Investments

Discussion List

• 
  Reports after archiving investments?

  Closed HowardSpindel 64 views 3 comments 0 points Most recent by Chris_QPW July 5Investing (Windows)
• 
  How to limit share price calculation to thousandths? (Q Mac)

  Closed Tesa 11 views 0 comments 0 points Most recent by Tesa July 4Investing (Mac)
• 
  Schwab won't download

  Closed RV4 315 views 15 comments 1 point Most recent by MSS79 July 4Download, Add/Update Accounts (Windows)
• 
  accounts do not compare acct portfolio after download even though box is checked

  Answered Closed Mark Jay 109 views 13 comments 0 points Most recent by mshiggins July 3Download, Add/Update Accounts (Windows)
• 
  Investing / Allocation by Security

  Closed TLM-Q 22 views 4 comments 1 point Most recent by Quicken Kristina June 29Investing (Mac)
• 
  Robinhood Crypto Prices incorrect

  Closed escroe 84 views 1 comment 2 points Most recent by Quicken Kristina June 29Investing (Mac)
• 
  Problems with Fidelity NetBenefits downloads - mixing up securities

  Answered ✓ Closed Joel Ungar 54 views 3 comments 0 points Most recent by Joel Ungar June 27Investing (Windows)
• 
  Does Quicken Mac keep a CUSIP in addition to symbol?

  Closed Richard H 34 views 1 comment 0 points Most recent by Quicken Kristina June 24Investing (Mac)
• 
  Closed out Short Call Positions--why continued in Portfolio View???

  Closed jcoley2 55 views 5 comments 0 points Most recent by jcoley2 June 24Investing (Windows)
• 
  163

  Up
  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 4.3K views 112 comments 163 points Most recent by jacobs June 22Investments
• 
  Having both Chase (Blue) and J.P. Morgan Securities - New Bank (Brown) is messy

  Answered Closed Rob 95 views 9 comments 0 points Most recent by Quicken Anja June 22Download, Add/Update Accounts (Windows)
• 
  64

  Up
  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 509 views 38 comments 64 points Most recent by Concordman June 20Investments
• 
  Verify Cash Balance

  Answered Closed prestonforman 52 views 3 comments 0 points Most recent by Quicken Anja June 20Errors and Troubleshooting (Windows)
• 
  Transaction attachments in investment accounts

  Closed DEMessinger 43 views 2 comments 1 point Most recent by Jim_Harman June 20Investing (Windows)
• 
  T-Bills entering to show interest - Schwab

  Answered Closed jl747 13 views 2 comments 0 points Most recent by jl747 June 19Registers & Transactions (Windows)
• 
  _UnrlzdGain not appearing in net worth/account balance reports

  Answered Closed Jon_sacks 196 views 25 comments 0 points Most recent by Jon_sacks June 17Reports (Windows)
• 
  Investment account Holdings and Summary Totals don't match

  Closed bob@9 196 views 7 comments 0 points Most recent by bob@9 June 16Investing (Windows)
• 
  Learning the Investment Module

  Answered ✓ Closed Elaine2 105 views 6 comments 0 points Most recent by Tom Young June 13Investing (Windows)
• 
  1

  Up
  Add Investment Distribution Type that can be reversed / properly allocated at year end [EDITED]

  Reviewed LuckyP62 58 views 6 comments 1 point Most recent by jacobs June 12Investments
• 
  Why is my small value Shiba Inu coin balance off - $76k vs $167 ? (edit)

  Closed thenumbersguy 75 views 4 comments 0 points Most recent by Ps56k2 June 11Investing (Windows)
• 
  7

  Up
  Treasury Direct - Treasury Bond Purchase - Sale, Interest and Tax withholding

  Reviewed Sammy 91 views 1 comment 7 points Most recent by Quicken Jasmine June 9Investments
• 
  How to establish a new Direct Connect connection to Fidelity Investments?

  Answered ✓ Closed Q97 320 views 6 comments 0 points Most recent by Q97 June 8Investing (Windows)
• 
  Securities Mismatch Flub

  Closed Rich 93 views 7 comments 0 points Most recent by q_lurker June 8Investing (Windows)
• 
  CLOSED 6/7/24 TreasuryDirect $0 Balance when Adding Investment Accounts

  Quicken Anja 260 views 3 comments 2 points Most recent by Quicken Janean June 7Alerts, Online Banking & Known Product Issues
• 
  CLOSED 6/7/24 Thrift Savings Plan $0 Balance when Adding Investment Accounts

  Quicken Anja 693 views 3 comments 1 point Most recent by Quicken Janean June 7Alerts, Online Banking & Known Product Issues
• 
  1

  Up
  Import Dividend Income for Budgeting Purposes

  Reviewed weileycoyote 31 views 3 comments 1 point Most recent by Jim_Harman June 7Investments
• 
  7

  Up
  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 416 views 28 comments 7 points Most recent by q_lurker June 6Investments
• 
  Finding largest gain/loss per day for investments

  Answered Closed MichaelCortese 81 views 8 comments 0 points Most recent by MichaelCortese June 6Reports (Windows)
• 
  Tracking Roth and Traditional contributions in one retirement account

  Closed jwillis84 310 views 15 comments 0 points Most recent by Jim_Harman June 4Investing (Windows)