Investments

Discussion List

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  how do i change account number when oneof my funds changed to a brokerage account

  Answered Closed jrobin0421 221 views 1 comment 0 points Most recent by Quicken Kristina July 2023Download, Add/Update Accounts (Mac)
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  C2R resizing in investment accounts

  Closed hmday 101 views 4 comments 0 points Most recent by Quicken Kristina July 2023Registers & Transactions (Windows)
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  Number of shares selected is more than available

  Closed ksm 434 views 11 comments 0 points Most recent by Tom39 July 2023Errors and Troubleshooting (Windows)
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  Quicken data file becomes corrupt/hangs after new security(ies) added, reopened

  Closed theputnams 51 views 1 comment 0 points Most recent by Quicken Jasmine July 2023Errors and Troubleshooting (Windows)
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  Day Gain/Loss in investment account showing huge loss with no transactions for period

  Answered ✓ Closed Robhawaii 151 views 1 comment 0 points Most recent by Robhawaii July 2023Errors and Troubleshooting (Mac)
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  BUG - Security sold or cleared to 0 shares but pennies remain in some reports

  Closed Tom39 121 views 1 comment 0 points Most recent by Tom39 July 2023Investing (Windows)
• 
  Is there an easy way to see all the investment accounts that have a specific stock (Q Mac)

  Answered ✓ Closed kellison 534 views 5 comments 0 points Most recent by jacobs July 2023Investing (Mac)
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  Placeholder Quote needs to be changed

  Closed Dennis4@ 54 views 4 comments 0 points Most recent by Dennis4@ July 2023Investing (Windows)
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  Fixing lots entered incorrectly

  Answered Closed Caden 53 views 2 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
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  Will quicken download Morgan Stanley Miscellaneous Income transactions

  Answered Closed jaherhold 171 views 1 comment 0 points Most recent by Tom Young June 2023Investing (Windows)
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  Why Validate complains about RSU future-dated investment transaction? how to address this?

  Answered Closed mikek753b 31 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
• 
  Quicken Deluxe - Securities

  Answered ✓ Closed Caden 51 views 4 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
• 
  Alliant Credit Union Update Fails CC-800

  Closed neil154 101 views 4 comments 0 points Most recent by Quicken Jasmine June 2023Download, Add/Update Accounts (Windows)
• 
  Changing account numbers in Merrill, Lynch

  Answered Closed Xander 153 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
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  How to configure Treasury Bill to track it correctly in Tax Planner?

  Answered Closed mikek753b 522 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
• 
  Vanguard Cash Plus Account Handling

  Closed Shannon M M 2.9K views 16 comments 0 points Most recent by Tom Young June 2023Download, Add/Update Accounts (Windows)
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  Missing transactions in reconcile

  Answered Closed Havanahooligan 51 views 3 comments 0 points Most recent by NotACPA June 2023Errors and Troubleshooting (Windows)
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  how transfer one stock held in 2 Schwab accounts into one Schwab account in Quicken

  Answered ✓ Closed John_L 41 views 1 comment 0 points Most recent by Jim_Harman June 2023Investing (Windows)
• 
  CalPERS Supplemental Income Plan (Voya) not downloading transactions

  Closed jdmcmah 41 views 1 comment 0 points Most recent by Quicken Jasmine June 2023Download, Add/Update Accounts (Mac)
• 
  How do I restore an investment account from an old backup?

  Closed david314 101 views 0 comments 0 points Most recent by david314 June 2023File Conversion and Backup (Windows)