Investments

Discussion List

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  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Reviewed SeaSilver8 41 views 6 comments 2 points Most recent by Boatnmaniac September 21Investments
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  Simple View vs. Complete - Positions and Transactions

  Answered ✓ SomeItalianGuy 178 views 17 comments 0 points Most recent by Jim_Harman September 21Investing (Windows)
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  Gain / Loss Determination Not Consistent Between Accounts

  JoelC 211 views 27 comments 0 points Most recent by JoelC September 20All Things Canadian (Windows)
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  Quicken not using CUSIP and not prompting to match an online stock

  steve87@ 34 views 2 comments 0 points Most recent by steve87@ September 20Registers & Transactions (Windows)
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  Return of Capital transaction amount not appearing in 2024?

  Answered nhttip 61 views 5 comments 0 points Most recent by Boatnmaniac September 17Errors and Troubleshooting (Windows)
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  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ alan933 104 views 11 comments 0 points Most recent by NotACPA September 17Budgeting and Planning Tools (Windows)
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  removing unaccounted shares on mac not working

  Ram0516 81 views 10 comments 0 points Most recent by Quicken Kristina September 17Errors and Troubleshooting (Mac)
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  Brokerage account csv file imports

  Reviewed Patrick Edmund 24 views 2 comments 1 point Most recent by Boatnmaniac September 15Canada Mac
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  Interactive Brokers (IBKR) - OL-220-A (QWIN)

  Brad2 222 views 26 comments 1 point Most recent by Quicken Jasmine September 15Download, Add/Update Accounts (Windows)
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  Why is Interest Income from Vanguard Cash Plus account showing an additional debit as MiscExp?

  Answered JRZzMom0 59 views 3 comments 0 points Most recent by Quicken Kristina September 14Registers & Transactions (Windows)
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  Hide unused categories in Recent Performance view

  Reviewed djreiswig 61 views 7 comments 1 point Most recent by Quicken Kristina September 14Investments
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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.1K views 27 comments 18 points Most recent by Martimouse September 14Investments
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  Investments showing up as Expense issue

  dbnewlon 12 views 1 comment 0 points Most recent by Quicken Kristina September 13Errors and Troubleshooting (Mac)
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  Vanguard Direct Connection resulting in placeholders

  Al_D 88 views 9 comments 0 points Most recent by Quicken Kristina September 13Download, Add/Update Accounts (Windows)
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  Portfolio Crashing -- if our file is broken, what are best practices for file and backup management?

  Answered ✓ bebob 184 views 14 comments 0 points Most recent by q_lurker September 13File Conversion and Backup (Windows)
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  Interactive Brokers: No More Quicken Integration?

  Answered 932Scooter419 227 views 20 comments 1 point Most recent by 932Scooter419 September 13Download, Add/Update Accounts (Windows)
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  How can I download transactions from LPL broker

  System 12 views 2 comments 0 points Most recent by Quicken Kristina September 13Download, Add/Update Accounts (Windows)
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  Capital Gains Report Grouped by Month or Quarter

  Reviewed Alexy 12 views 0 comments 1 point Started by Alexy September 12 Investments
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  Growth of 10,000 Chart for Mac

  Reviewed Alexy 2 views 0 comments 1 point Started by Alexy September 12 Investments
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  Why does the Real Time Quotes option in Preferences > Investments turn on randomly

  Answered rcstubbs 52 views 5 comments 0 points Most recent by rcstubbs September 12Investing (Windows)
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  LPL issues

  eswenerton 24 views 1 comment 0 points Most recent by Quicken Jasmine September 11Registers & Transactions (Windows)
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  ONGOING 9/11/24 New York Life - Virtual Service Center - $0 Account Balance

  Quicken Anja 42 views 2 comments 0 points Most recent by Quicken Anja September 11Alerts, Online Banking & Known Product Issues
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  Challenges Linking to a Merrill Lynch Cash Management (CMA) Account

  Patch0221 35 views 2 comments 0 points Most recent by Quicken Kristina September 10Download, Add/Update Accounts (Windows)
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  Robert Hagstrom's strong interest stocks

  System 13 views 1 comment 0 points Most recent by TXPAF September 10Investing (Windows)
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  re-establishing downloads from Wells Fargo Advisors -- cannot choose "complete" (vs. simple) acctg

  susan.beesley 31 views 4 comments 0 points Most recent by Quicken Jasmine September 9Download, Add/Update Accounts (Windows)
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  Downloading Transactions from Schwab

  Answered gcorth01 23 views 1 comment 0 points Most recent by Quicken Jasmine September 9Errors and Troubleshooting (Windows)
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  Show cash balance in online accounts

  dbpinochle 12 views 1 comment 0 points Most recent by Jon September 8Investing (Mac)