Investments

Discussion List

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  Alight Solutions Update Error [OL-301-A]

  Closed normdelage 369 views 17 comments 0 points Most recent by Danno1960 February 2023Download, Add/Update Accounts (Mac)
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  How to enter taxable spinoff

  Answered ✓ Closed Jean B 319 views 4 comments 0 points Most recent by Jean B February 2023Investing (Windows)
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  Placeholder Madness!!!

  Closed Ploooplooo 123 views 3 comments 0 points Most recent by Ploooplooo February 2023Registers & Transactions (Mac)
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  Why am I seeing a negative cost basis for an Add Shares transaction?

  Answered Closed RDougG 71 views 9 comments 0 points Most recent by Mark1104 February 2023Registers & Transactions (Windows)
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  18

  Up
  Add number of shares to Security List

  Reviewed Rocket J Squirrel 73 views 7 comments 18 points Most recent by Paul Freedman February 2023Investments
• 
  Investing Tab Broken

  Closed Kang! 82 views 1 comment 0 points Most recent by UKR February 2023Investing (Windows)
• 
  Schwab not downloading transactions

  Closed AgBrewer97 432 views 4 comments 0 points Most recent by GlobalView February 2023Download, Add/Update Accounts (Windows)
• 
  Quote discrepancies: "last price" vs "closing price"

  Closed lagunajim 316 views 3 comments 1 point Most recent by q_lurker February 2023Investing (Windows)
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  Placeholder being added in error when updating investment account

  Sharky 41 views 0 comments 0 points Most recent by Sharky February 2023Investing (Mac)
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  Quicken totals not correct, after One Step Update - Day Gain/Loss

  Closed MishawakaKirk 21 views 0 comments 0 points Most recent by MishawakaKirk February 2023Investing (Windows)
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  Can't connect to "Ascensus - RPLink" 403(b) plans

  Closed KesslerB 525 views 4 comments 0 points Most recent by KesslerB February 2023Download, Add/Update Accounts (Mac)
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  Price history on Bonds disappears

  Closed m.waggoner 41 views 2 comments 0 points Most recent by melS February 2023Investing (Windows)
• 
  Recent bugs

  Answered ✓ Closed eduardoccastro 172 views 7 comments 0 points Most recent by q_lurker February 2023Errors and Troubleshooting (Windows)
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  What kind of transaction is correct for a cash out for a stock acquisition?

  Closed kellyp96 23 views 1 comment 0 points Most recent by Tom Young February 2023Investing (Windows)
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  Cost Basis Wrong or Missing when Transferring shares between accounts

  Answered Closed KMorgan 225 views 6 comments 0 points Most recent by KMorgan February 2023Investing (Windows)
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  Corporate Spinoff Wizard does not give correct results on a Lot basis for large data files.

  Closed JMSOUNDER 255 views 8 comments 0 points Most recent by JMSOUNDER February 2023Investing (Windows)
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  Quicken mobile - old account showing up, can't remove?

  Closed Ted P 304 views 4 comments 0 points Most recent by Quicken Jared February 2023Using the Mobile App
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  Can Simple Portfolio view show the actual value of Options in the Value column

  Closed DouginMD 21 views 0 comments 0 points Most recent by DouginMD February 2023Investing (Mac)
• 
  Managing RMDs

  Answered ✓ Closed jimarcher6837 613 views 7 comments 0 points Most recent by Jim_Harman January 2023Investing (Windows)
• 
  Gains reporting.

  Answered Closed rbmeanor09 51 views 4 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
• 
  Get a Quickin server falt when adding my Discover Bank account CC 501

  Answered Closed Buffdominator 22 views 1 comment 0 points Most recent by Quicken Jasmine January 2023Download, Add/Update Accounts (Windows)