Conversations

Conversations 1 - 20 of 8781
Photo of Charles Smith
Can I customize my asset classes?
This is for Windows (via parallels) Originally I had been hoping to customize my asset classes per security, because I have a pretty spe...
  • 2 me toos
  • 3 replies
  • Question
  • In Progress
Photo of Norbert
'Share Transfer' Changes Cost Basis (Cdn Quicken 2017 Home & Business for Windows)
I recently transferred shares between accounts.  The first three transferred seemed to work fine.  The subsequent transfers involving sha...
  • 2 me toos
  • 4 replies
  • Problem
  • In Progress
Photo of Jim Nelli
Posting investment income in an investment account and trying to transfer these earnings to my checking account. It doesn't work??
I am currently posting dividends, short term cap gains and long term cap gains in an investment account as income (not reinvested) and tr...
  • 1 me too
  • 11 replies
  • Problem
  • Acknowledged
Photo of gmard5
Which version is best for a small non profit. 10 or so different committee budgets to track.
  • 1 me too
  • 2 replies
  • Question
Photo of William Rector
Investing > Performance, Growth of $10,000 Issue:
I am using Quicken 2018 Premier (R11.18). I recently noticed that the graph "Growth of $10,000:", under the Investing > Performance ta...
  • 1 me too
  • 5 replies
  • Problem
  • Acknowledged
Photo of Mike
Stock sale that closed on 1/3/18 - Not Showing on Cap Gains Report
Quicken Premier 2018 - Stock sale that closed on 1/3/18 - Not Showing on Cap Gains Report - How can I make it appear?  I have checked and...
  • 1 me too
  • 21 replies
  • Problem
  • In Progress
Photo of Rick
Portfolio view, Group By: Industry - has no industry types listed anymore, only "unknown" and "cash".
Portfolio view, Group By: Industry - has no industry types listed anymore, only "unknown" and "cash".  Using Quicken 2017 Premier, Window...
  • 3 me toos
  • 7 replies
  • Problem
  • Solved
Photo of Tim Feng
How to Get P/E Ratio on the Investing > Portfolio tab for Quicken 2017 Home and Business
How to Get P/E Ratio on  the Investing > Portfolio tab for Quicken 2017 Home and Business? After adding the P/E Ratio column on the Inve...
  • 1 me too
  • 5 replies
  • Question
  • Acknowledged
Photo of Bytecrawler
Bogus "Call for instant support" emails from getsatiscation.com?
In the past couple of weeks, I'm getting deluged with emails that have a variation on the title "Call our Quicken support (help) for inst...
  • 1 me too
  • 5 replies
  • Problem
  • In Progress
Photo of Chops
How do I reverse a Corp Merger that I did incorrectly??
I just entered a Corp Merger (Stock for Stock) and obviously did something incorrectly.  The value of my account holdings went up by over...
  • 1 me too
  • 4 replies
  • Question
  • In Progress
Photo of Gary Rademan
How do I change the Net Worth report to include unrealized gains for a retirement account?
               I manually record the unrealized gain every quarter using the category _UnrlzdGain.  The transactions are listed in the...
  • 1 me too
  • 9 replies
  • Question
  • In Progress
Photo of Millardj
Entering Yearly Fee using Sell-Shares sold, commission dosn't show up on any reports
Using Quicken for Windows 2017 Premier Version R-4  Entering Yearly Fee using Sell-Shares sold Drop down menu. Entered following informa...
  • 1 me too
  • 2 replies
  • Problem
  • In Progress
Photo of Stephen Singer
Accounting for the increase in par value of TIPS
Using Q2017 Deluxe for Windows is there a way to reflect the increase in the par value of Treasury Inflation Protected Securities (TIPS) ...
  • 1 me too
  • 10 replies
  • Question
  • In Progress
Photo of Khalil Kandah
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 ...
  • 1 me too
  • 9 replies
  • Question
  • In Progress
Photo of Afterprop
Quicken says downloaded fund matches fund already tracked by Quicken
But it doesn't ! ! !    Using Quicken 2016 Premier w/Windows 10.  Why, when I download from my 401K, Quicken informs me that I have a n...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Ken
Need help with simple investment income report
I am trying to generate a simple YTD investment transactions report to export to Excel.  The standard Investment Transactions report does...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of David White
Sales of Securities in IRA Prompts Average Cost vs Lot - Is this necessary?
I have long wondered why Quicken prompts me to choose between Average Cost vs Lot on sales of securities held within an IRA account. Why...
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of James W Rivers Jr
GOOG Class A 2014 Stock Split and Name Name Change to GOOGL
With the GOOG Class A Stock Split (1 for 1) and a Name change to GOGL on 10/5/2015, some how the resulting data lost the original GOOG Cl...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Janice
Incorrect symbol downloading from Fidelity 401k
My Fidelity 401k was working fine then all of a sudden it started downloading different positions for 3 funds. Initially, I It tended to ...
  • 1 me too
  • 2 replies
  • Problem
  • In Progress
Photo of Chris
OSPTX is no longer downloading in real time as of Aug 20, 2018. Any suggestions ?
  • 2 me toos
  • 6 replies
  • Question
  • In Progress