Investments

Discussion List

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  XOM corporate reorganization downloaded as Payment/Deposit transactions—correct handling in Qui

  Answered NewtonDoug 42 views 1 comment 0 points Most recent by NotACPA July 20Investing (Mac)
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  Stock dividend transaction fail

  leonard kearney 161 views 5 comments 0 points Most recent by q_lurker July 19Investing (Windows)
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  Asset Allocation by Account

  Answered Closed KPaisley 71 views 5 comments 0 points Most recent by Quicken Alyssa July 19Investing (Windows)
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  How to categorize an IRA withdrawal as income

  Answered ccastoro1340 101 views 2 comments 0 points Most recent by NotACPA July 17Download, Add/Update Accounts (Windows)
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  Stock Price History Not Updating

  Answered ✓ susypro 61 views 2 comments 0 points Most recent by susypro July 17Errors and Troubleshooting (Windows)
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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 31 views 2 comments 8 points Most recent by NotACPA July 17Reports
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  Don't round shares purchased by reinvestment to 2 decimal places [Edited]

  Reviewed ocalaheart 41 views 2 comments 3 points Most recent by NotACPA July 17Investments
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  Honeywell (HON) spinoff of Honeywell Aerospace (HONA)

  q_lurker 3.3K views 20 comments 6 points Most recent by Joseph Kopchick July 17Investing (Windows)
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  Why did brokerage account view change to an empty four-pane view after today's OSU?

  Answered ✓ khg 61 views 3 comments 0 points Most recent by khg July 16Investing (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 1.1K views 60 comments 0 points Most recent by Quicken Alyssa July 16Download, Add/Update Accounts (Windows)
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  E*Trade (now Morgan Stanley) only support Simple Investment

  Howard Hoffman 461 views 25 comments 0 points Most recent by miklk July 16Download, Add/Update Accounts (Windows)
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  Q Classic Business & Personal R68.28 and/or super validate destroyed investment records

  SimpleFogey 221 views 10 comments 0 points Most recent by SimpleFogey July 15Investing (Windows)
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  struggling with Investment transaction entry

  Answered Wiley Won 61 views 4 comments 0 points Most recent by Wiley Won July 15Download, Add/Update Accounts (Windows)
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  Merrill Edge Express Web Connect - Only Simple Tracking

  DistressedParrot 32 views 1 comment 0 points Most recent by Quicken Laura July 15Errors and Troubleshooting (Windows)
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  How to change money market fund treatment in Quicken investment accounts?

  Answered schraub 161 views 12 comments 0 points Most recent by jl747 July 14Errors and Troubleshooting (Windows)
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  Classic Business & Personal - WIndows R67.10 Bld 27.1.67.10. Fidelity Cash Mgmt Act - Transactions

  drwho351 41 views 2 comments -1 point Most recent by Quicken Kristina July 14Download, Add/Update Accounts (Windows)
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  UBS Investing account and "UBS Bank USA Core" transactions...

  Answered joe porkka 31 views 2 comments 0 points Most recent by Quicken Kristina July 14Errors and Troubleshooting (Windows)
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  Fidelity transactions stopped downloading and Quicken freezes when deactivating accounts

  System 81 views 3 comments 0 points Most recent by Quicken Kristina July 14Download, Add/Update Accounts (Windows)
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  Only one account says "Your Quicken account and Brokerage Holdings are in agreement."

  Answered 800FRobHall 51 views 3 comments 0 points Most recent by Quicken Kristina July 14Investing (Windows)
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  Why Merrill Lynch IRA Accounts don't show correct Cash Balance by double counting Cash Sweep?

  Answered pkailesh 41 views 2 comments 0 points Most recent by Quicken Kristina July 14Errors and Troubleshooting (Mac)
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  How to make DivInc Income Reminder visible for forecasting in the Projected Balances?

  Answered ✓ mikek753b 511 views 19 comments 0 points Most recent by mikek753b July 14Investing (Windows)
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  Consistent Ordering in the Asset Allocation Chart

  Reviewed RogiQ 31 views 3 comments 9 points Most recent by tgrantdavis July 14Display/UI
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  Subject: Persistent Fidelity Money Market / Cash Balance Errors — Quicken Classic for Mac Related Ti

  baveritt 551 views 17 comments 2 points Most recent by MikeChicago2 July 14Errors and Troubleshooting (Mac)