Investments

Discussion List

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  Mutual Fund Pricing prior to split

  Answered Closed Joe W. Brown, CPA 121 views 6 comments 0 points Most recent by Joe W. Brown, CPA August 2020Investing (Mac)
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  Tracking margin account & investing (Q Mac)

  Answered ✓ Closed J. Holmes 455 views 2 comments 0 points Most recent by J. Holmes August 2020Investing (Mac)
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  Step-up in cost basis

  Answered ✓ Closed Gerry Blue 203 views 5 comments 1 point Most recent by Mark1104 August 2020Investing (Windows)
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  Shares Transferred Between Accounts -order of cost lots in the porfolio view

  Closed frederick 21 views 1 comment 0 points Most recent by Tom Young August 2020Investing (Windows)
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  Transferred mutual funds from an Investment Acct to a Brokerage Acct - add shares lines created

  Answered ✓ Closed Dorothy H 12 views 4 comments 0 points Most recent by Dorothy H August 2020Investing (Mac)
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  Merged: Mutual funds are not updating as of 9 pm edt on 8/24/20

  e2fletch 61 views 0 comments 0 points Most recent by e2fletch August 2020Investing (Windows)
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  Does anyone else have problems manually updating security prices since the R28 update?

  Answered ✓ Closed jdflagg77 21 views 1 comment 0 points Most recent by jdflagg77 August 2020Investing (Windows)
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  Can't Select Specific Shares When Selling Stock

  Closed hawks28 186 views 4 comments 0 points Most recent by hawks28 August 2020Errors and Troubleshooting (Mac)
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  Add shares when just tracking positions

  Answered ✓ Closed dmcgettigan 185 views 3 comments 0 points Most recent by Boatnmaniac August 2020Investing (Windows)
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  One Step Update is not updating or showing current prices for mutual funds Vanguard or Fidelity

  Answered ✓ Closed DGG47 202 views 1 comment 0 points Most recent by Ps56k2 August 2020Download, Add/Update Accounts (Windows)
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  Merged: Change in Security Data Update Frequency [EDIT] it's the download quotes issue

  MSStateDawg 31 views 0 comments 1 point Most recent by MSStateDawg August 2020Errors and Troubleshooting (Windows)
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  Merged: Mutual fund prices aren't loading

  smascho 11 views 0 comments 0 points Most recent by smascho August 2020Errors and Troubleshooting (Windows)
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  Merged: Monday evening 8/17, One Step Update does NOT update mutual fund prices.

  cohiker 21 views 0 comments 0 points Most recent by cohiker August 2020Errors and Troubleshooting (Windows)
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  9

  Up
  Inability to adjust investment register column widths and/or hide [edited] (15 Merged Votes)

  Reviewed Quicken Community 425 views 26 comments 9 points Most recent by amhazell August 2020Display/UI
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  Out of Balance Totals - Investment Portfolio View Window and Home Account Totals

  Closed aholter66 31 views 4 comments 0 points Most recent by aholter66 August 2020Investing (Windows)
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  New fund not showing under account

  Closed mlaeder 61 views 3 comments 0 points Most recent by Tom Young August 2020Investing (Windows)
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  I am getting an "unknown security" for all my newly downloaded Etrade transactions -- ideas?

  Answered ✓ Closed Joe Guthart 747 views 10 comments 0 points Most recent by Quicken_Tyka August 2020Download, Add/Update Accounts (Mac)
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  Quicken not updating stock prices for ESPP or RSUs

  Scott 32 views 2 comments 0 points Most recent by Scott August 2020Investing (Windows)
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  Removing unnecessary prior year investment transactions

  Answered ✓ Closed bob_s 287 views 8 comments 0 points Most recent by splasher August 2020Registers & Transactions (Windows)
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  I just added my 401(k) account into Quicken 2020

  Closed richnet10 52 views 3 comments 0 points Most recent by Boatnmaniac August 2020Investing (Windows)
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  Can someone explain “Totals” for the “Avg. Annual Return (%) for 1-year”?

  Closed JimM 61 views 6 comments 0 points Most recent by JimM August 2020Investing (Windows)
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  The "investing" summary screen dropped my banking/property from this screen on Aug 6th

  bobca99 11 views 1 comment 0 points Most recent by Jim_Harman August 2020Investing (Windows)
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  Does anyone else miss the link to Yahoo Finance that enabled us to chart multiple securities?

  Answered ✓ Closed Michael Reavell 25 views 1 comment 0 points Most recent by Quicken_Julio August 2020Investing (Windows)
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  Transactions not subtracting from cash balance 401k

  Answered ✓ Closed CRS4814 322 views 5 comments 0 points Most recent by Frankx August 2020Investing (Mac)
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  How to reclassify transactions from BoughtX to Bought

  Answered ✓ Closed Terry Locke 2.2K views 72 comments 0 points Most recent by Terry Locke August 2020Investing (Windows)
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  Vanguard - Mutual Fund Conversion

  Closed biehlpa 372 views 6 comments 0 points Most recent by Bob_L August 2020Investing (Windows)