Investments

Discussion List

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  Quicken Dlx R34.24: Memorized investment transaction not supported in last opened investment account

  Bill Baker 42 views 2 comments 0 points Most recent by Bill Baker August 2021Investing (Windows)
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  Why one step update cannot connect to Fidelity.com - 401k

  Answered Selvin 1.2K views 7 comments 0 points Most recent by Selvin August 2021Download, Add/Update Accounts (Windows)
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  Zeroing out a security and getting a residual negative basis

  Answered ✓ epurman 373 views 6 comments 0 points Most recent by Jay109 August 2021Investing (Windows)
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  Investing Dashboard and Performance charts have inconsistent "start of year" dates?

  Answered Scooterlam 41 views 2 comments 0 points Most recent by garysmith87 August 2021Investing (Windows)
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  Downloading share updates and prices going to the wrong fund

  Answered ✓ Closed dlessmann 65 views 2 comments 0 points Most recent by dlessmann August 2021Download, Add/Update Accounts (Windows)
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  SoldX & BoughtX Transactions are no longer Options in IRA Accounts

  Answered ✓ FlyerFran 593 views 13 comments 0 points Most recent by FlyerFran August 2021Investing (Windows)
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  How do you enter a convertible promissory note, after you are already own shares in the company?

  Answered ✓ Fred8 191 views 5 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Fidelity Brokerage account shows incorrect share balance

  Closed Tom Auer 152 views 1 comment 0 points Most recent by Tom Auer August 2021Investing (Mac)
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  Error downloading transactions from investment accounts

  Answered dave344 436 views 2 comments 0 points Most recent by dave344 August 2021Download, Add/Update Accounts (Windows)
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  Incorrect price is quoted in Quicken for MIE effective 8/2/21

  Answered Old Rabbit 11 views 2 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Auto-Reconciling Fidelity Brokerage Accounts not reconciling correctly (v6.3.1)

  Closed jimbean2 282 views 2 comments 0 points Most recent by Boatnmaniac August 2021Investing (Mac)
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  Make a copy or clone a single investment account - Mac Subscription

  Answered Closed Pharmwheel 11 views 2 comments 0 points Most recent by Pharmwheel August 2021File Conversion and Backup (Mac)
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  Asset Allocation Investments

  Answered Closed bobjim50 41 views 1 comment 0 points Most recent by jacobs August 2021Investing (Mac)
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  Capital Gains Estimator incorrect Loss Carryover

  Robin 223 views 13 comments 0 points Most recent by hinkej August 2021Investing (Windows)
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  Quicken Stopped Working for my Verizon\Synchrony Credit Card

  Answered neil154 146 views 9 comments 0 points Most recent by neil154 August 2021Download, Add/Update Accounts (Windows)
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  Merged: XLN is an adjustment but why does it appear randomly when I enter equity transactions?

  KlisterKid 11 views 0 comments 0 points Most recent by KlisterKid August 2021Investing (Windows)
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  Rebalance with Custom Asset Classes

  Answered ✓ John Hawe 62 views 1 comment 1 point Most recent by Chris_QPW August 2021Investing (Windows)
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  Shares Transferred Between Accounts Creating Unrealized Gains

  Answered Closed meach7 45 views 3 comments 0 points Most recent by Tom Young August 2021Errors and Troubleshooting (Windows)