Investments

Discussion List

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

  Closed BryanK 75 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 174 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 175 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 42 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 22 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 127 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 175 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 43 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 28 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Investing (Windows)
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  lost transactions in the holdings list

  Answered Closed rclark174 22 views 3 comments 0 points Most recent by rclark174 January 2025Investing (Windows)
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  Downloading Investment Transactions

  Answered Closed L Jones 268 views 5 comments 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
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  8 decimal precision problems in Quicken Classic Premier

  Answered Closed Stevarooni 61 views 2 comments 0 points Most recent by Stevarooni January 2025Investing (Windows)
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  how to track a YieldStreet investment

  Answered Closed Wiley Won 44 views 4 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 59 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
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  "Show cash in a checking account"

  Answered ✓ Closed Jeff18@ 224 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
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  401K

  Answered Closed levib1 32 views 1 comment 0 points Most recent by MontanaKarl December 2024Investing (Mac)
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  Anyone noticed that under Security details, Canadian stocks do not calculate the Dividend Yield

  Closed Gilles9 84 views 3 comments 0 points Most recent by Quicken Jasmine December 2024All Things Canadian (Mac)
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  Acorns

  Closed Succulent4182 264 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Investment Acct Issue

  Closed MrPike 42 views 2 comments 0 points Most recent by MrPike December 2024Investing (Windows)
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  Web Quicken.Com does not show individual transactions for investment account

  Closed narffle 31 views 1 comment 0 points Most recent by Quicken Kristina December 2024Errors and Troubleshooting (Mac)
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  Portfolio Dashboard missing 1 fund

  Answered Closed Markhfx 71 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)
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  How to setup Roth IRA and Roth 401(k) accounts?

  Closed SomeItalianGuy 455 views 6 comments 0 points Most recent by Boatnmaniac December 2024Investing (Windows)
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  Altruist Investment Transactions Cash balance

  Closed BH1980 388 views 5 comments 1 point Most recent by BH1980 December 2024Investing (Windows)