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when downloading transactions from my broker, the Matching Security dialog pops up and it places the name of the security in the "No, add...
Investment performance showing incomplete data
I just realized that relevant transactions and/or securities are being omitted when I run an Investment Performance report! For example ...
QWin: When adding Dividend Reinvestment shares, it adds that to the cost basis. Is there a way to not include this in the cost basis as it is not part of that?
I am using the Canadian version. The cost basis should not include dividend reinvestment. It makes it seem like you bought more when you ...
Problems with Capital Gains Export
I have been using Quicken and TurboTax for all my finances and taxes for at least 10 years. For all of those years, I have used the proc...
MF conversion values shares added but not removed
Back in April, my 401k converted a fund. The transactions that were created Removed the original lots and then Added the shares back on ...
Why do 12/31/18 investment income transactions, posted on 1/2/19, not add to year end account balance?
using latest Quicken update - the issue is self explanatory. Investment acct totals at year end frequently do not match reported stateme...
The price download for Scana is incorrect. You have it closing at 31.04 when it actually colsed at 71.99 according to my broker.
The price download for Scana is incorrect. You have it closing at 31.04 when it actually colsed at 71.99 according to my broker.
Inconsistent IRR calculations in Quicken
I am using Quicken Premier for Windows 2019 R16.14 (using Windows 10). I am having problems with the IRR calculations in Quicken Reports...
"Add Share" reporting?
I have been logging my 401k transfers but using "Add shares" for the corporate match. I'm going to switch and start tracking these as inc...
S&P 500 moving average chart
Provide a moving average chart of the S&P 500 (20 day, 50 day, 200 day ?) and/or DOW. This/These could be a chart that is separate and i...
I am starting new Quicken, not my investment accounts. Do I really have to enter the cost of every stock I've purchased (over 15+ years)?!?
I am starting new with Quicken, not my investment accounts. Do I really have to enter the cost of every mutual fund I've purchased (over ...
Default Lot Identification
Allow me to set up a DEFAULT of FIFO (first in, first out) for securities. As it is now, if there are multiple lots of securities and s...
Securities names do not appear in list when manually entering investment transactions
I recently purchased Quicken Canada 2019 H&B (version R15.24) upgrading from Quicken 2015. When I manually enter investment transactions...
TIAA Traditional downloaded transaction shows "Added" with 0 value; How delete ?
Since TIAA-CREF enabled transaction downloads, I now get a $0 transaction EVERY day that I have to accept. None of my other accounts do t...
Bond spun off from a stock
How do i enter the receipt of a bond that was spun off from an existing equity holding? When I tried to do that, Quicken created a series...
Show Cash Value instead of Market Value for Investments in the Accounts List on the left
Is it possible to show the cash value instead of the market value for investment accounts on the left account lists?
Tedius process to update Watch List daily
I use Quicken Deluxe 2017. After close of the market each day, I execute watchlist update. My net worth changes, but the prices of the ...
It would be nice if Quicken had a "developer" API like QuickBooks does for reading and writing data and extending Quicken's functionality.
With such an API Quicken Inc could leverage external programmer's time to make Quicken better.
Cannot add security in Quicken 2017 Premier
I am unable to add a new security. Let's say I want to add Waste Management to my Watch List. From the Watch List, I select "add". Ty...
I sold some shares to buy other shares. This reset the Gain/Loss. Way to note this transaction such that the gain/loss doesn't reset?
In one of my investment accounts, I sold some shares to buy other shares. However, this reset the Gain/Loss. Is there a way to note this ...







