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This reply was created from a merged topic originally titled One step update not launching automatically after Jan 23 2019 update.One ste...
Cannot change transfer to checking from investment account to income. This is badly misrepresenting income. Any ideas on resolving this.
Cannot change transfer to checking from investment account to income. This is badly misrepresenting income. Any ideas on resolving this.
Investment Performance Without Downloads
I have an IRA account that doesn't provide a capability for me to download transactions and I'm trying to find a way to track the overall...
How can I see a history of an investment account's performance?
Quicken investment views show assets and summarize gain/loss and other information just fine, until I no longer own the asset. Then Quick...
Does Portfolio XRAY work for anyone? Am I the only one that has this feature not working?
I am wondering if there are any users able to use Portfolio Xray without the stupid token error that keeps popping up. I understand this ...
OSPTX is no longer downloading in real time as of Aug 20, 2018. Any suggestions ?
Will quicken 2018 deluxe download from BMO Canada
I am a long time user of quicken Canada home and business. I want to be sure I can download data from my Canadian banks and stock exchang...
How Do You Transfer Shares In Kind from a Non-Registered Account to a TFSA so that it shows as a deposit in the TFSA?
I transferred 3 BMO shares from my non-reg account to my TFSA account in kind. In Quicken, I keyed it manually as shares transferred betw...
In Quicken 2017 Premier Version: R16.2 in an investing account I there is only one security showing after using the drop down once.
In Quicken 2017 Premier Version: R16.2 in an investing account I click Enter Transactions and select a security in the Security name bloc...
USD and CAN investments in the same account
My RSP account has mostly Canadian stocks however I do have USD stocks in the same account. When you open the retirement account in Quick...
upgraded to Quicken 2018 and now need to record a deposit to an investment account. No deposit dialogue box.
Recently upgraded to Quicken 2018. I need to record a
deposit make to an investment. There is no deposit in the Action drop down dialogu...
Quicken 2018 Canada Deluxe vs H&B
I have Quicken 2015 and will be forced to upgraded in April (I think) to subscription model if I want to continue using qfx downloads. M...
canadian and us accounts
I just install Quicken Home, Business & Rental Property 2018. I am a snow bird and live both in the US and Canada. I set up all my US b...
What is your best practice for getting into the habit?
I'm terrible about keeping up with my finances on a regular basis. But I really want to change that and gain some control over my money ...
Strategy for Keeping Quicken 2017
Greetings! I despise subscriptions because I think they are budget busters. No, not the $41 Home Security monitoring fee. It's that fe...
I have an unused investment account that I would like to close in Quicken Premier 2018.
When I go to Edit Account Details/DisplayOptions/Close Account, I get a message that says "This account has security balances, please c...
manual entry of cost basis and acquisition date
I'm running Quicken 2017 Premier, R15.13 Windows. I have manually added a new investment portfolio. I want to manually edit the acquisi...
How do I put my cost basis in for each position?
Using Quicken 2016 in Windows 10, I had to move an account to a new brokerage company. NONE of the holdings now have a cost basis. There ...
QWin: Canadian Mutual Fund Quotes
Does anyone know the name of the company that Quicken uses to obtain its quotes for Canadian Mutual Funds?
QWin 2017: Investment accounts in CDN version
I posted this item three months ago and I am still looking for a solution.
I am using the CDN version of Quicken 2017. I am trying t...






