Investments

Discussion List

• 
  Fidelity download reporting TWICE the actual amount

  Closed Gene K in PA 91 views 6 comments 0 points Most recent by Chris_QPW October 2023Download, Add/Update Accounts (Windows)
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  Inserting transactions into investment accounts

  Answered Closed Pmar 41 views 3 comments 0 points Most recent by NotACPA October 2023Errors and Troubleshooting (Windows)
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  Fidelity NetBenefits and Quicken

  Closed rodavey 91 views 0 comments 0 points Most recent by rodavey October 2023Registers & Transactions (Windows)
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  Issue with updating Mutual Fund historical prices

  Closed TJTex 703 views 14 comments 0 points Most recent by TJTex October 2023All Things Canadian (Windows)
• 
  No "Yield on Investment" information

  Answered Closed Jose 338 views 17 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Errors with security quotes after market close

  Answered Closed bookemdanno 151 views 8 comments 0 points Most recent by Chris_QPW October 2023Investing (Windows)
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  Need to adjust gain/ Loss column amounts in money market accounts

  Answered Closed Dennis4@ 493 views 15 comments 0 points Most recent by Dennis4@ October 2023Investing (Windows)
• 
  Stock is missing from the linked account

  Closed anotherkarenl 42 views 2 comments 0 points Most recent by Quicken Kristina October 2023Investing (Mac)
• 
  Wrong Date for Investment Update

  Closed BarbaraRich 141 views 7 comments 0 points Most recent by Chris_QPW October 2023Download, Add/Update Accounts (Windows)
• 
  Quotes keep getting downloaded even though Download Quotes is deselected.

  Closed joegold 62 views 5 comments 0 points Most recent by Quicken Jasmine October 2023All Things Canadian (Mac)
• 
  Novartis Sandoz Spin-off

  Closed Curtis Browne 776 views 1 comment 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
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  Microsoft - Activision Blizzard merger not recorded correctly

  Closed M Campbell Crockett 134 views 5 comments 0 points Most recent by M Campbell Crockett October 2023Errors and Troubleshooting (Mac)
• 
  New shares not recorded

  Closed JamesDM 25 views 1 comment 0 points Most recent by jacobs October 2023Investing (Mac)
• 
  How to record the split up of Lithium America(LAC)

  Closed SSJ 142 views 1 comment 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  Separating investments under accounts into groups

  Closed kayelena 297 views 3 comments 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
• 
  How do I get the historical portfolio values after the TDAmeritrade to Schwab migration?

  Answered Closed Phloebus 3.3K views 7 comments 0 points Most recent by Phloebus October 2023Investing (Mac)
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  How can I categorize a CD as Retirement Account? (Q Mac)

  Answered ✓ Closed Checkie 142 views 3 comments 0 points Most recent by jacobs October 2023Registers & Transactions (Mac)
• 
  Value for Vanguard Total Bond Fund (VBTLX) very inflated

  Closed JennyGut50 12 views 1 comment 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Summary of how much cash in each investment account (Q Mac)

  Answered ✓ Closed Ploooplooo 247 views 9 comments 0 points Most recent by Ploooplooo October 2023Reports (Mac)
• 
  How to handle Roth conversion? [edit]

  Answered ✓ Closed bellapop7 284 views 1 comment 0 points Most recent by miklk October 2023Investing (Windows)
• 
  Transaction report showing zeros instead of correct transfer amounts

  Closed thompson87 193 views 1 comment 0 points Most recent by Quicken Kristina October 2023Errors and Troubleshooting (Windows)
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  How to assign CUSIP for Treasury Bond download info for offline account?

  Answered Closed mikek753b 757 views 7 comments 0 points Most recent by stanray October 2023Investing (Windows)
• 
  Securities Comparison Mismatch - Fidelity Cash Reserves

  Closed mishaptak 112 views 1 comment 0 points Most recent by mshiggins October 2023Investing (Windows)
• 
  OL-362-A on "ALL" Investment Accounts

  Closed HJR 61 views 3 comments 0 points Most recent by Quicken Anja October 2023Download, Add/Update Accounts (Windows)
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  IRA Account register shows a Security Value, yet Holdings shows no securities in account

  Closed varlene 227 views 5 comments -1 point Most recent by Quicken Jasmine October 2023Registers & Transactions (Windows)
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  Bug: Quicken does not report the correct account value if the account contains an option.

  Closed LivingForEternity 73 views 4 comments 0 points Most recent by fciani October 2023Investing (Windows)