Investments

Discussion List

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  Securities Comparison Mismatch (100x) on Schwab Preferred Securities

  Closed jdsmith 303 views 0 comments 0 points Most recent by jdsmith April 2022Download, Add/Update Accounts (Windows)
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  What Investment Transaction function do I use?

  Answered ✓ Closed hadji53e 103 views 3 comments 0 points Most recent by NotACPA April 2022Registers & Transactions (Windows)
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  How to convert share classes for mutual fund in Quicken Premier?

  Closed Pothole Damage 747 views 4 comments 0 points Most recent by q_lurker April 2022Investing (Windows)
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  Fix Mutual Fund Conversion so cost basis is correct if holding is set to "Use Average Cost"

  Closed Jim_Harman 466 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 518 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 2.2K views 11 comments 0 points Most recent by Russ Donovan April 2022Investing (Windows)
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  Cost Basis After Mutual Fund Conversion

  Closed zkaps 278 views 8 comments 0 points Most recent by Tom Young April 2022Investing (Windows)
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  Dividend Transaction not Appearing in a Quicken Report

  Closed zkaps 340 views 3 comments 0 points Most recent by zkaps April 2022Investing (Windows)
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  cc-501 with Charles Schwab

  Closed MrZipp 36 views 1 comment 0 points Most recent by Quicken Jared April 2022Errors and Troubleshooting (Windows)
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  Creating an etrade account that tracks RSU and ESPP

  Closed Myqyl 503 views 1 comment 0 points Most recent by Roger Miller April 2022Investing (Windows)
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  Slow performance with investing accounts - Maximum security reference?

  Answered ✓ Closed gaperri 536 views 12 comments 0 points Most recent by Chris_QPW April 2022Investing (Windows)
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  In the investment tab ETF ticker VTI the Return (%) YTD, 1-year, and 3-year columns are blank

  Answered Closed Marvin2020 193 views 18 comments 0 points Most recent by Marvin2020 April 2022Investing (Windows)
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  Quicken investment register bugs.

  Closed Gus F 92 views 0 comments 0 points Most recent by Gus F April 2022Registers & Transactions (Windows)
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  T. Rowe Price and Unidentified Security

  Closed The Merg 80 views 6 comments 0 points Most recent by The Merg April 2022Investing (Windows)
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  Account showing -99.99% performance

  Answered Closed DBCoward 60 views 8 comments 0 points Most recent by Jim_Harman April 2022Investing (Windows)
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  Two Fidelity 401k accounts in one Quicken file

  Answered asdf7890 322 views 7 comments 0 points Most recent by bobbik April 2022Investing (Windows)
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  Custom Index/Fund - for alloc of 529 funds

  Closed harry askenazi 213 views 4 comments 1 point Most recent by Jim_Harman March 2022Investing (Windows)