
  Please Add Ability to Add a Transaction on the Security Detail View

  Closed BRETTB 54 views 3 comments 0 points Most recent by Jim_Harman January 2024Investing (Windows)
• 
  Balance information in sidebar for investment accounts

  Answered Closed Allan L. 124 views 5 comments 0 points Most recent by exchilango January 2024Errors and Troubleshooting (Mac)
• 
  Default to Price Per Share

  Answered Closed Scott Kandel 61 views 5 comments 0 points Most recent by Chris_QPW January 2024Investing (Mac)
• 
  archiving an investment register with closed transactions on a securities does not hide the security

  Closed questionsforever 31 views 2 comments 0 points Most recent by Chris_QPW January 2024Investing (Windows)
• 
  Advice please: repairing "broken" Fidelity 401k accounts

  Closed KDL 206 views 3 comments 0 points Most recent by mshiggins January 2024Investing (Windows)
• 
  Problem with Account Balances Report - weird cash balance in brokerage account

  Answered ✓ Closed Randyrama 453 views 11 comments 0 points Most recent by Chris_QPW January 2024Reports (Windows)
• 
  Security Prices - Issue with yesterday's closing prices changing to today's price for all holdings

  Answered ✓ Closed Ed V 3.2K views 133 comments 0 points Most recent by bbumbarger January 2024Investing (Windows)
• 
  Non-taxable Fund Merger of Miller Inc and PATIENT CAP OPPORT TRUST I

  Answered Closed jca 22 views 1 comment 0 points Most recent by jca January 2024Investing (Windows)
• 
  All Portfolio Custom Views on the Investment Register

  Closed BRETTB 73 views 6 comments 0 points Most recent by Chris_QPW January 2024Investing (Windows)
• 
  Problem with recent Q update to R53.32 / transaction downloads

  Closed funkws 102 views 1 comment 0 points Most recent by user14062 January 2024Investing (Windows)
• 
  Securities Prices for stocks with no ticker

  Closed asherfamily1 95 views 4 comments 0 points Most recent by Chris_QPW January 2024Investing (Mac)
• 
  Investment Portfolio screen - option to condense screen to those with shares.

  Closed BRETTB 21 views 1 comment 0 points Most recent by Jim_Harman January 2024Investing (Windows)
• 
  Easiest way to update investment lots on old account

  Answered ✓ Closed Mike3700 544 views 3 comments 0 points Most recent by Mike3700 January 2024Investing (Windows)
• 
  Investment Accounts NOT showing any transactions!

  Answered Closed Eli Sherer 603 views 5 comments 0 points Most recent by Eli Sherer January 2024Investing (Mac)
• 
  Categories Woes - "Personal Expense" categories held hostage by "Investment" group

  Closed BoaHancock79 114 views 7 comments 0 points Most recent by BoaHancock79 January 2024Errors and Troubleshooting (Windows)
• 
  Another choice needed for a security's Cost Basis

  Closed tcolyer 52 views 1 comment 1 point Most recent by markus1957 January 2024Investing (Windows)
• 
  OneAmerica 401k showing 0 balance

  Closed thepopguy 113 views 1 comment 0 points Most recent by Quicken Kristina January 2024Errors and Troubleshooting (Mac)
• 
  TreasuryDirect access fails

  Closed mikek753b 102 views 1 comment 2 points Most recent by Quicken Kristina January 2024Errors and Troubleshooting (Windows)