Investments

Discussion List

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  Cost basis errors

  tkstaple 23 views 2 comments 0 points Most recent by mshiggins April 8Investing (Windows)
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  Quicken Investment Top Movers Wrong

  Answered glennmitchell 17 views 1 comment 0 points Most recent by Quicken Laura April 8Errors and Troubleshooting (Windows)
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  Money Market FZDXX not tracking in Quicken Mac (Ticket #12299543/CTP-16655)

  Sammy 59 views 5 comments 0 points Most recent by EK118 April 8Investing (Mac)
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  Fidelity money market download issues

  Stevemd 60 views 6 comments 0 points Most recent by Quicken Kristina April 7Download, Add/Update Accounts (Windows)
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  Exercise employee options command unable to find vested shares

  Closed gobuffs67 45 views 7 comments 0 points Most recent by Quicken Kristina April 7Errors and Troubleshooting (Windows)
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  Net worth Doesn't match Investments

  SteveTucker79 26 views 3 comments 0 points Most recent by Quicken Laura April 7Errors and Troubleshooting (Windows)
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  Investment Accounts beyond the possibility of reconciliation

  Answered ✓ GerryP 160 views 12 comments 0 points Most recent by Quicken Laura April 7Registers & Transactions (Windows)
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  How do you enter a stock name and symbol change in Quicken for mac

  Stephen Fisher 35 views 4 comments 0 points Most recent by RickO April 7Investing (Mac)
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  Error message on Password length

  CPFinance$ 23 views 3 comments 0 points Most recent by Quicken Kristina April 6Download, Add/Update Accounts (Windows)
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  Why are the balances inaccurate for my Edward Jones accounts directly connected to Quicken Classic?

  Answered Douglas Carr 33 views 3 comments 0 points Most recent by Quicken Kristina April 6Investing (Mac)
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  Registry different from Portfolio view

  FarmHills 53 views 6 comments 0 points Most recent by Quicken Kristina April 6Investing (Windows)
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  Still can not see gain/loss when selecting lots

  dandy48 33 views 2 comments 0 points Most recent by dandy48 April 6Investing (Windows)
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  fidelity transfer from ira to roth

  traderbrian 34 views 4 comments 0 points Most recent by Quicken Kristina April 6Download, Add/Update Accounts (Windows)
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  Roth IRA Withdrawals - Why am I asked to specify a tax lot or average cost?

  ssryan2 37 views 4 comments 0 points Most recent by Quicken Kristina April 6Registers & Transactions (Windows)
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  Fidelity Incorrect cash balance in register (QMac)

  System 70 views 7 comments 0 points Most recent by Quicken Kristina April 6Investing (Mac)
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  Fidelity CMA dividends downloading as Div not DivX

  WSAQ 128 views 10 comments 0 points Most recent by Quicken Kristina April 6Download, Add/Update Accounts (Windows)
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  Cannot add Schwab brokerage accounts

  Closed rj3230987 73 views 4 comments 0 points Most recent by Quicken Alyssa April 6Download, Add/Update Accounts (Windows)
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  Did Merrill Lynch Retirement change the format of the transaction downloads?

  Answered Gryer 74 views 6 comments 0 points Most recent by Gryer April 5Download, Add/Update Accounts (Windows)
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  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered RhysR 102 views 7 comments 0 points Most recent by Quicken Kristina April 4Download, Add/Update Accounts (Windows)
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  Quicken updates and reauthorizations cause problems

  JeffMacQkn 38 views 1 comment 0 points Most recent by Quicken Kristina April 4Errors and Troubleshooting (Mac)
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  Why is Quicken for Mac so awful with brokerage accounts.

  Mr. Boots 46 views 3 comments 0 points Most recent by jacobs April 4Errors and Troubleshooting (Mac)
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  401k Reversal

  Closed System 57 views 7 comments 0 points Most recent by Quicken Kristina April 3Registers & Transactions (Windows)
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  Custom Asset Class Not Appearing on Asset Allocation Chart

  Closed richradi 31 views 4 comments 0 points Most recent by Quicken Kristina April 3Investing (Windows)
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  Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

  Answered georgek 36 views 3 comments 0 points Most recent by Quicken Kristina April 3Download, Add/Update Accounts (Windows)
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  Merged: Merrill Lynch transaction download error with EWC+

  Closed jdparker225 1 view 0 comments 0 points Started by jdparker225 April 3 Download, Add/Update Accounts (Windows)
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  Categorization of annuity distributions

  Answered JohnMRinehart 52 views 2 comments 0 points Most recent by JohnMRinehart April 3Investing (Windows)
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  Fidelity Money Market (SPAXX) Not Showing in Quicken After Recent Update

  System 41 views 4 comments 0 points Most recent by cewhitejr April 3Download, Add/Update Accounts (Windows)
• 
  Like to move shares from Old Security to New Security (good) quickly.

  BRETTB 94 views 7 comments 0 points Most recent by BRETTB April 2Investing (Windows)
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  Updates for Fidelity not working

  glennwms 168 views 11 comments 0 points Most recent by Quicken Laura April 2Download, Add/Update Accounts (Windows)
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  Fidelity Cash Balance Not working on Quicken for Mac

  Sammy 34 views 3 comments 0 points Most recent by Quicken Laura April 2Reports (Mac)