Investments

Discussion List

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  Cash transactions being recorded as security transactions (Fidelity)

  Closed Pong Ching 125 views 3 comments 0 points Most recent by Boatnmaniac April 24Registers & Transactions (Windows)
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  Reconciled investment transactions are being deleted

  Closed Rich Gaughan 159 views 12 comments 0 points Most recent by Rich Gaughan April 23Registers & Transactions (Windows)
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  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 133 views 7 comments 10 points Most recent by Chuck56 April 20Product Enhancements
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  Ascensus retirement account not downloading data

  Answered Closed mjdaggs 447 views 7 comments 0 points Most recent by mjdaggs April 18Download, Add/Update Accounts (Windows)
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  Memo column in Investment Account (always viewable w/o 2 line display)

  Closed sleightahand 31 views 1 comment 0 points Most recent by Tom Young April 18Investing (Windows)
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  How to correct a mismatched security

  Answered Closed Teresa Kottcamp 73 views 3 comments 0 points Most recent by q_lurker April 18Investing (Windows)
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  What impacts will adjusting stock holdings and cash account totals have?

  Closed System 43 views 3 comments 0 points Most recent by esetono1994 April 17Investing (Windows)
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  no cost basis and average cost per share

  Answered Closed wkwallst 47 views 5 comments 0 points Most recent by wkwallst April 15Investing (Windows)
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  R53.16 - Asset Allocation report including Closed Positions (edit)

  Closed Burny 1.7K views 53 comments 1 point Most recent by Jem April 14Investing (Windows)
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  Quicken for Mac: Fundrise Issues

  Closed Mparker7 35 views 1 comment 0 points Most recent by Quicken Kristina April 8Download, Add/Update Accounts (Mac)
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  Importing Old Portfolio Tax Lot Data

  Closed Bill Maniscalco 69 views 5 comments 0 points Most recent by q_lurker April 8Download, Add/Update Accounts (Windows)
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  Historical price history lost

  Closed vinboston 107 views 6 comments 0 points Most recent by q_lurker April 5Registers & Transactions (Windows)
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  Incorrect market values in Vanguard investing accounts

  Closed ksnm 61 views 2 comments 0 points Most recent by ksnm April 4Investing (Mac)
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  How do I merge securities?

  Answered Closed Michael Rosen 678 views 5 comments 0 points Most recent by fp April 4Investing (Windows)
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  Tackling the Investment portfolio -

  Answered ✓ Closed Elaine2 143 views 7 comments 0 points Most recent by Elaine2 April 4Investing (Windows)
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  Schwab Brokerage downloads duplicate Quicken entries for Bond Purchases.

  Closed chipfish 117 views 6 comments 0 points Most recent by mshiggins April 3Investing (Windows)
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Reviewed f0445780 1.2K views 26 comments 31 points Most recent by Jim_Harman April 2Investments
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  3

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  Added Dividend Support

  Reviewed dmt9054 22 views 2 comments 3 points Most recent by q_lurker March 31Investments
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  How do I remove old investment holdings that have reappeared?

  Closed Hiveman 53 views 2 comments 0 points Most recent by q_lurker March 30Investing (Windows)