Investments

Discussion List

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  Why does sidebar investment account market value not match Holdings" value total which is accurate?

  Answered Closed rlebrun 121 views 4 comments 0 points Most recent by Boatnmaniac April 2021Errors and Troubleshooting (Windows)
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  How do you add existing screenshots to a post?

  Answered ✓ JMSOUNDER 61 views 2 comments 0 points Most recent by Rocket J Squirrel April 2021Investing (Windows)
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  Residual securities value?

  SomebodyInGNV 21 views 3 comments 0 points Most recent by NotACPA April 2021Investing (Windows)
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  Only download a few investment accounts from Schwab

  Answered Jeannie K 32 views 2 comments 0 points Most recent by Jeannie K April 2021Download, Add/Update Accounts (Windows)
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  Conservation Easements

  Answered ✓ Drawdy 241 views 3 comments 0 points Most recent by Tom Young April 2021Investing (Windows)
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  Mutual Fund Conversion

  Closed stevejrandik 621 views 4 comments 0 points Most recent by stevejrandik April 2021Investing (Windows)
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  Positions Only - Cash Amount

  Answered Closed bkeenan0 372 views 10 comments 0 points Most recent by Chris_QPW April 2021Investing (Windows)
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  How to have correct cost basis in a corporate spinoff, e.g., Pfizer/ Upjohn/ Mylan transaction?

  Answered ✓ A.R. 16.3K views 100 comments 1 point Most recent by chipwhite935 April 2021Investing (Windows)
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  LPL Financial - Express Web Connection

  Answered ✓ HBDave 601 views 1 comment 1 point Most recent by Boatnmaniac April 2021Investing (Windows)
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  Brokerage account not showing under portfolio

  Answered ✓ tosalet 71 views 3 comments 0 points Most recent by gooddog50 April 2021Investing (Windows)
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  How Do I Close an Investment Account?

  Answered billr 1.2K views 15 comments 0 points Most recent by GeoffG April 2021Investing (Windows)
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  ADFIX transactions not downloaded to American Century account

  mikemc9a 131 views 2 comments 0 points Most recent by mikemc9a April 2021Download, Add/Update Accounts (Windows)
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  Quicken shows all my brokerage accounts except one

  Answered ✓ Closed Dave1957 51 views 1 comment 0 points Most recent by Quicken Anja April 2021Investing (Mac)
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  Security Lots in 'Specify Lots...' Show Double Number of Shares Entered

  Answered chipwhite935 11 views 2 comments 0 points Most recent by chipwhite935 April 2021Investing (Windows)
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  How does one increase the cost of securities when there are no additional shares/units issued.

  Answered ✓ FrustratedinCanada 111 views 3 comments 0 points Most recent by q_lurker April 2021Investing (Windows)
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  How do I enter a crypto transaction in Quicken?

  Answered ✓ Zerep 552 views 1 comment 0 points Most recent by Tom Young April 2021Investing (Windows)
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  How do I restart stock price updates?

  Answered ✓ Closed Brent1980 461 views 6 comments 0 points Most recent by Brent1980 April 2021Investing (Windows)
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  Reinvest Dividend in Budgets

  Answered ✓ Closed James Sapp 112 views 2 comments 0 points Most recent by James Sapp April 2021Budgeting and Planning Tools (Mac)
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  Account Totals on Investment Transaction Reports Not Correct (Report Bug)

  Answered Closed [Deleted User] 71 views 5 comments 0 points Most recent by FrustratedinCanada April 2021Investing (Windows)
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  Why is today's Foreign Exchange rate applied to past dates on investment accounts ?

  Closed BeeGeeWeeGee 31 views 3 comments 0 points Most recent by FrustratedinCanada April 2021Investing (Windows)
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  Trouble with download historical pricing for month end

  Answered Closed Jhoebo 241 views 9 comments 0 points Most recent by Sherlock April 2021Investing (Windows)