Investments

Discussion List

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  Option to re-order holdings names in the investment account overview

  Reviewed roko 159 views 5 comments 3 points Most recent by Jim_Harman September 12Investments
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  SWGXX as cash has not worked for years

  Answered Closed leonard kearney 75 views 2 comments 0 points Most recent by Quicken Kristina September 11Investing (Windows)
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  Online Center "Update" doesn't update "Holdings" tab

  Closed Ray 100 views 2 comments 0 points Most recent by Ray September 11Investing (Windows)
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  News and Analysis headlines not linking to the Business Wire story - Quicken for Mac

  Answered Closed gmpizzuto 129 views 4 comments 0 points Most recent by Quicken Anja September 11Investing (Mac)
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  phantom Money Market shares appear in investment account Holdings

  Closed Wiley Won 184 views 7 comments 0 points Most recent by Quicken Laura September 10Registers & Transactions (Windows)
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  Quicken MAC does not offer a linked “checking-style” cash account like the Windows version does.

  Reviewed sitkinj 102 views 2 comments 3 points Most recent by Eric September 9Manage Accounts and Transactions
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  IRA totals show two different things on the same screen

  Closed Milehigh5280 244 views 9 comments 0 points Most recent by Quicken Anja September 9Download, Add/Update Accounts (Windows)
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  Why does my new security not get saved to the security list?

  Answered ✓ Closed EMcRory 1.2K views 36 comments 0 points Most recent by Sceptic September 8Investing (Windows)
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  Investment cash not counted in net worth

  Closed MichaelCortese 110 views 4 comments 0 points Most recent by Quicken Kristina September 8Errors and Troubleshooting (Mobile)
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  Why is manually entering data in Investment registry so slow?

  Answered Closed dgreer 100 views 3 comments 0 points Most recent by NotACPA September 5Registers & Transactions (Windows)
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  Add notes column to Investing Holdings screen

  Reviewed dhollid2 53 views 1 comment 1 point Most recent by Quicken Anja September 5Investments
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  Upload QIF dividend transaction = Qualified dividend?

  Answered Closed DL# 222 views 9 comments 0 points Most recent by markus1957 September 4Investing (Windows)
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  How to fix One Step Update for Fidelity NetBenefits?

  Answered Closed Tommy 529 views 9 comments 0 points Most recent by cyberphile September 4Errors and Troubleshooting (Windows)
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  PNC Bank download shows Unknown Security and O shares

  Closed ejmquick 143 views 3 comments 0 points Most recent by Quicken Carlos September 4Errors and Troubleshooting (Windows)
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  Tracking gains/losses in an investment fund

  Answered Closed goldtop 233 views 6 comments 0 points Most recent by goldtop September 4Investing (Windows)
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  Quote updates

  Answered Closed Gaboum 254 views 9 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Mac)
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  Voya server error message at their site

  Closed GeoArm 104 views 4 comments 0 points Most recent by Quicken Kristina September 4Errors and Troubleshooting (Windows)
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  Fractional Leftover Stock Shares

  Answered Closed Gary Paukert 108 views 4 comments 0 points Most recent by Sceptic September 4Investing (Windows)
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  Vanguard - Quicken creates duplicate downloads of one mutual fund since July 2025

  Closed Ewm101 131 views 5 comments 0 points Most recent by Quicken Laura September 3Download, Add/Update Accounts (Windows)
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  Stock and Fund Details

  Closed scampsrp 77 views 4 comments 0 points Most recent by Quicken Carlos September 3Registers & Transactions (Windows)
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  Placeholders issues

  Closed melwiesel 483 views 23 comments 0 points Most recent by Quicken Alyssa September 2Investing (Windows)