Investments

Discussion List

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  How to account for Investment withdrawal

  Answered Closed PrincetonBrat470 845 views 2 comments 0 points Most recent by Jim_Harman February 2022Reports (Windows)
• 
  Quicken Investing projects crazy return and volatility

  Closed Stuart Boyle 31 views 1 comment 0 points Most recent by Chris_QPW February 2022Investing (Windows)
• 
  Why is the 401k entry doubled?

  Answered Closed Zmode 4.4K views 22 comments 0 points Most recent by Frankx February 2022Investing (Windows)
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  Section 305(C) dividend: how to record this in Quicken

  Answered ✓ Closed 102Jim 807 views 5 comments 0 points Most recent by 102Jim February 2022Investing (Windows)
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  Why can't Quicken have real time stock quotes in portfolio view rather than 15 minute delays

  Answered Closed Tony Gitt 228 views 7 comments 0 points Most recent by MSStateDawg February 2022Investing (Windows)
• 
  Placeholder transaction

  Closed melS 267 views 4 comments 0 points Most recent by timburgh February 2022Download, Add/Update Accounts (Windows)
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  Asset Class seems incorrect

  Answered Closed beginetienne 35 views 4 comments 0 points Most recent by bmciance February 2022Investing (Windows)
• 
  Charles Schwab Security Disappears After Download

  Closed Donald E. Kaye 247 views 12 comments 0 points Most recent by Donald E. Kaye February 2022Download, Add/Update Accounts (Mac)
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  Features That Stopped Working With Schwab Downloads

  Closed Daffy Duck 64 views 3 comments 0 points Most recent by lharrismd1 February 2022Investing (Mac)
• 
  How can I fix One Step Update no longer prepopulating FI choices?

  Answered Closed Stu 23 views 1 comment 0 points Most recent by Sherlock February 2022Download, Add/Update Accounts (Windows)
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  Accounting for 401(k) deposits in a budget

  Answered ✓ Closed Paul Kleeberg 319 views 7 comments 0 points Most recent by Paul Kleeberg February 2022Budgeting and Planning Tools (Mac)
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  Prudential transaction download and online balance problems (Q Mac)

  Answered ✓ Closed joeduda1 387 views 20 comments 0 points Most recent by joeduda1 February 2022Download, Add/Update Accounts (Mac)
• 
  Reports don't agree on account balance

  Closed cfr 63 views 0 comments 0 points Most recent by cfr February 2022Reports (Windows)
• 
  How to handle exchanges in portfolio

  Answered ✓ Closed rjsattler 852 views 10 comments 0 points Most recent by q_lurker February 2022Investing (Windows)
• 
  I have Quicken Deluxe, where do I show the Dow, NASDAQ, and my Portfolio on the same line graph?

  Answered Closed kiki1 135 views 13 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
• 
  Schwab Investment Transfers Posting as 'Other Income'

  Closed skeeterbuck 84 views 1 comment 0 points Most recent by Quicken Jasmine February 2022Investing (Mac)
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  How to Show "Amount Invested"? (Q Mac)

  Closed Steve29 107 views 3 comments 1 point Most recent by Steve29 February 2022Investing (Mac)
• 
  Principal Funds

  Answered Closed Mike Kramer 1.4K views 2 comments 0 points Most recent by Mike Kramer February 2022Download, Add/Update Accounts (Mac)
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  How does one download investment holdings into quicken from the brokerage account and accept it?

  Answered Closed TFGADA 578 views 4 comments 0 points Most recent by Ps56k2 February 2022Investing (Windows)
• 
  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)- Followup

  Closed Jimbo21742 66 views 1 comment 2 points Most recent by Quicken Jared February 2022Investing (Mac)
• 
  Investment Register slow to open due to searching for matching transactions [edited]

  Closed Robert Sheran 185 views 19 comments 0 points Most recent by Robert Sheran February 2022Investing (Windows)