Investments

Discussion List

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  DELETE ALL FROM PLACEHOLDER ENTRIES SCREEN DOES NOTHING

  Answered Closed Neal Lerner 22 views 1 comment 0 points Most recent by NotACPA April 2022Registers & Transactions (Windows)
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  How do I assign a payee for a dividend transaction in an investment account?

  Answered Closed thansen 41 views 1 comment 0 points Most recent by Jim_Harman April 2022Budgeting and Planning Tools (Windows)
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  How to fix lot specifications for stock sales?

  Closed ericberdahl 142 views 3 comments 0 points Most recent by qmac_scott April 2022Investing (Mac)
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  How to enter ATT Spinoff Shares Received

  Answered ✓ Closed shelquis 671 views 2 comments 0 points Most recent by shelquis April 2022Download, Add/Update Accounts (Windows)
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  How To Record These Investment Transactions?

  Closed Austin@ 956 views 3 comments 0 points Most recent by Austin@ April 2022Investing (Mac)
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  Schwab SWGXX reporting

  Closed Jim Douthit 202 views 6 comments 0 points Most recent by GreenOak April 2022Errors and Troubleshooting (Windows)
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  Vanguard downloaded transaction to wrong account

  Answered ✓ Closed FEC 271 views 7 comments 0 points Most recent by FEC April 2022Download, Add/Update Accounts (Windows)
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  AT&T Stock Spin Off

  Closed neil154 411 views 2 comments 0 points Most recent by mshiggins April 2022Investing (Windows)
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  Schwab Journaled Shares

  Closed Reed Welch 1.7K views 0 comments 0 points Most recent by Reed Welch April 2022Registers & Transactions (Mac)
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  How can I transfer shares from a canadian dollar account to a USD account

  Answered Closed jswilkie 151 views 1 comment 0 points Most recent by Quicken Janean April 2022Investing (Windows)
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  Can't delete security and problem I created

  Answered Closed Grammy605 112 views 16 comments 0 points Most recent by Grammy605 April 2022Investing (Windows)
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  Which investment action should I assign to an advisor fee that takes shares?

  Answered ✓ Closed rmiles2 531 views 4 comments 0 points Most recent by Jim_Harman April 2022Investing (Windows)
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  transfering securities

  Closed chasrmack 204 views 2 comments 0 points Most recent by q_lurker April 2022Registers & Transactions (Windows)
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  ATT spinoff to WBD

  Answered Closed Paperclip13 201 views 1 comment 0 points Most recent by Sherlock April 2022Investing (Windows)
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  Securities Comparison Mismatch (100x) on Schwab Preferred Securities

  Closed jdsmith 291 views 0 comments 0 points Most recent by jdsmith April 2022Download, Add/Update Accounts (Windows)
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  Canada Mutual funds not updating

  Answered Closed Danielle Dallaire 31 views 1 comment 0 points Most recent by Quicken Jasmine April 2022All Things Canadian (Windows)
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  What Investment Transaction function do I use?

  Answered ✓ Closed hadji53e 92 views 3 comments 0 points Most recent by NotACPA April 2022Registers & Transactions (Windows)
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  How to Handle Sweep Account on Mac??

  Closed draimist 292 views 7 comments 0 points Most recent by jacobs April 2022Investing (Mac)
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  How to convert share classes for mutual fund in Quicken Premier?

  Closed Pothole Damage 691 views 4 comments 0 points Most recent by q_lurker April 2022Investing (Windows)
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  Quicken trying to add investment shares that don't exist

  Closed Kquinby 101 views 1 comment 0 points Most recent by Quicken Jasmine April 2022Investing (Mac)
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  Fix Mutual Fund Conversion so cost basis is correct if holding is set to "Use Average Cost"

  Closed Jim_Harman 423 views 10 comments 8 points Most recent by zkaps April 2022Investing (Windows)
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  I am unable to return to the dashboard after viewing an account in detail

  Answered ✓ Closed BigSpender 511 views 5 comments 0 points Most recent by Timothy Hitchcock April 2022Registers & Transactions (Windows)
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  Stock Quotes Not Updating

  Answered Closed Russ Donovan 2.1K views 11 comments 0 points Most recent by Russ Donovan April 2022Investing (Windows)