Investments

Discussion List

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  Morningstar X-ray issue with unclassified Mutual Funds and ETFs from Feb is back

  Answered mcski 418 views 21 comments 2 points Most recent by mcski August 30Investing (Windows)
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  Money Market Fund Representation - Quicken 9.2 for Mac

  RPathak 29 views 1 comment 0 points Most recent by John_in_NC August 30Investing (Mac)
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  Mismatch report for all securities

  Reviewed Peter Goergen 21 views 0 comments 2 points Started by Peter Goergen August 30 Investments
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  Gold & Silver no longer updating

  richard13 78 views 6 comments 0 points Most recent by Quicken Kristina August 29Investing (Mac)
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  Error connecting to Voya Institutional Plan Services

  sbrothers217 1K views 31 comments 0 points Most recent by LeaningTower August 29Errors and Troubleshooting (Windows)
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  How to calculate investment returns for cash sweep in Fidelity accounts

  Chillbill 93 views 3 comments 0 points Most recent by Quicken Kristina August 28Investing (Windows)
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  Tracking Mutual Funds Failing in Quicken Business & Personal

  JosefW 54 views 2 comments 2 points Most recent by Arctic Hare August 28All Things Canadian (Windows)
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  Allow allocations by Market Sector for Asset Allocation Analysis

  Reviewed ted_nixon 24 views 1 comment 2 points Most recent by Quicken Alyssa August 27Canada Windows
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  Merger Security, AT&T and AT&T Inc

  Lex 80 views 4 comments 0 points Most recent by q_lurker August 27Investing (Windows)
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  ACB (Cost Basis) Calculation

  Reviewed mark16 73 views 6 comments 5 points Most recent by Quicken Alyssa August 27Canada Mac
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  investment transaction list

  josephc932 38 views 1 comment 0 points Most recent by Quicken Carlos August 27Investing (Windows)
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  One Voya holding is not updating

  System 458 views 36 comments 0 points Most recent by Quicken Laura August 27Investing (Mac)
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  Add Maturity Date as a Column Choice in Portfolio View

  Reviewed Scalpel1 92 views 6 comments 3 points Most recent by Scalpel1 August 26Investments
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  Why do our 2 Fidelity 401K show the same data in both accounts? [Edited]

  Answered HKD 43 views 2 comments 0 points Most recent by HKD August 26Download, Add/Update Accounts (Windows)
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  fidelity transaction mixup

  Answered johnboy1227 54 views 3 comments 0 points Most recent by mshiggins August 25Investing (Windows)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.4K views 28 comments 31 points Most recent by yongc August 24Investments
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  1099-R Investment Account Withdrawals and Transfers not showing in Tax Reports or Tax Planner

  LearPilot714 51 views 2 comments 0 points Most recent by NotACPA August 23Reports (Windows)
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  Quicken Quality Degrading

  mikesimon 187 views 7 comments 1 point Most recent by Chris_QPW August 23Registers & Transactions (Windows)
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  Fidelity has disconnected online access requiring reauthorization

  Ken From Evans GA 367 views 13 comments 1 point Most recent by Quicken Laura August 23Errors and Troubleshooting (Windows)
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  Fidelity 401k - Fund Prices not Updating

  James White 115 views 4 comments 0 points Most recent by Sceptic August 23Download, Add/Update Accounts (Windows)
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  How to categorize an IRA withdrawal as income

  Answered Closed ccastoro1340 163 views 5 comments 0 points Most recent by Quicken Kristina August 21Download, Add/Update Accounts (Windows)
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  How to change money market fund treatment in Quicken investment accounts?

  Answered Closed schraub 261 views 15 comments 0 points Most recent by Quicken Kristina August 21Errors and Troubleshooting (Windows)
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  FZDXX in Fidelity CMA account

  Closed es114 92 views 4 comments 0 points Most recent by Quicken Kristina August 21Download, Add/Update Accounts (Windows)
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  Cannot show security detail view

  Jack Scripps 101 views 6 comments 0 points Most recent by Jack Scripps August 21Errors and Troubleshooting (Windows)
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  Fidelity Brokerage CD's

  jimshu1 81 views 5 comments 0 points Most recent by jimshu1 August 19Download, Add/Update Accounts (Windows)
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  Stock Lot Details in “Holdings” view showing incorrect info

  G_raffe 215 views 9 comments 0 points Most recent by G_raffe August 19Errors and Troubleshooting (Windows)