Most Common Problems

• The Market Values in the investment register and Portfolio View do not match
• Capital gains report figures appear incorrect
• Incorrect cost basis in Portfolio or Portfolio View window
• Account List shows a different account balance for investments than in the Portfolio view
• Mutual fund quote is from the previous day
• Securities are missing from the Investment graph
• Un-matching a security from an online security
• Setting up Money Market fund as a security in an investment account
• Incorrect balance sheet when excluding unrealized gains
• Share balance and market values are incorrect
• Portfolios on Quicken.com do not contain holdings for some securities after performing Portfolio Export
• Message: "There are not enough open shares to cover your request."
• "Target..." or "Targ..." in the Asset Allocation Monitor of the Investing Center
• Error: "The server is not responding properly. Please try again later."
• Unable to download securities when downloading Preferred stocks with classes
• Amounts in the Investment Return by Security graph are larger than expected
• Return by Security graph does not show all securities
• Missing securities in Investment Performance and Investment Return by Security graphs
• Trade date is one day later than expected when downloading investment transaction information
• Tildes (~) appear on investment account balances in the Account list
• Cannot transfer short position between investment accounts
• Prices updating in only one Quicken data file
• Value entered in "Ending Cash Balance" field is not retained when resuming investment account reconciliation
• Information goes into wrong account after transferring from QuickPayroll
• Printing negative numbers on the Portfolio View in red
• Buy and Sell not available for Single Mutual Fund Account
• Transferring a cash balance from a single mutual fund account
• Buy and Sell not available for Single Mutual Fund Account
• Error: "Invalid Page Fault in module XPORT.DLL"
• Disabling the reminder to update quotes, news, and check for software updates
• Asset class of a security changes after downloading class information
• Market value in the Portfolio View is blank or incorrect
• Ticker symbol appears to be dimmed for 401(k) security
• The Easy Action for Corporate Securities Spin-Off does not have Cost Basis
• Total Value in the Account Summary of the 401(k) View shows $0.00
• Recalculating the Investment Register
• Short Sales appear as Negative Numbers on the Capital Gains Report
• Receiving Alert Reminders when downloading security quotes
• Tracking contributions and income to tax deferred savings/investment accounts.
• Negative cash balance in a single fund mutual fund account
• Entering stock splits of Employee Stock Options in Quicken 2000 or 2001
• How to get instant help for any Quicken screen
• Investment report IRR does not match the graph
• Bond prices incorrect on the investment statement downloaded from Schwab
• Record the short sale of a security
• Opening cash balance in a new, non-linked Investment Account
• Updating current security prices and market indexes
• "Internet Explorer cannot open Internet site...", when using online features.
• Downloading security news into Quicken.
• Zero Capital Gains alert despite eligibility for a tax refund
• Current Asset Allocation graph does not show a cash amount
• Investment Performance Report does not match the Investment Performance Graph
• Capital Gains calculations questions and answers
• Creatong 401(k) account in Quicken from existing 401(k)
• Stock split transaction shows security in a short position
• Unable to convert investment account to an IRA account in Quicken Basic
• Balance and Market Value calculations for employee stock option grant (ESOG)
• Employee Stock Options (ESOG) are incorrect after exporting portfolio
• Non-CD Security Types appearing under CD Maturity Alerts
• Price history not updating upon downloading historical prices for all securities
• Creating a new asset class type in Quicken 2000 or 2001
• Using the Enter key to move about in "Set Target Asset Allocation" dialog box
• Changing the price of Employee Stock Option Grant (ESOG)
• Investment Returns by Security graph limits securities to five
• Portfolio View Asset Class differs from the Allocation graph
• Schedule D looks wrong after importing data into tax program
• Payee information during the Compare To Register process not provided
• Not all transactions matched when downloading investment account information
• Market Value for CD different in Quicken than it was in Money
• Investment account has a negative balance after converting from Money
• Changing categories on SellX transactions that display as Other
• Price History Graph does not "Adjust for Stock Split" correctly
• 401(k) account balance is incorrect
• Actions missing on Investment Transaction report
• Annual return on Investment Performance report too high
• Grouping securities within one or more Quicken accounts
• Types of Quicken accounts to be used with investments
• Updating bonds or options online
• Investment Savings Planner formula

