Investments

Discussion List

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  Change default IRA transfers out tax line item

  Reviewed Rocket J Squirrel 143 views 3 comments 11 points Most recent by q_lurker July 12Investments
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  Syncing with Schwab

  Answered Closed Vince3 241 views 11 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

  Answered Closed georgek 154 views 9 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 1.2K views 16 comments 43 points Most recent by w20n0fjbh8 July 12Budget and Planning Tools
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  R68.25 - Issues and observations with new Qualified Dividend feature

  Closed Jim_Harman 824 views 15 comments 6 points Most recent by markus1957 July 12Investing (Windows)
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  Exxon Mobil name change problems (on Q Mac)

  Answered Closed jjrichards 1.3K views 28 comments 0 points Most recent by jjrichards July 11Download, Add/Update Accounts (Mac)
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  Fidelity CMA still broken

  Closed es114 246 views 9 comments 0 points Most recent by NotACPA July 9Download, Add/Update Accounts (Windows)
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  Spot Prices for Gold & Silver

  Reviewed rbw111 834 views 30 comments 10 points Most recent by rbw111 July 9Investments
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  M3 Metso security mismatch

  Closed leonard kearney 113 views 4 comments 0 points Most recent by leonard kearney July 9Investing (Windows)
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  Recurring Investment Income with Cash Transfer

  Reviewed David BH 33 views 0 comments 1 point Started by David BH July 8 Investments
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  73

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  Get quicken Canada to support NEO exchange (+6 Merged Votes) [edited]

  Under Consideration Gilles9 3.5K views 82 comments 73 points Most recent by hjw200 July 8Investments
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  Suggest adding a way to select multiple downloaded transactions to delete

  Reviewed DL# 64 views 1 comment 3 points Most recent by DL# July 8Investments
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  Ticket Escalation Oversight - 8 Weeks w/no Response on inability to download Fidelity transactions

  Closed Brad F 129 views 4 comments -1 point Most recent by Quicken Kristina July 7Errors and Troubleshooting (Windows)
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  Merrill Lynch Investment Linked Cash Accounts Downloaded Memos are Blank

  Answered Closed mjk1945 63 views 2 comments 0 points Most recent by mjk1945 July 7Registers & Transactions (Windows)
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  How to update or improve Fidelity Account After Closing Out to Zero Shares

  Answered Closed marpler 121 views 3 comments 0 points Most recent by marpler July 7Download, Add/Update Accounts (Windows)
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  Looking for how others are handling Honeywell Spin off/Reverse Split/Share Name change

  Closed Lane1983 618 views 8 comments 0 points Most recent by Lane1983 July 7Investing (Mac)