Investments

Discussion List

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  Bought with Transferred Funds not Working

  Closed jslim1999 604 views 24 comments 0 points Most recent by jslim1999 August 2025Errors and Troubleshooting (Windows)
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  Why does one of my funds not show up in portfolio view?

  Answered Closed Malto 46 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Model Wash Sale of Schwab Mutual Fund

  Closed BSabolik 72 views 3 comments 0 points Most recent by BSabolik August 2025Investing (Windows)
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  Merrill Update for Connection Method Changes Settings

  Closed MangoMan 291 views 11 comments 0 points Most recent by MangoMan August 2025Registers & Transactions (Windows)
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  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 265 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Portfolio Amounts Doubled

  Closed LMoore 42 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Mac)
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  How delete multiple investment transactions?

  Answered Closed rteasda 224 views 5 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Adding an Auto (Asset) 1 year after the purchase - to LINK or NOT?

  Closed juanboy2k 86 views 5 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  Return of capital entry does not reduce cost basis of a stock

  Answered Closed counter 123 views 3 comments 0 points Most recent by counter August 2025Investing (Mac)
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  Investment goal report over time?

  Answered Closed FletchF15 32 views 3 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 388 views 12 comments 0 points Most recent by cyberphile August 2025Download, Add/Update Accounts (Windows)
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  Fidelity What is the best way to fix hidden Balancing Cash Adjustment?

  Answered ✓ Closed DericRock 111 views 1 comment 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  Fidelity investments, One step update Setup

  Closed MGB 318 views 6 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  Having trouble setting up a Wealthscape account for download

  Closed Hopeless_Diamond 118 views 3 comments 0 points Most recent by Quicken Anja August 2025Investing (Windows)
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  Merged: Fidelity 401(k) quit downloading...

  Closed Pilotbum 11 views 0 comments 0 points Most recent by Pilotbum August 2025Investing (Windows)
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  Can We Get a Running List of Problems and Fixes RE: ML and Fidelity EWC+ Transitions?

  Closed mrzookie 493 views 6 comments 6 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch after reauthorization

  Closed jefflock 274 views 10 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Nothing works after Merrill Lynch reauthorization

  Closed System 64 views 2 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Vanguard - 1 of 4 accounts not updating in One Step Update

  Closed rattytom 361 views 7 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Up
  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 1.1K views 23 comments 32 points Most recent by mwada August 2025Reports
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  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 74 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Return of Capital does not adjust cost basis

  Closed elmo 82 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)