Investments

Discussion List

• 
  Is a mass delete of transactions possible?

  Answered ✓ Closed dave344 1.2K views 4 comments 0 points Most recent by dave344 September 2021Investing (Windows)
• 
  Q Mac 6.3.2 Changed Asset Classes of securities!!

  Closed rdrich 162 views 12 comments 0 points Most recent by Herb A September 2021Investing (Mac)
• 
  ONGOING BUG: Security menu in Security Detail View is still broken

  Closed Rocket J Squirrel 421 views 42 comments 1 point Most recent by whawk September 2021Errors and Troubleshooting (Windows)
• 
  Stock lots seem to not be working

  Closed TaxGuy 154 views 7 comments 0 points Most recent by Jim_Harman September 2021Investing (Windows)
• 
  S&P Put Option Position Incorrectly Displayed both Quantity and Value

  Closed Joe_ 11 views 1 comment 0 points Most recent by Quicken Francisco August 2021Investing (Mac)
• 
  Investment account in mobile app contains shares of a stock only held in a different account

  Closed bigellio 41 views 5 comments 0 points Most recent by bigellio August 2021Errors and Troubleshooting (Mobile)
• 
  Why is the balance for my 401k doubled?

  Answered ✓ Closed TomTab 142 views 2 comments 0 points Most recent by TomTab August 2021Download, Add/Update Accounts (Mac)
• 
  Unit prices not equal to NAV

  Answered Catherine Shenoy 194 views 7 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
• 
  Getting two downloads for S&P 500 throwing off balance

  Answered ✓ Closed Patrick Stafford Golden 52 views 9 comments 0 points Most recent by Patrick Stafford Golden August 2021Investing (Mac)
• 
  Resolved - Vanguard Mutual Fund Conversion from Investor to Admiral

  Answered ✓ Catherine Shenoy 219 views 5 comments 0 points Most recent by Catherine Shenoy August 2021Investing (Windows)
• 
  Is it possible to import 401(k) transactional information from Milliman?

  Answered ajkessel 569 views 7 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
• 
  Incorrect share balance

  jasonhalpern 41 views 2 comments 0 points Most recent by Chris_QPW August 2021Investing (Windows)
• 
  Quicken Dlx R34.24: Memorized investment transaction not supported in last opened investment account

  Bill Baker 43 views 2 comments 0 points Most recent by Bill Baker August 2021Investing (Windows)
• 
  Why one step update cannot connect to Fidelity.com - 401k

  Answered Selvin 1.1K views 7 comments 0 points Most recent by Selvin August 2021Download, Add/Update Accounts (Windows)
• 
  Zeroing out a security and getting a residual negative basis

  Answered ✓ epurman 328 views 6 comments 0 points Most recent by Jay109 August 2021Investing (Windows)
• 
  Adding an existing Fidelity SEP account to Quicken and advice on reconciling investment accounts

  Answered ✓ Closed Karrma 61 views 3 comments 0 points Most recent by Chris_QPW August 2021Download, Add/Update Accounts (Mac)
• 
  Northwestern Mutual Account

  Answered Closed dgwilcox 1.1K views 2 comments 0 points Most recent by dgwilcox August 2021Download, Add/Update Accounts (Mac)
• 
  Investing Dashboard and Performance charts have inconsistent "start of year" dates?

  Answered Scooterlam 43 views 2 comments 0 points Most recent by garysmith87 August 2021Investing (Windows)
• 
  Downloading share updates and prices going to the wrong fund

  Answered ✓ Closed dlessmann 61 views 2 comments 0 points Most recent by dlessmann August 2021Download, Add/Update Accounts (Windows)
• 
  SoldX & BoughtX Transactions are no longer Options in IRA Accounts

  Answered ✓ FlyerFran 516 views 13 comments 0 points Most recent by FlyerFran August 2021Investing (Windows)