Investments

Discussion List

• 
  How can I sort pending/downloaded transactions?

  Answered Closed LeaningTower 95 views 1 comment 0 points Most recent by Quicken Kristina May 2023Registers & Transactions (Windows)
• 
  New Roth 401k functionality

  Closed System 251 views 8 comments 0 points Most recent by Q97 May 2023Investing (Windows)
• 
  Treasury Direct - T Bills

  Answered ✓ Closed Philip107 3.8K views 7 comments 0 points Most recent by drmike May 2023Investing (Windows)
• 
  Schwab Brokerage: Duplicate Transactions Occuring for Options trades

  Closed Bitpusher1010 58 views 0 comments 0 points Most recent by Bitpusher1010 May 2023Download, Add/Update Accounts (Windows)
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  Does anyone else have the Problem that I have with Fidelity Investments Not sending Cost Basis Data?

  Closed Don_Acosta 221 views 6 comments 0 points Most recent by mshiggins May 2023Investing (Windows)
• 
  Fidelity accounts don't match Quicken account values.

  Closed David Vigil 1.4K views 2 comments 0 points Most recent by Boatnmaniac May 2023Investing (Windows)
• 
  Is their a way to "Manually Edit the Cost Basis Information for a Security"? Thanks, Don

  Answered Closed Don_Acosta 3.2K views 4 comments 0 points Most recent by Don_Acosta May 2023Investing (Windows)
• 
  Fidelity NetBenefits - Downloading Wrong Price Since Most Recent Quicken Update

  Closed Just Me and Not Someone Else 555 views 10 comments 0 points Most recent by Jim_Harman May 2023Investing (Windows)
• 
  Need help with unusual employee stock option split/spin off

  Closed Gatman1104 153 views 2 comments 0 points Most recent by Gatman1104 May 2023Investing (Windows)
• 
  Portfolio Value Card Value does not agree to graph

  Closed scott62556 26 views 1 comment 0 points Most recent by Quicken Kristina May 2023Errors and Troubleshooting (Windows)
• 
  Streamline transaction entry with new security

  Answered Closed LMillsap1 34 views 1 comment 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)
• 
  Merged: Adding new transaction to register (bug?)

  LMillsap1 1 view 0 comments 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)
• 
  Start Over

  Answered Closed Herman 62 views 1 comment 0 points Most recent by splasher May 2023Investing (Windows)
• 
  How to setup accounts for T Rowe Price IRA

  Closed RFB 859 views 6 comments 1 point Most recent by FlyerFran May 2023Investing (Windows)
• 
  What is current/correct way to setup Roth 401k account?

  Closed mikek753b 2.5K views 15 comments 0 points Most recent by Drinkingbird May 2023Investing (Windows)