Investments

Discussion List

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  Vanguard transaction download message "an Error has occurred"

  Closed Marvin2020 35 views 3 comments 0 points Most recent by Quicken Laura April 19Download, Add/Update Accounts (Windows)
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  Track Qualified Dividends

  Reviewed Ted Durant 103 views 2 comments 2 points Most recent by Chris_QPW April 19Product Enhancements
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  Net Amount Invested

  Reviewed loukas 33 views 0 comments 2 points Started by loukas April 19 Investments
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  Quicken add Fidelity acct stuck on "bank hosted sign-in page"

  Closed vlee194546 257 views 19 comments 0 points Most recent by vlee194546 April 18Download, Add/Update Accounts (Windows)
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  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 27 views 0 comments 1 point Started by BRETTB April 18 Ideas for Windows Classic
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  Does anyone else have problems downloading transactions and portfolio values from Schwab?

  Closed MishawakaKirk 263 views 12 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  As I try to continue reconciling Q Classic Cda to Excel

  Answered Closed Tealeaf3 188 views 7 comments 0 points Most recent by Quicken Kristina April 17All Things Canadian (Windows)
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  Merrill Lynch Holdings

  Answered Closed LordXerxes 101 views 6 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered Closed rama23 48 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  Closed FEC 373 views 20 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  Added a Fidelity investment account

  Answered Closed arauseo 36 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity investments double downloading transactions

  Closed System 45 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  Closed RyanJeff 43 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Closed Micro151 35 views 4 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Mac Quicken/Fidelity Investments Interface

  Closed Sparky8652 95 views 4 comments 1 point Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Holdings that have been sold still reflect in portfolio

  Closed System 42 views 5 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Transfers to investment accounts

  Answered Closed fallen0047 33 views 1 comment 0 points Most recent by Quicken Carlos April 17Using Quicken on the Web
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  Securities are not reflecting accurate cost information when sold.

  Answered Closed pianolady 80 views 5 comments 0 points Most recent by Quicken Anja April 17Investing (Mac)
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  Fix assumptions report that includes wrong investments

  Reviewed IzzyPWD 14 views 0 comments 2 points Started by IzzyPWD April 16 Budget and Planning Tools
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  Fidelity Downloaded Transactions Not Matching

  Closed micdif 711 views 41 comments 0 points Most recent by Quicken Alyssa April 15Errors and Troubleshooting (Windows)
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  How to properly record 401(k) contributions from paycheck while using a connected investment account

  Answered ✓ Closed sneff30 250 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)
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  Error in categorizing option writing transactions in Fidelity Accounts

  Closed HarryM 44 views 6 comments 0 points Most recent by Quicken Kristina April 14Errors and Troubleshooting (Windows)
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  Pro-tip: If Quicken is acting weird with a new E*TRADE transfer, just give it a few days

  Closed auga 25 views 1 comment 0 points Most recent by Quicken Kristina April 13Download, Add/Update Accounts (Windows)
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  My Comcast Stock account no longer allows MiscIncX

  Answered Closed Courtenay 31 views 3 comments 0 points Most recent by Quicken Carlos April 13Registers & Transactions (Windows)
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  selecting reconcile from holdings in investment account fails - navigation canceled

  Closed jswafa 102 views 7 comments 0 points Most recent by jswafa April 13Errors and Troubleshooting (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered Closed LJDM 23 views 4 comments 0 points Most recent by Quicken Alyssa April 12Download, Add/Update Accounts (Mac)
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  Add Unit Gross Price and Unit Cost to the Capital Gains Report

  Closed System 29 views 4 comments 0 points Most recent by jacobs April 11Investing (Windows)
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  In investment register, is there a way to get the Category column to display all the time (Edited)

  Answered ✓ Closed DanKinman 138 views 10 comments 0 points Most recent by NotACPA April 11Investing (Windows)
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  Issues with Money Market and Cash in Fidelity Investment Accounts

  Closed System 277 views 16 comments 0 points Most recent by Quicken Kristina April 11Download, Add/Update Accounts (Windows)
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  Fidelity EOM interest earned transactions going to checking account

  Closed System 83 views 7 comments 0 points Most recent by tarkus9 April 11Download, Add/Update Accounts (Windows)