Investments

Discussion List

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  Stock symbol error

  Answered ✓ Closed marrdrm1971 61 views 4 comments 0 points Most recent by marrdrm1971 March 2025Investing (Windows)
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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  Closed TMMac 336 views 7 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Charles Schwab - download positions corrupts data?

  Answered Closed Wesley Breshears 151 views 10 comments 0 points Most recent by Scott March 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment and Banking accounts missing transactions

  Closed Kurt Knudson 45 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  Cant Connect to Invesco

  Closed LGB25 87 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  Capital Call not working

  Answered Closed pab1 41 views 4 comments 0 points Most recent by Quicken Anja March 2025Investing (Windows)
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  Issue Downloading Security Transactions

  Closed BRETTB 55 views 5 comments 0 points Most recent by BRETTB March 2025Errors and Troubleshooting (Windows)
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  Investment Returns (Q Win, edited)

  Closed Gary R 393 views 33 comments 0 points Most recent by Gary R March 2025Investing (Windows)
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  Multiple Security Charting

  Closed JoeL. 41 views 2 comments 0 points Most recent by Quicken Kristina March 2025All Things Canadian (Windows)
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  Why don't imported transactions from QMac show in QWin Report (Dividends)

  Answered Closed Zoolook 101 views 7 comments 0 points Most recent by Chris_QPW March 2025Investing (Mac)
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  Return % Year to Date---Register

  Closed Gary R 162 views 13 comments 0 points Most recent by Gary R March 2025Investing (Windows)
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  Make the check for stock splits optional

  Reviewed Ed Perrault 12 views 0 comments 1 point Most recent by Ed Perrault March 2025Investments
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  Merged: Is TIAA no longer supporting Quicken downloads?

  Closed Sabrina G 61 views 0 comments 0 points Most recent by jssmadtown March 2025Errors and Troubleshooting (Mac)
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  Include Custom Assets When Rebalancing Portfolio

  Closed snowmp 31 views 1 comment 0 points Most recent by Quicken Kristina March 2025Investing (Windows)
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  garbage characters displayed in reallocation (QW)

  Closed SomebodyInGNV 65 views 6 comments 0 points Most recent by SomebodyInGNV March 2025Errors and Troubleshooting (Windows)
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  Quicken connection types for Fidelity accounts?

  Answered ✓ Closed gpsabol 322 views 1 comment 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Mac)
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  Charles Schwab Accounts not downloading transactions

  Closed BridgeTwnSmith 492 views 5 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Issue with the Withdraw function in Investing accounts

  Closed gary.tynes 83 views 1 comment 1 point Most recent by Jim_Harman March 2025Investing (Windows)
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  missing the edit transaction function

  Answered ✓ Closed Charlie@ 132 views 6 comments 0 points Most recent by Boatnmaniac March 2025Investing (Windows)
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  Cost Basis (Adjusted Cost Basis) ACB (9 Legacy Votes)

  Under Consideration JFOR 1.5K views 28 comments 66 points Most recent by Charles2025 March 2025Investments
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  Is there a way to change asset class information for stocks in bulk and not just one at a time

  Answered ✓ Closed Larry Woodbridge 133 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  double posting Investment transactions

  Closed leonard kearney 31 views 1 comment 0 points Most recent by UKR March 2025Investing (Windows)
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  How do I remove the cents from being displayed (e.g, show $1,000 versus $1,000.25)?

  Answered ✓ Closed gwforit 81 views 2 comments 0 points Most recent by gwforit March 2025Investing (Windows)
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  Scheduled Interest Income and Dividend Income for Brokerage Accounts

  Closed oc_steven 36 views 1 comment 0 points Most recent by jacobs March 2025Registers & Transactions (Mac)
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  Exclude unvested RSU from account total

  Closed RPC102 41 views 2 comments 3 points Most recent by Quicken Kristina March 2025Investing (Mac)