Online/Internet

• Disabling the online functions of a Quicken account
• Updating current security prices and market indexes
• Opening a Quicken Brokerage account
• Managing your Quicken Brokerage account
• Quicken Brokerage trading
• Contacting Quicken Brokerage
• Error: "Quicken could not start a compare to portfolio because a compare to register is already in progress. You must close all active compare to..."
• Mutual fund quote is from the previous day
• Un-matching a security from an online security
• Portfolios on Quicken.com do not contain holdings for some securities after performing Portfolio Export
• Online banking transactions using Quicken
• Account cannot be accessed with PIN
• Error: "Qw caused an Invalid Page Fault in module qwoesdk.dll"
• Current price is not updated for securities after downloading prices
• Error: "Error 1524"
• Error: "Error 1524"
• Quicken Quotes download only provides two days of prices
• Portfolio shows the Quotes View after updating security prices online
• Downloads for different securities that use the same symbol
• Downloading American Depository Receipt (ADR) quotes
• Message: "Your financial institution does not offer that online service."
• Trade date is one day later than expected when downloading investment transaction information
• Only recent investment transactions are downloaded
• Internet Service Provider not being recognized in Internet Connection Setup
• Account cannot be accessed with the SSN provided
• The account (....) was not recognized when attempting to download from Fidelity
• Quicken received unexpected data
• Stock split shows incorrectly as a 1:1 stock split
• Online transactions are not in date order
• Transaction(s) showing the date 0/0/00 after downloading Investment transactions
• Using America Online as an Internet Service Provider
• Invalid page fault in module QFNWST16.DLL
• No transactions, holdings, or balances in my online investment download
• Account (xxxx) cannot be accessed with the PIN provided
• Error 1615 or "Unable to validate site certificate"
• Receiving Alert Reminders when downloading security quotes
• Downloading prices from a Canadian exchange
• Copying a Quicken investment portfolio to a Quicken.com investment portfolio
• "Error 1531: User Cancelled Session" then "Error 2 Assertion Error"
• Download prices from a Canadian exchange
• Bond prices incorrect on the investment statement downloaded from Schwab
• Downloading security names from Ameritrade/Accutrade
• Stock split transaction shows security in a short position
• "Please enter a new name for the downloaded security" when downloading
• Price history not updating upon downloading historical prices for all securities
• Marking securities so the prices are not updated
• Prices updating in only one Quicken file
• "Internet Explorer cannot open Internet site...", when using online features.
• Downloading security news into Quicken.
• Matching dowloaded Investment transactions
• Invesment register showing a new transaction with no security name
• Downloading a number larger than 9,999 for the Dow Jones 30 Industrials Average
• Information not being updated when downloading current security quotes
• Invalid page fault in module ICT32.dll. when attempting to download stock quotes
• Online financial services for your account(s) are not available
• Payee information during the Compare To Register process not provided
• Downloading bond information from Charles Schwab and Co.
• Securities listed as unknown after downloading from E-Trade
• Not all transactions matched when downloading investment account information
• Not getting Volume Alerts and Key News for some stocks
• Downloading Canadian mutual fund price quotes
• Updating bonds or options online

Security Setup and Management

• Updating security prices
• Adjusting a share balance
• Some information is not updated when downloading current security quotes
• Securities are missing from the Security Detail View
• Securities are being updated with the price for a different security
• Setting the date range for return on investment (ROI) calculations
• Creating a new security type and associating it with an existing security
• Un-matching a security from an online security
• Investment register shows a new transaction without a security name
• Ticker symbol appears to be dimmed for 401(k) security
• Error: "All security types in use"
• Deleting a security
• Hiding or deleting a security in a Quicken data file
• Other security prices change when the price of another security is changed
• Quicken Quotes download only provides two days of prices
• Downloads for different securities that use the same symbol
• Price for other securities changes when updating a single security
• Return by Security graph is limited to five securities
• Tildes (~) appear on investment account balances in the Account list
• Changing security price displays from fractions to decimals (or vice-versa)
• Securities listed as unknown after downloading from E-Trade
• Receiving Alert Reminders when downloading security quotes
• Downloading free security quotes
• Easy Actions button missing from Portfolio view
• Entering stock splits of Employee Stock Options in Quicken 2000 or 2001
• Download prices from a Canadian exchange
• Opening cash balance in a new, non-linked Investment Account
• Non-CD Security Types appearing under CD Maturity Alerts
• Creating a new asset class type in Quicken 2000 or 2001
• Marking securities so the prices are not updated
• Investment Return by Security graph is larger than expected
• Portfolio View Asset Class differs from the Allocation graph
• Schedule D looks wrong after importing data into tax program
• Only recent investment transactions are downloaded
• Downloading security news into Quicken.
• Hide (or unhide) a security
• Record the short sale of a security
• Downloading bond information from Charles Schwab and Co.
• 401(k) account balance is incorrect
• Downloading Canadian mutual fund price quotes
• Grouping securities within one or more Quicken accounts
• Types of Quicken accounts to be used with investments
• Investment Savings Planner formula

