Investments

Discussion List

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  Problem importing accounts

  Answered ✓ Closed ljonas 332 views 7 comments 0 points Most recent by ljonas September 2023Investing (Windows)
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  edward jones money market account not showing cash value

  Closed lmsandling 31 views 1 comment 0 points Most recent by Quicken Kristina September 2023Errors and Troubleshooting (Windows)
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  Multiple RSU Grants for same stock broken?

  Answered ✓ Closed to_the_penny 71 views 1 comment 0 points Most recent by to_the_penny September 2023Investing (Windows)
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  ESOG (Employee Stock Option Grant). Cannot edit Expire Date (N/A) - Greyed out

  Closed MDD 22 views 1 comment 0 points Most recent by Quicken Kristina September 2023Registers & Transactions (Windows)
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  Quicken locks up when downloading. Support said the max data file size is 200MB. Is that true?

  Closed JSM 41 views 1 comment 0 points Most recent by mshiggins September 2023Download, Add/Update Accounts (Windows)
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  CVS Stock Purchase Won't display in Portfolio (edit)

  Closed Admitt 101 views 12 comments 0 points Most recent by Rocket J Squirrel September 2023Investing (Windows)
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  Etrade ESPP account not available to add

  Closed blnh 62 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Windows)
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  Netbenefits 401(k) download cash source

  Closed Dave493 11 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Windows)
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  I see Quicken can keep track of Bonds but that is not an account type? Why not?

  Closed Jeff76 402 views 8 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
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  Account Setup: Directly Held Individual Stocks

  Answered Closed pbmartin 142 views 3 comments 0 points Most recent by UKR September 2023Investing (Windows)
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  TD Ameritrade to Schwab Share Differences

  Closed Inquiring_Mind 31 views 0 comments 0 points Most recent by Inquiring_Mind September 2023Investing (Windows)
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  Vanguard Balances Way Too High

  Closed MarkRagnos 72 views 1 comment 0 points Most recent by Quicken Kristina September 2023Registers & Transactions (Windows)
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  Build R52.20 has problems downloading transactions from many brokerage accounts

  Closed Charles Dong 162 views 6 comments 0 points Most recent by Quicken Jasmine September 2023Download, Add/Update Accounts (Windows)
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  Portfolio value and net worth reports and graphs are wrong

  Answered ✓ Closed rellim 763 views 6 comments 0 points Most recent by MargueriteXX September 2023Investing (Windows)
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  Phantom investment transactions from JP Morgan during OSU

  Closed rhg_hilltop 41 views 1 comment 0 points Most recent by Quicken Jasmine September 2023Errors and Troubleshooting (Windows)
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  TD Conversion to Schwab - Lost cost basis

  Closed scott62556 291 views 4 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)