Investments

Discussion List

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  Tracking Mutual Funds Failing in Quicken Business & Personal

  Answered Closed AMP61 167 views 5 comments 0 points Most recent by Quicken Laura May 19All Things Canadian (Windows)
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  Both securities are resolving to the same underlying entry

  Closed gbr1000 59 views 6 comments 0 points Most recent by Quicken Carlos May 18Registers & Transactions (Windows)
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  Fidelity bond purchases download incorrectly

  Closed Murs01 50 views 4 comments 0 points Most recent by Quicken Alyssa May 18Download, Add/Update Accounts (Windows)
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  Add Ability to Remove Cash From Portfolio Value and Cost Basis Graphs

  Reviewed Ken From Evans GA 12 views 0 comments 4 points Started by Ken From Evans GA May 17 Investments
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  Delete cash position from Portfolio Value Versus Cost Basis Graphs

  Closed Ken From Evans GA 122 views 4 comments 0 points Most recent by Quicken Kristina May 17Investing (Mac)
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  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 240 views 22 comments 11 points Most recent by jdparker225 May 17Investments
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  ESPP Exercise & Double Counting of MiscInc - Ordinary Income

  Answered ✓ Closed TerrenceT 37 views 2 comments 0 points Most recent by Quicken Kristina May 16Investing (Windows)
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  New Asset Classes: Private Credit & Private Equity [Edited]

  Reviewed brkant 14 views 0 comments 2 points Started by brkant May 16 Product Enhancements
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  Should Fidelity CMA be working now?

  Closed CousinBruce 56 views 4 comments 0 points Most recent by CousinBruce May 16Download, Add/Update Accounts (Mac)
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  Merrill Investment Transactions Removing Commission Fee

  Closed MangoMan 14 views 1 comment 0 points Most recent by Quicken Kristina May 15Download, Add/Update Accounts (Windows)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.4K views 26 comments 29 points Most recent by yongc May 15Investments
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  Today's Change (on Investing/Dashboard) does not match change to Net Worth

  Closed AJS123 69 views 5 comments 0 points Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
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  A FIX for: Year End Archive Not Deleting Old Transactions - Checking and Savings Users

  Closed CashMan 107 views 2 comments 2 points Most recent by SSTOUT4 May 15File Conversion and Backup (Windows)
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  Issues with VOYA - again

  Closed dmurad53 284 views 19 comments 1 point Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
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  Column customization for investment accounts

  Reviewed MSStateDawg 126 views 12 comments 5 points Most recent by MSStateDawg May 15Investments
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  Focus Quicken Classic on core desktop finance, not LifeHub and extras

  Reviewed jazzylas 61 views 1 comment 7 points Most recent by jazzylas May 15Product Enhancements
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  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 27 views 1 comment 5 points Most recent by jljeeper May 13Investments
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  Does anyone else have trouble updating iShares Core S&P 500 Index ETF (XUS)

  Answered ✓ Closed Scouter_Don 98 views 6 comments 0 points Most recent by q_lurker May 13Investing (Windows)
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  One (1) Fidelity account not updating correctly

  Closed glennwms 56 views 5 comments 0 points Most recent by Quicken Alyssa May 13Download, Add/Update Accounts (Windows)
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  Interest Gain Loss (QMac) [Edited]

  Reviewed William Day 187 views 18 comments 1 point Most recent by William Day May 12Investments
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  Market Value Discrepancy

  Closed mike132 124 views 11 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  Fidelity "Short Term" and Cash information is incorrect

  Closed System 47 views 5 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  How to change(adjust) the Avg Cost Basis in Quicken.

  Closed jvprice6 201 views 6 comments 0 points Most recent by Quicken Carlos May 12Investing (Windows)
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  Reconciling Fidelity investment accounts online cash does not have a value

  Closed uscfan75 239 views 20 comments 0 points Most recent by Quicken Anja May 12Registers & Transactions (Mac)
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  Fidelity Options Transactions [Edited]

  Closed rbridges01 127 views 9 comments 0 points Most recent by Quicken Carlos May 12Download, Add/Update Accounts (Windows)
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  Formatting of a stock's average volume in Investing tab

  Reviewed PaulT123 15 views 0 comments 3 points Started by PaulT123 May 11 Investments
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  Bank of America - reauthorization - no error but looks weird...?

  Closed sjtideman 129 views 9 comments 0 points Most recent by Quicken Carlos May 11Errors and Troubleshooting (Windows)
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  New Field - Investment Strategy

  Reviewed fciani 86 views 11 comments 1 point Most recent by NotACPA May 10Investments