Investments

Discussion List

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  Is a mass delete of transactions possible?

  Answered ✓ Closed dave344 1.8K views 4 comments 0 points Most recent by dave344 September 2021Investing (Windows)
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  ONGOING BUG: Security menu in Security Detail View is still broken

  Closed Rocket J Squirrel 471 views 42 comments 1 point Most recent by whawk September 2021Errors and Troubleshooting (Windows)
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  Stock lots seem to not be working

  Closed TaxGuy 171 views 7 comments 0 points Most recent by Jim_Harman September 2021Investing (Windows)
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  Unit prices not equal to NAV

  Answered Catherine Shenoy 254 views 7 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Resolved - Vanguard Mutual Fund Conversion from Investor to Admiral

  Answered ✓ Catherine Shenoy 241 views 5 comments 0 points Most recent by Catherine Shenoy August 2021Investing (Windows)
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  Is it possible to import 401(k) transactional information from Milliman?

  Answered ajkessel 693 views 7 comments 0 points Most recent by Jim_Harman August 2021Investing (Windows)
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  Incorrect share balance

  jasonhalpern 47 views 2 comments 0 points Most recent by Chris_QPW August 2021Investing (Windows)
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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 378 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 47 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 72 views 2 comments 0 points Most recent by dlessmann August 2021Download, Add/Update Accounts (Windows)