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Quicken 2019, vr. 176, build 27.1.176 Mutual Fund Conversion When this transaction is performed the cost basis multiplies for every origi...
average cost basis differs from brokerage
Both Schwab and Vanguard average cost basis cals differs from what Quicken produces. Has anyone else noticed this?
Wrong "Stock Splits May be Missing" for CEW (ETF on TSX, Toronto)
Hello
At the end of December
2018, while updating, I suddenly received a message proposing to add some
stock splits information that w...
I am receiving 401k and IRA distributions which are taxable. How do I input these so that Quicken recognizes them as income?
I am receiving 401k and IRA distributions which are taxable. I don't know how to input these so that Quicken recognizes them as income. ...
Quicker 2017 R18.6 update removed all printer settings
Quicken automatically updated to version R18.6. The update removed all printer settings for reports and checks so when I went to print o...
Bug Report - Stock Options & When Quicken opts to rename a security
Using Quicken 2019 Premier, R17.6. I had a variety of stock options listed in my Quicken account. My company changed names and stock sy...
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. ...
Quicken does not recognize USAA money market as cash balance in IRA
Quicken Premier for Windows 2018. USAA uses a money market fund as a holding account for my cash. Whenever I sell a security, USAA depo...
Fidelity (FMAGX) Market value after recent 10:1 stock split jumps up and down daily with 1 step update
I am using Quicken for Windows version 2019, vR17.6, Build 27.1.17.6.Here's the problem: after the 10:1 stock split of my Fidelity (FMAGX...
couple of problems with investments
2 pesky problems with investments that Quicken developers should fix: 1st, when copying and pasting a reconciled investment transaction,...
funds disappear in an investment account Using Quicken 2017 Deluxe
Been tracking a mutual fund in Quicken since 1998. As of Nov of 2017 this account is showing a zero balance. There are no transactions ...
Cost Basis
Setting up investment accounts in Quicken. After the successful download I had many placeholder entries to reconcile which required ente...
Clairification please on "Note:Due to the size of the data file....
I'm getting the following note when I try to run a report using Itemized Payees: "Note:Due to the size of the data file, not all payees a...
Can't "CLOSE" Investment Account
I have an Investment Account that appears to have no securities in it but when I try to close the account (under Display Options in Accou...
transfer short option between accounts
I transferred an IRA from one brokerage to another. One of the securities transferred was shorted call option on a stock. I ended up wi...
Some categories do not show up on reports
I am using Quicken Premier 2018 for Windows version R8.8. Several years ago, I added a subcategory of personal finance expenses called "...
Unable to paste transaction
I have set up two artificial investment accounts to track tax liability on unrealized capital gains and RRSP balances. In the investment...
One Step Update summary issue
When I run an update for stock quotes, the summary does not appear. However when I download bank data, it pops up with a message that st...
Mutual Fund Price Stopped Updating
I just noticed that prices for OTG funds (OTG0221 through OTG0227) stopped updating after September 21. Quicken.com also shows no curren...
Transfer cash between IRA accounts treated as a contribution.
I transferred cash from one IRA account to another. Quicken is incorrectly treating the transfer-in as a 2019 contribution. This proble...







