Investments

Discussion List

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  Schwab CC-501 error [Edited]

  Answered Tman 23 views 4 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Windows)
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  Vanguard transaction download message "an Error has occurred"

  Marvin2020 31 views 3 comments 0 points Most recent by Quicken Laura April 19Download, Add/Update Accounts (Windows)
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  Track Qualified Dividends

  Reviewed Ted Durant 31 views 2 comments 1 point Most recent by Chris_QPW April 19Product Enhancements
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  Net Amount Invested

  Reviewed loukas 31 views 0 comments 2 points Started by loukas April 19 Investments
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  Quicken add Fidelity acct stuck on "bank hosted sign-in page"

  vlee194546 163 views 19 comments 0 points Most recent by vlee194546 April 18Download, Add/Update Accounts (Windows)
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  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 22 views 0 comments 1 point Started by BRETTB April 18 Ideas for Windows Classic
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  Does anyone else have problems downloading transactions and portfolio values from Schwab?

  MishawakaKirk 112 views 12 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  As I try to continue reconciling Q Classic Cda to Excel

  Answered Closed Tealeaf3 154 views 7 comments 0 points Most recent by Quicken Kristina April 17All Things Canadian (Windows)
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  Merrill Lynch Holdings

  Answered Closed LordXerxes 52 views 6 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered Closed rama23 41 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  Closed FEC 303 views 20 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  Added a Fidelity investment account

  Answered Closed arauseo 31 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity investments double downloading transactions

  Closed System 31 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  Closed RyanJeff 22 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Closed Micro151 21 views 4 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Mac Quicken/Fidelity Investments Interface

  Closed Sparky8652 71 views 4 comments 1 point Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Holdings that have been sold still reflect in portfolio

  Closed System 21 views 5 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Transfers to investment accounts

  Answered fallen0047 21 views 1 comment 0 points Most recent by Quicken Carlos April 17Using Quicken on the Web
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  Securities are not reflecting accurate cost information when sold.

  Answered Closed pianolady 52 views 5 comments 0 points Most recent by Quicken Anja April 17Investing (Mac)
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  Fidelity Downloaded Transactions Not Matching

  micdif 467 views 41 comments 0 points Most recent by Quicken Alyssa April 15Errors and Troubleshooting (Windows)
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  Reconciling Fidelity investment accounts online cash does not have a value

  uscfan75 189 views 18 comments 0 points Most recent by Quicken Laura April 15Registers & Transactions (Mac)
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  How to properly record 401(k) contributions from paycheck while using a connected investment account

  Answered ✓ sneff30 83 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)
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  Error in categorizing option writing transactions in Fidelity Accounts

  Closed HarryM 31 views 6 comments 0 points Most recent by Quicken Kristina April 14Errors and Troubleshooting (Windows)
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  Pro-tip: If Quicken is acting weird with a new E*TRADE transfer, just give it a few days

  auga 23 views 1 comment 0 points Most recent by Quicken Kristina April 13Download, Add/Update Accounts (Windows)
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  My Comcast Stock account no longer allows MiscIncX

  Answered Courtenay 33 views 3 comments 0 points Most recent by Quicken Carlos April 13Registers & Transactions (Windows)
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  selecting reconcile from holdings in investment account fails - navigation canceled

  jswafa 62 views 7 comments 0 points Most recent by jswafa April 13Errors and Troubleshooting (Windows)
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Under Consideration f0445780 1.8K views 40 comments 57 points Most recent by Jim_Harman April 12Investments
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  New JP Morgan Investment accounts are not being added

  Answered Closed LJDM 23 views 4 comments 0 points Most recent by Quicken Alyssa April 12Download, Add/Update Accounts (Mac)
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  Add Unit Gross Price and Unit Cost to the Capital Gains Report

  System 22 views 4 comments 0 points Most recent by jacobs April 11Investing (Windows)