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Investment register headings after description do not line up with register content
Adjust cash balance
I have a mutual fund that is listed as a brokerage account. It was converted from another company that merged, so it became a brokerage a...
Convert account from webconnect to directconnect
My brokerage, previously only allowing webconnect, now has added directconnect. I would like to convert but it looks like the only way t...
Setting up quicken.com online
I'm trying to figure out how to put my data on quicken.com so I can use the investment features. The instructions state to: Launch Quic...
What brokerages work well with Quicken?
Thanks to this post from RickO, I recently became aware that many brokerages do not transmit brokerage transactions correctly to Quicken ...
Need More Investment Classes!
Allow more investment classes than what's listed (Large Cap/Small Cap/Bonds, etc.) These investment classes are holdovers from decades a...
Quicken 2017 buss
,,,,Have entered symbols for a few new buys. Show up on my security list but not in acct list. Theses are repeat buys of securities previ...
How about custom field(s) for investments?
I wouldn't mind having a custom field or fields available for securities: 1- Sometimes Quicken can't get the data I am interested in 2- I...
Financial institution password restrictions
Please remove all rules and restrictions on Financial Institution passwords when saving them in the Password Vault. While admirable, Qui...
Graphs don't update with newly acquired securities
Why is it that each time I acquire a new position in something (Equity investment), I have to go into each of my individual graph widgets...
I want to save my data to my external drive. Where can I do this?
Saving my data to my external drive in addition to the Quicken Cloud.
Schwab money market dividends not reinvested
Hi —
I’m hoping this helpful community can help me once again.
When downloading from Schwab, Schwab’s monthly dividend - which is autom...
MID CAP
Please add Mid Cap as a stock asset class. I have seen other requests for this but no action so far. This is a basic category along with ...







