Investments

Discussion List

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  How do I account for a stock transfer to charity?

  Answered ✓ Closed harry askenazi 790 views 6 comments 0 points Most recent by q_lurker January 2023Registers & Transactions (Windows)
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  Why do my downloaded transactions from a Rabbi Trust round price to two digits?

  Closed MJK1023 49 views 1 comment 0 points Most recent by Tom Young January 2023Investing (Windows)
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  Investment asset security "types" vs. "classes"

  Answered Closed lpreinhold 1.2K views 3 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
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  Stock sale allocations

  Closed MISCOPT 276 views 12 comments 0 points Most recent by MISCOPT January 2023Investing (Windows)
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  Why does Quicken prompt me for 1:1 Stock Splits?

  Closed justmakeitwork 157 views 4 comments 0 points Most recent by justmakeitwork January 2023Investing (Windows)
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  Treasury Direct - I Bonds and T Bills

  Under Consideration MMY 1.8K views 14 comments 14 points Most recent by Frankx January 2023Investments
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  Portfolio View (Holdings) by Default for Brokerage Accounts

  Closed jshoaf 91 views 1 comment 1 point Most recent by Jim_Harman January 2023Investing (Windows)
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  An approach to the TIPS (Treasury Inflation Protected Securites) valuation problem

  Closed Frustrated123 255 views 0 comments 1 point Most recent by Frustrated123 January 2023Investing (Windows)
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  Investment Transaction stuck in on-line center...

  Answered Closed Paul Suchma 288 views 5 comments 0 points Most recent by Quicken Jared January 2023Errors and Troubleshooting (Windows)
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  What is the proper way to handle this?

  Answered ✓ Closed James Hazel 73 views 2 comments 0 points Most recent by James Hazel January 2023Registers & Transactions (Windows)
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  Security has price dated in the future... how to fix?

  Answered ✓ Closed John16 109 views 2 comments 0 points Most recent by John16 January 2023Errors and Troubleshooting (Windows)