Investments

Discussion List

• 
  Incorrect Placeholder added to investment account after I download

  Answered Closed jz 72 views 1 comment 0 points Most recent by Quicken Francisco July 2021Investing (Mac)
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  "Unable to create this security" - while trying to create an option security

  Answered dave344 132 views 9 comments 0 points Most recent by dave344 July 2021Investing (Windows)
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  Which category do you use when making Roth IRA contributions from the checking account?

  Answered ✓ Closed carsonbeach 1.5K views 4 comments 0 points Most recent by carsonbeach July 2021Investing (Mac)
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  Pie Chart Report Features

  Answered Closed 60beats 44 views 2 comments 0 points Most recent by 60beats July 2021Reports (Windows)
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  How to fix missing cost basis for mutual funds

  Answered davidha 34 views 2 comments 0 points Most recent by davidha July 2021Investing (Windows)
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  Trouble downloading information from Equitable Advisors

  Answered jbplum 713 views 4 comments 0 points Most recent by jbplum July 2021Download, Add/Update Accounts (Windows)
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  403b Distribution

  Raydar 54 views 3 comments 0 points Most recent by Raydar July 2021Investing (Windows)
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  Update of Transactions

  Answered ✓ neil154 51 views 5 comments 0 points Most recent by Sherlock July 2021Download, Add/Update Accounts (Windows)
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  How do I set up an Ameriprise Variable Universal Life annuity under investments?

  Answered ✓ Closed lmreyman 374 views 10 comments 0 points Most recent by lmreyman July 2021Download, Add/Update Accounts (Mac)
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  stock split of 1,500:1 - but Quicken has limit of 1,000:1

  Answered ✓ Closed thehelmster 126 views 4 comments 0 points Most recent by Ps56k2 July 2021Investing (Windows)
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  Security Name Omitted from DivX Transaction

  Closed System 21 views 3 comments 0 points Most recent by q_lurker July 2021Investing (Windows)
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  Aspire Financial Services - investlink

  Answered ✓ Closed mjm4200 273 views 2 comments 0 points Most recent by mjm4200 July 2021Investing (Windows)
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  Merged: Downloading/updating ticker symbols

  fred2 21 views 0 comments 0 points Most recent by fred2 July 2021Investing (Windows)
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  Is there an easy way to change the type for a large number of securities?

  Closed Phil Becker 21 views 1 comment 0 points Most recent by q_lurker July 2021Investing (Windows)
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  Investment Account Bought Shares Showing Up As Negative Interest Income in Planning Tab

  Answered Closed GarJen 28 views 1 comment 0 points Most recent by Mark1104 July 2021Budgeting and Planning Tools (Windows)
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  Why are the Investment Market Values in Quicken drastically different from the bank's values

  Answered Closed RNC 1.8K views 17 comments 0 points Most recent by PetersJB July 2021Investing (Mac)
• 
  Cash as an asset class

  Answered RAli 51 views 4 comments 0 points Most recent by Jim_Harman July 2021Investing (Windows)
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  Gain/Loss 1-Month: maybe a bug?

  Closed QWThomas 52 views 5 comments 0 points Most recent by QWThomas July 2021Investing (Windows)
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  I just added a new brokeragee account and can't find the register or transaction screens

  Doubleb 71 views 3 comments 0 points Most recent by UKR July 2021Investing (Windows)
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  Investment accounts converting from Mac to Windows

  Answered Closed RubyP 43 views 4 comments 0 points Most recent by RubyP June 2021File Conversion and Backup (Windows)
• 
  QM didn't download a fund purchase. Best way to correct?

  Answered Closed RCinNJ 21 views 2 comments 0 points Most recent by RCinNJ June 2021Investing (Mac)
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  Transfer Shares (All Securities) generates Remove Shares Placeholder Entries in New Account

  Closed M Campbell Crockett 31 views 0 comments 0 points Most recent by M Campbell Crockett June 2021Investing (Mac)
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  transactions from Merrill Lynch IRA accounts inaccurate

  Closed brbot 21 views 0 comments 0 points Most recent by brbot June 2021Investing (Windows)
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  Quicken 2020 Premier now displaying all zero balance securities

  Answered ✓ jcoley2 135 views 6 comments 0 points Most recent by Tony T2 June 2021Investing (Windows)
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  Estimated Income on Portfolio screen from Investing tab

  Answered Gringgo 330 views 4 comments 0 points Most recent by Gringgo June 2021Investing (Windows)
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  missing investment transactions

  Answered ✓ Wiley Won 416 views 11 comments 0 points Most recent by Boatnmaniac June 2021Download, Add/Update Accounts (Windows)
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  Quicken for Mac Reports-Accounts over time

  Closed DrWk 22 views 1 comment 0 points Most recent by jacobs June 2021Reports (Mac)