Conversations
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Using Quicken Premier 2017 I have had Caterpillar (CAT) stock in my portfolio since 2003 so I have a large history file. Often, and in ...
'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...
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...
How to disable updates for some stocks
I have some mutual funds that for whatever reason gets 0$ price update. I try to manually set the value based on the price o bought them ...
Default Portfolio Views
There are about 10 default portfolio views in the drop-down list on the "Show" button on the Portfolio Screen. I'd like to be able to d...
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...
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 ...
Which version is best for a small non profit. 10 or so different committee budgets to track.
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...
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...
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...
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...
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...
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...
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...
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) ...
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 ...
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...
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...
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...







