Investments

Discussion List

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  Merged: Investor360 error15500

  Closed Mat Vega 21 views 0 comments 0 points Most recent by Mat Vega January 2025Errors and Troubleshooting (Mac)
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  Update 401k Holdings

  Reviewed tg725 71 views 2 comments 2 points Most recent by Jon January 2025Investments
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  MassMutual Account Shows Zero Balance (STILL) - Quicken Classic Premier for Mac

  Closed Michael Heady 51 views 1 comment 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Mac)
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  Quicken Classic: How to add Roth Crypto account with AltoIRA, no online updates

  Answered Closed mushrmary 31 views 1 comment 0 points Most recent by NotACPA January 2025Download, Add/Update Accounts (Windows)
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  Withdrawal txns in brokerage accts require entry twice

  Closed 25+YrUser 61 views 2 comments 0 points Most recent by Quicken Kristina January 2025Registers & Transactions (Windows)
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  My IRA account is not coming down when trying to Add Account

  Closed cfauvel 132 views 3 comments 0 points Most recent by cfauvel January 2025Download, Add/Update Accounts (Windows)
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  Incorrect Vanguard holdings reported by Quicken Mac

  Answered Closed FI Wizard 262 views 11 comments 0 points Most recent by FI Wizard January 2025Investing (Mac)
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  OL-220-A Error on only Fidelity accounts after transfer from Mac to Windows

  Closed jdsebo15 131 views 5 comments 0 points Most recent by Quicken Kristina January 2025File Conversion and Backup (Windows)
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  Move mutual fund into its own separate account

  Closed System 51 views 4 comments 0 points Most recent by budi January 2025Investing (Windows)
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  Fidelity Cash Management account setup?

  Answered ✓ Closed Pesh115 432 views 10 comments 0 points Most recent by augiboy January 2025Download, Add/Update Accounts (Mac)
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  Selecting a money market fund to not be a security in an investment account [Edited]

  Answered Closed S Singer 911 views 18 comments 0 points Most recent by Boatnmaniac January 2025Errors and Troubleshooting (Windows)
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  Splitting Taxable and Non Taxable Dividends and Interest in Cash Flow Report

  Reviewed kh57smth 32 views 1 comment 1 point Most recent by Quicken Anja January 2025Canada Windows
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  Investment Account - Complete vs. Simple

  Answered Closed MSStateDawg 547 views 6 comments 0 points Most recent by Boatnmaniac January 2025Investing (Windows)
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  Investment Quote Server Down?

  Closed BryanK 72 views 3 comments 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
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  How can I do a "Sell All" of a stock in investments? (Q Mac)

  Answered ✓ Closed gregneg 171 views 5 comments 0 points Most recent by Chris_QPW January 2025Investing (Mac)
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  7. Prompt on name mismatch – Merck (MRK) renamed to MELI MercadoLibre Inc

  Closed John_L 21 views 2 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Download fidelity accounts (cryptocurrency)

  Answered ✓ Closed rolahr 171 views 6 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  R60 issues with Investment number of shares

  Answered Closed tigr_ldy 41 views 3 comments 0 points Most recent by Boatnmaniac January 2025Errors and Troubleshooting (Windows)
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  Can not see gain/loss when selecting lots

  Closed dandy48 21 views 1 comment 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  Investment Transaction Column for Acquired Date (Q Mac)

  Reviewed atwshaw9 21 views 0 comments 6 points Started by atwshaw9 January 2025 Investments
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  My question was Is there a way to overwrite a new portfolio over an existing portfolio?

  Closed pt216 51 views 4 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
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  Investment Register View

  Answered Closed krinaker 122 views 3 comments 0 points Most recent by krinaker January 2025Registers & Transactions (Windows)
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Closed mikek753b 172 views 10 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  Tried to link Parnassus investment account, shows $0.00 value. What now?

  Closed bananalei 41 views 0 comments 0 points Started by bananalei January 2025 New to Quicken/Getting Started (Mac)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  Closed System 21 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Investing (Windows)