Investments

Discussion List

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  Investment Chart Displays Sawtooth Pattern #2

  Closed rjdriscoll 72 views 2 comments 0 points Most recent by rjdriscoll December 2025Investing (Mac)
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  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ Closed mark miller 33 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
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  Accounts that don't match from Fidelity into Quicken

  Closed newpoppy1 360 views 15 comments 0 points Most recent by NotACPA December 2025Investing (Windows)
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  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 70 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
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  bond and taxes status in quicken

  Closed JDB 51 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)
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  Quicken Classic connection for IRAs imported as investment accounts

  Closed Savk 42 views 1 comment 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Quicken LifeHub)
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  Merril Lynch Feed on Treasury Bill, Note and Products

  Closed DonQuick20* 29 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Merged: Unable to Connect to Sallie Mae Bank CC-505

  Closed TexMike 1 view 0 comments 0 points Most recent by TexMike December 2025Download, Add/Update Accounts (Windows)
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  Fidelity accounts prompting to reauthorize daily

  Closed System 32 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken Not Updating Fidelity Intl Trading Account (Domestic Brokerage & IRA/ROTH are OK)

  Closed EDacho 376 views 22 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Unrequested Change to Simple Investing with Vanguard Account

  Closed pablomiller 822 views 19 comments 0 points Most recent by pablomiller December 2025Download, Add/Update Accounts (Windows)
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  Handling of stock split (Netflix)

  Closed qudtp 118 views 3 comments 0 points Most recent by qudtp December 2025Download, Add/Update Accounts (Windows)
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  CSV Investment Import Error Off by One Cent

  Closed Jeeter 216 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
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  Charles Schwab 401k

  Closed Scott 173 views 5 comments 0 points Most recent by Scott December 2025Download, Add/Update Accounts (Windows)
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  Schwab Retirement Services

  Closed carlyn.irwin 22 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Still unable to connect Fidelity CMA account

  Closed System 231 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity money market fund redemption transactions missing from IRA

  Closed EvDob 503 views 22 comments 1 point Most recent by Toolworker December 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions downloading, but missing information

  System 17 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  FIDELITY CRYPTO ROTH ACCOUNT

  Closed PERSUASION-STX 71 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken can't find a CD at my credit union

  Closed lmacmil 31 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Downloading detailed Investment transactions

  Closed MacRon14 54 views 1 comment 1 point Most recent by jacobs December 2025Investing (Mac)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 850 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 1.3K views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
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  EWC+ runs and fails to download transactions from Merrill.

  Closed Twoputt. 42 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 11 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)