Investments

Discussion List

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  How to get a graph showing value of individual funds in a Brokerage account

  Closed RandyZ 171 views 5 comments 0 points Most recent by RandyZ April 2020Investing (Mac)
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  Importing from MoneyDance (.qif file), won't import history in Quicken Starter (2020)

  Answered ✓ Closed lozinit 350 views 12 comments 0 points Most recent by lozinit March 2020New to Quicken/Getting Started (Windows)
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  Retaining the Security Name when the Enter/New

  Closed drdaveca 41 views 4 comments 0 points Most recent by Chris_QPW March 2020Investing (Windows)
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  Transferring shares out leaves an "Inv. Amt" negative balance

  Answered ✓ Closed Stuart Dole 66 views 1 comment 0 points Most recent by Quicken_Natalie March 2020Investing (Windows)
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  How do I remove old securities I no longer own?

  Answered ✓ Closed Floyd08 415 views 2 comments 0 points Most recent by J_Mike March 2020Investing (Windows)
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  Quicken doesn't download all securities from brokerage account

  Closed will1948 566 views 3 comments 0 points Most recent by Quicken Anja March 2020Download, Add/Update Accounts (Mac)
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  Linking Nationwide account

  Closed rob_s 910 views 2 comments 0 points Most recent by thenizens March 2020New to Quicken/Getting Started (Windows)
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  Automatic transactions come in as "BoughtX"

  Answered Closed ggkrupp 121 views 2 comments 0 points Most recent by ggkrupp March 2020Investing (Windows)
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  Why doesn't my Brokerage transaction show in Portfolio Value/Group by Security

  Answered Closed George@30 31 views 2 comments 0 points Most recent by George@30 March 2020Errors and Troubleshooting (Mac)
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  Investment Register VERY SLOW when Accepting Downloaded Transactions & couple of other questions

  Closed formula 112 views 3 comments 1 point Most recent by UKR March 2020Investing (Windows)
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  Merged: Does Quicken ever fix known issues like X-Ray?

  PCWrightTX 11 views 0 comments -1 point Most recent by PCWrightTX March 2020New to Quicken/Getting Started (Windows)
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  How do I print the actual number of shares purchased?

  Answered ✓ Closed formula 21 views 2 comments 0 points Most recent by formula March 2020Reports (Windows)
• 
  Investment "Transaction" entry option

  Closed plahrdgolf 11 views 1 comment 0 points Most recent by jacobs March 2020Investing (Mac)
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  How do I transfer corporate bonds from one account to another

  Answered ✓ Closed JoeU 259 views 10 comments 0 points Most recent by Frankx March 2020Investing (Windows)
• 
  Canadian Mutual Fund codes are not matching FUNDSERV codes

  serg 154 views 1 comment 0 points Most recent by NotACPA March 2020Investing (Windows)
• 
  Just installed Quicken Premier 2020

  rick breslich 11 views 1 comment 0 points Most recent by Jim_Harman March 2020Investing (Windows)
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  Why is WellsFargo401k showing as negative in Quicken (Mac) when balance is positive online?

  Answered Closed FayOnQuick 41 views 4 comments 0 points Most recent by Frankx March 2020New to Quicken/Getting Started (Mac)
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  Why does Quicken 2020 Window become unresponsive when entering Stock Sale in Linked Investment Acct

  B Chomowitz 251 views 11 comments 0 points Most recent by UKR March 2020Investing (Windows)
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  Investing Portfolio Issue: When moving between securities using mouse - target row sometimes freezes

  Edwin 41 views 5 comments 0 points Most recent by Quicken_Tyka March 2020Investing (Windows)
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  I liquidated a security but Quicken won't let me document this

  Closed crklotz 185 views 7 comments 0 points Most recent by crklotz March 2020Investing (Windows)
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  Category entry not available for investment transactions

  Closed Laurel Burkhardt 61 views 4 comments 0 points Most recent by Kathy Walker March 2020Investing (Windows)
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  Realized Gains Not Showing Consistently

  Closed jsurpless 141 views 4 comments 0 points Most recent by J_Mike March 2020Investing (Mac)
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  How can I enter a Corporate Name Change with an associated Symbol Change?

  Answered ✓ Closed loutrim 1K views 6 comments 0 points Most recent by UKR March 2020Investing (Windows)
• 
  Year End Balance Problem / Question

  Answered ✓ Closed bwalker56 21 views 2 comments 0 points Most recent by bwalker56 March 2020Errors and Troubleshooting (Windows)
• 
  Why would holdings still show security with zero shares, cost and value in portfolio?

  Answered ✓ Closed JRod 1.5K views 8 comments 0 points Most recent by q_lurker March 2020Investing (Windows)
• 
  Allocations- Two improvements

  Closed Ellary Kahan 52 views 4 comments 0 points Most recent by Ellary Kahan March 2020Investing (Windows)