Conversations
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Investment dealer has consolidated the business. I received two separate statements, an opening one showing the inbound entries completin...
Qualified Dividends Entry
Q H&B 2017. There is a tax assignment for Schedule B, Qualified Dividends. I reclassified the tax category _DivIncTaxFree to use the tax ...
Energy transfer equity LP merger with Energy Transfer partners
I am using Quicken Home and Business Windows 2017 v R17.4. I need to effect merger of ETE and ETP using 1.28 shs ET (New Entity Energy T...
bug corporate spin-off
Quicken 217 deluxe ver r17.4 build 26.1.17.4 Win 10: I followed help instructions for "Record a corporate spin-off of new securities" ex...
Investment Account Overview - historical performance - industry/category averages missing
Investment industry/category performance benchmark data is missing from the Investment Account Overview. Currently using QW Premier 2018 ...
Security Name drop down in Enter Transactions no longer searches by Security Name???
2109/R14.27/27.1.14.27 - It is now by SYMBOL??? I type SECURITY NAME NOT THE SYMBOL because that's what the field asks for and it doesn't...
WIN 2018 I already have a Portfolio populated. I want to add new investments segregated by Asset Class
Adding new investment in a sperate Style class, Bond, EFT, Large ,Medium. and so on. There is a way to do that when setting up a new Acco...
Preventing CD and Bond Price Updates
I am using Quicken 2017. I do not want the price of my CD's and bonds to be changed from par value of $100. I hold them to maturity, so...
Revisit RMD/MRD distributions to recognize distributions - deferred income not transfers
This note responds to various attempts to understand the
arcane treatment of distributions from IRA (and 401k/403b) accounts within
Qui...
incorrect cost basis in capital gains report and tax center
The transaction is a sale of a number of shares of a security. The sale uses the "specify lots" option to identify the exact shares that ...
GE stock price not updating
I just noticed that GE price is not updating. There is a message that the last update was 9/21/2018. All my other stocks are updating. ...
Sell all shares, not that many shares available
I'm attempting to sell all shares of a security in one of my accounts. On the Sales transaction screen, I check the 'Sell all shares in t...
Stock investments with cash accounts
Using Quicken 2016 Premiere on Windows 10 I have several investment accounts that have a Cash balance as well as stocks. Does Quicken dow...
When I do One-Step Update, it reflects many securities sold. For each I have to go through and "accept" and then I choose "average cost." This happens over and over.
Allow "average cost" to be elected on a blanket basis for a section 529 account. We have 529 account with frequent transactions to withd...
quicken online web interface
Does quicken have an online web interface to access my account data, similar to the software and mobile app? Are there any plans for the...
Need to Cleanup Investments
I have been Quicken user for 20 years. Migrating to Quicken 2018 Premier. I lost control of my investment accounts and want to start fr...
Add transaction with negative cost
Why can't I ADD a stock to a brokerage account with a negative Cost Basis? Such things can happen due to Return of Capital payments by t...
CUSIP and BONDS
After using one step update, new bonds are added to investment accounts with a CUSIP identification number. How can I manually add a bon...
Accepting deleted transactions?
I've tried following the directions on the attached screenshot but cannot find what the directions are referring to. Could someone provid...
NYSE Stock -- Price not downloadable
Is there anyway to get a security added to the downloadable list? I am holding Prudential PLC Preferred NYSE:PUK.PR 6.75% Callable. All...



