Investments

Discussion List

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  Etrade ESPP account not available to add

  Closed blnh 61 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Windows)
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  Netbenefits 401(k) download cash source

  Closed Dave493 11 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Windows)
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  I see Quicken can keep track of Bonds but that is not an account type? Why not?

  Closed Jeff76 342 views 8 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
• 
  How does Quicken calculate the cost basis?

  Answered ✓ Closed Ed Vigdor 1.1K views 11 comments 0 points Most recent by Tom Young September 2023Investing (Mac)
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  Account Setup: Directly Held Individual Stocks

  Answered Closed pbmartin 123 views 3 comments 0 points Most recent by UKR September 2023Investing (Windows)
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  TD Ameritrade to Schwab Share Differences

  Closed Inquiring_Mind 31 views 0 comments 0 points Most recent by Inquiring_Mind September 2023Investing (Windows)
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  Vanguard Balances Way Too High

  Closed MarkRagnos 64 views 1 comment 0 points Most recent by Quicken Kristina September 2023Registers & Transactions (Windows)
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  Continue problems with Investments

  Closed krhelp 21 views 0 comments 0 points Most recent by krhelp September 2023Investing (Mac)
• 
  No option to delete a security symbol!?

  Closed questionsforever 112 views 5 comments 0 points Most recent by questionsforever September 2023All Things Canadian (Windows)
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  Build R52.20 has problems downloading transactions from many brokerage accounts

  Closed Charles Dong 143 views 6 comments 0 points Most recent by Quicken Jasmine September 2023Download, Add/Update Accounts (Windows)
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  Quicken for Mac not tracking cash in Pershing/BNY Mellon accounts

  Closed lauriel 32 views 3 comments 0 points Most recent by lauriel September 2023Investing (Mac)
• 
  Portfolio value and net worth reports and graphs are wrong

  Answered ✓ Closed rellim 722 views 6 comments 0 points Most recent by MargueriteXX September 2023Investing (Windows)
• 
  Phantom investment transactions from JP Morgan during OSU

  Closed rhg_hilltop 41 views 1 comment 0 points Most recent by Quicken Jasmine September 2023Errors and Troubleshooting (Windows)
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  TD Conversion to Schwab - Lost cost basis

  Closed scott62556 273 views 4 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
• 
  Duplicate Dashboards (Q Mac)

  Closed Jimbo21742 23 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Mac)
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  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 65 views 9 comments 11 points Most recent by jacobs September 2023Investments
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  R52.20 issue: One step update from Raymond James does not download cash amounts

  Closed Chuck56 417 views 8 comments 0 points Most recent by Chuck56 September 2023Errors and Troubleshooting (Windows)
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  R52.19 Tax Summary lists a Stock SOLDX as a Qualified Dividend

  Answered ✓ Closed lawrs21813 93 views 6 comments 0 points Most recent by mshiggins September 2023Investing (Windows)
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  TD Ameritrade / Schwab - converted IRA account now shows as Checking Acct (edit)

  Answered Closed Big Jake 214 views 14 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)
• 
  Drop down issue in Quicken

  Answered Closed DHBT 83 views 5 comments 0 points Most recent by UKR September 2023Registers & Transactions (Windows)
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  Possible to rearrange the order of holdings for an Investment account?

  Answered ✓ Closed JubJub 500 views 10 comments 0 points Most recent by JubJub September 2023Investing (Windows)
• 
  Cannot download from RWBaird Website - Direct Connect fails

  Closed System 11 views 2 comments 0 points Most recent by Quicken Anja September 2023Download, Add/Update Accounts (Windows)
• 
  Transfer shares between accounts

  Answered Closed mwilbur 72 views 4 comments 0 points Most recent by mwilbur September 2023Investing (Windows)
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  Merged: Error Message when Updating Fidelity Transactions

  Closed Bione 31 views 0 comments 0 points Most recent by Bione September 2023Download, Add/Update Accounts (Windows)
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  Merged: Update R52.20 error message for investment accounts - "Enter a valid date" [Edited9]

  Closed Bananabowl 51 views 0 comments 1 point Most recent by Bananabowl September 2023Errors and Troubleshooting (Windows)