Investments

Discussion List

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  What would cause "My Investment Account Balances to be Off by say $33" when I perform a Update?

  Closed Don_Acosta 31 views 4 comments 0 points Most recent by Don_Acosta October 2019Investing (Windows)
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  How Do I Categorize Stock Shares Donated to Charity?

  Answered ✓ Closed Neil@ 1.4K views 1 comment 0 points Most recent by Tom Young October 2019Download, Add/Update Accounts (Mac)
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  How do I Change the Category for investments downloaded direct from Institution?

  Answered ✓ Closed MichaelMLM 31 views 2 comments 0 points Most recent by MichaelMLM October 2019Investing (Mac)
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  The Downloaded Transactions Tab on one of my investment accounts is missing. How do i add it.

  Answered ✓ Closed doldis 71 views 2 comments 0 points Most recent by doldis September 2019Investing (Windows)
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  Quote/Price for manual security lost history, won't take new input values

  Answered Tmr_1877 32 views 2 comments 0 points Most recent by Quicken_Tyka September 2019Investing (Windows)
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  Restore from backup loses all price history

  Answered Closed jon6 112 views 3 comments 0 points Most recent by jon6 September 2019File Conversion and Backup (Windows)
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  How can Quicken help me determine the performance of two money market funds I own?

  Answered ✓ Closed garciagu 152 views 20 comments 0 points Most recent by garciagu September 2019Investing (Mac)
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  How to configure the view to see the cash balance in INVESTING page for each account?

  Answered ✓ Closed mmotavvef 21 views 2 comments 0 points Most recent by mmotavvef September 2019Investing (Windows)
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  Budgeting Tax Free Interest and Dividends

  Answered ✓ Closed John 411 122 views 3 comments 0 points Most recent by Jerry_ September 2019Budgeting and Planning Tools (Mac)
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  Accrued Interest on Bonds Sold?

  Closed mark303 445 views 4 comments 0 points Most recent by NotACPA September 2019Investing (Mac)
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  Bond Description Changes

  Answered greenishade 21 views 3 comments 0 points Most recent by NotACPA September 2019Investing (Windows)
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  Vanguard accounts - Conversion Issue

  Closed jms2106 1.4K views 17 comments 0 points Most recent by jms2106 September 2019Investing (Windows)
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  Recording Dividend In Kind

  Answered ✓ Closed Bernardo Sacchini 82 views 1 comment 0 points Most recent by q_lurker September 2019Investing (Windows)
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  Under the investing tab, portfolio view, all my securities names have changed to ticker symbol

  Answered ✓ Closed Ronald L Doyle 31 views 2 comments 0 points Most recent by Ronald L Doyle September 2019Investing (Windows)
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  Trouble with entering a "Buy - Shares Bought" transaction in the Investment accounts.

  Answered ✓ Closed KetanG 202 views 3 comments 0 points Most recent by Radler September 2019Investing (Windows)
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  Manually-entered security prices not transferred from QM 2007 to "new" Quicken (2019)

  Closed tmplee 71 views 7 comments 0 points Most recent by jacobs September 2019File Conversion and Backup (Mac)
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  Why can't I set the share price on a dividend reinvestment in Q2019 like I can in Q2007?

  Closed barryi 81 views 3 comments 0 points Most recent by barryi September 2019Investing (Mac)
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  How to convert a Fund to an ETF and preserve cost basis for the lots. QM 2019.

  Answered ✓ Closed RCinNJ 132 views 6 comments 0 points Most recent by jr7107 August 2019Investing (Mac)
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  Stock Cash Dividend - Scheduled Transactions

  Answered ✓ Closed PutterFlutters 41 views 1 comment 0 points Most recent by John_in_NC August 2019Investing (Mac)
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  Change Investing Type

  Answered ✓ Closed james Franke 21 views 1 comment 0 points Most recent by John_in_NC August 2019Investing (Mac)
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  Why isn't Quicken 2017 registering a stock purchase?

  Answered ✓ Closed heybabe 11 views 2 comments 0 points Most recent by heybabe August 2019Investing (Windows)