Investments

Discussion List

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  Multiple Securities fully sold with still investment value present

  Answered Polo 132 views 6 comments 0 points Most recent by Polo December 2020Investing (Windows)
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  Three securities not showing up in the Investing -> Dashboard view

  Answered BigD3535 108 views 6 comments 0 points Most recent by BigD3535 December 2020Investing (Windows)
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  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 123 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  How to Quickly see an investment Security Value for a given transaction date.

  jarhtmd 64 views 2 comments 0 points Most recent by jarhtmd December 2020Investing (Windows)
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  Manually entering stock sales & purchases vs automatic downloads from brokerage (Vanguard)?

  Answered ✓ alan14 121 views 4 comments 0 points Most recent by alan14 December 2020Investing (Windows)
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  How to bring Brokerage accounts into agreement with Broker statements

  Answered FCG 93 views 3 comments 0 points Most recent by Frankx December 2020Investing (Windows)
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  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 451 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Unable to enter "bought" transaction

  Answered ✓ eekfleming 161 views 3 comments 0 points Most recent by eekfleming December 2020Investing (Windows)
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  Portfolio Value Report -- graph doesn't match report

  Answered Closed desplin 111 views 5 comments 0 points Most recent by desplin December 2020Reports (Windows)
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  How do I report a technical problem related to converting from Banktivity to Quicken for Mac

  Closed Daffy Duck 31 views 2 comments 0 points Most recent by Daffy Duck December 2020New to Quicken/Getting Started (Mac)
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  401K Acct treats all transactions as using cash in acct, Employer adds shares directly - No cash

  Answered Indycanard 51 views 8 comments 0 points Most recent by Jim_Harman December 2020Investing (Windows)
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  Raymond James Download Issues

  Debpic 302 views 1 comment 0 points Most recent by Quicken Anja December 2020Investing (Windows)
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  Go To Investing Screen Problem

  Answered L Sue Alza 53 views 6 comments 0 points Most recent by q_lurker December 2020Investing (Windows)