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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...
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, ...
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.
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 >...
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
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....
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...
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...
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...
Return of Capital
Re: Return of Capital
Transactions (ROC)
After many years of using Quicken, I’ve just upgraded to the
newest, Quicken Deluxe 2017 ...
Robert Hagstrom's strong interest stocks
I have not been able to see Robert Hagstrom's Strong Interest Stocks for months (I can see the Geraldine Weiss Strong Interest Stocks). A...
Problems Matching Investment Transactions for Options Trades
Quicken Home & Business 2016 Version R17.4. I trade a lot of options on the SPX. When I download transactions from my broker, TD Amerit...
How to Update historical stock price for specific "Lots" ?
I have many transactions where my employer, part of benefits deposited stocks to my broker account. (every six month for many years - add...
Delete a security
I have Quicken Premier 2016 Release 10 - I WANT TO DELETE A SECURITY. When I was downloading transactions into my investment account Quic...
Quicken R19 for Windows "price history" --> new cannot enter new date in format xx/xx/xxxx, only limited to 9 number, \'s
Quicken for Windows - cannot enter full date (xx/xx/xxxx) in
'Price History' --> 'New". After clicking New, the date field appears
11/1...
Stock split rounding error bug
Back in 2012, I purchased 216 shares of a security. On 5/22/17, the stock split 198 for 216. In my stock split transaction, that is exact...
LIST OF SECURITIES MISSING FROM ONLY ONE INVESTMENT ACCOUNT REGISTER
I have several investment accounts, but in only one of them the list of securities does not show up when you try to enter them. The only...
Merger ELP and EP within partnership
Trying to post ELP reorganization into EP. TD Ameritrade lists 24.881 shares of ELP removed and 31 shares of EP added (no change to cash...
EV Energy Partners Chapter 11 Reorg into Harvest Oil & Gas
I had/have 500 shares of EV Energy Partners (EVEPQ). They filed Chapter 11 Reorg and created Harvest OIl & Gas Corp. This process gave me...
Problem downloading quotes for FXAIX (Fidelity 500 Index Fund) after conversion from FUSVX
I too initially had problems in successfully converting my IRA Fidelity 500 Index FUSVX funds to FXAIX. Now, when I do a nightly downloa...




