Investments

Discussion List

• 
  How can you add a new holding/security to a SIMPLE investment account

  Answered Closed GSSP04 393 views 8 comments 1 point Most recent by Chris_QPW May 2024New to Quicken/Getting Started (Windows)
• 
  Investment differences Deluxe vs Premier

  Answered ✓ Closed mansart 12.7K views 14 comments 0 points Most recent by Jim_Harman May 2024Investing (Windows)
• 
  Stock value in Accounts Overview Holding screen does not match Account Value?

  Closed System 28 views 3 comments 0 points Most recent by Quicken Kristina April 2024Investing (Windows)
• 
  Fix the annoying display issue in 'Specify Lots' window, please!

  Closed veegee 311 views 8 comments 6 points Most recent by veegee April 2024Investing (Windows)
• 
  Issues updating Edward Jones accounts (QWin)

  Closed System 26 views 4 comments 0 points Most recent by Quicken Kristina April 2024Errors and Troubleshooting (Windows)
• 
  Quicken 401k Account Keeps Defaulting to Canadian currency.

  Answered ✓ Closed macrobb 146 views 9 comments 0 points Most recent by mshiggins April 2024Investing (Windows)
• 
  401k Share Edits

  Closed brhutch 119 views 9 comments 0 points Most recent by brhutch April 2024Investing (Windows)
• 
  Roth 401k, After-tax Contribution In-service Rollover Tracking

  Closed flammafeuer 74 views 1 comment 1 point Most recent by Quicken Kristina April 2024Registers & Transactions (Windows)
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  Cash transactions being recorded as security transactions (Fidelity)

  Closed Pong Ching 382 views 3 comments 0 points Most recent by Boatnmaniac April 2024Registers & Transactions (Windows)
• 
  Reconciled investment transactions are being deleted

  Closed Rich Gaughan 220 views 12 comments 0 points Most recent by Rich Gaughan April 2024Registers & Transactions (Windows)
• 
  Ascensus retirement account not downloading data

  Answered Closed mjdaggs 794 views 7 comments 0 points Most recent by mjdaggs April 2024Download, Add/Update Accounts (Windows)
• 
  Memo column in Investment Account (always viewable w/o 2 line display)

  Closed sleightahand 35 views 1 comment 0 points Most recent by Tom Young April 2024Investing (Windows)
• 
  How to correct a mismatched security

  Answered Closed Teresa Kottcamp 473 views 3 comments 0 points Most recent by q_lurker April 2024Investing (Windows)
• 
  What impacts will adjusting stock holdings and cash account totals have?

  Closed System 45 views 3 comments 0 points Most recent by esetono1994 April 2024Investing (Windows)
• 
  no cost basis and average cost per share

  Answered Closed wkwallst 64 views 5 comments 0 points Most recent by wkwallst April 2024Investing (Windows)
• 
  R53.16 - Asset Allocation report including Closed Positions (edit)

  Closed Burny 2.1K views 53 comments 1 point Most recent by Jem April 2024Investing (Windows)