Investments

Discussion List

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  Problems with adding TTEK transactions

  Answered Closed Charles Farnell 131 views 6 comments 0 points Most recent by NotACPA August 2022Errors and Troubleshooting (Windows)
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  Investment Transactions show as 'Uncategorized' when running general reports.

  Answered Closed trm655 52 views 2 comments 0 points Most recent by trm655 August 2022Investing (Windows)
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  American Funds Quotes are not updating

  Answered Closed J Dayton 182 views 6 comments 0 points Most recent by Quicken Jared August 2022Errors and Troubleshooting (Windows)
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  R42.21 - can no longer import security prices from a CSV file multiple symbols for multiple days.

  Closed howelljs 234 views 3 comments 0 points Most recent by Ps56k2 August 2022Investing (Windows)
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  How to change Year Tax paid on IRA distribution

  Closed Mike Sabot 49 views 1 comment 0 points Most recent by Jim_Harman August 2022Investing (Windows)
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  Fixing an investment lot

  Closed Scotty Van 554 views 9 comments 0 points Most recent by Pacoinconn August 2022Investing (Windows)
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  Performance ----Portfolio Register

  Closed Gary R 253 views 19 comments 0 points Most recent by Gary R August 2022Investing (Windows)
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  Move Investment Transaction Issues

  Answered ✓ Closed Rapp 94 views 3 comments 0 points Most recent by Jim_Harman August 2022Investing (Windows)
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  how to fix an erronous entry to stock split

  Answered Closed Bob Zeiser 619 views 14 comments 0 points Most recent by Darrel August 2022Investing (Windows)
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  Dupicate data for 2 different investment accounts

  Closed Stable One 62 views 1 comment 0 points Most recent by Quicken Jared August 2022Investing (Windows)
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  Investment - 401(k) download - a sold share (for rebalancing) reduces my cash iso increasing my cash

  Answered Closed rryan 160 views 9 comments 0 points Most recent by rryan July 2022Investing (Windows)
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  Certain Morgan Stanley holdings do not populate quicken online accounts

  Answered Closed JackP 105 views 3 comments 0 points Most recent by Quicken Jared July 2022Investing (Windows)
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  Dates arbitrarily change on future scheduled investment transaction groups in Quicken for Windows

  Closed hjfcfonew 28 views 0 comments 0 points Most recent by hjfcfonew July 2022Errors and Troubleshooting (Windows)
• 
  Close investment account with balance

  Closed MikeG 126 views 1 comment 0 points Most recent by [Deleted User] July 2022Errors and Troubleshooting (Windows)
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  X-Ray and Performance tabs under Investment tab

  Closed Gary R 512 views 28 comments 0 points Most recent by Gary R July 2022Investing (Windows)
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  How to get fund prices that don't have ticker symbols

  Answered ✓ Closed ebe958 598 views 6 comments 0 points Most recent by Jim_Harman July 2022Investing (Windows)
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  how to add missing cost basis from Schwab account caused by last update R42.19

  Answered Closed ekbm90 879 views 2 comments 0 points Most recent by ekbm90 July 2022Investing (Windows)
• 
  Day to day changes on Investment Dashboard

  Closed mehsab 45 views 0 comments 0 points Most recent by mehsab July 2022Investing (Windows)