Investments

Discussion List

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  Separating investments under accounts into groups

  Closed kayelena 241 views 3 comments 0 points Most recent by Quicken Kristina October 2023Investing (Windows)
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  How do I get the historical portfolio values after the TDAmeritrade to Schwab migration?

  Answered Closed Phloebus 2.7K views 7 comments 0 points Most recent by Phloebus October 2023Investing (Mac)
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  How can I categorize a CD as Retirement Account? (Q Mac)

  Answered ✓ Closed Checkie 134 views 3 comments 0 points Most recent by jacobs October 2023Registers & Transactions (Mac)
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  49
  Portfolio report for Q Mac (119 Legacy Votes)

  Planned Quicken Community 933 views 51 comments 49 points Most recent by jacobs October 2023Investments
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  Value for Vanguard Total Bond Fund (VBTLX) very inflated

  Closed JennyGut50 13 views 1 comment 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Summary of how much cash in each investment account (Q Mac)

  Answered ✓ Closed Ploooplooo 133 views 9 comments 0 points Most recent by Ploooplooo October 2023Reports (Mac)
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  How to handle Roth conversion? [edit]

  Answered ✓ Closed bellapop7 229 views 1 comment 0 points Most recent by miklk October 2023Investing (Windows)
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  Transaction report showing zeros instead of correct transfer amounts

  Closed thompson87 112 views 1 comment 0 points Most recent by Quicken Kristina October 2023Errors and Troubleshooting (Windows)
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  How to assign CUSIP for Treasury Bond download info for offline account?

  Answered Closed mikek753b 642 views 7 comments 0 points Most recent by stanray October 2023Investing (Windows)
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  Securities Comparison Mismatch - Fidelity Cash Reserves

  Closed mishaptak 88 views 1 comment 0 points Most recent by mshiggins October 2023Investing (Windows)
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  OL-362-A on "ALL" Investment Accounts

  Closed HJR 51 views 3 comments 0 points Most recent by Quicken Anja October 2023Download, Add/Update Accounts (Windows)
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  IRA Account register shows a Security Value, yet Holdings shows no securities in account

  Closed varlene 156 views 5 comments -1 point Most recent by Quicken Jasmine October 2023Registers & Transactions (Windows)
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  Bug: Quicken does not report the correct account value if the account contains an option.

  Closed LivingForEternity 61 views 4 comments 0 points Most recent by fciani October 2023Investing (Windows)
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  Discrepancy on Spin-off entry cost basis?

  Closed questionsforever 21 views 0 comments 0 points Most recent by questionsforever October 2023Investing (Windows)
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  One Step Update can't seem to find AT&T

  Closed dougbugg 51 views 2 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Bought/Sold transactions downloaded for Schwab Government Money cash sweep fund; Divs are always $0

  Closed John Ellis 77 views 3 comments 0 points Most recent by Quicken Kristina October 2023Download, Add/Update Accounts (Windows)
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  Transactions from E*TRADE not downloaded or appearing in Quicken

  Closed LouDernosek 1.8K views 9 comments 2 points Most recent by LouDernosek October 2023Registers & Transactions (Windows)
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  Spin-off ratio , fraction versus decimal?

  Answered Closed questionsforever 51 views 1 comment 0 points Most recent by q_lurker September 2023Investing (Windows)
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  ETrade / Morgan Stanley conversion and rounding of share lots

  Closed meeotch 771 views 15 comments 3 points Most recent by LouDernosek September 2023Investing (Windows)
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  Quicken Performance Improvement Clearing Standby Memory

  Closed basimmer 143 views 0 comments 0 points Most recent by basimmer September 2023Errors and Troubleshooting (Windows)
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  How to enter CoverShort on an Assigned CALL

  Closed ftcnative 97 views 1 comment 0 points Most recent by Tom Young September 2023Investing (Windows)
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  delete a single erroneous placeholder entry

  Closed dmoore24 58 views 4 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
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  Why would my Schwab accounts show as deleted after syncing?

  Answered Closed WET2Tiger 51 views 5 comments 0 points Most recent by Quicken Kristina September 2023Errors and Troubleshooting (Windows)
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  Can't connect to Merrill Lynch Investments

  Closed StevenG210 630 views 5 comments 0 points Most recent by StevenG210 September 2023Errors and Troubleshooting (Windows)
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  My renewal is not reflected in Quicken

  Closed Danielle Dallaire 108 views 5 comments 0 points Most recent by Boomerang September 2023All Things Canadian (Windows)