Investments

Discussion List

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  Add Register filters to Investment Accounts

  Reviewed fciani 12 views 0 comments 3 points Started by fciani May 21 Display/UI
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  App developer for financial institution looking for API for integration to Quicken products.

  Answered cheapshot2002 79 views 6 comments 0 points Most recent by markus1957 May 20Download, Add/Update Accounts (Windows)
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  See next - Fidelity Account Balance Incorrect

  Answered wdh 42 views 1 comment 0 points Most recent by NotACPA May 20Investing (Windows)
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  How to turn on Estimated Income column in Quicken Mac

  Answered John L1 43 views 3 comments 0 points Most recent by Jon May 20Investing (Mac)
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  Missing Crypto Symbol

  Answered checkyourmirrors 103 views 7 comments 0 points Most recent by swterami May 20Investing (Mac)
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  Security list updating a nightmare

  fciani 134 views 9 comments 0 points Most recent by Quicken Alyssa May 20Investing (Windows)
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  Two accounts in Schwab

  crescere 22 views 2 comments 0 points Most recent by Quicken Kristina May 19Download, Add/Update Accounts (Windows)
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  Can't create multiple Empower Retirement accounts in Quicken

  Terry Lemons 33 views 2 comments 0 points Most recent by Quicken Kristina May 19Download, Add/Update Accounts (Windows)
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  Can't remove/sell FDRXX (Money Market) position in one IRA account

  tyberius 39 views 2 comments 0 points Most recent by Quicken Kristina May 19Errors and Troubleshooting (Windows)
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  Quicken updates and reauthorizations cause problems

  Closed JeffMacQkn 75 views 4 comments 1 point Most recent by Quicken Kristina May 19Errors and Troubleshooting (Mac)
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  One Step Update claims there are transactions, but I don't see them

  Closed System 51 views 5 comments 0 points Most recent by Quicken Kristina May 19Download, Add/Update Accounts (Windows)
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  Register display format changed and is blank

  Union79 63 views 4 comments 0 points Most recent by Quicken Kristina May 19Investing (Windows)
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  Tracking Mutual Funds Failing in Quicken Business & Personal

  Answered AMP61 157 views 5 comments 0 points Most recent by Quicken Laura May 19All Things Canadian (Windows)
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  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Under Consideration M C Crockett 5.4K views 102 comments 165 points Most recent by Tom Bonner May 18Investments
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  Both securities are resolving to the same underlying entry

  Closed gbr1000 57 views 6 comments 0 points Most recent by Quicken Carlos May 18Registers & Transactions (Windows)
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  Fidelity bond purchases download incorrectly

  Closed Murs01 44 views 4 comments 0 points Most recent by Quicken Alyssa May 18Download, Add/Update Accounts (Windows)
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  Add Ability to Remove Cash From Portfolio Value and Cost Basis Graphs

  Reviewed Ken From Evans GA 12 views 0 comments 3 points Started by Ken From Evans GA May 17 Investments
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  Delete cash position from Portfolio Value Versus Cost Basis Graphs

  Closed Ken From Evans GA 114 views 4 comments 0 points Most recent by Quicken Kristina May 17Investing (Mac)
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  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 225 views 22 comments 11 points Most recent by jdparker225 May 17Investments
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  ESPP Exercise & Double Counting of MiscInc - Ordinary Income

  Answered ✓ Closed TerrenceT 35 views 2 comments 0 points Most recent by Quicken Kristina May 16Investing (Windows)
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  New Asset Classes: Private Credit & Private Equity [Edited]

  Reviewed brkant 11 views 0 comments 1 point Started by brkant May 16 Product Enhancements
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  Should Fidelity CMA be working now?

  Closed CousinBruce 48 views 4 comments 0 points Most recent by CousinBruce May 16Download, Add/Update Accounts (Mac)
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  Merrill Investment Transactions Removing Commission Fee

  Closed MangoMan 13 views 1 comment 0 points Most recent by Quicken Kristina May 15Download, Add/Update Accounts (Windows)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.4K views 26 comments 29 points Most recent by yongc May 15Investments