Investments

Discussion List

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  quicken won't match downloaded option securities

  Closed Daniel Adams 36 views 2 comments 0 points Most recent by Daniel Adams December 2021Investing (Windows)
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  Merged: Update on Schwab issues?

  ameade 31 views 0 comments 1 point Most recent by ameade December 2021Investing (Windows)
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  Schwab connections appear broken

  Closed Reed Welch 126 views 5 comments 0 points Most recent by Quicken Paloma December 2021Registers & Transactions (Mac)
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  How do I get a correct Portfolio Balance and Cost Basis Report?

  Answered ✓ Closed 26@harrich 580 views 7 comments 0 points Most recent by q_lurker December 2021Reports (Windows)
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  BNY Mellon-Pershing Sync Issues

  Answered Closed Mark Porter 276 views 3 comments 0 points Most recent by CasualUser December 2021Download, Add/Update Accounts (Windows)
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  One Step Update deletes investment data (Chase)

  Closed Suntu 24 views 5 comments 0 points Most recent by Suntu December 2021Download, Add/Update Accounts (Windows)
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  How to create a security watch list in Quicken for Mac 2020

  Answered ✓ Closed jeffreyhall82 286 views 4 comments 0 points Most recent by jacobs December 2021Investing (Mac)
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  Investment Reporting by Sector - Quicken Mac Canada

  Answered Closed Lakegal 23 views 2 comments 0 points Most recent by Lakegal December 2021All Things Canadian (Mac)
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  Schwab Conversion - Just curious about speed of the transaction updates

  Answered Closed MrZipp 32 views 4 comments 0 points Most recent by MrZipp December 2021Download, Add/Update Accounts (Windows)
• 
  New Charles Schwab EWC+ [Edited]

  Closed AgBrewer97 157 views 4 comments 2 points Most recent by AgBrewer97 December 2021Download, Add/Update Accounts (Windows)
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  investment transaction window missing?

  Closed barbmcgq 83 views 3 comments 0 points Most recent by Jim_Harman December 2021Investing (Windows)
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  Investment Purchase Will Not Post

  Answered Closed M.Castleberry 41 views 1 comment 0 points Most recent by q_lurker December 2021Investing (Windows)
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  OSU not updating quotes for Simple Investing Schwab accounts

  Closed Judyrb 33 views 0 comments 0 points Most recent by Judyrb December 2021Investing (Windows)
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  Can't retrieve HSA from Fidelity NetBenefits Site Any Longer

  Answered Closed Dale Lantrip 138 views 1 comment 0 points Most recent by Quicken Anja December 2021Investing (Mac)
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  quicken investment transaction exchange rate for USD stocks not always correct (shows 1.00)

  Closed questionsforever 55 views 0 comments 0 points Most recent by questionsforever December 2021Investing (Windows)
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  Quicken is displaying incorrect/inaccurate prices for securities

  Closed dvoeks 23 views 0 comments 0 points Most recent by dvoeks November 2021Errors and Troubleshooting (Mac)
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  How to change Investment Action based on Memo value?

  Answered Closed mikek753b 299 views 33 comments 0 points Most recent by mikek753b November 2021Investing (Windows)
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  Setting up old investment accounts

  Closed Koshkaboo 245 views 6 comments 0 points Most recent by Jim_Harman November 2021Investing (Windows)
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  Bug in data entry for investment transactions

  Closed BrianGee 106 views 6 comments 0 points Most recent by Quicken Alyssa November 2021Investing (Mac)
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  etrade error

  Closed rich x 33 views 0 comments 0 points Most recent by rich x November 2021Investing (Mac)
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  Canadian Stock Exchange

  Closed James120 44 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Investing (Windows)
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  How to merge/reconcile duplicate securities created after Schwab connection change.

  Answered ✓ Closed RonRP 358 views 8 comments 1 point Most recent by jacobs November 2021Download, Add/Update Accounts (Mac)
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  Not all Schwab holdings showing up

  Closed Indigo 535 views 10 comments 1 point Most recent by bwilner November 2021Investing (Mac)
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  Cost of investments when selling

  Closed BrianGee 32 views 1 comment 0 points Most recent by Quicken Alyssa November 2021All Things Canadian (Mac)