Conversations

Conversations 1 - 20 of 8835
Photo of Jim Harman
Prevent Single Mutual Fund accounts from holding stock
In looking into an answer to this questionhttps://getsatisfaction.com/quickencommunity/topics/drip-fees-where-how-to-recordI created a Si...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Duane H Funk
Sale proceeds not posting
I am running Quicken Premier 2019 R16.14 Windows 10 I recently sold all my shares of a mutual fund, the number o of shares went to zero a...
  • 1 me too
  • 4 replies
  • Problem
Photo of D Bunker
Reverse split share totals wrong
Using QP 2019 R15.18. I am working on the cost basis of SDGAX which underwent a merger in 2005. The effect of the merger was a reverse sp...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Marc Bompoint
Income Reinvested in the Inv. Amt column
I am using the 2018 Canadian Home & Business version, R12.8, build 27.1.132.8 which is the latest upgrade. This is on a Windows 10 Home. ...
  • 1 me too
  • 5 replies
  • Problem
  • Acknowledged
Photo of Jeanne
compare to portfolio
Total investment account value is different from what the broker shows altho quicken says that the portfolio is in agreement. The discrep...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Chuck Cobb
Quicken Investment Performance Calculation Does Not Handle Withdrawals
I'm having a problem with the Quicken For Windows Investment Performance Report.  It does not correctly handle withdrawals.  When some fu...
  • 2 me toos
  • 3 replies
  • Problem
  • Not a Problem
Photo of Alex
Account value doesn't match the account summary list
So why is it that sometimes the value in an account does not match the total value of that account in the account summary list?  I had 3 ...
  • 2 me toos
  • 3 replies
  • Question
  • In Progress
Photo of Sujith Kalmadi
Mutual fund conversion completely makes ROI ridiculous
Did a mutual fund conversion since fidelity had changed my mutual fund class. It got accepted as 8 different transactions based on when i...
  • 2 me toos
  • 3 replies
  • Question
  • In Progress
Photo of JB
Why are ZERO share placeholders allowed to exist?
Why are ZERO share placeholders allowed to exist or posted in the first place?  Aren't they a NULL transaction?   Why doesn't quicken aut...
  • 1 me too
  • 10 replies
  • Question
  • In Progress
Photo of Alex
Lost cost basis in Account Registers even though the cost basis is in Security Detail
My account registers holdings window have lost their cost basis for securities, even though the cost basis and date of the original purch...
  • 1 me too
  • 5 replies
  • Problem
  • Solved
Photo of q.lurker
merge
So why is it that sometimes the value in an account does not match the total value of that account in the account summary list?  Not a qu...
  • 1 me too
  • 1 reply
  • Question
  • Archived
  • Merged
Photo of Linda Meyer
Quicken 2018 won't download stock prices
Since upgrading to Quicken 2018, the program won't download stock prices. It looks like it is but nothing changes on the screen. Help doe...
  • 2 me toos
  • 43 replies
  • Problem
  • In Progress
Photo of John
More granularity on portfolio value chart
on Quicken 2016-3.8.2, the portfolio value chart only has options for YTD, 1 year, etc.  It should be easy to get 1-week, current month, ...
  • 2 me toos
  • 1 reply
  • Idea
Photo of 12knoble
I own AET and it was just bought by CVS. I received some shares of CVS and some cash. How do I record this transaction?
how to record merger transaction.
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of Snowman
Bank Transaction report bug
I am using Q2019 Premier R15.18 on a PC with Windows 10.  I opened the register for my main checking account, clicked Reports > Banking >...
  • 1 me too
  • 1 reply
  • Problem
  • Acknowledged
Photo of Jon McDermott
capital gains distribution not showing up in ytd capital gains report
I ran a ytd capital gains report, and found funds distributions are not showing up
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Dennis Nelson
Net Worth shows wrong balance for investment accounts in earliest year of report.
New Worth Report set up to show year end comparisons of New Worth shows wrong balance for investment accounts in earliest year of report....
  • 3 me toos
  • 3 replies
  • Question
  • Acknowledged
Photo of David Henderson
Quicken 2018 Basic Math Issue
Quicken 2018  Version R6.12  Build 27.1.6.12 I have noticed over the last few weeks that Quicken 2018 occasionally does not compute bala...
  • 2 me toos
  • 8 replies
  • Problem
  • Acknowledged
Photo of Matt
Standard chart of accounts. How to use repeatedly?
As an accountant I would like clients to use software like QuickBooks, however that is too complicated for some folks so I would like the...
  • 1 me too
  • 10 replies
  • Question
  • Answered
Photo of Joseph Arden
Foreign Tax on investments should be a MISC EXP, not WITHDRAW
When downloading investment transactions, foreign tax transactions should reference the associated security.  Currently, Quicken download...
  • 1 me too
  • 4 replies
  • Problem
  • In Progress