Investments

Discussion List

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  How do I record an addition to cost basis reported on 1099

  bebob 243 views 8 comments 0 points Most recent by bebob March 31Registers & Transactions (Windows)
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  Track open stock orders/bids

  Reviewed kc1tom 26 views 1 comment 1 point Most recent by Jim_Harman March 31Investments
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 93 views 2 comments 0 points Most recent by Blue2Green March 31Errors and Troubleshooting (Windows)
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  Charles Schwab - Missing Equity Awards Account (QMac)

  Closed System 161 views 9 comments 0 points Most recent by Quicken Kristina March 30Download, Add/Update Accounts (Mac)
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  Missing security

  Closed Jeffrey Jones 113 views 8 comments 0 points Most recent by Quicken Jasmine March 30Investing (Windows)
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  LPL Financial Automatic Downloads messed up my data

  Closed barrychi 58 views 2 comments 0 points Most recent by Quicken Jasmine March 30Download, Add/Update Accounts (Windows)
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  Brokerage accounts not updating

  Closed BillBelanger 77 views 5 comments 0 points Most recent by Quicken Kristina March 29Investing (Mac)
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  investment account balances are off

  Answered ✓ Closed Permutations 259 views 4 comments 0 points Most recent by Permutations March 27Download, Add/Update Accounts (Windows)
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  Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

  Answered Closed 26@harrich 33 views 2 comments 0 points Most recent by 26@harrich March 27Investing (Windows)
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered Closed ewoldde9 86 views 5 comments 0 points Most recent by NotACPA March 27Investing (Windows)
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  Stock symbol error

  Answered ✓ Closed marrdrm1971 62 views 4 comments 0 points Most recent by marrdrm1971 March 26Investing (Windows)
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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  Closed TMMac 223 views 7 comments 0 points Most recent by Quicken Anja March 26Download, Add/Update Accounts (Windows)
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  Charles Schwab - download positions corrupts data?

  Answered Closed Wesley Breshears 141 views 10 comments 0 points Most recent by Scott March 25Download, Add/Update Accounts (Windows)
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  Fidelity Investment and Banking accounts missing transactions

  Closed Kurt Knudson 42 views 2 comments 0 points Most recent by Quicken Kristina March 22Errors and Troubleshooting (Windows)
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  Cant Connect to Invesco

  Closed LGB25 81 views 2 comments 0 points Most recent by Quicken Kristina March 22Errors and Troubleshooting (Windows)
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  Capital Call not working

  Answered Closed pab1 43 views 4 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  Issue Downloading Security Transactions

  Closed BRETTB 52 views 5 comments 0 points Most recent by BRETTB March 20Errors and Troubleshooting (Windows)
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  Investment Returns (Q Win, edited)

  Closed Gary R 344 views 33 comments 0 points Most recent by Gary R March 18Investing (Windows)
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  Multiple Security Charting

  Closed JoeL. 44 views 2 comments 0 points Most recent by Quicken Kristina March 17All Things Canadian (Windows)
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  Why don't imported transactions from QMac show in QWin Report (Dividends)

  Answered Closed Zoolook 99 views 7 comments 0 points Most recent by Chris_QPW March 16Investing (Mac)
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  Return % Year to Date---Register

  Closed Gary R 156 views 13 comments 0 points Most recent by Gary R March 16Investing (Windows)
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  Make the check for stock splits optional

  Reviewed Ed Perrault 12 views 0 comments 1 point Started by Ed Perrault March 15 Investments
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  Merged: Is TIAA no longer supporting Quicken downloads?

  Closed Sabrina G 61 views 0 comments 0 points Most recent by jssmadtown March 15Errors and Troubleshooting (Mac)
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  Include Custom Assets When Rebalancing Portfolio

  Closed snowmp 34 views 1 comment 0 points Most recent by Quicken Kristina March 14Investing (Windows)
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  garbage characters displayed in reallocation (QW)

  Closed SomebodyInGNV 63 views 6 comments 0 points Most recent by SomebodyInGNV March 14Errors and Troubleshooting (Windows)
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  Quicken connection types for Fidelity accounts?

  Answered ✓ Closed gpsabol 269 views 1 comment 0 points Most recent by Quicken Anja March 14Download, Add/Update Accounts (Mac)
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  Charles Schwab Accounts not downloading transactions

  Closed BridgeTwnSmith 460 views 5 comments 0 points Most recent by Quicken Anja March 14Download, Add/Update Accounts (Windows)
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  Issue with the Withdraw function in Investing accounts

  Closed gary.tynes 52 views 1 comment 0 points Most recent by Jim_Harman March 13Investing (Windows)