Investments

Discussion List

• 
  Partial Money Market Share Balance Left in Quicken After Changing Treatment to Cash

  Answered ✓ Closed bsteinke 208 views 6 comments 0 points Most recent by bsteinke September 20Investing (Windows)
• 
  8

  Up
  Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

  Reviewed gjwhite930 191 views 8 comments 8 points Most recent by Chris_QPW September 19Investments
• 
  Asset Allocation across all accounts

  Closed Cindi Anderson 221 views 7 comments 0 points Most recent by Boatnmaniac September 19Reports (Windows)
• 
  Quicken for Mac Investment Functionality: Looks Good, But Falls Short

  Closed Jarndt 125 views 1 comment 0 points Most recent by Quicken Kristina September 18All Things Canadian (Mac)
• 
  165
  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Planned M C Crockett 7K views 104 comments 165 points Most recent by azbiker57 September 18Investments
• 
  Can not see gain/loss when selecting lots.

  Closed dandy48 130 views 4 comments 0 points Most recent by Quicken Anja September 18Investing (Windows)
• 
  1

  Up
  Reports group: Estimated US Tax Quarter Periods for Reports different from fiscal

  Reviewed ym9415 36 views 0 comments 1 point Started by ym9415 September 17 Reports
• 
  Fidelity Brokerage account not update

  Closed Hong 188 views 4 comments 0 points Most recent by Quicken Anja September 17Investing (Windows)
• 
  Quicken states E*Trade supports Simple Tracking only for a newly added E*Trade account.

  Closed Joe Klevorn 99 views 3 comments 0 points Most recent by Joe Klevorn September 16Download, Add/Update Accounts (Windows)
• 
  Why is Investment Amount column blank for some transactions

  Answered Closed miketomlinson111 140 views 4 comments 0 points Most recent by Quicken Anja September 16Registers & Transactions (Windows)
• 
  Fidelity Issues post Version 9.2.1

  Closed crashmeister3 226 views 5 comments 0 points Most recent by crashmeister3 September 16Errors and Troubleshooting (Mac)
• 
  OSU from Fidelity not working on all accounts

  Closed es114 644 views 23 comments 0 points Most recent by Tommy September 16Download, Add/Update Accounts (Windows)
• 
  Cash double counted in JPMorgan Investment Accounts

  Answered Closed KSpellane 186 views 5 comments 0 points Most recent by Chris_QPW September 15Download, Add/Update Accounts (Mac)
• 
  Vanguard 401(k) hasn't updated in over a month

  Closed Sparksnorthern 251 views 9 comments 0 points Most recent by Quicken Alyssa September 15Download, Add/Update Accounts (Windows)
• 
  New "investment account is treated as cash" feature and UBS

  Answered deininger 209 views 8 comments 0 points Most recent by Quicken Laura September 15Download, Add/Update Accounts (Mac)
• 
  1

  Up
  Add a setting to make "Data as of" default to today

  Reviewed Adam 70 views 2 comments 1 point Most recent by Adam September 15Investments
• 
  Fidelity Investments IRA Account Inflated by Pending Activity Amount

  Tom Auer 142 views 5 comments 0 points Most recent by Chris_QPW September 14Download, Add/Update Accounts (Windows)
• 
  Investment prices showing they need to be downloaded for Weekend of August 1 - 2 2026. How to fix?

  Answered Closed Scouter_Don 139 views 3 comments 0 points Most recent by Arctic Hare September 14All Things Canadian (Windows)
• 
  Park Avenue Securities Connection

  Closed SteveTucker79 105 views 2 comments 0 points Most recent by SteveTucker79 September 14Download, Add/Update Accounts (Windows)
• 
  Treat Money Market as cash; Yes or No?

  Answered ✓ Closed BK 650 views 17 comments 0 points Most recent by BK September 14Registers & Transactions (Windows)
• 
  Issue with Net worth and unrealized gains

  Answered ✓ Closed CTS 615 views 19 comments 0 points Most recent by CTS September 14Errors and Troubleshooting (Windows)
• 
  21

  Up
  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 5.2K views 30 comments 21 points Most recent by Himmself September 13Investments
• 
  1

  Up
  QMAC Add a securities watchlist widget on Home Tab

  Reviewed MrLoverLover 101 views 3 comments 1 point Most recent by jacobs September 12Investments