Discussion List

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  MassMutual Account Shows Zero Balance (STILL) - Quicken Classic Premier for Mac

  Closed Michael Heady 36 views 1 comment 0 points Most recent by Quicken Kristina January 14Download, Add/Update Accounts (Mac)
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  Quicken Classic: How to add Roth Crypto account with AltoIRA, no online updates

  Answered Closed mushrmary 32 views 1 comment 0 points Most recent by NotACPA January 14Download, Add/Update Accounts (Windows)
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  Withdrawal txns in brokerage accts require entry twice

  Closed 25+YrUser 62 views 2 comments 0 points Most recent by Quicken Kristina January 14Registers & Transactions (Windows)
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  My IRA account is not coming down when trying to Add Account

  Closed cfauvel 94 views 3 comments 0 points Most recent by cfauvel January 12Download, Add/Update Accounts (Windows)
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  Incorrect Vanguard holdings reported by Quicken Mac

  Answered Closed FI Wizard 230 views 11 comments 0 points Most recent by FI Wizard January 12Investing (Mac)
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  OL-220-A Error on only Fidelity accounts after transfer from Mac to Windows

  Closed jdsebo15 133 views 5 comments 0 points Most recent by Quicken Kristina January 12File Conversion and Backup (Windows)
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  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Reviewed USMA74 710 views 23 comments 28 points Most recent by BRETTB January 12Investments
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  Move mutual fund into its own separate account

  Closed System 55 views 4 comments 0 points Most recent by budi January 11Investing (Windows)
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  Fidelity Cash Management account setup?

  Answered ✓ Closed Pesh115 189 views 10 comments 0 points Most recent by augiboy January 10Download, Add/Update Accounts (Mac)
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  Selecting a money market fund to not be a security in an investment account [Edited]

  Answered Closed S Singer 247 views 18 comments 0 points Most recent by Boatnmaniac January 10Errors and Troubleshooting (Windows)
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  Splitting Taxable and Non Taxable Dividends and Interest in Cash Flow Report

  Reviewed kh57smth 29 views 1 comment 1 point Most recent by Quicken Anja January 10Canada Windows
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  Investment Account - Complete vs. Simple

  Answered Closed MSStateDawg 139 views 6 comments 0 points Most recent by Boatnmaniac January 9Investing (Windows)
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  Investment Quote Server Down?

  Closed BryanK 70 views 3 comments 0 points Most recent by Quicken Jasmine January 9Errors and Troubleshooting (Windows)
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  How can I do a "Sell All" of a stock in investments? (Q Mac)

  Answered ✓ Closed gregneg 150 views 5 comments 0 points Most recent by Chris_QPW January 8Investing (Mac)
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  7. Prompt on name mismatch – Merck (MRK) renamed to MELI MercadoLibre Inc

  Closed John_L 25 views 2 comments 0 points Most recent by q_lurker January 8Investing (Windows)
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  Download fidelity accounts (cryptocurrency)

  Answered ✓ Closed rolahr 93 views 6 comments 0 points Most recent by Quicken Anja January 7Investing (Windows)
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  R60 issues with Investment number of shares

  Answered Closed tigr_ldy 42 views 3 comments 0 points Most recent by Boatnmaniac January 7Errors and Troubleshooting (Windows)
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  Can not see gain/loss when selecting lots

  Closed dandy48 22 views 1 comment 0 points Most recent by Quicken Anja January 7Investing (Windows)
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  My question was Is there a way to overwrite a new portfolio over an existing portfolio?

  Closed pt216 59 views 4 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Investment Register View

  Answered Closed krinaker 65 views 3 comments 0 points Most recent by krinaker January 5Registers & Transactions (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Reviewed UKR 258 views 5 comments 39 points Most recent by sd_mark January 4Investments
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  Markets closed 1/9/25

  Closed Rocket J Squirrel 112 views 0 comments 5 points Started by Rocket J Squirrel January 4 The Water Cooler
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Closed mikek753b 127 views 10 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
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  Tried to link Parnassus investment account, shows $0.00 value. What now?

  Closed bananalei 35 views 0 comments 0 points Started by bananalei January 3 New to Quicken/Getting Started (Mac)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  Closed System 22 views 2 comments 0 points Most recent by Quicken Jasmine January 2Investing (Windows)
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  lost transactions in the holdings list

  Answered Closed rclark174 27 views 3 comments 0 points Most recent by rclark174 January 2Investing (Windows)
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  Downloading Investment Transactions

  Answered Closed L Jones 194 views 5 comments 0 points Most recent by Quicken Jasmine January 2Download, Add/Update Accounts (Windows)
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  8 decimal precision problems in Quicken Classic Premier

  Answered Closed Stevarooni 59 views 2 comments 0 points Most recent by Stevarooni January 2Investing (Windows)