Investments

Discussion List

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  Accurate Asset Classes

  Closed usnavy1610 43 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)
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  How to enter RSU released which differs from vested amount?

  Answered Closed harry askenazi 95 views 3 comments 0 points Most recent by mshiggins April 2025Investing (Windows)
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  Vanguard Accounts keep reverting to simple tracking method - SOLVED

  Closed Milehigh5280 883 views 13 comments 0 points Most recent by arlingpj April 2025Errors and Troubleshooting (Windows)
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  CLOSED 4/23/25 John Hancock Retirement Plan Services - FDP-102 / CC-502

  Closed Quicken Kristina 702 views 3 comments 1 point Most recent by Quicken Anja April 2025Alerts, Online Banking & Known Product Issues
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  How to Adjust Cost Basis of Investment

  Answered Closed JCOldSchool 186 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  How can I set up an account for a fixed single premium annuity?

  Answered ✓ Closed b.a.teller 445 views 7 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
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  Bug?? Inconsistent cash balance reported between 2 Quicken views

  Closed RedCab 475 views 31 comments 0 points Most recent by UKR April 2025Investing (Windows)
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  How to include loss on investment?

  Closed Paul Yelk 107 views 3 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  Schwab 401K - Imported funds showing as "Unidentified Securities"

  Closed Jamieson22 143 views 4 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Windows)
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  Why is the "Daily Gain/Loss" greyed out and set to $0.00?

  Closed Perry Smith 41 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Mac)
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  Updated to Build 27.1.62.16: Quicken MANDATED CHANGE from STOCK SYMBOL to Legal name

  Closed TooManyNicknames 363 views 13 comments 3 points Most recent by Quicken Kristina April 2025Investing (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Closed Don Awalt 1.9K views 71 comments 0 points Most recent by TonyD April 2025Download, Add/Update Accounts (Windows)
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  I don't want to add additional information on stock transactions

  Closed bcollinsmn 36 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Download transactions from TradeStation

  Closed gbbodel 72 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Quicken hangs when I tried to stop a quote update [edited]

  Answered Closed buckeyejim 54 views 3 comments 0 points Most recent by Boatnmaniac April 2025Errors and Troubleshooting (Windows)
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  Finding old stock records

  Closed breace2 81 views 6 comments 0 points Most recent by Quicken Jasmine April 2025Registers & Transactions (Windows)
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  Lifetime Planner and hidden investment accounts

  Closed Ed Mooney 173 views 10 comments 0 points Most recent by Quicken Jasmine April 2025Budgeting and Planning Tools (Windows)
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  Recording Return of Capital Adj

  Answered Closed Arctic Hare 94 views 3 comments 0 points Most recent by [Deleted User] April 2025Investing (Windows)
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  CLOSED 4/14/25 $0 Balance Display Issue for Lincoln Financial Institutions

  Closed Quicken Anja 170 views 4 comments 1 point Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
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  Investment account balances are double what they should be

  Answered Closed clufster 311 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
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  Crypto price updates stopped working, plus development ideas for crypto price, tax, chart services

  Quicknator 135 views 0 comments 1 point Most recent by Quicknator April 2025Investments
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  ETRADE Express WEB COnnect

  Answered Closed YoJimbo 108 views 10 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)