Investments

Discussion List

• 
  How to go back to a previous version of Quicken Canada (edit)

  Closed Danielle Dallaire 421 views 14 comments 0 points Most recent by Danielle Dallaire September 2023All Things Canadian (Windows)
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  ESOG (Employee Stock Option Grant). Cannot edit Expire Date (N/A) - Greyed out

  Closed MDD 21 views 1 comment 0 points Most recent by Quicken Kristina September 2023Registers & Transactions (Windows)
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  Quicken locks up when downloading. Support said the max data file size is 200MB. Is that true?

  Closed JSM 42 views 1 comment 0 points Most recent by mshiggins September 2023Download, Add/Update Accounts (Windows)
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  CVS Stock Purchase Won't display in Portfolio (edit)

  Closed Admitt 71 views 12 comments 0 points Most recent by Rocket J Squirrel September 2023Investing (Windows)
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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 343 views 8 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
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  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 122 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 62 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)
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  No option to delete a security symbol!?

  Closed questionsforever 111 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 141 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 31 views 3 comments 0 points Most recent by lauriel September 2023Investing (Mac)
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  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)
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  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 277 views 4 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
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  Duplicate Dashboards (Q Mac)

  Closed Jimbo21742 21 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 429 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 92 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 212 views 14 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)
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  Drop down issue in Quicken

  Answered Closed DHBT 81 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 518 views 10 comments 0 points Most recent by JubJub September 2023Investing (Windows)