Investments

Discussion List

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  NJ Best 429 Plan

  Answered Closed TCPSBC 30 views 2 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Windows)
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  same security download 8X; How to delete 7 of them w/o spending hours?

  Closed MineQuicknot 32 views 2 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Mac)
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  Navigation to the webpage was cancelled

  Closed gwforit 97 views 7 comments 1 point Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)
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  The "Return (%) YTD" numbers are missing / not correct / out of date in Portfolio Views [edited]

  Closed pgavon 163 views 11 comments 0 points Most recent by pgavon April 26Investing (Windows)
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  Auto Connect Sync with Banks - verification process

  Closed Creator1933 34 views 3 comments 1 point Most recent by CaliQkn April 25Download, Add/Update Accounts (Mac)
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  Vanguard problem

  Closed RS9 82 views 5 comments 0 points Most recent by Quicken Kristina April 25Investing (Mac)
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  Allow Symbol to be added in View/Columns in Tax Reports

  Reviewed KenC 8 views 0 comments 1 point Started by KenC April 25 Product Enhancements
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  Sell Bond Transaction

  Reviewed MikeP 16 views 0 comments 1 point Started by MikeP April 25 Investments
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  Trouble downloading information from Equitable Advisors

  Answered Closed jbplum 761 views 5 comments 0 points Most recent by FernandoP April 24Download, Add/Update Accounts (Windows)
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  Accurate Asset Classes

  Closed usnavy1610 33 views 1 comment 0 points Most recent by jacobs April 24Investing (Mac)
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  How to enter RSU released which differs from vested amount?

  Answered Closed harry askenazi 52 views 3 comments 0 points Most recent by mshiggins April 24Investing (Windows)
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  Vanguard Accounts keep reverting to simple tracking method - SOLVED

  Closed Milehigh5280 352 views 13 comments 0 points Most recent by arlingpj April 23Errors and Troubleshooting (Windows)
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  CLOSED 4/23/25 John Hancock Retirement Plan Services - FDP-102 / CC-502

  Closed Quicken Kristina 680 views 3 comments 1 point Most recent by Quicken Anja April 23Alerts, Online Banking & Known Product Issues
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  How to Adjust Cost Basis of Investment

  Answered Closed JCOldSchool 41 views 2 comments 0 points Most recent by Jim_Harman April 23Investing (Windows)
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  How can I set up an account for a fixed single premium annuity?

  Answered ✓ Closed b.a.teller 112 views 7 comments 0 points Most recent by Quicken Jasmine April 22Download, Add/Update Accounts (Windows)
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  Invesco 16503 Error

  Closed GIWalt 321 views 31 comments 1 point Most recent by AZCoder1959 April 22Download, Add/Update Accounts (Mac)
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  Fiduciary Trust International

  Closed GreggSGonsalves 26 views 1 comment 0 points Most recent by Quicken Anja April 22Download, Add/Update Accounts (Mac)
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  Support for price update for Canadian Depositary Receipts

  Under Consideration rogerhlho 281 views 15 comments 21 points Most recent by Quicken Kristina April 21Investments
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  Bug?? Inconsistent cash balance reported between 2 Quicken views

  Closed RedCab 433 views 31 comments 0 points Most recent by UKR April 21Investing (Windows)
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  Cash Account added to VOYA ??

  Closed dmurad53 160 views 20 comments 0 points Most recent by dmurad53 April 20Download, Add/Update Accounts (Mac)
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  How to include loss on investment?

  Closed Paul Yelk 75 views 3 comments 0 points Most recent by Jim_Harman April 20Investing (Windows)
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  Schwab 401K - Imported funds showing as "Unidentified Securities"

  Closed Jamieson22 90 views 4 comments 0 points Most recent by Quicken Jasmine April 20Errors and Troubleshooting (Windows)
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  Why is the "Daily Gain/Loss" greyed out and set to $0.00?

  Closed Perry Smith 38 views 1 comment 0 points Most recent by Quicken Anja April 19Investing (Mac)
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  Updated to Build 27.1.62.16: Quicken MANDATED CHANGE from STOCK SYMBOL to Legal name

  Closed TooManyNicknames 219 views 13 comments 3 points Most recent by Quicken Kristina April 18Investing (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Closed Don Awalt 1.6K views 71 comments 0 points Most recent by TonyD April 17Download, Add/Update Accounts (Windows)
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  I don't want to add additional information on stock transactions

  Closed bcollinsmn 30 views 1 comment 0 points Most recent by Quicken Anja April 16Investing (Windows)
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  Download transactions from TradeStation

  Closed gbbodel 32 views 1 comment 0 points Most recent by Quicken Anja April 16Investing (Windows)
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  Vanguard Transaction detail for Quicken Mac

  Closed LindaE 1.3K views 39 comments 0 points Most recent by T73 April 16Errors and Troubleshooting (Mac)
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  US Bancorp Investments connection

  Closed totogirl 25 views 1 comment 0 points Most recent by Quicken Kristina April 15Download, Add/Update Accounts (Mac)
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  Vanguard opens up Direct Connect, However

  Closed msgchef 126 views 2 comments 0 points Most recent by Quicken Kristina April 15Registers & Transactions (Mac)