Investments

Discussion List

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  Resolve IRR calculation Fidelity

  Answered Closed DoctorBrown 184 views 3 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)
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  Fidelity 401K not synching after reauthorization

  Closed bemery05 238 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Invisible Renaming rule for securities transaction

  Closed MontanaKarl 39 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)
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  CalPERS for Retirement

  Closed Persephone 61 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
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  Cash balances in Raymond James accounts are not updating after OSU

  Closed Chuck56 345 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Quicken Classic - Poor performance with Investment accounts

  Closed Rich Gaughan 762 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)
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  Fidelity not Downloading Investment Transactions (yet again!)

  Closed jcoley2 645 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Portfolio X-Ray

  Closed Skylar 51 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)
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  Fidelity "The page you requested is currently unavailable. Please try again later" error

  Closed System 169 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Cash Balance in Fidelity CMA-linked Brokerage Account Incorrect

  Closed apodsim 154 views 4 comments 0 points Most recent by alicephilhamiltom November 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading quotes again for 401k

  Closed rskurato 247 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
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  Entered transaction does not show up - Fidelity

  Closed bassemir 166 views 7 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
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  Batch editing transactions with filters

  Answered Closed HowardSpindel 53 views 2 comments 0 points Most recent by UKR November 2025Investing (Windows)
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  Voya Institution Plan Integration

  Answered Closed gtamm 73 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Unable to sell SPAXX shares

  Answered Closed Timothy Bohn 472 views 7 comments 1 point Most recent by Paul17 November 2025Download, Add/Update Accounts (Windows)
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  OSU Issues/Error CC-501

  Answered Closed IowaMC60 5.2K views 179 comments 2 points Most recent by unosan November 2025Download, Add/Update Accounts (Windows)
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  How can I get my Fidelity Accounts to display the transactions register?

  Closed robert W 48 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Shares Transferred Between Accounts Errors

  Closed MangoMan 113 views 3 comments 0 points Most recent by MangoMan November 2025Registers & Transactions (Windows)
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  Fidelity cash sweep account interest does not change cash balance in Quicken

  Closed Steve Huston 182 views 4 comments 0 points Most recent by Ray November 2025Investing (Windows)
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  Fidelity cc 506 error

  Closed kmagnush 292 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity download share balance error

  Closed Bob@45 208 views 10 comments 0 points Most recent by Bob@45 November 2025Download, Add/Update Accounts (Windows)
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  Re: Quicken updating with incorrect stock quotes

  Closed mxbishop 39 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 277 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
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  Reconciling JP Morgan Investment Accounts

  Closed GaryD 37 views 2 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 1.1K views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
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  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 43 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)