Search Results
-
Web Connect preferences [Product Help]
If you use Web Connect, depending on the services supported by your financial institution, ... may also contact customer support. Follow the on-screen instructions. If you feel you need additional ... guidance to resolve an account issue visit the support article Web Connect Troubleshooting or contact ...
-
What is the financial institution for this account? [Product Help]
your monthly statement or call the credit card's customer support number. If this account is not ...
-
Subscription Release of Quicken for Mac: New Investment Options [Support Article]
GEN00681 Overview Version 5.12.0 of the Subscription Release of Quicken for Mac brings two new columns that provide more detail to your investment transactions. In the investment transaction register, the Investment Amount column has been added so you ca ...
11 found this helpful -
Unable to Specify Lot When Selling Securities [Support Article]
GEN82728 Quicken will not let you specify the lot when selling securities that are marked with the Average Cost designation. To remove this from the security: Choose Security List from the Quicken Investing menu. Select the security in question, then clic ...
28 found this helpful -
Investment Calculations Display N/A in the Portfolio [Support Article]
GEN82226 Quicken displays N/A for the ROI %, Return, Return % and Average Annual Return if you have not held the security for the entire time period selected. For example, if you are viewing ROI % YTD, you must have held the security at the beginning of t ...
22 found this helpful -
Assigning Lots in Quicken [Support Article]
identify which specific lot you are selling from. Quicken supports five types of lot assignments: Implied ...
57 found this helpful -
How To Delete a Security [Support Article]
GEN82103 Overview We strongly recommend that you hide the security rather than delete it, since deleting a security involves deleting all related transactions. Hiding the security will retain your transaction history for the security. Deleting these trans ...
166 found this helpful -
Tracking an Annuity or Other Assets with a Fluctuating Value [Support Article]
GEN82731 To track only the value of an annuity, you can use an Asset account, and then manually update the account value when you receive your statements. To track both the value and the performance of an annuity, you can use an Investment account. To tra ...
406 found this helpful -
How Do I Transfer Shares in Quicken for Windows? [Support Article]
HOW23691 Overview Use the Transfer Shares form to record the transfer of shares of a security from one account to another. You can record a transfer for a single security or for the complete holdings of an account (as you would do when closing out one inv ...
216 found this helpful -
Roth IRA Conversion [Support Article]
GEN00800 Overview There are two situations that can lead to changing a Traditional IRA to a Roth IRA in Quicken. Your approach to changing the IRA in Quicken will depend on which situation applies to your account. Situation 1 You converted your traditiona ...
101 found this helpful