Investments

Discussion List

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  Can not see gain/loss when selecting lots

  Closed dandy48 22 views 1 comment 0 points Most recent by Quicken Anja January 7Investing (Windows)
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  My question was Is there a way to overwrite a new portfolio over an existing portfolio?

  Closed pt216 58 views 4 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Investment Register View

  Answered Closed krinaker 47 views 3 comments 0 points Most recent by krinaker January 5Registers & Transactions (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Reviewed UKR 240 views 5 comments 37 points Most recent by sd_mark January 4Investments
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  Markets closed 1/9/25

  Closed Rocket J Squirrel 111 views 0 comments 5 points Started by Rocket J Squirrel January 4 The Water Cooler
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Closed mikek753b 122 views 10 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
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  Tried to link Parnassus investment account, shows $0.00 value. What now?

  Closed bananalei 24 views 0 comments 0 points Started by bananalei January 3 New to Quicken/Getting Started (Mac)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  Closed System 20 views 2 comments 0 points Most recent by Quicken Jasmine January 2Investing (Windows)
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  lost transactions in the holdings list

  Answered Closed rclark174 24 views 3 comments 0 points Most recent by rclark174 January 2Investing (Windows)
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  Downloading Investment Transactions

  Answered Closed L Jones 183 views 5 comments 0 points Most recent by Quicken Jasmine January 2Download, Add/Update Accounts (Windows)
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  8 decimal precision problems in Quicken Classic Premier

  Answered Closed Stevarooni 54 views 2 comments 0 points Most recent by Stevarooni January 2Investing (Windows)
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  how to track a YieldStreet investment

  Answered Closed Wiley Won 39 views 4 comments 0 points Most recent by q_lurker January 2Investing (Windows)
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 49 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@ 89 views 9 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Windows)
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  401K

  Answered Closed levib1 30 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 72 views 3 comments 0 points Most recent by Quicken Jasmine December 2024All Things Canadian (Mac)
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  Acorns

  Closed Succulent4182 69 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Investment Acct Issue

  Closed MrPike 46 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 29 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 65 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 177 views 6 comments 0 points Most recent by Boatnmaniac December 2024Investing (Windows)
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  Altruist Investment Transactions Cash balance

  Closed BH1980 104 views 5 comments 1 point Most recent by BH1980 December 2024Investing (Windows)
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  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 312 views 12 comments 17 points Most recent by Boatnmaniac December 2024Product Enhancements
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  A "Near Match" is not shown when using automatic transaction entry mode in an investment account

  Closed Chris_QPW 34 views 3 comments 0 points Most recent by Boatnmaniac December 2024Download, Add/Update Accounts (Windows)
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  Wrong Bond Prices on Downloads

  Closed jonansell1950 234 views 21 comments 1 point Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
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  Merged: Hide/Archive Matured Fixed Income Securities (CDs, Treasuries, Bonds, etc)

  Closed MontanaKarl 128 views 0 comments 4 points Most recent by MontanaKarl December 2024Investments
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  15
  Add ability to hide currently unused securities in Quicken for Mac (64 Legacy Votes)

  Planned Snoopy FC 768 views 30 comments 15 points Most recent by MontanaKarl December 2024Investments
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  Security reports inconsistency.

  Closed ajb328 59 views 4 comments 0 points Most recent by ajb328 December 2024Reports (Windows)
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  Portfolio reports incorrect after Security transfer in QMac

  Answered ✓ Closed jstefely 37 views 2 comments 0 points Most recent by jstefely December 2024Reports (Mac)