Investments

Discussion List

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  1

  Up
  Add account & asset change % to investment column options

  Reviewed Abq Michael J 12 views 0 comments 1 point Started by Abq Michael J November 5 Product Enhancements
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  5

  Up
  make it possible to write and print checks from a brokerage account (IRA)

  Reviewed mgottfredson 288 views 11 comments 5 points Most recent by UKR November 4Investments
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  Security Comparison Mismatch after correcting downloaded misidentified Investment Securities

  Answered ✓ Jack Redwine 49 views 3 comments 0 points Most recent by Jack Redwine November 3Investing (Windows)
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  How Can I Add a Missing CUSIP to a Mutual Fund?

  Answered Walter Roth 34 views 2 comments 0 points Most recent by Walter Roth November 2Investing (Windows)
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  Continued Nationwide Issues - $0 Balance

  Effren 17 views 0 comments 0 points Started by Effren November 2 Investing (Mac)
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  best way to track unvested lots in a 401(k), Q Mac

  Quickster 25 views 0 comments 0 points Started by Quickster November 2 Investing (Mac)
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  2

  Up
  Show Scheduled Transactions for Investment Accounts (since brokerage can also be checking accounts)

  Reviewed MikeChicago2 40 views 3 comments 2 points Most recent by jdoniach November 1Ideas for Mobile
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  Income by Security report

  mtgill@ 98 views 7 comments 0 points Most recent by mtgill@ November 1Reports (Windows)
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  Schwab quarterly fee now incorrectly downloads as a security

  larryvc 292 views 11 comments 0 points Most recent by Quicken Jasmine October 31File Conversion and Backup (Windows)
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  Guideline Temporary Workaround

  Answered jaken 58 views 3 comments 0 points Most recent by jacobs October 30Errors and Troubleshooting (Mac)
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  Display register instead of Simple Investing in brokerage account

  Answered gsakal02134 42 views 6 comments 0 points Most recent by gsakal02134 October 30Investing (Windows)
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  2

  Up
  Gain/Loss - Investment and Retirement Accounts - Classic Dashboard

  Reviewed Lee Tumbleson 182 views 22 comments 2 points Most recent by Jim_Harman October 29Investments
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  Update R59.10, Premier Investing page, Portfolio Day Gain Column

  L. Shaddix 75 views 2 comments 0 points Most recent by Quicken Kristina October 29Registers & Transactions (Windows)
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  Schwab account download failures!

  Marc Stergionis 47 views 2 comments 0 points Most recent by Quicken Kristina October 29Download, Add/Update Accounts (Mac)
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  Which "Action" for transf cash fr Investing acct to checking account?

  Answered ✓ JimJ 48 views 4 comments 0 points Most recent by JimJ October 27Investing (Windows)
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  89
  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 2.5K views 107 comments 89 points Most recent by jacobs October 27Investments
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  Windows 10 - Downloading Merrill Lynch Investment Accounts

  WillyG 121 views 8 comments 0 points Most recent by chokshir@ October 26Download, Add/Update Accounts (Windows)
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  How do you set up an annuity in Quicken?

  Answered ✓ JimDB 176 views 6 comments 0 points Most recent by Boatnmaniac October 24Download, Add/Update Accounts (Windows)
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  2

  Up
  Add an easy way to see or edit which lots were used on ESPP sell transactions

  Reviewed BlindMelonhead 45 views 0 comments 2 points Started by BlindMelonhead October 23 Investments
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  Short sales at Schwab treated as payments

  user239048 72 views 2 comments 0 points Most recent by Quicken Jasmine October 23Download, Add/Update Accounts (Mac)
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  Quicken Classic Mac Home & Business: S Corp Mapping US Schedule C to 1120S

  yarkn 44 views 1 comment 0 points Most recent by Quicken Jasmine October 22Download, Add/Update Accounts (Mac)
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  Account doesn't appear in list of accounts to add

  Ledermann 52 views 3 comments 0 points Most recent by Quicken Kristina October 21Download, Add/Update Accounts (Windows)
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  Quicken removes all money market shares

  Hilly 54 views 1 comment 0 points Most recent by Quicken Kristina October 20Download, Add/Update Accounts (Windows)
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  Sale of security shows as an expense in Income/Expense Report

  Answered ✓ billflyer 64 views 4 comments 0 points Most recent by billflyer October 20Errors and Troubleshooting (Windows)
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  Got a pop-up window showing securities mismatch. How do I resolve it?

  Answered Chuck56 78 views 10 comments 1 point Most recent by Chuck56 October 20Registers & Transactions (Windows)