Investments

Discussion List

• 
  Janney Holdings and Cash Account

  Closed GreenOak 44 views 3 comments 0 points Most recent by Quicken Jared June 2022Download, Add/Update Accounts (Windows)
• 
  Lincoln Financial 401k

  Closed DRDuttry 416 views 5 comments 0 points Most recent by Quicken Jared June 2022Investing (Mac)
• 
  Canadian Mutual Fund Exchange - funds switched

  Closed jwp.perry 350 views 11 comments 0 points Most recent by JosefW June 2022All Things Canadian (Windows)
• 
  Fidelity FDRXX does NOT download activity

  Answered Closed hgillman 274 views 13 comments -1 point Most recent by Sherlock June 2022Investing (Windows)
• 
  Several mutual funds and bonds at Schwab accounts are not showing up as currently held.

  Closed Kevin Lynch 73 views 1 comment 0 points Most recent by Kevin Lynch June 2022Errors and Troubleshooting (Mac)
• 
  Incorrect security information for XBB

  Closed Ce K 62 views 4 comments 0 points Most recent by Gilles9 June 2022All Things Canadian (Mac)
• 
  403b Setup Best Practices

  Answered ✓ Closed 4pickering 165 views 4 comments 0 points Most recent by jacobs June 2022Investing (Mac)
• 
  Edward Jones transactions won't update

  Closed whisky2a 86 views 1 comment 0 points Most recent by Quicken Jared June 2022Errors and Troubleshooting (Windows)
• 
  Tracking sample (or virtual) portfolio

  Answered ✓ Closed Brucee32789ywe3290 179 views 5 comments 0 points Most recent by [Deleted User] June 2022Investing (Windows)
• 
  Amazon Stock Split June 2022

  Closed LittleMasti 323 views 1 comment 0 points Most recent by Tom Young June 2022Investing (Windows)
• 
  Fidelity Investment transactions not downloading

  Closed M B 332 views 7 comments 1 point Most recent by E&OH June 2022Download, Add/Update Accounts (Windows)
• 
  Buying Treasuries in Schwab and Vanguard. Problem tracking Schwab with Quicken

  Closed ChicagoGuy 92 views 0 comments 0 points Most recent by ChicagoGuy May 2022Investing (Windows)
• 
  Why does the Day Gain/Loss seemingly include the value of purchased stocks on that given day?

  Answered ✓ Closed Cowxie 137 views 6 comments 0 points Most recent by q_lurker May 2022Investing (Windows)
• 
  Clearing a cost Basis

  Closed Bione 73 views 3 comments 0 points Most recent by Quicken Jasmine May 2022Investing (Windows)
• 
  Citi Investment

  Closed ADZ 230 views 6 comments 0 points Most recent by ADZ May 2022Download, Add/Update Accounts (Mac)
• 
  Anyone loose data after recent update Q Mac to ver 6.7.1

  Answered Closed trjames2000 62 views 1 comment 0 points Most recent by Quicken Jasmine May 2022Errors and Troubleshooting (Mac)
• 
  3

  Up
  Delete Expired Option Trades (12 Legacy Votes)

  Reviewed Quicken Community 1.2K views 42 comments 3 points Most recent by GMGC May 2022Investments
• 
  DivX Disappeared

  Answered Closed samuel491 174 views 10 comments 0 points Most recent by Jim_Harman May 2022Investing (Windows)
• 
  How do I sell lots of a security for tax-loss purposes? QPremier R40.21

  Answered ✓ Closed corndog638 72 views 5 comments 0 points Most recent by corndog638 May 2022Investing (Windows)
• 
  Fidelity investments download was incomplete... how to fix?

  Answered ✓ Closed RedCab 690 views 19 comments 0 points Most recent by RedCab May 2022Errors and Troubleshooting (Windows)
• 
  Problem with huge incorrect historical balance in investment account

  Answered Closed longtimeuser70 339 views 7 comments 0 points Most recent by jacobs May 2022Download, Add/Update Accounts (Mac)
• 
  Adding a I-Series Savings Bond - Additional Question to Closed Thread

  Closed mabrent 705 views 3 comments 0 points Most recent by Jim_Harman May 2022Investing (Windows)
• 
  Default for Lot ID vs. Average cost for downloaded stock or fund sales

  Closed BJB 241 views 4 comments 0 points Most recent by BJB May 2022Investing (Windows)
• 
  No Tabs are Showing

  Answered Closed Phil O 281 views 2 comments 0 points Most recent by Phil O May 2022Investing (Windows)
• 
  Why do I keep getting different balances and amounts across similar reports and balances?

  Answered Closed millerrich75 495 views 2 comments 0 points Most recent by Lapam May 2022Reports (Windows)