Investments

Discussion List

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  Coinbase

  Closed WDexter 791 views 2 comments 6 points Most recent by thummper August 2022Investing (Windows)
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  Stock Option Price

  Closed marcusgs 51 views 0 comments 1 point Most recent by marcusgs August 2022Download, Add/Update Accounts (Windows)
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  _DivInc vs. _DivIncTaxFree Categories

  Closed Glen Raggio 241 views 1 comment 0 points Most recent by Jim_Harman August 2022Reports (Windows)
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  Investment allocations not showing international bonds

  Closed Stephen Behling 41 views 1 comment 0 points Most recent by Chris_QPW August 2022Errors and Troubleshooting (Mac)
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  Quicken Mobile/Web not updating Investment Information

  Closed Dave Brandman 451 views 4 comments 0 points Most recent by Tman August 2022Errors and Troubleshooting (Mobile)
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  Problems with adding TTEK transactions

  Answered Closed Charles Farnell 31 views 6 comments 0 points Most recent by NotACPA August 2022Errors and Troubleshooting (Windows)
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  Investment Transactions show as 'Uncategorized' when running general reports.

  Answered Closed trm655 21 views 2 comments 0 points Most recent by trm655 August 2022Investing (Windows)
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  American Funds Quotes are not updating

  Answered Closed J Dayton 91 views 6 comments 0 points Most recent by Quicken Jared August 2022Errors and Troubleshooting (Windows)
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  R42.21 - can no longer import security prices from a CSV file multiple symbols for multiple days.

  Closed howelljs 191 views 3 comments 0 points Most recent by Ps56k2 August 2022Investing (Windows)
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  Schwab accounts not downloading ... again

  Closed Daddio25 91 views 7 comments 0 points Most recent by Quicken Anja August 2022Download, Add/Update Accounts (Windows)
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  Attachments disappearing from investment account transactions (Q Mac)

  Closed NSPGuy 51 views 1 comment 0 points Most recent by Quicken Jared August 2022Errors and Troubleshooting (Mac)
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  How to change Year Tax paid on IRA distribution

  Closed Mike Sabot 31 views 1 comment 0 points Most recent by Jim_Harman August 2022Investing (Windows)
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  Why Does Quicken Confuse Two Securities When Downloading?

  Answered ✓ Closed Jay2456 51 views 3 comments 0 points Most recent by Tom Young August 2022Download, Add/Update Accounts (Windows)
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  Asset Allocations are not downloading if the name of the Mutual Fund is changed.

  Closed Michael User 11 views 1 comment 0 points Most recent by Michael User August 2022Investing (Mac)
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  Fixing an investment lot

  Closed Scotty Van 452 views 9 comments 0 points Most recent by Pacoinconn August 2022Investing (Windows)
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  Performance ----Portfolio Register

  Closed Gary R 61 views 19 comments 0 points Most recent by Gary R August 2022Investing (Windows)
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  Move Investment Transaction Issues

  Answered ✓ Closed Rapp 61 views 3 comments 0 points Most recent by Jim_Harman August 2022Investing (Windows)
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  how to fix an erronous entry to stock split

  Answered Closed Bob Zeiser 401 views 14 comments 0 points Most recent by Darrel August 2022Investing (Windows)
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  Dupicate data for 2 different investment accounts

  Closed Stable One 21 views 1 comment 0 points Most recent by Quicken Jared August 2022Investing (Windows)
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  Investment - 401(k) download - a sold share (for rebalancing) reduces my cash iso increasing my cash

  Answered Closed rryan 71 views 9 comments 0 points Most recent by rryan July 2022Investing (Windows)
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  Certain Morgan Stanley holdings do not populate quicken online accounts

  Answered Closed JackP 63 views 3 comments 0 points Most recent by Quicken Jared July 2022Investing (Windows)
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  Dividends Re-invested

  Closed Gary R 511 views 20 comments 0 points Most recent by Gary R July 2022Investing (Mac)
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  Dates arbitrarily change on future scheduled investment transaction groups in Quicken for Windows

  Closed hjfcfonew 21 views 0 comments 0 points Most recent by hjfcfonew July 2022Errors and Troubleshooting (Windows)
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  Stock/Quote Prices Not Updating

  Closed mayvin 581 views 15 comments 0 points Most recent by [Deleted User] July 2022Download, Add/Update Accounts (Windows)
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  Close investment account with balance

  Closed MikeG 111 views 1 comment 0 points Most recent by [Deleted User] July 2022Errors and Troubleshooting (Windows)
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  12

  Up
  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  Reviewed markus1957 222 views 10 comments 12 points Most recent by Dutch3 July 2022Investments
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  X-Ray and Performance tabs under Investment tab

  Closed Gary R 121 views 28 comments 0 points Most recent by Gary R July 2022Investing (Windows)
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  How to get fund prices that don't have ticker symbols

  Answered ✓ Closed ebe958 441 views 6 comments 0 points Most recent by Jim_Harman July 2022Investing (Windows)
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  how to add missing cost basis from Schwab account caused by last update R42.19

  Answered Closed ekbm90 723 views 2 comments 0 points Most recent by ekbm90 July 2022Investing (Windows)