Portfolio View and Customization

• Customizing the Investment Portfolio View
• Column headings missing from the Portfolio
• Setting the date range for return on investment (ROI) calculations
• Price column in Portfolio View shows either "est" or "e"
• Incorrect cost basis in Portfolio or Portfolio View window
• Message: "Compare Holdings to Quicken Portfolio: Your Quicken account holdings and your brokerage account holdings do not agree."
• 52-week High/Low Range column is not displayed in the Portfolio View
• Un-matching a security from an online security
• Portfolios on Quicken.com do not contain holdings for some securities after performing Portfolio Export
• Hiding or deleting a security in a Quicken data file
• Printing negative numbers on the Portfolio View in red
• Portfolio shows the Quotes View after updating security prices online
• Asset class data in the Portfolio View differs from the data in the Current Asset Allocation graph
• Open and Day Range columns do not update to reflect the correct value when the As of Date field changes
• Tildes (~) appear on investment account balances in the Account list
• Customized settings in Portfolio View window not retained after upgrading
• Error: "Invalid Page Fault in module XPORT.DLL"
• Setting up Quicken to use multiple currencies
• Changing the Security Price History
• Investment report IRR does not match the graph
• Hide (or unhide) a security
• Downloading security news into Quicken.
• Price history not updating upon downloading historical prices for all securities
• Viewing the projected future value of a stock option
• Securities listed as unknown after downloading from E-Trade

How do I?

• Message: "Quicken was not able to process your request at this time. Quicken did not receive a valid response from the server. [OL-226]"
• Sorting the account register
• Recalculating the Investment register
• Tracking an annuity or other assets with a fluctuating value
• Linking a cash account to an investment account
• Recalculating the Investment register
• Copying a Quicken investment portfolio to a Quicken.com investment portfolio
• Future prices or transactions in an investment account
• Tracking a corporate spin-off into multiple subsidiaries
• Removing securities from the Security Detail View window's drop-down list
• Deleting a transaction from the account register
• Creating a report to show commissions paid on investment transactions
• Creating a new security type and associating it with an existing security
• Tracking accrued interest when purchasing bonds
• Un-matching a security from an online security
• Setting up Money Market fund as a security in an investment account
• Customizing quote download to include or exclude specific securities
• Entering a stock split into an investment account
• Transferring shares between investment accounts
• Updating cash or share balance
• Hiding and viewing hidden securities
• Adding, changing, or deleting historical prices for securities
• Hiding or deleting a security in a Quicken data file
• Types of Quicken accounts to use with investments
• Entering an IRA distribution in Quicken
• Tracking check card authorization charges
• Tracking Individual Retirement Arrangement (IRA) contributions
• Downloading prices from a Canadian exchange
• Quicken and T-Account statement downloads
• Printing negative numbers on the Portfolio View in red
• Message: "Recording a Short Transaction"
• Downloading daily quotes and historical prices
• Changing security price displays from fractions to decimals (or vice-versa)
• Creating an investment account
• Downloading Canadian mutual fund price quotes
• Recording a dividend or a reinvested dividend
• Recording stock spin-offs, corporate mergers, and name changes
• Downloading free security quotes
• Tracking contributions and income to tax deferred savings/investment accounts.
• Deleting a security from a Quicken file
• Entering stock splits of Employee Stock Options in Quicken 2000 or 2001
• Download prices from a Canadian exchange
• Downloading security news into Quicken.
• Hide (or unhide) a security
• Record the short sale of a security
• Opening cash balance in a new, non-linked Investment Account
• Downloading security names from Ameritrade/Accutrade
• Marking securities so the prices are not updated
• Same day sale when exercising stock options
• Recording an expired option
• Determining if you are an option buyer or seller
• Remove a cash balance from a single mutual fund account
• Exercising Employee Stock Option grants with the wizard
• Entering the payoff of a 401(k) loan in Quicken
• Opening a 401(k) register from the Portfolio or Security Detail view
• Linking a checking account to a brokerage or investment account