Investments

Discussion List

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  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 50 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
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  Vanguard Small Cap Value Index Oddities

  Answered Closed johamill 141 views 9 comments 0 points Most recent by John_in_NC August 2025Investing (Mac)
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  Why are there no tax line items for (401K) distributions [edited]

  lou_garfinkle 81 views 6 comments 2 points Most recent by Chris_QPW August 2025Investments
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  Balancing Cash Adjustments

  Answered ✓ Closed Don32@ 195 views 8 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  R64.19 Update-Accounts Don’t Update, Stock Option Pricing Not Downloading

  Closed cmathews5533 43 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Allow Hidden Securities to Be Excluded from Security Comparison Mismatch

  Reviewed J92130 59 views 2 comments 3 points Most recent by J92130 August 2025Investments
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  Schwab duplicated downloaded transactions

  Closed James Koski 199 views 14 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity Investments- Updated connection method and now values don't match [Edited]

  Answered Closed ga1996 118 views 2 comments 0 points Most recent by ga1996 August 2025Investing (Windows)
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  how can i edit the security list?

  Answered Closed leonard kearney 104 views 7 comments 0 points Most recent by Bob_L August 2025Investing (Windows)
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  Tracking investments

  Answered Closed lisaerin 305 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 184 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
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  Feature request: Investing:Portfolio Xray:Stock Intersection: Add column for value of Investment

  JustAnotherQUser 11 views 0 comments 1 point Most recent by JustAnotherQUser August 2025Investments
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  Charles Schwab - some downloaded prices don't match the month end statement

  Answered uskedaddle 137 views 3 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 26 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
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  How do I change the Clr status on a transaction in an Investment register?

  Answered ✓ Closed Marvin Gardens 84 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Registers & Transactions (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.9K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  downloaded investment transactions

  Closed James Koski 156 views 7 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Report on Investment Options

  Closed mark-s 164 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  Coinbase Account

  Closed mikey1 31 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quicken Seems To Be Inflating My Brokerage Balance

  Closed qckenguy 36 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Edward Jones Transactions

  Closed tbf47 99 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Fidelity : Quicken duplicates account total for Checking-type accounts

  Closed George Hetrick 52 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 208 views 8 comments 0 points Most recent by gulfcoastpaul August 2025Investing (Windows)
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  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 194 views 6 comments 2 points Most recent by TexMike August 2025Investing (Windows)