Investments

Discussion List

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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 93 views 6 comments 0 points Most recent by cls4 August 2024Questions about using the Community?
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  Every time I update Schwab, I have to revalidate the account

  Closed ghstudio 75 views 5 comments 1 point Most recent by Quicken Kristina August 2024Download, Add/Update Accounts (Windows)
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  Downloaded Security Prices are incorrect, but corrected a few days later

  Closed donotemailhere989 289 views 4 comments 0 points Most recent by donotemailhere989 August 2024Investing (Windows)
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  How do I record a corporate merger that results in a new combined company

  Closed LordKen2024 1.1K views 9 comments 0 points Most recent by WSC August 2024Registers & Transactions (Windows)
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  Problem adding an ETF security

  Closed deschenesjac 126 views 3 comments 0 points Most recent by Quicken Kristina August 2024Registers & Transactions (Windows)
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  Problem Connecting PNC Bank Investments to Quicken [Edited]

  Closed Jeff43@ 91 views 1 comment 0 points Most recent by Quicken Kristina August 2024Errors and Troubleshooting (Windows)
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  Merged: Brokerage accounts that are fully compatible with Quicken

  schmidtl4 31 views 0 comments 0 points Started by schmidtl4 August 2024 Investing (Windows)
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  Investment Transaction Not Recording Properly

  Answered Closed mattebury 13 views 2 comments 0 points Most recent by mattebury August 2024Investing (Mac)
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  Vanguard accounts transferred to Ascensus - When will downloaded updates from Ascensus be available

  Closed DSK55 1K views 18 comments 1 point Most recent by rcarpe2074 July 2024Download, Add/Update Accounts (Windows)
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  Resolved: Issue with Quicken connecting to NetXInvestor

  Closed pa_frazier 706 views 1 comment 0 points Most recent by Quicken Kristina July 2024Errors and Troubleshooting (Mac)
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  Janus not downloading

  Closed crescere 85 views 4 comments 0 points Most recent by Quicken Kristina July 2024Download, Add/Update Accounts (Windows)
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  Vanguard Mutual Fund Prices - One day late on the mobile app

  Closed Andrew Dubin 51 views 2 comments 0 points Most recent by Andrew Dubin July 2024Errors and Troubleshooting (Mobile)
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  Withdraw (payment) being changed to Deposit (cash transaction in investment account)

  Answered Closed jdigital 97 views 8 comments 0 points Most recent by Quicken Kristina July 2024Registers & Transactions (Windows)
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  Schwab Retirement Account Not Updating

  Closed GIWalt 172 views 2 comments 0 points Most recent by Quicken Jasmine July 2024Download, Add/Update Accounts (Mac)
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  Issue where a specific stock will not download quotes, nor can allow direct input of quotes

  Closed stt202 21 views 1 comment 0 points Most recent by NotACPA July 2024Investing (Windows)
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  Up
  Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)

  Reviewed PutterFlutters 735 views 24 comments 29 points Most recent by Bertilak July 2024Investments
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  Account 'sidebar' AND 'Investing' > 'Dashboard' error

  Closed Jeff Hendrickson 42 views 3 comments 0 points Most recent by Quicken Kristina July 2024Investing (Windows)
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  How to track private real estate investment?

  Closed mikek753b 254 views 12 comments 0 points Most recent by mikek753b July 2024Investing (Windows)
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  Quicken's 3rd party quote provider Issue for the stock quote "BITW"

  Closed eternalthe 205 views 5 comments 0 points Most recent by eternalthe July 2024Investing (Windows)
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  Investment download valuation is wrong

  Answered Closed webb1994 44 views 4 comments 0 points Most recent by clinc July 2024Investing (Mac)
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  Quicken frequently hangs when attempting to update Schwab accounts

  Closed System 11 views 3 comments 0 points Most recent by Quicken Kristina July 2024Download, Add/Update Accounts (Windows)
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  Can I delete and Restore all of my Broker Data

  Answered Closed Jim Wetzel 78 views 3 comments 0 points Most recent by Tom Young July 2024Download, Add/Update Accounts (Windows)