Investments

Discussion List

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  5

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  Investment Watchlists: allow user to set price points for alerts

  Reviewed jacobs 56 views 4 comments 5 points Most recent by Quicken Anja October 19Investments
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  Investing, Dividend Calculation

  Closed Mike Damuth 80 views 2 comments 0 points Most recent by jacobs October 19Investing (Mac)
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  Rounding vs. Truncating

  Reviewed NotACPA 89 views 3 comments 1 point Most recent by NotACPA October 16Investments
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  OneAmerica Balance Shows $0 (QMac)

  Closed System 100 views 6 comments 0 points Most recent by Quicken Kristina October 15Download, Add/Update Accounts (Mac)
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  How do you rebuild investment lots

  Closed alaw168 82 views 2 comments 0 points Most recent by Quicken Kristina October 15Investing (Mac)
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  How can I manually amend the ACB of a stock? (Quicken for Windows, Canada)

  Answered ✓ Closed JdS67 130 views 3 comments 0 points Most recent by Quicken Kristina October 14All Things Canadian (Windows)
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  Alerts for Bond Maturities Disappear and Alerts to file taxes for Extension Returns Keep Appearing

  Closed bizbuyer 86 views 3 comments 0 points Most recent by Quicken Jasmine October 13Download, Add/Update Accounts (Windows)
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  Schwab accounts download problem

  Closed JIMB24 83 views 1 comment 0 points Most recent by Quicken Kristina October 12Errors and Troubleshooting (Windows)
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  Any idea how to setup RBC Global Technology Fund (RTEC.NE) Cboe CA - Cboe CA Real Time Price.

  Closed rhains 52 views 1 comment 0 points Most recent by JosefW October 12All Things Canadian (Windows)
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  Schwab Splits Today

  Closed Paddy 56 views 1 comment 0 points Most recent by Quicken Kristina October 11Download, Add/Update Accounts (Windows)
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  Vanguard Direct Connection resulting in placeholders

  Closed Al_D 121 views 11 comments 0 points Most recent by Quicken Kristina October 11Download, Add/Update Accounts (Windows)
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  CLOSED 10/11/24 BPAS - $0 Balance when Adding Investment Accounts

  Quicken Kristina 117 views 3 comments 1 point Most recent by Quicken Janean October 11Alerts, Online Banking & Known Product Issues
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  CLOSED 10/10/24 NewPort Group - $0 Balance when Adding Investment Accounts

  Quicken Anja 85 views 3 comments 0 points Most recent by Quicken Janean October 11Alerts, Online Banking & Known Product Issues
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  CLOSED 10/11/24 New York Life - Virtual Service Center - $0 Account Balance

  Quicken Anja 96 views 3 comments 0 points Most recent by Quicken Janean October 11Alerts, Online Banking & Known Product Issues
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  CLOSED 10/10/24 College Advantage Direct 529 Savin - $0 Investment Account Balance

  Closed Quicken Anja 70 views 3 comments 0 points Most recent by Quicken Anja October 11Alerts, Online Banking & Known Product Issues
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  CLOSED 10/10/24 CollegeInvest - Direct Portfolio - Non Aggregator - $0 Investment Account Balance

  Closed Quicken Kristina 139 views 3 comments 1 point Most recent by Quicken Anja October 10Alerts, Online Banking & Known Product Issues
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  Copy/Paste Within an Investment Account

  Closed Jeff Nicoll 46 views 3 comments 0 points Most recent by mshiggins October 7Registers & Transactions (Windows)
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  Tracking TFSA Anual Contributions in Canada

  Answered Closed Lynnn 144 views 6 comments 0 points Most recent by Lynnn October 5All Things Canadian (Mac)
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  6

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  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 727 views 11 comments 6 points Most recent by Geobrick October 4Manage Accounts and Transactions
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  Investment Account Reconcile not working

  Closed geneshim 64 views 3 comments 0 points Most recent by geneshim October 4Registers & Transactions (Mac)
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  Downloaded stock closing prices are not always up-to-date.

  Closed donotemailhere989 39 views 1 comment 0 points Most recent by Quicken Kristina October 4Investing (Windows)
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  Tracking stock & transactions in Schwab Equity Award accounts?

  Closed ScottBla 69 views 13 comments 0 points Most recent by ScottBla October 3Download, Add/Update Accounts (Windows)
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  Bond Type Options should include Agency Bonds

  Reviewed Joseph Arden 22 views 1 comment 1 point Most recent by kjkennedy October 2Investments
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  Stock split entry after dividend reinvestment.

  Closed 4evegrowth 15 views 1 comment -1 point Most recent by Tom Young September 29Errors and Troubleshooting (Windows)
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  Security names to show in Security column under Investments

  Answered Closed willeaton 33 views 5 comments 0 points Most recent by RickO September 29Investing (Mac)
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  3

  Up
  Provide _DivInc detail when drilling down in Budgets - display Security name [Edited]

  Reviewed jcryanjr 27 views 0 comments 3 points Started by jcryanjr September 29 Budget and Planning Tools
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  Error connecting to Schwab Equity Awards Account

  Closed tpetersen 93 views 6 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Windows)