Investments

Discussion List

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  9

  Up
  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 91 views 6 comments 9 points Most recent by gkading June 1Investments
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  Quicken Classic Download Issues - Fidelity and Vanguard

  Closed JNTexas 161 views 4 comments 0 points Most recent by Quicken Alyssa May 31Download, Add/Update Accounts (Windows)
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  Fidelity Investments Daily fund price changes totally in error

  Closed JohnWells 161 views 7 comments 0 points Most recent by Jim_Harman May 30Investing (Windows)
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  Money received in lieu of fractional shares

  Answered Closed CBLProd 141 views 9 comments 0 points Most recent by mshiggins May 30Investing (Mac)
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  2

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  Macintosh Portfolio view enhancement - columns to show gain from MMFs/CDs/etc. [Edited]

  Reviewed William Day 141 views 11 comments 2 points Most recent by William Day May 29Investments
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  1

  Up
  Add Several Missing Manulife Segregated Funds to the Quicken Database

  OneMoreWorry 51 views 1 comment 1 point Most recent by Quicken Carlos May 28Investments
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  Bug - Quicken automatically rounds Stock Total Cost to 2 decimal places.

  Closed fciani 291 views 11 comments -1 point Most recent by Jim_Harman May 27Errors and Troubleshooting (Windows)
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  25

  Up
  Mutual fund share conversion for Mac

  Reviewed Geoff Green 201 views 11 comments 25 points Most recent by neongreen May 27Investments
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  ONGOING 5/27/26 Raymond James & Associates - FDP-155 / FDP-102

  Quicken Kristina 541 views 4 comments 0 points Most recent by Quicken Laura May 27Alerts, Online Banking & Known Product Issues
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  Stock charts start with 0 & horizontal grid lines are hard to see [Edited]

  Closed glfiedler 41 views 2 comments 1 point Most recent by glfiedler May 26The Water Cooler
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  Robinhood

  Closed dmt9054 51 views 1 comment -1 point Most recent by Quicken Anja May 26Download, Add/Update Accounts (Windows)
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  Mutual Fund Prior Day Prices Overwritten by Prior-Prior Day at EOD

  Closed jrbrett 41 views 3 comments 0 points Most recent by Quicken Kristina May 26Errors and Troubleshooting (Mobile)
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  Investment Accounts beyond the possibility of reconciliation

  Answered ✓ Closed GerryP 221 views 14 comments 0 points Most recent by Quicken Laura May 26Registers & Transactions (Windows)
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  1

  Up
  Allocation Graph by sector and/or industry [Edited]

  Reviewed JLV3 21 views 1 comment 1 point Most recent by Jim_Harman May 24Investments
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  "Tax schedule" option has disappeared

  Closed mellivora 181 views 9 comments 0 points Most recent by mshiggins May 23Investing (Windows)
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  2

  Up
  Suggest adding a way to select multiple downloaded transactions to delete

  Reviewed DL# 21 views 0 comments 2 points Started by DL# May 23 Investments
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  Investing account group has no summary data Quicken Classic Mac 9.0.3

  Answered Closed Bill48 41 views 2 comments 0 points Most recent by Quicken Anja May 23Errors and Troubleshooting (Mac)
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  Import security data with a .csv file

  Answered Closed Situkraven 221 views 4 comments 0 points Most recent by Quicken Anja May 23Investing (Windows)
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  Vanguard Info Tech ETF (VGT) Price History Incorrect

  Answered Closed GuitarMaxwell 41 views 2 comments 0 points Most recent by Jim_Harman May 22Download, Add/Update Accounts (Mac)
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  3

  Up
  Add Register filters to Investment Accounts

  Reviewed fciani 11 views 0 comments 3 points Started by fciani May 21 Display/UI