Investments

Discussion List

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  Gross Proceeds from a Short transaction are negative and display to a huge loss in the Capital Gains

  Closed mmossako 61 views 1 comment 0 points Most recent by mmossako November 2023Investing (Windows)
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  Is there support for WealthSimple for Windows?

  Answered Closed Steven M 771 views 3 comments 0 points Most recent by Boatnmaniac November 2023Budgeting and Planning Tools (Windows)
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  Having problems editing existing transactions

  Answered Closed LMillsap1 71 views 1 comment 0 points Most recent by Quicken Kristina November 2023Errors and Troubleshooting (Windows)
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  Mac Classic IRR calculations appear to be Incorrect

  Closed Yield Chaser 91 views 1 comment 0 points Most recent by Yield Chaser November 2023Investing (Mac)
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  ETrade Brokerage not updating and extra accounts I didn't want in the file got added

  Closed System 162 views 2 comments 0 points Most recent by mshiggins November 2023Download, Add/Update Accounts (Windows)
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  Sell Transactions Not Showing in Portfolio View

  Closed Rallo 21 views 1 comment 0 points Most recent by Quicken Kristina November 2023Investing (Mac)
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  mouse hover flashes too fast

  Answered ✓ Closed hambone45 101 views 3 comments 0 points Most recent by Quicken Kristina November 2023Reports (Windows)
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  Are Quicken reports broken? "Memo contains" filter not working

  Closed JF73 533 views 20 comments 0 points Most recent by Scooterlam November 2023Reports (Windows)
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  I moved mutual funds to new broker and am liquidating the funds

  Closed BstaedL 31 views 1 comment 0 points Most recent by Bob_L November 2023Investing (Windows)
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  logging an tax free interest income transaction

  Answered ✓ Closed steves70119 251 views 2 comments 0 points Most recent by Jon November 2023Registers & Transactions (Mac)
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  New Vanguard Brokerage Will Not Download (QMac)

  Closed System 51 views 4 comments 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Mac)
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  Human Interest CC-501 issue

  Answered ✓ Closed ggray 441 views 1 comment 2 points Most recent by Boatnmaniac November 2023Download, Add/Update Accounts (Windows)
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  NASDAQ graph went flat

  Closed Rocket J Squirrel 21 views 2 comments 0 points Most recent by Rocket J Squirrel November 2023Investing (Windows)
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  schwab import

  Answered Closed Jim68 264 views 4 comments 0 points Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Has anyone who migrated to Schwab ThinkOrSwim had problem w One Step Update?

  Closed Chiquito 71 views 0 comments 0 points Most recent by Chiquito November 2023Investing (Windows)
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  Wells Fargo Advisors data not downloading (QMac)

  Closed JustJayC 101 views 5 comments 0 points Most recent by JustJayC November 2023Investing (Mac)
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  Online update issue

  Answered Closed aLfGordon 71 views 6 comments 0 points Most recent by aLfGordon November 2023Errors and Troubleshooting (Windows)
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  Fidelity NetBenefits will not update 1 of 2 accounts, will not properly display the other

  Closed Tony Luers 703 views 22 comments 0 points Most recent by Tony Luers November 2023Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch dialog appears every single day

  Closed PatonJ 81 views 1 comment 0 points Most recent by djrfree November 2023Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction download is all "Unidentified Security" (edit)

  Answered ✓ Closed BarryMo 9K views 133 comments 2 points Most recent by jeffrose5 November 2023Investing (Windows)
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  TD Ameritrade to Schwab Transition

  Answered ✓ Closed deltavee 221 views 1 comment 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Windows)
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  Is there a problem with investing.quicken.com?

  Answered Closed travfrit 132 views 1 comment 0 points Most recent by Quicken Kristina November 2023Errors and Troubleshooting (Quicken on the Web)
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  CISCO (CSCO) does not appear within the account that it is stored under.

  Answered Closed crschifter 31 views 2 comments 0 points Most recent by mshiggins November 2023Investing (Windows)
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  How do I record the spin-off of Net Lease Office Properties (NLOP) from W.P. Carey (WPC)

  Answered ✓ Closed billflyer 862 views 5 comments 0 points Most recent by q_lurker November 2023Investing (Windows)
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  Foreign bond prices using Quicken Connect

  Answered Closed rfbsurf 31 views 1 comment 0 points Most recent by Quicken Kristina November 2023All Things Canadian (Mac)
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  Dashboard "Portfolio Value" incorrect after account transition & account closed

  Closed rodney23 251 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Where can I find all of the transactions downloaded by One-step update?

  Answered ✓ Closed funkws 142 views 8 comments 0 points Most recent by splasher November 2023Investing (Windows)