Investments

Discussion List

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  Charles Schwab account not syncing properly

  Closed chall3809 231 views 5 comments 0 points Most recent by Quicken Alyssa February 24Errors and Troubleshooting (Windows)
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  Investing description

  Closed Dstty 30 views 1 comment 0 points Most recent by Chris_QPW February 23Registers & Transactions (Windows)
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  Portfolio X-Ray World Regions diagram always shows mostly in the Americas

  Closed System 42 views 2 comments 0 points Most recent by Quicken Kristina February 21Investing (Windows)
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  Cannot Edit "Action" in Register for Manual Investment Transaction

  Closed Paddle2419 124 views 5 comments 0 points Most recent by Quicken Kristina February 21Registers & Transactions (Windows)
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  Since late last year Morningstar X-ray asset allocations for index funds, ETF's and Money Market Fun

  Answered ✓ Closed mcski 256 views 3 comments 0 points Most recent by mcski February 20Investing (Windows)
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  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Closed Quicken Alyssa 3.4K views 3 comments 13 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
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  Where are oddball Dow prices coming from?

  Answered ✓ Closed Rocket J Squirrel 420 views 15 comments 0 points Most recent by Michael Jones February 20Investing (Windows)
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  Tax Planner Defaulting to Estimate or No Projected Amount

  Closed Tammy Van Buren 349 views 8 comments 0 points Most recent by Tammy Van Buren February 19Budgeting and Planning Tools (Windows)
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  Equity prices not updating when I select "Update" from the Investing/Dashboard screen

  Answered Closed Chuck56 180 views 4 comments 0 points Most recent by Chuck56 February 18Investing (Windows)
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  Investment accounts dashboard no longer allows editing number of shares

  Answered Closed wilco995 86 views 4 comments 0 points Most recent by Quicken Alyssa February 17Investing (Windows)
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  Transaction Dates Change

  Answered Closed mkeRAD 82 views 4 comments 0 points Most recent by Quicken Alyssa February 16Registers & Transactions (Windows)
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  Has a solution to Portfolio X-Ray not recognizing ETF stock funds been found?

  Answered Closed lrcatlett 169 views 3 comments 0 points Most recent by bd-tx February 15Investing (Windows)
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  Corporate Action for Astrozenica (Q Mac)

  Answered Closed beneisenstein 63 views 1 comment 0 points Most recent by Quicken Kristina February 14Investing (Mac)
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  can't seem to memorize an investment transaction if it has the MiscExp Action

  Answered Closed Jeff Pobst 97 views 2 comments 1 point Most recent by Jeff Pobst February 14Registers & Transactions (Windows)