Investments

Discussion List

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  "Transactions" not available

  Answered Closed TinGodMusic 11 views 2 comments 0 points Most recent by TinGodMusic August 2023Investing (Mac)
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  Quicken is not picking Up the Dollar amounts for the SWGXX distributions

  Closed robert m 22 views 0 comments 0 points Most recent by robert m August 2023Registers & Transactions (Mac)
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  Investment Security name grayed out on Sell transactions when using Dark Mode (edit) (Q Mac)

  Closed Craig S 104 views 2 comments 0 points Most recent by Quicken Kristina August 2023Registers & Transactions (Mac)
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  Pershing via NetXInvestor Account Balance Issues

  Closed krarkes 237 views 5 comments 0 points Most recent by Quicken Jasmine August 2023Errors and Troubleshooting (Mac)
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  Why does Quicken add future placeholders?

  Answered Closed daddyaboo- 81 views 3 comments 0 points Most recent by Quicken Kristina August 2023Investing (Windows)
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  Problems with pre-tax deductions on a paycheck and choosing an investing account HSA

  Answered Closed morangegurl 11 views 1 comment 0 points Most recent by morangegurl August 2023Registers & Transactions (Windows)
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  Issue Manually Updating Quote/Price

  Closed Debra Tuggle Huser 41 views 1 comment 0 points Most recent by Jim_Harman August 2023Investing (Windows)
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  How do I get the S&P 600 Small Cap Index added to my investment view?

  Answered ✓ Closed Ellary Kahan 53 views 7 comments 0 points Most recent by Ellary Kahan August 2023Investing (Windows)
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  Unrealized loss dilemma - Quicken & brokerage disagree

  Closed Rocket J Squirrel 95 views 13 comments 0 points Most recent by q_lurker August 2023Investing (Windows)
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  Not Finding Brighter Future Advisor Plan in the list of accounts that can be updated online

  Answered Closed TallTom 21 views 2 comments 0 points Most recent by TallTom August 2023Download, Add/Update Accounts (Windows)
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  Completely unable to manually enter retirement info when offline

  Closed louabill 141 views 6 comments 0 points Most recent by louabill August 2023Errors and Troubleshooting (Mac)
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  Investment account - Incorrect number of shares in Available to Sell column

  Closed Rich Gaughan 398 views 12 comments 0 points Most recent by Rich Gaughan August 2023Investing (Windows)
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  Stock Option pricing not updating

  Closed Hub 171 views 6 comments 0 points Most recent by Hub August 2023Investing (Windows)
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  How to adjust cost basis to be the same as my broker

  Answered Closed Danielle Dallaire 227 views 3 comments 0 points Most recent by JosefW August 2023All Things Canadian (Windows)
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  Etrade no longer uploading interest income transaction after Morgan conversion

  Closed mwpowers55 112 views 1 comment 0 points Most recent by Quicken Kristina August 2023Download, Add/Update Accounts (Windows)
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  3 Transactions for my Reinvested Dividends

  Answered Closed Ken A 106 views 5 comments 0 points Most recent by UKR August 2023Download, Add/Update Accounts (Windows)
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  Merged: Fidelity Net Benefits not downloading all transactions

  Closed Tony Luers 201 views 0 comments 0 points Most recent by Tony Luers August 2023Errors and Troubleshooting (Windows)
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  Investment portfolio

  Closed oliver' 346 views 16 comments 0 points Most recent by oliver' August 2023Investing (Mac)
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  Chase Brokerages Not Downloading New Transactions

  Closed R Strax 92 views 3 comments 0 points Most recent by R Strax August 2023Download, Add/Update Accounts (Mac)
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  Change Total Value of an Offline investment account without individual securities

  Answered ✓ Closed pitosalas 233 views 2 comments 0 points Most recent by Jon August 2023Investing (Mac)
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  How to fix archiving to wrong currency account from previous Quicken Canada update?

  Closed questionsforever 35 views 2 comments 0 points Most recent by questionsforever August 2023All Things Canadian (Windows)
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  Schwab Balances, Downloads, Cash Balances still wrong after over a year

  Closed ebcullen 122 views 2 comments 0 points Most recent by Boatnmaniac August 2023Download, Add/Update Accounts (Windows)
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  How to force correct exchange rate in register without restarting program?

  Closed questionsforever 11 views 0 comments 0 points Most recent by questionsforever August 2023All Things Canadian (Windows)
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  Often my vanguard brokerage account will not update

  Answered Closed lware14 21 views 1 comment 0 points Most recent by Quicken Kristina August 2023Download, Add/Update Accounts (Mac)