Investments

Discussion List

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  SCHD

  Closed Gary R 21 views 0 comments 0 points Started by Gary R August 2024 Download, Add/Update Accounts (Windows)
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  Check if a Security is valid for OSU

  Reviewed GlenB 27 views 0 comments 1 point Started by GlenB August 2024 Canada Windows
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  For investments, add ability to calculate Compound Annual Growth Rate (CAGR)

  Reviewed adesalos 50 views 1 comment 6 points Most recent by jacobs August 2024Investments
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  Asset Allocation for Canadian users

  Closed mark16 64 views 6 comments 0 points Most recent by Chris_QPW August 2024Investing (Mac)
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  July 2024 Updates - Quicken Classic - Sync Issues

  Closed Rlb1973 576 views 6 comments 0 points Most recent by Quicken Kristina August 2024Download, Add/Update Accounts (Windows)
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  How do I Change Earnings from Federal Money Market Fund from Reinvest to Dividend?

  Closed TexMike 61 views 3 comments 0 points Most recent by TexMike August 2024Investing (Windows)
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  How to replace Security name for multiple transactions?

  Answered Closed mikek753b 157 views 9 comments 0 points Most recent by NotACPA August 2024Investing (Windows)
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  Why are there unrecognizable mutual funds included on the "Porfolio" section of the "Investing" tab?

  Answered ✓ Closed gwforit 66 views 4 comments 0 points Most recent by gwforit August 2024Investing (Windows)
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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 76 views 6 comments 0 points Most recent by cls4 August 2024Questions about using the Community?
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  Every time I update Schwab, I have to revalidate the account

  Closed ghstudio 76 views 5 comments 1 point Most recent by Quicken Kristina August 2024Download, Add/Update Accounts (Windows)
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  Downloaded Security Prices are incorrect, but corrected a few days later

  Closed donotemailhere989 157 views 4 comments 0 points Most recent by donotemailhere989 August 2024Investing (Windows)
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  Investments...Stock Price Goal reminder

  Reviewed graepers 80 views 6 comments 0 points Most recent by Chris_QPW August 2024Investments
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  How do I record a corporate merger that results in a new combined company

  Closed LordKen2024 749 views 9 comments 0 points Most recent by WSC August 2024Registers & Transactions (Windows)
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  Problem adding an ETF security

  Closed deschenesjac 77 views 3 comments 0 points Most recent by Quicken Kristina August 2024Registers & Transactions (Windows)
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  Problem Connecting PNC Bank Investments to Quicken [Edited]

  Closed Jeff43@ 72 views 1 comment 0 points Most recent by Quicken Kristina August 2024Errors and Troubleshooting (Windows)
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  Publish which retail stock, etf, etc. trading platforms fully integrate with Quicken

  Reviewed schmidtl4 566 views 16 comments 1 point Most recent by Jim_Harman August 2024Investments
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  Merged: Brokerage accounts that are fully compatible with Quicken

  schmidtl4 31 views 0 comments 0 points Started by schmidtl4 August 2024 Investing (Windows)
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  Investment Transaction Not Recording Properly

  Answered Closed mattebury 19 views 2 comments 0 points Most recent by mattebury August 2024Investing (Mac)
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  2

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  Option to Automatically Accept Div and IntInc Investment Transactions

  Reviewed jtemplin 54 views 4 comments 2 points Most recent by MikeS 18 August 2024Investments
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  1

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  give the user the choice of how OPTION SECURITY NAME appears

  Reviewed LBJS 16 views 0 comments 1 point Started by LBJS July 2024 Investments
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  Vanguard accounts transferred to Ascensus - When will downloaded updates from Ascensus be available

  Closed DSK55 958 views 18 comments 1 point Most recent by rcarpe2074 July 2024Download, Add/Update Accounts (Windows)
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  Resolved: Issue with Quicken connecting to NetXInvestor

  Closed pa_frazier 248 views 1 comment 0 points Most recent by Quicken Kristina July 2024Errors and Troubleshooting (Mac)
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  Janus not downloading

  Closed crescere 30 views 4 comments 0 points Most recent by Quicken Kristina July 2024Download, Add/Update Accounts (Windows)
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  Vanguard Mutual Fund Prices - One day late on the mobile app

  Closed Andrew Dubin 39 views 2 comments 0 points Most recent by Andrew Dubin July 2024Errors and Troubleshooting (Mobile)
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  Withdraw (payment) being changed to Deposit (cash transaction in investment account)

  Answered Closed jdigital 72 views 8 comments 0 points Most recent by Quicken Kristina July 2024Registers & Transactions (Windows)
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  Schwab Retirement Account Not Updating

  Closed GIWalt 142 views 2 comments 0 points Most recent by Quicken Jasmine July 2024Download, Add/Update Accounts (Mac)
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  Issue where a specific stock will not download quotes, nor can allow direct input of quotes

  Closed stt202 24 views 1 comment 0 points Most recent by NotACPA July 2024Investing (Windows)
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  Watchlists or Portfolio: allow charting two or more securities in the same chart

  Reviewed jacobs 26 views 3 comments 6 points Most recent by MauryJ July 2024Investments
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  create "Quicken for Investors" product

  Reviewed Paul19 200 views 22 comments 5 points Most recent by MauryJ July 2024Investments
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  Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)

  Reviewed PutterFlutters 685 views 24 comments 29 points Most recent by Bertilak July 2024Investments