Investments

Discussion List

• 
  How does Quicken calculate the cost basis?

  Answered ✓ Closed Ed Vigdor 1K views 11 comments 0 points Most recent by Tom Young September 2023Investing (Mac)
• 
  Account Setup: Directly Held Individual Stocks

  Answered Closed pbmartin 123 views 3 comments 0 points Most recent by UKR September 2023Investing (Windows)
• 
  TD Ameritrade to Schwab Share Differences

  Closed Inquiring_Mind 31 views 0 comments 0 points Most recent by Inquiring_Mind September 2023Investing (Windows)
• 
  Vanguard Balances Way Too High

  Closed MarkRagnos 61 views 1 comment 0 points Most recent by Quicken Kristina September 2023Registers & Transactions (Windows)
• 
  Continue problems with Investments

  Closed krhelp 22 views 0 comments 0 points Most recent by krhelp September 2023Investing (Mac)
• 
  No option to delete a security symbol!?

  Closed questionsforever 111 views 5 comments 0 points Most recent by questionsforever September 2023All Things Canadian (Windows)
• 
  Build R52.20 has problems downloading transactions from many brokerage accounts

  Closed Charles Dong 146 views 6 comments 0 points Most recent by Quicken Jasmine September 2023Download, Add/Update Accounts (Windows)
• 
  Quicken for Mac not tracking cash in Pershing/BNY Mellon accounts

  Closed lauriel 31 views 3 comments 0 points Most recent by lauriel September 2023Investing (Mac)
• 
  Portfolio value and net worth reports and graphs are wrong

  Answered ✓ Closed rellim 727 views 6 comments 0 points Most recent by MargueriteXX September 2023Investing (Windows)
• 
  Phantom investment transactions from JP Morgan during OSU

  Closed rhg_hilltop 41 views 1 comment 0 points Most recent by Quicken Jasmine September 2023Errors and Troubleshooting (Windows)
• 
  TD Conversion to Schwab - Lost cost basis

  Closed scott62556 261 views 4 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
• 
  Duplicate Dashboards (Q Mac)

  Closed Jimbo21742 21 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Mac)
• 
  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 62 views 9 comments 11 points Most recent by jacobs September 2023Investments
• 
  R52.20 issue: One step update from Raymond James does not download cash amounts

  Closed Chuck56 394 views 8 comments 0 points Most recent by Chuck56 September 2023Errors and Troubleshooting (Windows)
• 
  R52.19 Tax Summary lists a Stock SOLDX as a Qualified Dividend

  Answered ✓ Closed lawrs21813 92 views 6 comments 0 points Most recent by mshiggins September 2023Investing (Windows)
• 
  TD Ameritrade / Schwab - converted IRA account now shows as Checking Acct (edit)

  Answered Closed Big Jake 213 views 14 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)
• 
  Drop down issue in Quicken

  Answered Closed DHBT 84 views 5 comments 0 points Most recent by UKR September 2023Registers & Transactions (Windows)
• 
  Possible to rearrange the order of holdings for an Investment account?

  Answered ✓ Closed JubJub 481 views 10 comments 0 points Most recent by JubJub September 2023Investing (Windows)
• 
  Cannot download from RWBaird Website - Direct Connect fails

  Closed System 12 views 2 comments 0 points Most recent by Quicken Anja September 2023Download, Add/Update Accounts (Windows)
• 
  Transfer shares between accounts

  Answered Closed mwilbur 74 views 4 comments 0 points Most recent by mwilbur September 2023Investing (Windows)
• 
  Merged: Error Message when Updating Fidelity Transactions

  Closed Bione 31 views 0 comments 0 points Most recent by Bione September 2023Download, Add/Update Accounts (Windows)
• 
  Merged: Update R52.20 error message for investment accounts - "Enter a valid date" [Edited9]

  Closed Bananabowl 51 views 0 comments 1 point Most recent by Bananabowl September 2023Errors and Troubleshooting (Windows)
• 
  Is downloading detailed transactions from Vanguard available for QMac ?

  Answered ✓ Closed snsokstan 516 views 4 comments 0 points Most recent by snsokstan September 2023Investing (Mac)
• 
  Security Changed names on 8/25

  Closed nc00ks0n 104 views 4 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)