Investments

Discussion List

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  Recording monthly CD interest in one split transaction for the year?

  Closed Acarolinensis 61 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
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  Tax exempt dividend category assignment

  Closed [Deleted User] 361 views 4 comments 1 point Most recent by J_Mike December 2019Investing (Mac)
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  Why does my security value/balance not match statement

  julieb2uk 421 views 4 comments 0 points Most recent by volvogirl December 2019Investing (Windows)
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  How do I handle out of date brokerage accounts?

  Answered ✓ Closed rarandles 41 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to fix missing data in investment accounts

  Closed Dianalytical 731 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  Morgan Stanley Wealth Management DIrect Connect error -301-A

  Answered ✓ Closed AdamW 451 views 2 comments 1 point Most recent by AdamW December 2019Errors and Troubleshooting (Windows)
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  Investment Accounts Balance Always Wrong

  Answered ✓ Closed f_stopblues 3.8K views 6 comments 1 point Most recent by chitownhockey December 2019Investing (Windows)
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  export investing portfolio view data

  Answered ✓ Closed bill21 951 views 5 comments 0 points Most recent by bill21 December 2019Investing (Windows)
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  How do you get investments without ticker symbols to show in online portfolio

  Closed Scott Howell 41 views 2 comments 0 points Most recent by Scott Howell December 2019Investing (Windows)
• 
  I cannot turn off "show closed lots" in the "Holdings" display.

  Answered ✓ Closed Bertilak 31 views 1 comment 0 points Most recent by markus1957 December 2019Errors and Troubleshooting (Windows)
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  Why is the total in Quicken not close to the total at UBS.

  Answered ✓ Closed fpsilver 31 views 1 comment 0 points Most recent by Tom Young December 2019Investing (Windows)
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  Problem with the number of shares when selling

  Answered ✓ Closed segoldring 41 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  I cannot find a security on the Portfolio page

  Answered ✓ Closed marvk 341 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
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  How to categorize a stock transfer as a gift?

  Answered ✓ Closed dawebhalle 372 views 2 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Downloads do not recognize symbol, so reports shares with the same starting letters incorrectly

  Answered Closed dbbrk 91 views 5 comments 0 points Most recent by dbbrk December 2019Investing (Windows)
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  How can I bulk change a security's ticker in one of my accounts?

  Answered ✓ Closed grosner300 422 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Formerly sold securities continue appearing in my investment accounts

  Closed Gary 31 views 2 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to download SELL lot(s) of Tax Loss Harvesting Transactions managed by Investment Firms

  Closed SeaStar 121 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Where did my IRA transaction history go?

  Answered ✓ Closed spinner2 61 views 3 comments 0 points Most recent by UKR November 2019Errors and Troubleshooting (Windows)
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  Unable to Resize Register and Downloaded Transactions in Investment Account

  Answered ✓ Closed Gary 191 views 5 comments 0 points Most recent by Tom Young November 2019Investing (Windows)
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  Securities No Longer Appear in Drop Down List

  Answered ✓ Closed logear 351 views 8 comments 0 points Most recent by logear November 2019Errors and Troubleshooting (Windows)
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  Why has QW 2013 update price history stopped working since Wednesday 11/13/19?

  Answered ✓ Closed BinNH 162 views 10 comments 0 points Most recent by BinNH November 2019Investing (Windows)
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  Investment account Cash Balance is displaying different amount than downloaded amount

  Answered ✓ Closed t520black 971 views 5 comments 0 points Most recent by t520black November 2019Investing (Windows)
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  Quicken / Brokerage Balance Disagreement

  Answered ✓ Closed kpmort 51 views 1 comment 0 points Most recent by Sherlock November 2019Investing (Windows)
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  Merged: Unable to synch Investment Accounts to Quicken Mobile Cloud (Canada)

  pdjube 131 views 0 comments 0 points Most recent by pdjube November 2019Errors and Troubleshooting (Mobile)