Investments

Discussion List

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  Setting up existing Fidelity NetBenefits 401k

  Answered Closed Katherine Jones 1.4K views 11 comments 0 points Most recent by Frankx February 2022Investing (Windows)
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  Why are my Fidelity statements (for bonds) inconsistent with my Quicken holdings?

  Answered ✓ Closed Jay2456 81 views 5 comments 0 points Most recent by Boatnmaniac February 2022Download, Add/Update Accounts (Windows)
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  Vanguard Settlement Fund bank transfers and dividends

  Closed Robhawaii 381 views 1 comment 0 points Most recent by Robhawaii February 2022Registers & Transactions (Mac)
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  Reconcile Shares => report of missing shares that aren't missing

  Closed maryh777 231 views 3 comments 0 points Most recent by DaveC February 2022Registers & Transactions (Windows)
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  Investment Brokerage Setup Not Providing Correct Balances

  Closed JoeFQV 91 views 0 comments 0 points Most recent by JoeFQV February 2022Investing (Mac)
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  My Quicken will no longer allow detailed tracking for my TD Ameritrade Institutional Investments

  Answered ✓ Closed Gilbert@ 1.1K views 4 comments 0 points Most recent by Quicken Paloma February 2022Investing (Mac)
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  CUSIP & Stock Splits

  Closed thansen 321 views 2 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
• 
  Crypto Prices in QMAC

  Closed Robert Lynch 151 views 0 comments 0 points Most recent by Robert Lynch January 2022Investing (Mac)
• 
  How do you enter a CD/Annuity account into Q? [Edited]

  Answered Closed EEProf 32 views 3 comments 1 point Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)
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  Does anyone know how to pull data from Ohio STRS into Quicken?

  Answered Closed Beaver Lodge 51 views 1 comment 0 points Most recent by Quicken Jared January 2022Investing (Mac)
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  Investment Account Market Securities Value not matching Holdings Value

  Closed rugged 351 views 5 comments 1 point Most recent by rugged January 2022Investing (Windows)
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  deleted Schwab accounts keep coming back somehow

  Closed VinceSkahan 232 views 16 comments 0 points Most recent by VinceSkahan January 2022Errors and Troubleshooting (Mac)
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  Charles Schwab Bonds Show Incorrect Share

  Announcement Quicken Anja 642 views 0 comments 2 points Most recent by Quicken Anja January 2022Announcements
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  Switch money market fund back from cash to mutual fund?

  Answered Closed TomG1955 1.3K views 6 comments 0 points Most recent by Rocket J Squirrel January 2022Investing (Windows)
• 
  reconciling stock splits

  Answered ✓ Closed MonorailGold 131 views 2 comments 0 points Most recent by MonorailGold January 2022Investing (Mac)
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  How do I print out a mortgage schedule? (Q Mac)

  Answered Closed buccoleri 101 views 2 comments 0 points Most recent by jacobs January 2022Budgeting and Planning Tools (Mac)
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  Custodial to Custodial IRA Transfer by Check

  Closed HJR 51 views 3 comments 0 points Most recent by bmciance January 2022Investing (Windows)
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  How to handle Fidelity 401k account with before and after tax sources?

  Answered Closed mikek753b 241 views 7 comments 1 point Most recent by Jim_Harman January 2022Download, Add/Update Accounts (Windows)
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  How can I download the price for bitcoin?

  Answered ✓ Closed dave344 851 views 8 comments 0 points Most recent by PL404 January 2022Investing (Windows)
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  Can't add new investment account from existing broker

  Answered Closed dktenor 251 views 4 comments 0 points Most recent by Quicken Anja January 2022Download, Add/Update Accounts (Mac)
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  Cost Basis Incorrect

  Closed LadyAleena 521 views 2 comments 0 points Most recent by Tom Young January 2022Investing (Windows)
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  Issue with mismatched trades

  Closed Boca Rat 41 views 2 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
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  Wells Fargo Advisors Investment Account

  Closed Reed1003 152 views 6 comments 0 points Most recent by wizm January 2022Download, Add/Update Accounts (Mac)
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  New shares not recorded

  Answered Closed Michael Spiegelman 302 views 25 comments 0 points Most recent by jacobs January 2022Investing (Mac)
• 
  Multiple Issues with New Quicken File

  Answered Closed john_700 31 views 1 comment 0 points Most recent by Quicken Alyssa January 2022Registers & Transactions (Windows)
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  How can I get BlackRock 529 CollegeAdvantage download to list securities in Quicken account?

  Answered Closed M. T. Rivers 221 views 13 comments 0 points Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)
• 
  Charles Schwab Cash Balance

  Answered Closed ddemoney 302 views 9 comments 1 point Most recent by lynn.la.count January 2022Download, Add/Update Accounts (Mac)