Investments

Discussion List

• 
  Is there an easy way to see all the investment accounts that have a specific stock (Q Mac)

  Answered ✓ Closed kellison 524 views 5 comments 0 points Most recent by jacobs July 2023Investing (Mac)
• 
  Placeholder Quote needs to be changed

  Closed Dennis4@ 45 views 4 comments 0 points Most recent by Dennis4@ July 2023Investing (Windows)
• 
  Fixing lots entered incorrectly

  Answered Closed Caden 52 views 2 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
• 
  Will quicken download Morgan Stanley Miscellaneous Income transactions

  Answered Closed jaherhold 161 views 1 comment 0 points Most recent by Tom Young June 2023Investing (Windows)
• 
  Why Validate complains about RSU future-dated investment transaction? how to address this?

  Answered Closed mikek753b 31 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
• 
  Quicken Deluxe - Securities

  Answered ✓ Closed Caden 53 views 4 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
• 
  Alliant Credit Union Update Fails CC-800

  Closed neil154 107 views 4 comments 0 points Most recent by Quicken Jasmine June 2023Download, Add/Update Accounts (Windows)
• 
  Changing account numbers in Merrill, Lynch

  Answered Closed Xander 141 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
• 
  How to configure Treasury Bill to track it correctly in Tax Planner?

  Answered Closed mikek753b 520 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
• 
  Vanguard Cash Plus Account Handling

  Closed Shannon M M 2.7K views 16 comments 0 points Most recent by Tom Young June 2023Download, Add/Update Accounts (Windows)
• 
  Missing transactions in reconcile

  Answered Closed Havanahooligan 51 views 3 comments 0 points Most recent by NotACPA June 2023Errors and Troubleshooting (Windows)
• 
  how transfer one stock held in 2 Schwab accounts into one Schwab account in Quicken

  Answered ✓ Closed John_L 41 views 1 comment 0 points Most recent by Jim_Harman June 2023Investing (Windows)
• 
  CalPERS Supplemental Income Plan (Voya) not downloading transactions

  Closed jdmcmah 42 views 1 comment 0 points Most recent by Quicken Jasmine June 2023Download, Add/Update Accounts (Mac)
• 
  How do I restore an investment account from an old backup?

  Closed david314 103 views 0 comments 0 points Most recent by david314 June 2023File Conversion and Backup (Windows)
• 
  E*Trade duplicating a security

  Closed TheLuckBox 21 views 0 comments 0 points Most recent by TheLuckBox June 2023Errors and Troubleshooting (Mac)
• 
  Synchronize individual accounts from an institution

  Closed dcmm14 11 views 1 comment 0 points Most recent by Quicken Kristina June 2023Investing (Mac)
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  Merged: Nationwide 401k not displaying details

  hornickj 1 view 0 comments 0 points Most recent by hornickj June 2023Download, Add/Update Accounts (Mac)
• 
  Merged: Ameriprise Sync Error QCS-403-1

  MacUserPalmDesert 11 views 0 comments 0 points Most recent by MacUserPalmDesert June 2023Errors and Troubleshooting (Mac)
• 
  Fidelity Investments not downloading transactions

  Answered Closed aellenders 261 views 3 comments 0 points Most recent by aellenders June 2023Errors and Troubleshooting (Windows)
• 
  Wells Fargo Advisors Investment Accounts Crashing when Accepting Transactions

  Closed Dora123 61 views 4 comments 0 points Most recent by Dora123 June 2023Investing (Windows)
• 
  Graph randomly re-appear in Portfolio, even if closed before (Q Mac)

  Closed Gilles9 51 views 8 comments 0 points Most recent by Quicken Kristina June 2023Investing (Mac)
• 
  Can't add T to brokerage account. EasyAction cannot be applied to ESPP security type.

  Closed Jim13@ 21 views 3 comments 0 points Most recent by q_lurker June 2023Errors and Troubleshooting (Windows)
• 
  Search Investment Registers Only

  Closed jtgostars 32 views 3 comments 0 points Most recent by q_lurker June 2023Registers & Transactions (Windows)