Investments

Discussion List

• 
  Investing account is linked to wrong bank for downloads. How do I change?

  Answered ✓ Closed dlipetz 366 views 2 comments 0 points Most recent by dlipetz January 2021Download, Add/Update Accounts (Windows)
• 
  Quicken won't let me create a new buy/sell transaction with recently added security.

  Answered ✓ Closed Chelo 71 views 5 comments 0 points Most recent by Chelo January 2021Investing (Mac)
• 
  Unable add Investing account

  Answered Closed kashg 101 views 3 comments 0 points Most recent by kashg January 2021Download, Add/Update Accounts (Windows)
• 
  Stock prices not updating (and randomly erasing / setting to zero)

  Answered japullen 391 views 3 comments 0 points Most recent by Quicken_Tyka January 2021Investing (Windows)
• 
  How to enter interest income on an annuity

  Answered Closed lake2468 82 views 4 comments 0 points Most recent by lake2468 January 2021New to Quicken/Getting Started (Windows)
• 
  How to view Cash Source details on 401(k) account in Quicken

  Answered ✓ dlessmann 205 views 2 comments 0 points Most recent by dlessmann January 2021Investing (Windows)
• 
  How do I correct a placeholder when none are showing for an account?

  Answered ✓ Closed Hitman77 261 views 8 comments 0 points Most recent by Hitman77 January 2021Errors and Troubleshooting (Windows)
• 
  Tracking Investments

  Answered Fred9719 595 views 3 comments 0 points Most recent by Fred9719 January 2021Investing (Windows)
• 
  Options (calls and puts) from Fidelity don't match when closing a position

  Answered david_bus 162 views 7 comments 0 points Most recent by david_bus January 2021Investing (Windows)
• 
  What is the best method to enter a bond that matures?

  Answered Ann Lewis 1.6K views 9 comments 1 point Most recent by q_lurker January 2021Investing (Windows)
• 
  Closed Lots keep reappearing - new problem / bug

  Answered ✓ Closed tired techie 31 views 2 comments 0 points Most recent by tired techie December 2020Errors and Troubleshooting (Windows)
• 
  When I do an online account update - investment transactions are deleted from years ago

  Answered Closed cvfuchs 92 views 2 comments 0 points Most recent by cvfuchs December 2020Errors and Troubleshooting (Windows)
• 
  Update Online Accounts Shows Old Data

  Answered Closed McRob 42 views 2 comments 0 points Most recent by McRob December 2020Download, Add/Update Accounts (Mac)
• 
  How to record Miscellaneous Income in an IRA account?

  Answered ✓ roblester999 238 views 6 comments 0 points Most recent by Frankx December 2020Registers & Transactions (Windows)
• 
  Adjusting Stock Option Balance

  Answered beavel 81 views 1 comment 0 points Most recent by Quicken Francisco December 2020Investing (Windows)
• 
  How do I synchronize Account Bar value for 401(k) plan to current Market Value in Holdings?

  Answered ✓ RBrunson 34 views 2 comments 0 points Most recent by RBrunson December 2020Registers & Transactions (Windows)
• 
  What are best practices in entering investment accounts?

  Answered ✓ kkeltonnc 61 views 3 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  How do I add a new mutual fund?

  Answered ✓ ejbucknell 744 views 15 comments 0 points Most recent by studpup December 2020Investing (Windows)
• 
  I repurchased a sold stock. Why doesn't it show the cost basis for only the new purchase?

  Answered eegram 21 views 1 comment 0 points Most recent by Jim_Harman December 2020Investing (Windows)
• 
  Multiple Securities fully sold with still investment value present

  Answered Polo 118 views 6 comments 0 points Most recent by Polo December 2020Investing (Windows)
• 
  6.0.3 (Mac) Chase doubles some securities transaction downloads

  Answered ✓ Closed Spoonmeister 61 views 1 comment 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
• 
  ADP 401k QFX Download doesn't contain contributions

  Answered ✓ Closed cliffhelsel1 422 views 2 comments 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
• 
  Merged: How to account for Donor Advised Fund (DAF)

  Closed DavidZ123 21 views 0 comments 0 points Most recent by DavidZ123 December 2020Budgeting and Planning Tools (Mac)
• 
  Three securities not showing up in the Investing -> Dashboard view

  Answered BigD3535 92 views 6 comments 0 points Most recent by BigD3535 December 2020Investing (Windows)
• 
  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 91 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)