Investments

Discussion List

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  Accrued interest is an expense in Quicken

  Answered Closed MichaelCortese 915 views 10 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
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  Losses as told by Quicken

  Answered Closed Bob. 171 views 11 comments 0 points Most recent by Chris_QPW December 2023Investing (Windows)
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  Specify lots broken

  Closed Jon Foster 144 views 6 comments 0 points Most recent by mshiggins December 2023Investing (Windows)
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  How to handle stock merger - VMware & Broadcom (edit)

  Closed questionsforever 20.6K views 65 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
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  BUG: Buy/Sell preview is mixing tax years

  Closed Rocket J Squirrel 56 views 2 comments 0 points Most recent by Quicken Kristina December 2023Investing (Windows)
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  Bug downloading transactions when unaccepted transactions exist.

  Closed Darren@ 54 views 3 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
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  Is it okay to both automatically update from Fidelity AND manually enter a share buy?

  Answered Closed SteveInTally 66 views 3 comments 0 points Most recent by q_lurker December 2023Investing (Windows)
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  How best to re-sync/restore a messed-up investment account

  Answered Closed ajkessel 466 views 2 comments 0 points Most recent by ajkessel December 2023Investing (Windows)
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  How to handle Schwab Privately Managed Fund in Q for Windows

  Answered ✓ Closed MarieBaumann 163 views 5 comments 0 points Most recent by MarieBaumann December 2023Investing (Windows)
• 
  Brokerage accounts no longer showing register transactions

  Closed BethE 133 views 2 comments 0 points Most recent by BethE December 2023Download, Add/Update Accounts (Windows)
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  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 57 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
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  Fidelity "Basket Portfolios"

  Answered Closed Andy 86 views 3 comments 0 points Most recent by NotACPA December 2023Registers & Transactions (Windows)
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  Help Resolving Investment Placeholders

  Closed TexMike 62 views 2 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
• 
  R52.xx - Enter Valid Date after download transactions [Edit33]

  Answered ✓ Closed rbridges01 19.1K views 368 comments 15 points Most recent by tnmats December 2023Investing (Windows)
• 
  Merrill Lynch Investment Account - cannot turnoff Placeholders

  Closed jcoley2 34 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 141 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 115 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 83 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 33 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 27 views 2 comments 0 points Most recent by q_lurker December 2023Errors and Troubleshooting (Windows)
• 
  Brokerage account with BOTH checking and savings

  Answered ✓ Closed Stuart Dole 207 views 3 comments 0 points Most recent by NotACPA December 2023Download, Add/Update Accounts (Windows)