Investments

Discussion List

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  Quicken doesn't reflect transactions in Portfolio view

  Answered Closed verso21 76 views 4 comments 0 points Most recent by Quicken Anja June 10Investing (Mac)
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  Fidelity Cash Accounts

  Closed bnw 42 views 4 comments 0 points Most recent by Quicken Anja June 10Download, Add/Update Accounts (Windows)
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  Setting up LPL investment account, error already used account name

  Closed John_L 36 views 5 comments 0 points Most recent by Quicken Laura June 8Download, Add/Update Accounts (Windows)
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  Quicken MAC does not offer a linked “checking-style” cash account like the Windows version does.

  sitkinj 48 views 1 comment 2 points Most recent by Quicken Carlos June 8Manage Accounts and Transactions
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  Wealthscape Investor File Merge?

  Closed raymorr2 113 views 5 comments 0 points Most recent by Quicken Laura June 7Errors and Troubleshooting (Windows)
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  1-year ROI% formula

  Answered ✓ Closed Mike Judd 62 views 2 comments 0 points Most recent by Quicken Alyssa June 7Reports (Windows)
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  How to restore a single account from backup

  Answered Closed PeterK 194 views 5 comments 0 points Most recent by jdparker225 June 6File Conversion and Backup (Windows)
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  Investor 360 MAC

  Closed paul28 106 views 3 comments 0 points Most recent by paul28 June 6Errors and Troubleshooting (Mac)
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  Manually entered transaction doesn't appear in Portfolio view--how to fix?

  Answered Closed MacZizzou 116 views 5 comments 0 points Most recent by John_in_NC June 6Registers & Transactions (Mac)
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  Why do my IRAs not show up in plan assumptions in the Lifetime Planner?

  Closed System 111 views 6 comments 0 points Most recent by Quicken Anja June 6Budgeting and Planning Tools (Windows)
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  Unable to add Morgan Stanley At Work account

  Answered Closed Pgher 99 views 2 comments 0 points Most recent by John4783 June 5Download, Add/Update Accounts (Windows)
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  Proposal: Improve Management of Older Equity Price History

  Reviewed BK65 96 views 6 comments 1 point Most recent by BK65 June 5Investments
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  Wealthscape Investor Not Updating

  Closed raymorr2 91 views 3 comments 0 points Most recent by Quicken Carlos June 5Errors and Troubleshooting (Windows)
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  why do I keep getting placeholder entries?

  Answered ✓ Closed WileyOne 143 views 4 comments 0 points Most recent by Boatnmaniac June 3Registers & Transactions (Windows)
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  Allow Add Reminder for Investment Transactions (9 Legacy Votes)

  Reviewed markus1957 302 views 11 comments 12 points Most recent by moellero June 3Investments
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  Download from Schwab

  Closed cskiba@ 176 views 7 comments 0 points Most recent by Quicken Carlos June 2Download, Add/Update Accounts (Windows)
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  Delete Multiple transactions from investment register at once

  Answered Closed rbridges01 73 views 4 comments 0 points Most recent by Quicken Alyssa June 2Download, Add/Update Accounts (Windows)
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  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 97 views 6 comments 9 points Most recent by gkading June 1Investments