Discussion List

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  Charles Schwab - Missing Equity Awards Account (QMac)

  System 79 views 9 comments 0 points Most recent by Quicken Kristina 4:16PMDownload, Add/Update Accounts (Mac)
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  SEI brokerage accounts NOT updating

  Answered Lee Wunsch 24 views 4 comments 0 points Most recent by Quicken Jasmine 1:30PMDownload, Add/Update Accounts (Windows)
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  Missing security

  Jeffrey Jones 82 views 8 comments 0 points Most recent by Quicken Jasmine 1:30PMInvesting (Windows)
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  LPL Financial Automatic Downloads messed up my data

  barrychi 15 views 2 comments 0 points Most recent by Quicken Jasmine 1:18PMDownload, Add/Update Accounts (Windows)
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  Fidelity Investments

  Moorhatch 22 views 4 comments 0 points Most recent by NotACPA 9:55AMDownload, Add/Update Accounts (Windows)
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  Creating a Coinbase Account in Quicken for Mac... is this possible?

  cdrompfw 513 views 23 comments 0 points Most recent by jvwadhwa 9:11AMDownload, 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 38 views 5 comments 0 points Most recent by Quicken Kristina March 29Investing (Mac)
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  Vanguard Transaction detail for Quicken Mac

  LindaE 967 views 36 comments 0 points Most recent by Bam23 March 29Errors and Troubleshooting (Mac)
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  How do I record an addition to cost basis reported on 1099

  bebob 115 views 7 comments 0 points Most recent by q_lurker March 28Registers & Transactions (Windows)
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  1

  Up
  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 39 views 2 comments 1 point Most recent by nc00ks0n March 28Investments
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  investment account balances are off

  Answered ✓ Permutations 27 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 24 views 2 comments 0 points Most recent by 26@harrich March 27Investing (Windows)
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered ewoldde9 49 views 5 comments 0 points Most recent by NotACPA March 27Investing (Windows)
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Gary Strand 202 views 22 comments 0 points Most recent by Quicken Jasmine March 26Errors and Troubleshooting (Windows)
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  Stock symbol error

  Answered ✓ marrdrm1971 44 views 4 comments 0 points Most recent by marrdrm1971 March 26Investing (Windows)
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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  TMMac 87 views 7 comments 0 points Most recent by Quicken Anja March 26Download, Add/Update Accounts (Windows)
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  Charles Schwab - download positions corrupts data?

  Answered Wesley Breshears 107 views 10 comments 0 points Most recent by Scott March 25Download, Add/Update Accounts (Windows)
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  25

  Up
  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 676 views 22 comments 25 points Most recent by Rocket J Squirrel March 25Reports
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  ETF share updates are not matching within Quicken

  Answered GBE 67 views 3 comments 0 points Most recent by Quicken Anja March 25Investing (Windows)
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  Navigation to the webpage was cancelled

  gwforit 49 views 3 comments 0 points Most recent by Quicken Jasmine March 24Errors and Troubleshooting (Windows)
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 21 views 1 comment 0 points Most recent by Quicken Jasmine March 24Errors and Troubleshooting (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Don Awalt 1.4K views 70 comments 0 points Most recent by DebOR March 22Download, Add/Update Accounts (Windows)
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  Fidelity Investment and Banking accounts missing transactions

  Kurt Knudson 35 views 2 comments 0 points Most recent by Quicken Kristina March 22Errors and Troubleshooting (Windows)
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  Cant Connect to Invesco

  LGB25 24 views 2 comments 0 points Most recent by Quicken Kristina March 22Errors and Troubleshooting (Windows)
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  Partnership Market Value Inaccuracy #2

  Spqr753 35 views 2 comments 0 points Most recent by Quicken Anja March 21Investing (Windows)
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  Capital Call not working

  Answered pab1 37 views 4 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  Issue Downloading Security Transactions

  BRETTB 44 views 5 comments 0 points Most recent by BRETTB March 20Errors and Troubleshooting (Windows)
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  Investment Returns (Q Win, edited)

  Gary R 316 views 33 comments 0 points Most recent by Gary R March 18Investing (Windows)