Discussion List

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  Finding old stock records

  breace2 13 views 1 comment 0 points Most recent by Quicken Jasmine 1:48PMRegisters & Transactions (Windows)
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  SEI brokerage accounts NOT updating

  Answered Lee Wunsch 141 views 21 comments 0 points Most recent by Quicken Jasmine 1:38PMDownload, Add/Update Accounts (Windows)
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  ETRADE Express WEB COnnect

  Answered YoJimbo 21 views 7 comments 0 points Most recent by Quicken Jasmine 12:49PMDownload, Add/Update Accounts (Windows)
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  Name field no longer allows Symbol only (since R62.14)

  GaryB1234 51 views 3 comments 0 points Most recent by Bruce Johnson 10:51AMRegisters & Transactions (Windows)
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  Memo field in transaction not populating in linked cash account

  jcryanjr 27 views 2 comments 0 points Most recent by jcryanjr 10:22AMInvesting (Windows)
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  14

  Up
  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 143 views 9 comments 14 points Most recent by Rocket J Squirrel April 2Investments
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Gary Strand 218 views 26 comments 0 points Most recent by Gary Strand April 2Errors and Troubleshooting (Windows)
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  Closing stock quotes

  Answered ✓ drh908 26 views 2 comments 0 points Most recent by Jim_Harman April 2Investing (Windows)
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  E*Trade Download Error Code 16503

  DCC1 28 views 5 comments 0 points Most recent by Quicken Jasmine April 2Errors and Troubleshooting (Mac)
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  Fidelity Investments

  Answered ✓ Moorhatch 77 views 14 comments 0 points Most recent by Moorhatch April 2Download, Add/Update Accounts (Windows)
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  Vanguard Accounts keep reverting to simple tracking method - SOLVED

  Milehigh5280 48 views 3 comments 0 points Most recent by SomeQknDude April 2Errors and Troubleshooting (Windows)
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  ETF share updates are not matching within Quicken

  Answered GBE 98 views 6 comments 0 points Most recent by q_lurker April 2Investing (Windows)
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  Funds in a 401k account change names - how to reconcile

  Nalgas 20 views 1 comment 0 points Most recent by Quicken Kristina April 1Download, Add/Update Accounts (Windows)
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  Reactivating On-Line Services with Vanguard Account fails

  Fred Coale 37 views 4 comments 0 points Most recent by jackhake March 31Download, Add/Update Accounts (Windows)
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  Retirement account missing in Portfolio list under the Investing tab

  Answered ✓ rahfam5 25 views 3 comments 0 points Most recent by Jim_Harman March 31Investing (Windows)
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  I told Quicken to treat a money market fund as cash, now it tells me share numbers don't match

  Answered Blue2Green 36 views 1 comment 0 points Most recent by Quicken Kristina March 31Errors and Troubleshooting (Windows)
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  How do I record an addition to cost basis reported on 1099

  bebob 139 views 8 comments 0 points Most recent by bebob March 31Registers & Transactions (Windows)
• 
  NJ Best 429 Plan

  Answered TCPSBC 19 views 1 comment 0 points Most recent by Quicken Kristina March 31Download, Add/Update Accounts (Windows)
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  1

  Up
  Track open stock orders/bids

  Reviewed kc1tom 26 views 1 comment 1 point Most recent by Jim_Harman March 31Investments
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 36 views 2 comments 0 points Most recent by Blue2Green March 31Errors and Troubleshooting (Windows)
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  Charles Schwab - Missing Equity Awards Account (QMac)

  System 83 views 9 comments 0 points Most recent by Quicken Kristina March 30Download, Add/Update Accounts (Mac)
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  Missing security

  Jeffrey Jones 88 views 8 comments 0 points Most recent by Quicken Jasmine March 30Investing (Windows)
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  LPL Financial Automatic Downloads messed up my data

  barrychi 17 views 2 comments 0 points Most recent by Quicken Jasmine March 30Download, Add/Update Accounts (Windows)
• 
  Creating a Coinbase Account in Quicken for Mac... is this possible?

  cdrompfw 520 views 23 comments 0 points Most recent by jvwadhwa March 30Download, Add/Update Accounts (Mac)
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  same security download 8X; How to delete 7 of them w/o spending hours?

  MineQuicknot 20 views 1 comment 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Brokerage accounts not updating

  BillBelanger 45 views 5 comments 0 points Most recent by Quicken Kristina March 29Investing (Mac)
• 
  Vanguard Transaction detail for Quicken Mac

  LindaE 1.1K views 36 comments 0 points Most recent by Bam23 March 29Errors and Troubleshooting (Mac)
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  1

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  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 41 views 2 comments 1 point Most recent by nc00ks0n March 28Investments
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  investment account balances are off

  Answered ✓ Permutations 28 views 4 comments 0 points Most recent by Permutations March 27Download, Add/Update Accounts (Windows)
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  Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

  Answered 26@harrich 27 views 2 comments 0 points Most recent by 26@harrich March 27Investing (Windows)