Investments

Discussion List

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  Return of Capital transaction amount not appearing in 2024?

  Answered Closed nhttip 63 views 5 comments 0 points Most recent by Boatnmaniac September 2024Errors and Troubleshooting (Windows)
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  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 150 views 11 comments 0 points Most recent by NotACPA September 2024Budgeting and Planning Tools (Windows)
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  removing unaccounted shares on mac not working

  Closed Ram0516 83 views 10 comments 0 points Most recent by Quicken Kristina September 2024Errors and Troubleshooting (Mac)
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  Brokerage account csv file imports

  Reviewed Patrick Edmund 122 views 2 comments 2 points Most recent by Boatnmaniac September 2024Canada Mac
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  Interactive Brokers (IBKR) - OL-220-A (QWIN)

  Closed Brad2 1K views 26 comments 1 point Most recent by Quicken Jasmine September 2024Download, Add/Update Accounts (Windows)
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  Why is Interest Income from Vanguard Cash Plus account showing an additional debit as MiscExp?

  Answered Closed JRZzMom0 95 views 3 comments 0 points Most recent by Quicken Kristina September 2024Registers & Transactions (Windows)
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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.4K views 27 comments 20 points Most recent by Martimouse September 2024Investments
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  Investments showing up as Expense issue

  Closed dbnewlon 77 views 1 comment 0 points Most recent by Quicken Kristina September 2024Errors and Troubleshooting (Mac)
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  Portfolio Crashing -- if our file is broken, what are best practices for file and backup management?

  Answered ✓ Closed bebob 254 views 14 comments 0 points Most recent by q_lurker September 2024File Conversion and Backup (Windows)
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  Interactive Brokers: No More Quicken Integration?

  Answered Closed 932Scooter419 702 views 20 comments 1 point Most recent by 932Scooter419 September 2024Download, Add/Update Accounts (Windows)
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  How can I download transactions from LPL broker

  Closed System 43 views 2 comments 0 points Most recent by Quicken Kristina September 2024Download, Add/Update Accounts (Windows)
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  Capital Gains Report Grouped by Month or Quarter

  Reviewed Alexy 13 views 0 comments 1 point Started by Alexy September 2024 Investments
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  Growth of 10,000 Chart for Mac

  Reviewed Alexy 16 views 0 comments 3 points Started by Alexy September 2024 Investments
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  Why does the Real Time Quotes option in Preferences > Investments turn on randomly

  Answered Closed rcstubbs 69 views 5 comments 0 points Most recent by rcstubbs September 2024Investing (Windows)
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  LPL issues

  Closed eswenerton 209 views 1 comment 1 point Most recent by Quicken Jasmine September 2024Registers & Transactions (Windows)
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  Challenges Linking to a Merrill Lynch Cash Management (CMA) Account

  Closed Patch0221 108 views 2 comments 0 points Most recent by Quicken Kristina September 2024Download, Add/Update Accounts (Windows)
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  Robert Hagstrom's strong interest stocks

  Closed System 15 views 1 comment 0 points Most recent by TXPAF September 2024Investing (Windows)
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  re-establishing downloads from Wells Fargo Advisors -- cannot choose "complete" (vs. simple) acctg

  Closed susan.beesley 33 views 4 comments 0 points Most recent by Quicken Jasmine September 2024Download, Add/Update Accounts (Windows)
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  Downloading Transactions from Schwab

  Answered Closed gcorth01 32 views 1 comment 0 points Most recent by Quicken Jasmine September 2024Errors and Troubleshooting (Windows)
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  Show cash balance in online accounts

  Closed dbpinochle 23 views 1 comment 0 points Most recent by Jon September 2024Investing (Mac)
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  why does ctrl-B delete index changes

  Answered ✓ Closed jdhilt 62 views 5 comments 0 points Most recent by Jim_Harman September 2024Investing (Windows)
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  Scheduled Transactions Not Shown for Investment Accounts in Mobile App

  Closed MikeChicago2 37 views 1 comment 0 points Most recent by Quicken Kristina September 2024Using the Mobile App
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  Security detail for Mac - Add market value to graph

  Reviewed ADS 22 views 1 comment 4 points Most recent by jacobs September 2024Investments
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  Handling Money Market funds as cash

  Answered Closed neil154 137 views 11 comments 0 points Most recent by neil154 September 2024Registers & Transactions (Windows)
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  fidelity cash balance

  Closed quickj 200 views 13 comments 0 points Most recent by quickj September 2024Registers & Transactions (Mac)
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  CLOSED 9/5/24 Key Bank Investment - $0 Balance when Adding Investment Accounts

  Closed Quicken Janean 79 views 3 comments 0 points Most recent by Quicken Anja September 2024Alerts, Online Banking & Known Product Issues
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  Is there a report that shows how many shares each account owns of a selected security?

  Answered ✓ Closed bebob 78 views 5 comments 0 points Most recent by bebob September 2024Reports (Windows)