Investments

Discussion List

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  Investment Portfolio screen - option to condense screen to those with shares.

  Closed BRETTB 21 views 1 comment 0 points Most recent by Jim_Harman January 2024Investing (Windows)
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  Easiest way to update investment lots on old account

  Answered ✓ Closed Mike3700 546 views 3 comments 0 points Most recent by Mike3700 January 2024Investing (Windows)
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  Investment Accounts NOT showing any transactions!

  Answered Closed Eli Sherer 602 views 4 comments 0 points Most recent by Eli Sherer January 2024Investing (Mac)
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  Categories Woes - "Personal Expense" categories held hostage by "Investment" group

  Closed BoaHancock79 111 views 7 comments 0 points Most recent by BoaHancock79 January 2024Errors and Troubleshooting (Windows)
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  Another choice needed for a security's Cost Basis

  Closed tcolyer 51 views 1 comment 1 point Most recent by markus1957 January 2024Investing (Windows)
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  OneAmerica 401k showing 0 balance

  Closed thepopguy 114 views 1 comment 0 points Most recent by Quicken Kristina January 2024Errors and Troubleshooting (Mac)
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  TreasuryDirect access fails

  Closed mikek753b 101 views 1 comment 2 points Most recent by Quicken Kristina January 2024Errors and Troubleshooting (Windows)
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  DRIP Transaction Download from E*Trade - Commission and 2 Register Entries

  Closed MangoMan 336 views 13 comments 0 points Most recent by MangoMan January 2024Registers & Transactions (Windows)
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  Synced Fidelity Account Shows Half Year Transactions

  Answered Closed Bobby Izquierdo 31 views 2 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
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  PA 529 Invest Plan - Connects, but does not load positions

  Closed EDAC 371 views 5 comments 0 points Most recent by JustinD January 2024Download, Add/Update Accounts (Mac)
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  Why won't Quicken Business & Personal add my Coinbase account?

  Answered Closed NSSherlock 655 views 4 comments 0 points Most recent by NSSherlock January 2024New to Quicken/Getting Started (Windows)
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  Quicken adds extra cash balance to fidelity net benefits doubling actual value

  Closed lembeckedens 102 views 2 comments 0 points Most recent by Jim_Harman January 2024Investing (Windows)
• 
  TIAA and Huntington Investments

  Answered Closed garetth 32 views 1 comment 0 points Most recent by Quicken Kristina January 2024Download, Add/Update Accounts (Mac)
• 
  Three problems with Vanguard downloads

  Closed NebularNovice 582 views 7 comments 0 points Most recent by Quicken Kristina January 2024Download, Add/Update Accounts (Windows)
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  Merrill Edge accounts not updating Quicken Mac

  Closed Eli Sherer 51 views 1 comment 0 points Most recent by Eli Sherer January 2024Investing (Mac)
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  Investment Account Sort Not Working

  Closed JoelC 41 views 2 comments 0 points Most recent by JoelC January 2024All Things Canadian (Windows)
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  Accrued interest is an expense in Quicken

  Answered Closed MichaelCortese 854 views 10 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
• 
  Losses as told by Quicken

  Answered Closed Bob. 123 views 11 comments 0 points Most recent by Chris_QPW December 2023Investing (Windows)
• 
  Specify lots broken

  Closed Jon Foster 141 views 6 comments 0 points Most recent by mshiggins December 2023Investing (Windows)
• 
  How to handle stock merger - VMware & Broadcom (edit)

  Closed questionsforever 20.1K views 65 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
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  BUG: Buy/Sell preview is mixing tax years

  Closed Rocket J Squirrel 51 views 2 comments 0 points Most recent by Quicken Kristina December 2023Investing (Windows)
• 
  Bug downloading transactions when unaccepted transactions exist.

  Closed Darren@ 51 views 3 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
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  Is it okay to both automatically update from Fidelity AND manually enter a share buy?

  Answered Closed SteveInTally 51 views 3 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
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  How best to re-sync/restore a messed-up investment account

  Answered Closed ajkessel 432 views 2 comments 0 points Most recent by ajkessel December 2023Investing (Windows)
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  How to handle Schwab Privately Managed Fund in Q for Windows

  Answered ✓ Closed MarieBaumann 153 views 5 comments 0 points Most recent by MarieBaumann December 2023Investing (Windows)
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  Brokerage accounts no longer showing register transactions

  Closed BethE 131 views 2 comments 0 points Most recent by BethE December 2023Download, Add/Update Accounts (Windows)
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  Security Appears in the Security List But Does Not Appear In Register Drop Down Security List

  Answered ✓ Closed JoelC 441 views 19 comments 0 points Most recent by JoelC December 2023All Things Canadian (Windows)
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  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 51 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
• 
  Fidelity "Basket Portfolios"

  Answered Closed Andy 81 views 3 comments 0 points Most recent by NotACPA December 2023Registers & Transactions (Windows)
• 
  Help Resolving Investment Placeholders

  Closed TexMike 63 views 2 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)