Investments

Discussion List

• 
  How to handle VC fund investments

  Answered ✓ Closed rg242 21 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Mac)
• 
  Investment Accounts - Simple vs. Complete

  Closed MSStateDawg 473 views 4 comments 0 points Most recent by Chris_QPW January 2022Investing (Windows)
• 
  Correct Prior Year Investment Transactions

  Answered Closed ed.ander55 81 views 2 comments 0 points Most recent by ed.ander55 December 2021Registers & Transactions (Windows)
• 
  Merged: Schwab Accounts with the same last 3 digit account numbers

  DerikW 111 views 0 comments 0 points Most recent by DerikW December 2021Download, Add/Update Accounts (Windows)
• 
  Investing - Managed Accounts

  Answered Closed El Hud 41 views 1 comment 0 points Most recent by El Hud December 2021Budgeting and Planning Tools (Windows)
• 
  Can't see individual transactions for an investment account

  Answered ✓ Closed kv0rmwald 1.7K views 4 comments 0 points Most recent by Quicken September December 2021Errors and Troubleshooting (Mac)
• 
  Not all index quote details are populating

  Closed Ellary Kahan 31 views 1 comment 0 points Most recent by Jim_Harman December 2021Investing (Windows)
• 
  Schwab account now gives portfolio view instead of transactions.

  Answered ✓ Closed Doug JA 12 views 3 comments 0 points Most recent by Quicken Jade December 2021Errors and Troubleshooting (Windows)
• 
  Merged: Ongoing Schwab issues

  Steve Brown 11 views 0 comments 0 points Most recent by Steve Brown December 2021Errors and Troubleshooting (Windows)
• 
  Merged: Still having problems with Quicken and CS (Windows 10 & R37.62)

  Closed john_700 31 views 0 comments 0 points Most recent by john_700 December 2021Errors and Troubleshooting (Windows)
• 
  Changing a stock from TSX to NASDAQ due to delisting

  Closed Kent Linkletter 31 views 0 comments 0 points Most recent by Kent Linkletter December 2021Investing (Windows)
• 
  OL-362-A Citi personal Wealth

  Answered ✓ Closed Brad2 112 views 3 comments 0 points Most recent by Quicken Alyssa December 2021Download, Add/Update Accounts (Windows)
• 
  Best way to change an Investing Account

  Answered Closed kashg 131 views 2 comments 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
• 
  Fidelity investment transaction fees show as "Late Settlement Fee" (online sync)

  Answered Closed Paul3 1.1K views 12 comments 1 point Most recent by garysmith87 December 2021Investing (Mac)
• 
  Downloading annuities data from Edward Jones.

  Closed sgreen78619 31 views 1 comment 1 point Most recent by Quicken Jasmine December 2021Investing (Mac)
• 
  Vanguard QFX

  Closed WeeSpark 111 views 4 comments 0 points Most recent by jacobs December 2021Download, Add/Update Accounts (Mac)
• 
  Transfers from investment accounts show up as coming from checking

  Answered Closed JMack 101 views 2 comments 0 points Most recent by JMack December 2021Registers & Transactions (Windows)
• 
  Unable to create a 401K Account in R37.62 Build 27.1.37.62

  Answered Closed carlwebster 41 views 3 comments 0 points Most recent by carlwebster December 2021Investing (Windows)
• 
  Quicken for Windows stopped syncing my investment data.

  Answered Closed Art L 73 views 4 comments 0 points Most recent by Gautam Tupil December 2021Errors and Troubleshooting (Mobile)
• 
  No Longer Being Prompted to Match or Accept New Securities

  Closed Boatnmaniac 61 views 0 comments 0 points Most recent by Boatnmaniac December 2021Investing (Windows)
• 
  Merged: Downloaded Schwab Transactions Are Not Being Reported Correctly

  BobCS 21 views 0 comments 0 points Most recent by BobCS December 2021Investing (Windows)
• 
  Correct Ticker Symbols for Principal Mixed-Asset Target Funds?

  Answered ✓ Closed mrkotter 180 views 2 comments 0 points Most recent by q_lurker December 2021Investing (Windows)
• 
  Schwab doesnt show in "link to existing..."

  Answered ✓ Closed leonard kearney 172 views 7 comments 1 point Most recent by leonard kearney December 2021Investing (Windows)
• 
  Charles Schwab & Co.

  Closed Milkie 181 views 4 comments 0 points Most recent by rvhjjh December 2021Download, Add/Update Accounts (Windows)
• 
  Why is Quicken booking unrealized gains for investment accounts?

  Answered Closed dave344 706 views 13 comments 1 point Most recent by gary22 December 2021Download, Add/Update Accounts (Windows)
• 
  Schwab transactions mismatch to Quicken

  Closed Foxbat25 121 views 7 comments 0 points Most recent by rlbaker December 2021Download, Add/Update Accounts (Windows)