Investments

Discussion List

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  Investment transactions

  Closed John Nastasi 161 views 6 comments 0 points Most recent by John Nastasi December 2024Investing (Windows)
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  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Closed SeaSilver8 75 views 7 comments 2 points Most recent by SeaSilver8 December 2024Investing (Windows)
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  One Investment Account is Auto-executing the Reconcile Shares Command

  Answered kswan53 109 views 7 comments 0 points Most recent by kswan53 December 2024Investing (Windows)
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  3

  Up
  Update cached data from Schwab/other investment FIs more frequently [Edited]

  Reviewed veegee 240 views 17 comments 3 points Most recent by veegee December 2024Investments
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  schwab dividend is still zero

  leonard kearney 82 views 2 comments 0 points Most recent by Tom Young December 2024Reports (Windows)
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  Why does my retirement account have a negative cash balance?

  Answered ✓ Closed JMaverick 156 views 7 comments 0 points Most recent by jacobs December 2024Investing (Mac)
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  ira cash balance not downloading

  Closed Charles T Cullen 33 views 2 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Mac)
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  Quicken for Mac downloading only mutual funds and Cash but not Fixed Income in single account

  Answered Closed KVP 41 views 3 comments 0 points Most recent by KVP December 2024Download, Add/Update Accounts (Mac)
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  Schwab 529 accounts not downloading

  Answered Closed BobShoberg 39 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
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  How can I correct the price history of one of my investments?

  Answered ✓ Closed Xander 48 views 1 comment 0 points Most recent by bmciance December 2024Investing (Windows)
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  Show hidden investment accounts in Portfolio graph?

  Closed HendersonWorldwide 30 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Errors and Troubleshooting (Mac)
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  2
  Print Portfolio X-Ray

  Planned System 1.1K views 28 comments 2 points Most recent by Jim7 November 2024Investments
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  investment tracking

  Closed kathylakeberg 222 views 3 comments 0 points Most recent by Boatnmaniac November 2024Before you Buy
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  Quicken Classic Deluxe vs Premier - Canada

  Closed Miguel 76 views 2 comments 0 points Most recent by Quicken Jasmine November 2024Investing (Windows)
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  31

  Up
  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 565 views 27 comments 31 points Most recent by Joe W. Brown, CPA November 2024Investments
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  Fidelity and Quicken

  Closed Michael Waite 78 views 5 comments 0 points Most recent by Michael Waite November 2024Investing (Windows)
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  1

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  Quicken Mac - An Indicator for Placeholders???

  Reviewed Ploooplooo 38 views 0 comments 1 point Started by Ploooplooo November 2024 Investments
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  Schwab is downloading transactions with wrong date

  Closed jlgg 427 views 13 comments 1 point Most recent by mosesk November 2024Errors and Troubleshooting (Mac)
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  Investments View is not diplaying Titles/Labels for all columns

  Answered ✓ Closed YukonSun 148 views 10 comments 0 points Most recent by YukonSun November 2024Investing (Windows)
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  VaIidating causes some Report transaction detail for transfers to show zero amounts

  Closed Jim_Harman 126 views 2 comments 0 points Most recent by Jim_Harman November 2024Reports (Windows)
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  Quicken suddenly quit updating mutual fund and stock quotes.

  Closed Scotsman 289 views 16 comments 0 points Most recent by Pat Marshall November 2024Download, Add/Update Accounts (Windows)
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  Vanguard Mutual Funds not updating properly

  Closed System 98 views 5 comments 0 points Most recent by Jim_Harman November 2024Investing (Windows)
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  Problem After Transferring Shares Between Accounts

  Answered ✓ Closed cwmeier 90 views 4 comments 0 points Most recent by cwmeier November 2024Investing (Windows)
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  QMac Capital Gains Estimator Tool a great planning tool for wash sales and charitable gifts

  Closed MontanaKarl 48 views 1 comment 1 point Most recent by MontanaKarl November 2024Investing (Mac)
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  Fidelity NetBenefits Downloads Doubling Value amount still a Problem after a year

  Closed !henrisahut 81 views 2 comments 0 points Most recent by Quicken Jasmine November 2024Investing (Windows)
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  Merged: Security entry blows up showing all previous as MiscExp

  Closed Klhansen 29 views 0 comments 0 points Most recent by UKR November 2024Errors and Troubleshooting (Windows)
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  ONGOING 11/20/24 Chase Investments-New - $0 Brokerage Account Balance

  Quicken Anja 159 views 2 comments 0 points Most recent by Quicken Anja November 2024Alerts, Online Banking & Known Product Issues
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  Quicken Web and App Zero for Many Stocks/funds

  Closed mtn_living 77 views 4 comments 0 points Most recent by Quicken Kristina November 2024Errors and Troubleshooting (Mobile)
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  Transactions tab is grayed out in IRA account

  Answered ✓ Closed roadsterfoodie 164 views 6 comments 0 points Most recent by Boatnmaniac November 2024Investing (Mac)