Investments

Discussion List

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  re-establishing downloads from Wells Fargo Advisors -- cannot choose "complete" (vs. simple) acctg

  Closed susan.beesley 31 views 4 comments 0 points Most recent by Quicken Jasmine September 9Download, Add/Update Accounts (Windows)
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  Downloading Transactions from Schwab

  Answered Closed gcorth01 23 views 1 comment 0 points Most recent by Quicken Jasmine September 9Errors and Troubleshooting (Windows)
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  Show cash balance in online accounts

  Closed dbpinochle 12 views 1 comment 0 points Most recent by Jon September 8Investing (Mac)
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  why does ctrl-B delete index changes

  Answered ✓ Closed jdhilt 62 views 5 comments 0 points Most recent by Jim_Harman September 7Investing (Windows)
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  Scheduled Transactions Not Shown for Investment Accounts in Mobile App

  Closed MikeChicago2 12 views 1 comment 0 points Most recent by Quicken Kristina September 6Using the Mobile App
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  Security detail for Mac - Add market value to graph

  Reviewed ADS 13 views 1 comment 3 points Most recent by jacobs September 6Investments
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  Handling Money Market funds as cash

  Answered Closed neil154 93 views 11 comments 0 points Most recent by neil154 September 5Registers & Transactions (Windows)
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  fidelity cash balance

  Closed quickj 104 views 13 comments 0 points Most recent by quickj September 5Registers & Transactions (Mac)
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  CLOSED 9/5/24 Key Bank Investment - $0 Balance when Adding Investment Accounts

  Closed Quicken Janean 41 views 3 comments 0 points Most recent by Quicken Anja September 5Alerts, Online Banking & Known Product Issues
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  Is there a report that shows how many shares each account owns of a selected security?

  Answered ✓ Closed bebob 61 views 5 comments 0 points Most recent by bebob September 4Reports (Windows)
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  Fidelity Investment accounts MAC computer

  Closed kingfisher1975 31 views 2 comments 0 points Most recent by Quicken Kristina September 3Using Quicken on the Web
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  Alight Solutions Issue

  Answered Closed B-Lo 46 views 1 comment 0 points Most recent by Quicken Kristina September 3Investing (Mac)
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  Vanguard Quicken Detailed transaction download not working

  Answered Closed Gdavis1906 54 views 4 comments 1 point Most recent by Gdavis1906 September 3Download, Add/Update Accounts (Mac)
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  Lincoln Financial Annuity

  Closed dmurad53 170 views 15 comments 2 points Most recent by dmurad53 August 31Errors and Troubleshooting (Mac)
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  Crypto Prices

  Closed wertwqtrwetrwtwtr 33 views 1 comment 0 points Most recent by Quicken Kristina August 31Investing (Windows)
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  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 81 views 5 comments 12 points Most recent by tivolo August 30Investments
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  Check box for manual reconciliation

  Closed exofriend 52 views 6 comments 0 points Most recent by q_lurker August 30Registers & Transactions (Windows)
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  New Transaction Type Needed: Inherited or Given Shares

  Reviewed TedG 31 views 3 comments 1 point Most recent by NotACPA August 29Investments
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  Quicken always Use Average Price upon sale

  Answered Closed neil154 41 views 2 comments 0 points Most recent by neil154 August 28Investing (Windows)
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  View investments by account with Quicken on the Web

  Answered Closed twillia1969 52 views 4 comments 0 points Most recent by Zoolook August 26Using Quicken on the Web
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  Investment Performance--Returns Year to Date

  Closed Gary R 35 views 1 comment 0 points Most recent by Quicken Kristina August 25Investing (Windows)
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  Loomis Sayles Large Cap Growth Trust Class C

  Closed TimeCitizen 21 views 2 comments 0 points Most recent by TimeCitizen August 21Investing (Windows)
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  Get quicken to support NEO exchange (Canada) [Edited]

  Reviewed Gilles9 201 views 15 comments 27 points Most recent by Donald57 August 21Investments
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  Near Match?

  Closed scottmonte 34 views 4 comments 0 points Most recent by scottmonte August 20Registers & Transactions (Windows)
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  Move to Two Separate Brokerage Accounts???

  Answered Closed LargeDoggie 53 views 6 comments 0 points Most recent by Quicken Kristina August 19Investing (Mac)
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  Market Value on the sidebar (Q Mac)

  Closed vacosta 123 views 14 comments 1 point Most recent by jacobs August 19Investing (Mac)
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  Error transactions being entered by quicken

  Answered Closed nc99cobra 191 views 15 comments 0 points Most recent by nc99cobra August 19Investing (Windows)
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  How to fix transfer ESPP from one account to another?

  Answered Closed mikek753b 61 views 5 comments 0 points Most recent by Chris_QPW August 18Investing (Windows)
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  Change 529 subheader in Investing header from "Education" to "Education & QDEs"

  Reviewed brumfld 1 view 0 comments 1 point Started by brumfld August 17 Product Enhancements
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  Serious bug: transaction exchange rates do not stick automatically for any register entry (Canada)

  Closed questionsforever 103 views 12 comments 0 points Most recent by questionsforever August 17All Things Canadian (Windows)