Investments

Discussion List

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  How to enter a Fund Split

  Answered allgoodnamestaken 11 views 1 comment 0 points Most recent by NotACPA May 1Download, Add/Update Accounts (Windows)
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  Spot Prices for Gold & Silver

  Reviewed rbw111 341 views 22 comments 10 points Most recent by BillBelanger May 1Investments
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  Net Worth report balance is higher than total market value at bottom of register for brokerage accou

  Answered DanTax 61 views 4 comments -1 point Most recent by ChicagoGuy May 1Investing (Windows)
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  Cash double counted in Fidelity brokerage account

  Answered chas@ 71 views 7 comments 0 points Most recent by chas@ May 1Registers & Transactions (Windows)
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  Schwab not downloading any transactions since 4-28-26

  Rick8 41 views 4 comments 0 points Most recent by Rick8 April 30Download, Add/Update Accounts (Windows)
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  ISHARES TR RUS 1000 GRW ETF Split 4 to 1, account now showing incorrect balances

  ARuighaver 11 views 3 comments 0 points Most recent by NotACPA April 30Download, Add/Update Accounts (Windows)
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  V9.0.1 Investment calculation error?

  Answered Kelly1957 21 views 2 comments 0 points Most recent by jacobs April 30Errors and Troubleshooting (Mac)
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  Why are all of my Mutual Fund quotes incorrect?

  Answered g-money49 41 views 3 comments 0 points Most recent by NotACPA April 29Investing (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Under Consideration UKR 484 views 14 comments 51 points Most recent by Boatnmaniac April 29Investments
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  Ally Invest - Issues

  Answered Marco500 51 views 8 comments 0 points Most recent by Quicken Anja April 29Download, Add/Update Accounts (Windows)
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  Problem with "Shares Transferred Between Accounts" and Crypto

  Answered HDRK 61 views 6 comments 0 points Most recent by HDRK April 29Investing (Windows)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 502 views 26 comments 0 points Most recent by ddavec April 29Investing (Windows)
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  Prices downloaded on market holiday

  Closed EvDob 161 views 14 comments 0 points Most recent by Quicken Laura April 28Errors and Troubleshooting (Windows)
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  Did Merrill Lynch Retirement change the format of the transaction downloads?

  Answered Closed Gryer 131 views 13 comments 0 points Most recent by Quicken Alyssa April 28Download, Add/Update Accounts (Windows)
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  RSUs in GBP currency

  Closed NickDiG99 41 views 3 comments 0 points Most recent by Quicken Kristina April 27Investing (Windows)
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  VANGUARD MID-CAP ETF INDEX-VO Stock Split

  Closed whyme 51 views 3 comments 0 points Most recent by NotACPA April 27Investing (Windows)
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  Give users the ability to rearrange the order of holdings for an investment account

  Reviewed gtgerbo 63 views 3 comments 2 points Most recent by q_lurker April 27Ideas for Windows Classic
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  Cash Management Account with Fidelity QPIQQ Errors

  Closed mverzola 31 views 3 comments 0 points Most recent by Quicken Kristina April 27Download, Add/Update Accounts (Mac)
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  Issue with Merrill Edge (Lynch)

  Closed gulf83 102 views 7 comments 0 points Most recent by jdparker225 April 26Download, Add/Update Accounts (Windows)
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  Getting a blank screen when trying to reconnect Voya

  Closed System 21 views 5 comments 0 points Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)
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  Issues with Quicken - Transactions vanish, crashing, sync issues [Edited]

  Closed Catchops 51 views 5 comments -1 point Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)
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  Fidelity Cash Management Account not downloading transactions

  Closed System 21 views 5 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Windows)
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  Unable to update my bond and CD quotes from Fidelity

  Closed System 21 views 5 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Windows)
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  What is EWC?

  Answered Closed Leland Payne 51 views 5 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Windows)
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  Can no longer see detailed listing for Vanguard account

  Closed System 21 views 5 comments 0 points Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)
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  Empower Retirement Downloads give Zero Balance

  Closed F1Fun 11 views 4 comments 0 points Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)