Investments

Discussion List

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  Security Detail View

  Answered Closed Jerry Pederson 52 views 1 comment 0 points Most recent by mshiggins July 2025Investing (Windows)
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  Bug in lending loan creation

  Closed Mark248 53 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  how do i enter a cd

  Closed scr2302 58 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Transaction Download Simplification for Managed Investment Accounts?

  Closed Galaxie 24 views 2 comments 0 points Most recent by Galaxie July 2025Download, Add/Update Accounts (Windows)
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  When I buy a CD, the Buy Bonds changes to Purchase Shares

  Answered Closed John16 49 views 3 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  How to Move Securities from One Investment Account to Another

  Answered ✓ Closed Bobbo 233 views 7 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
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  Mutual fund target date reached

  Answered ✓ Closed Jeff Kantner 71 views 4 comments 0 points Most recent by Jeff Kantner July 2025Investing (Windows)
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  Does the Merrill Lynch EWC+ connection support Complete Investing?

  Closed System 55 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Can't move investment transactions

  Closed don.kostello 27 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Vanguard Errors

  Answered ✓ Closed Scott Smith 71 views 2 comments 0 points Most recent by Scott Smith July 2025Investing (Windows)
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  Handling Muni Bond Dividends in a taxable account in Quicken for Mac

  Closed Alan Meyer 31 views 2 comments 0 points Most recent by jacobs July 2025Investing (Mac)
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  Decimal placement movement

  Answered Closed RookieUser 40 views 2 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Security Mismatch Between Fidelity Download and Quicken (new)

  Closed Adriaan_S 247 views 2 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
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  Schwab taxable acct transactions not downloading. Non taxable works.

  Answered Closed ghost0 7 views 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  CvrSht transaction Not Working

  Answered Closed CarriM 13 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)
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  Transaction Attachments Not Working - Data File Corruption (Yet Again)

  Closed W5JP 97 views 3 comments 2 points Most recent by UKR July 2025Registers & Transactions (Windows)
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  Merged: OL-332-A error with Edward Jones

  Closed cwinkler 1 view 0 comments 0 points Most recent by cwinkler July 2025Download, Add/Update Accounts (Windows)
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  Chase Self-directed investment account

  Closed Adience 481 views 15 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  Portfolio view: Left click on security name or news icon not working correctly.

  Closed mfstarnes 88 views 10 comments 0 points Most recent by Jim_Harman July 2025Registers & Transactions (Windows)
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  Merrill Lynch/Bank of America cash transactions

  Closed jdemetro 144 views 4 comments 0 points Most recent by Quicken Kristina July 2025Investing (Mac)
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  Schwab and other brokerage just show cash and money market combined. Quiken separates

  Closed Cyp 44 views 5 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Space Coast Credit Union Not Updating (WIN)

  Closed Billinflorida 135 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)