Most Common Problems

• Message: "There are not enough open shares to cover your request."
• Share balance and market values are incorrect
• The Market Values in the investment register and Portfolio View do not match
• Securities are missing from the Investment graph
• Mutual fund quote is from the previous day
• Trade date is one day later than expected when downloading investment transaction information
• Cannot transfer short position between investment accounts
• Prices updating in only one Quicken data file
• Printing negative numbers on the Portfolio View in red
• Transferring a cash balance from a single mutual fund account
• Buy and Sell not available for Single Mutual Fund Account
• Unable to download using CompuServe Information Manager (CIM) 2.01
• Disabling the reminder to update quotes, news, and check for software updates
• Ticker symbol appears to be dimmed for 401(k) security
• The Easy Action for Corporate Securities Spin-Off does not have Cost Basis
• 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
• How to get instant help for any Quicken screen
• Investment report IRR does not match the graph
• 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.
• Schedule D looks wrong after importing data into tax program
• Error 2049
• Payee information during the Compare To Register process not provided
• Not all transactions matched when downloading investment account information
• Do you want specific identification of lots
• Securities disappeared in Quicken 98
• Price History Graph does not "Adjust for Stock Split" correctly
• 401(k) account balance is incorrect
• Dots showing on the security detail graph.
• 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
• Retirement Planner formula
• Investment Savings Planner formula

Online/Internet

• Error: "Error 1524"
• Disabling the online functions of a Quicken account
• Message: "Your financial institution does not offer that online service."
• Updating current security prices and market indexes
• Current price is not updated for securities after downloading prices
• Account cannot be accessed with the PIN
• Mutual fund quote is from the previous day
• Trade date is one day later than expected when downloading investment transaction information
• Only recent investment transactions are downloaded
• Unable to use the online investment download features in Quicken 98
• Unable to open personal QFN page
• Nothing happens when choosing the CheckFree option
• Account cannot be accessed with the SSN provided
• Unable to drag and drop fixed payments
• 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
• Error 2202
• No transactions, holdings, or balances in my online investment download
• Unable to access the Online Financial Center
• Account (xxxx) cannot be accessed with the PIN provided
• Session error 2030: Unknown error
• Internet browsers that can be used with Quicken
• Error 1615 or "Unable to validate site certificate"
• Canadian users downloading prices from an American exchange
• Receiving Alert Reminders when downloading security quotes
• Copying a Quicken investment portfolio to a Quicken.com investment portfolio
• Faster Online Quotes update in Quicken 98 for Windows
• Download prices from a Canadian exchange
• Downloading security names from Ameritrade/Accutrade
• 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
• Online financial services for your account(s) are not available
• Error 2049
• Payee information during the Compare To Register process not provided
• Account not recognized when trying to download Investment transactions
• 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
• Compare and match downloaded investment transactions
• Microsoft Internet Explorer 4.0
• Downloading Canadian mutual fund price quotes
• Updating bonds or options online

Security Setup and Management

• Some information is not updated when downloading current security quotes
• Investment register shows a new transaction without a security name
• Error: "All security types in use"
• Ticker symbol appears to be dimmed for 401(k) security
• Deleting a security
• Securities listed as unknown after downloading from E-Trade
• Receiving Alert Reminders when downloading security quotes
• Downloading free security quotes
• Download prices from a Canadian exchange
• Opening cash balance in a new, non-linked Investment Account
• Marking securities so the prices are not updated
• 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.
• Do you want specific identification of lots
• Securities disappeared in Quicken 98
• 401(k) account balance is incorrect
• Entering and tracking the value of stock options in Quicken
• 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

• Printing negative numbers on the Portfolio View in red
• 52-week High/Low Range column is not displayed in the Portfolio View
• Customizing the Investment Portfolio View
• Changing the Security Price History
• Investment report IRR does not match the graph
• Hide (or unhide) a security
• Downloading security news into Quicken.
• Securities listed as unknown after downloading from E-Trade
• Do you want specific identification of lots
• Securities disappeared in Quicken 98

How do I?

• Types of Quicken accounts to use with investments
• Entering an IRA distribution in Quicken
• Tracking an annuity or other assets with a fluctuating value
• Printing negative numbers on the Portfolio View in red
• Message: "Recording a Short Transaction"
• Recalculating the Investment Register
• Tracking a corporate spin-off into multiple subsidiaries
• Downloading Canadian mutual fund price quotes
• Recording stock spin-offs, corporate mergers, and name changes
• Canadian users downloading prices from an American exchange
• Downloading free security quotes
• Tracking contributions and income to tax deferred savings/investment accounts.
• Deleting a security from a Quicken file
• Faster Online Quotes update in Quicken 98 for Windows
• 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
• Compare and match downloaded investment transactions
• Remove a cash balance from a single mutual fund account
• Entering and tracking the value of stock options in Quicken
• Linking a checking account to a brokerage or investment account