Investments

Discussion List

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  Fidelity Downloads - A Name Change of a Stock generates additional Market Value amount

  Answered Closed Rhodester 91 views 5 comments 0 points Most recent by Quicken Alyssa July 27Download, Add/Update Accounts (Mac)
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  Fix share transfer between brokerage accounts to include history?

  Answered Closed lsfinn 127 views 5 comments 0 points Most recent by Quicken Laura July 27Investing (Mac)
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  Focus Quicken Classic on core desktop finance, not LifeHub and extras

  Closed jazzylas 445 views 12 comments 15 points Most recent by Chris_QPW July 26The Water Cooler
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  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 344 views 12 comments 27 points Most recent by jacobs July 26Investments
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  I have been attempting to add a fidelity account to quicken and it keeps failing.

  Answered ✓ Closed kfo 283 views 13 comments 0 points Most recent by Quicken Kristina July 25Download, Add/Update Accounts (Windows)
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  MATURITY DATES FOR BONDS AND CDS report

  Reviewed GREGS10303 21 views 0 comments 1 point Started by GREGS10303 July 25 Reports
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  Investing Portfolio-Populate all % Change cols for Closed Positions, Watch List & Indexes

  Reviewed get 10 views 0 comments 2 points Started by get July 24 Investments
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  % Change for Watch List of Securities and/or Indexes that aren't owned

  Closed get 93 views 3 comments 0 points Most recent by get July 24Investing (Windows)
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  Dashboard views are too limited

  Closed Ray 177 views 6 comments 0 points Most recent by Ray July 24Reports (Windows)
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  Restore Adjustable Chart Scaling in Quicken Canada (Security Detail View)

  Reviewed MarkCann 20 views 1 comment 1 point Most recent by Quicken Kristina July 24Canada Windows
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  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 1.3K views 44 comments 34 points Most recent by Quicken Laura July 23Investments
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  monthly graph of dividend checking shows approx $1000 across month after month

  Answered Closed prwilliams38 67 views 3 comments 0 points Most recent by Quicken Anja July 23Errors and Troubleshooting (Windows)
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  How do I fix an investment account in Quicken that was just tied to the online account?

  Answered Closed Derfoo 152 views 5 comments 0 points Most recent by Quicken Anja July 23Investing (Windows)
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  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Planned ozarkcanoer 2.1K views 55 comments 76 points Most recent by MontanaKarl July 22Investments
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  Fidelity Account not recognized in Quicken

  Closed len1940 98 views 5 comments 0 points Most recent by Quicken Alyssa July 22Download, Add/Update Accounts (Windows)
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  Show Transfers as Negative Cash Flow

  Closed System 108 views 5 comments 0 points Most recent by Quicken Alyssa July 22Reports (Windows)
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  investment data lost

  Closed ccpjr 119 views 5 comments 0 points Most recent by Quicken Laura July 21Registers & Transactions (Windows)
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  UBS Financial Services, Inc. - OL-301-A

  Closed Pat Marshall 87 views 4 comments 0 points Most recent by Quicken Alyssa July 21Download, Add/Update Accounts (Windows)
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  MATURITY DATES FOR BONDS AND CDS

  Reviewed GREGS10303 33 views 0 comments 1 point Started by GREGS10303 July 21 Reports
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  Maturity dates for bonds and cds report

  Answered Closed GREGS10303 148 views 5 comments 0 points Most recent by GREGS10303 July 21Investing (Windows)
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  Fidelity NetBenefits - doesn't separate my spouses account on downloads

  Answered Closed nhttip 176 views 10 comments 0 points Most recent by nhttip July 20Download, Add/Update Accounts (Windows)
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  XOM corporate reorganization downloaded as Payment/Deposit transactions—correct handling in Qui

  Answered Closed NewtonDoug 77 views 1 comment 0 points Most recent by NotACPA July 20Investing (Mac)
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  Asset Allocation by Account

  Answered Closed KPaisley 108 views 5 comments 0 points Most recent by Quicken Alyssa July 19Investing (Windows)