Investments

Discussion List

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  Robinhood Crypto Prices incorrect

  Closed escroe 47 views 1 comment 2 points Most recent by Quicken Kristina June 29Investing (Mac)
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  CLOSED 6/27/24 Charles Schwab 529 - $0 Balance When Adding Investment Accounts

  Closed Quicken Anja 121 views 3 comments 0 points Most recent by Quicken Anja June 27Alerts, Online Banking & Known Product Issues
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  Problems with Fidelity NetBenefits downloads - mixing up securities

  Answered ✓ Closed Joel Ungar 51 views 3 comments 0 points Most recent by Joel Ungar June 27Investing (Windows)
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  Does Quicken Mac keep a CUSIP in addition to symbol?

  Closed Richard H 32 views 1 comment 0 points Most recent by Quicken Kristina June 24Investing (Mac)
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  Closed out Short Call Positions--why continued in Portfolio View???

  Closed jcoley2 54 views 5 comments 0 points Most recent by jcoley2 June 24Investing (Windows)
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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 4.2K views 112 comments 159 points Most recent by jacobs June 22Investments
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  Having both Chase (Blue) and J.P. Morgan Securities - New Bank (Brown) is messy

  Answered Closed Rob 91 views 9 comments 0 points Most recent by Quicken Anja June 22Download, Add/Update Accounts (Windows)
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  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 501 views 38 comments 64 points Most recent by Concordman June 20Investments
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  Verify Cash Balance

  Answered Closed prestonforman 51 views 3 comments 0 points Most recent by Quicken Anja June 20Errors and Troubleshooting (Windows)
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  Transaction attachments in investment accounts

  Closed DEMessinger 42 views 2 comments 1 point Most recent by Jim_Harman June 20Investing (Windows)
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  T-Bills entering to show interest - Schwab

  Answered Closed jl747 11 views 2 comments 0 points Most recent by jl747 June 19Registers & Transactions (Windows)
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  _UnrlzdGain not appearing in net worth/account balance reports

  Answered Closed Jon_sacks 192 views 25 comments 0 points Most recent by Jon_sacks June 17Reports (Windows)
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  Investment account Holdings and Summary Totals don't match

  Closed bob@9 185 views 7 comments 0 points Most recent by bob@9 June 16Investing (Windows)
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  Learning the Investment Module

  Answered ✓ Closed Elaine2 93 views 6 comments 0 points Most recent by Tom Young June 13Investing (Windows)
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  Add Investment Distribution Type that can be reversed / properly allocated at year end [EDITED]

  Reviewed LuckyP62 51 views 6 comments 1 point Most recent by jacobs June 12Investments
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  Why is my small value Shiba Inu coin balance off - $76k vs $167 ? (edit)

  Closed thenumbersguy 63 views 4 comments 0 points Most recent by Ps56k2 June 11Investing (Windows)
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  How to establish a new Direct Connect connection to Fidelity Investments?

  Answered ✓ Closed Q97 238 views 6 comments 0 points Most recent by Q97 June 8Investing (Windows)
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  Securities Mismatch Flub

  Closed Rich 92 views 7 comments 0 points Most recent by q_lurker June 8Investing (Windows)
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  CLOSED 6/7/24 Coinbase - $0 Balance when Adding Investment Accounts

  Quicken Janean 256 views 3 comments -1 point Most recent by Quicken Janean June 7Alerts, Online Banking & Known Product Issues
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  CLOSED 6/7/24 Edward Jones Trust Company - $0 balance when Adding Investment Accounts

  Quicken Anja 221 views 3 comments 1 point Most recent by Quicken Janean June 7Alerts, Online Banking & Known Product Issues
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  CLOSED 6/7/24 TreasuryDirect $0 Balance when Adding Investment Accounts

  Quicken Anja 241 views 3 comments 2 points Most recent by Quicken Janean June 7Alerts, Online Banking & Known Product Issues
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  CLOSED 6/7/24 Thrift Savings Plan $0 Balance when Adding Investment Accounts

  Quicken Anja 651 views 3 comments 1 point Most recent by Quicken Janean June 7Alerts, Online Banking & Known Product Issues
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  Import Dividend Income for Budgeting Purposes

  Reviewed weileycoyote 31 views 3 comments 1 point Most recent by Jim_Harman June 7Investments
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  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 411 views 28 comments 7 points Most recent by q_lurker June 6Investments
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  Finding largest gain/loss per day for investments

  Answered Closed MichaelCortese 72 views 8 comments 0 points Most recent by MichaelCortese June 6Reports (Windows)
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  Tracking Roth and Traditional contributions in one retirement account

  Closed jwillis84 270 views 15 comments 0 points Most recent by Jim_Harman June 4Investing (Windows)
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  Continued Duplication of security names

  Closed fp 153 views 8 comments 0 points Most recent by q_lurker June 3Errors and Troubleshooting (Windows)
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  All my investment transactions since early January 2024 have disappeared--how do I get them back?

  Answered ✓ Closed John16 166 views 11 comments 0 points Most recent by QuickUserPSP June 3Registers & Transactions (Windows)
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  compare to portfolio button is grayed out

  Answered Closed DawnK16 41 views 6 comments 0 points Most recent by DawnK16 June 2Investing (Windows)