Investments

Discussion List

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  Brokerage accounts no longer showing register transactions

  Closed BethE 131 views 2 comments 0 points Most recent by BethE December 2023Download, Add/Update Accounts (Windows)
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  Security Appears in the Security List But Does Not Appear In Register Drop Down Security List

  Answered ✓ Closed JoelC 462 views 19 comments 0 points Most recent by JoelC December 2023All Things Canadian (Windows)
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  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 52 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
• 
  Fidelity "Basket Portfolios"

  Answered Closed Andy 82 views 3 comments 0 points Most recent by NotACPA December 2023Registers & Transactions (Windows)
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  Help Resolving Investment Placeholders

  Closed TexMike 61 views 2 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
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  R52.xx - Enter Valid Date after download transactions [Edit33]

  Answered ✓ Closed rbridges01 18K views 368 comments 15 points Most recent by tnmats December 2023Investing (Windows)
• 
  Why doesn't the Home dashboard card "Portfolio Value" work

  Answered ✓ Closed Pacoinconn 226 views 3 comments 0 points Most recent by Quicken Kristina December 2023Budgeting and Planning Tools (Windows)
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  Merrill Lynch Investment Account - cannot turnoff Placeholders

  Closed jcoley2 31 views 0 comments 0 points Most recent by jcoley2 December 2023Investing (Windows)
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  How do I get reinvested dividends and reinvested capital gains to show up in the Tax Planner?

  Answered Closed Tammy Van Buren 129 views 2 comments 0 points Most recent by Tammy Van Buren December 2023Registers & Transactions (Windows)
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  Archive NOT Working - DO NOT RELY ON IT!

  Closed Eman 114 views 1 comment 1 point Most recent by Chris_QPW December 2023Errors and Troubleshooting (Windows)
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  Investment Performance - the Gain and ROI numbers are wrong (edit)

  Closed heftydude 73 views 3 comments 0 points Most recent by Jim_Harman December 2023Investing (Windows)
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  Missing shares and cannot determine fix

  Closed tjb201 41 views 3 comments 0 points Most recent by Rocket J Squirrel December 2023Errors and Troubleshooting (Windows)
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  Daily prompt of transaction for review with none available to review

  Closed bonesdds 21 views 1 comment 0 points Most recent by Quicken Jasmine December 2023Download, Add/Update Accounts (Windows)
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  Q crashes when entering a withdrawal in an investment account

  Answered Closed LMillsap1 22 views 2 comments 0 points Most recent by q_lurker December 2023Errors and Troubleshooting (Windows)
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  Brokerage account with BOTH checking and savings

  Answered ✓ Closed Stuart Dole 195 views 3 comments 0 points Most recent by NotACPA December 2023Download, Add/Update Accounts (Windows)
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  Vanguard accounts not recognized - OL-304

  Closed System 163 views 2 comments 0 points Most recent by Quicken Kristina December 2023Download, Add/Update Accounts (Windows)
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  Chase Investment Account Not Updating

  Closed sr2 393 views 3 comments 0 points Most recent by Quicken Jasmine December 2023Registers & Transactions (Mac)
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  Cannot adjust cost basis of a security without changing cash balance?

  Answered Closed questionsforever 248 views 10 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
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  Can Quicken be used to model performance of my investments (edit)

  Answered Closed lee de cola 128 views 9 comments 0 points Most recent by lee de cola December 2023Investing (Windows)
• 
  Cash balances in investments

  Answered ✓ Closed thomas_in_acf 959 views 7 comments 0 points Most recent by thomas_in_acf December 2023Investing (Windows)
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  Merrill Lynch account Intinc has a share balance which shows up on report as balance

  Closed Sunshine1 22 views 1 comment 0 points Most recent by Quicken Kristina December 2023Errors and Troubleshooting (Windows)