Investments

Discussion List

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  selecting reconcile from holdings in investment account fails - navigation canceled

  Closed jswafa 117 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 21 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 32 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 143 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 305 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 85 views 7 comments 0 points Most recent by tarkus9 April 11Download, Add/Update Accounts (Windows)
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  Fidelity MMKT Brokerage account now negative

  Closed es114 41 views 2 comments 0 points Most recent by es114 April 11Download, Add/Update Accounts (Windows)
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  Quicken Windows R66.28 Build 27.1.66.28 Missing MiscExpX transaction category in IRA

  Closed Pat U 94 views 3 comments 0 points Most recent by Pat U April 10Investing (Windows)
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  Investments only updating Closing Price. Not updating high, low or volume

  Closed Scouter_Don 132 views 11 comments 0 points Most recent by Quicken Kristina April 10All Things Canadian (Windows)
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  Securities & Cash Assigned to a business (Q Mac)

  Answered Closed Nauset 112 views 7 comments 0 points Most recent by Quicken Kristina April 10Reports (Mac)
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  Fidelity Cash+ (Again)

  Closed joturnage 166 views 9 comments 0 points Most recent by Quicken Anja April 9Download, Add/Update Accounts (Windows)
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  31

  Up
  Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)

  Reviewed PutterFlutters 935 views 26 comments 31 points Most recent by q_lurker April 8Investments
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  Cost basis errors

  Closed tkstaple 31 views 2 comments 0 points Most recent by mshiggins April 8Investing (Windows)
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  Quicken Investment Top Movers Wrong

  Answered Closed glennmitchell 11 views 1 comment 0 points Most recent by Quicken Laura April 8Errors and Troubleshooting (Windows)
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  Money Market FZDXX not tracking in Quicken Mac (Ticket #12299543/CTP-16655)

  Closed Sammy 82 views 5 comments 0 points Most recent by EK118 April 8Investing (Mac)
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  Fidelity money market download issues

  Closed Stevemd 102 views 6 comments 0 points Most recent by Quicken Kristina April 7Download, Add/Update Accounts (Windows)
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  Exercise employee options command unable to find vested shares

  Closed gobuffs67 63 views 7 comments 0 points Most recent by Quicken Kristina April 7Errors and Troubleshooting (Windows)
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  Still can not see gain/loss when selecting lots

  Closed dandy48 51 views 2 comments 0 points Most recent by dandy48 April 6Investing (Windows)
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  Fidelity CMA dividends downloading as Div not DivX

  Closed WSAQ 272 views 10 comments 0 points Most recent by Quicken Kristina April 6Download, Add/Update Accounts (Windows)
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  Cannot add Schwab brokerage accounts

  Closed rj3230987 91 views 4 comments 0 points Most recent by Quicken Alyssa April 6Download, Add/Update Accounts (Windows)
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  Why is Quicken for Mac so awful with brokerage accounts.

  Closed Mr. Boots 53 views 3 comments 0 points Most recent by jacobs April 4Errors and Troubleshooting (Mac)
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  401k Reversal

  Closed System 81 views 7 comments 0 points Most recent by Quicken Kristina April 3Registers & Transactions (Windows)
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  Custom Asset Class Not Appearing on Asset Allocation Chart

  Closed richradi 32 views 4 comments 0 points Most recent by Quicken Kristina April 3Investing (Windows)
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  Merged: Merrill Lynch transaction download error with EWC+

  Closed jdparker225 1 view 0 comments 0 points Started by jdparker225 April 3 Download, Add/Update Accounts (Windows)
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  Categorization of annuity distributions

  Answered Closed JohnMRinehart 95 views 2 comments 0 points Most recent by JohnMRinehart April 3Investing (Windows)
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  Fidelity Money Market (SPAXX) Not Showing in Quicken After Recent Update

  Closed System 61 views 4 comments 0 points Most recent by cewhitejr April 3Download, Add/Update Accounts (Windows)
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  Like to move shares from Old Security to New Security (good) quickly.

  Closed BRETTB 125 views 7 comments 0 points Most recent by BRETTB April 2Investing (Windows)
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  Updates for Fidelity not working

  Closed glennwms 363 views 11 comments 0 points Most recent by Quicken Laura April 2Download, Add/Update Accounts (Windows)
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  Fidelity Cash Balance Not working on Quicken for Mac

  Closed Sammy 67 views 3 comments 0 points Most recent by Quicken Laura April 2Reports (Mac)
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  Fidelity monthly share sales download with generic info

  Closed Mark Wagner 41 views 3 comments 0 points Most recent by Quicken Alyssa April 2Download, Add/Update Accounts (Windows)