Investments

Discussion List

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  M3 Metso security mismatch

  leonard kearney 64 views 3 comments 0 points Most recent by q_lurker July 3Investing (Windows)
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  Investment holdings not right after remove & add shares

  Answered courtneyg 78 views 4 comments 0 points Most recent by mshiggins July 3Investing (Windows)
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  5

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  Portfolio Value Widget Upgrade

  Reviewed Ruffstuff 15 views 2 comments 5 points Most recent by Quicken Anja July 3Investments
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  3

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  Roth 401k Support

  Reviewed smess 10 views 1 comment 3 points Most recent by Quicken Anja July 3Manage Accounts and Transactions
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  1

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  Need Pool Factor Buckets and Downloads for Mortgage Backed Securities,

  Reviewed Gary587 48 views 2 comments 1 point Most recent by Quicken Anja July 3Investments
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  See next - Fidelity Account Balance Incorrect

  Answered Closed wdh 76 views 4 comments 0 points Most recent by Quicken Anja July 3Investing (Windows)
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  41

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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 912 views 16 comments 41 points Most recent by w20n0fjbh8 July 2Budget and Planning Tools
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  how do i enter unrealized gains and losses in my investments?

  LisaD789 1.4K views 6 comments 0 points Most recent by jwg. July 2Investing (Windows)
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  3

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  Add Filtering by Security Category on Investing

  Reviewed Hookipa 28 views 1 comment 3 points Most recent by Quicken Anja July 2Investments
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  6

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  8 Decimal Points on Investment Quote/Price

  dsmith5010 69 views 4 comments 6 points Most recent by Quicken Anja July 2Investments
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  Show Transfers as Negative Cash Flow

  System 40 views 3 comments 0 points Most recent by Jim_Harman July 2Reports (Windows)
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  Investment Accounts not connecting?

  Answered FanaticCarpenter35 49 views 3 comments 0 points Most recent by Arctic Hare July 2All Things Canadian (Windows)
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  Fidelity Downloads - A Name Change of a Stock generates additional Market Value amount

  Answered Rhodester 32 views 3 comments 0 points Most recent by Quicken Alyssa July 2Download, Add/Update Accounts (Mac)
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  Fidelity Account not recognized in Quicken

  len1940 60 views 3 comments 0 points Most recent by Quicken Alyssa July 2Download, Add/Update Accounts (Windows)
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  Error Trying to Enter Record Keeping Fee

  Answered Dean Hinson 33 views 2 comments 0 points Most recent by Quicken Alyssa July 2Errors and Troubleshooting (Windows)
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  R68.25 - Issues and observations with new Qualified Dividend feature

  Jim_Harman 187 views 9 comments 4 points Most recent by Meredith P July 2Investing (Windows)
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  Ability to classify the Vanguard Savings Account as a Savings Account

  Reviewed JasonMark 212 views 12 comments 4 points Most recent by Papasoz July 1Manage Accounts and Transactions
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  Vanguard connection issues

  tosialjr 183 views 8 comments 0 points Most recent by Papasoz July 1Errors and Troubleshooting (Windows)
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  125
  Investment Performance Report for Quicken MAC? (40 merged votes)

  Planned lp1756 2.9K views 44 comments 125 points Most recent by Quicken Anja June 30Investments
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  Investing: stock/option quotes from Charles Schwab stopped updating [Edited]

  Answered Closed amxhoov 118 views 10 comments 0 points Most recent by Quicken Laura June 29Investing (Windows)
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  Commodity Tracking

  Answered ✓ Gman34798 166 views 8 comments 0 points Most recent by Quicken Laura June 29Investing (Mac)
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  Quicken is no longer providing accurate stock quotes

  Answered mikehlakeville 151 views 4 comments 0 points Most recent by Quicken Alyssa June 29Errors and Troubleshooting (Windows)
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  Reinvestment of Interest

  Answered msgchef 75 views 4 comments 0 points Most recent by Quicken Alyssa June 29Investing (Mac)
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  US T Note purchases downloading as an "Unidentified Security" from Merrill Lynch

  Rod W 236 views 16 comments 0 points Most recent by Rod W June 29Errors and Troubleshooting (Windows)
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  transactions missing after downloading from fidelity

  Answered chernan799 55 views 3 comments 0 points Most recent by Quicken Alyssa June 29Download, Add/Update Accounts (Windows)
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  After update from 8.x to 9.0.3 for Mac, Schwab S&P 500 Index fundPortfolio history graph is wrong

  karch15 74 views 5 comments 0 points Most recent by Quicken Carlos June 29Investing (Mac)
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  Fidelity Cash Management (Windows Business & Personal R67.10) - Show Cash in Checking - not working

  drwho351 81 views 3 comments 0 points Most recent by Quicken Kristina June 28Download, Add/Update Accounts (Windows)
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  Capital Gains Estimator

  Cyclist 74 views 1 comment 1 point Most recent by Quicken Kristina June 28Investing (Windows)