Investments

Discussion List

• 
  How long after the domestic markets close should I do a one step update

  Closed Ellary Kahan 31 views 4 comments 0 points Most recent by NotACPA January 2025Download, Add/Update Accounts (Windows)
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  Cash balance on investment portfolio doesn't match register

  Closed David15 142 views 8 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Quicken Classic Mac (Version 8.0.1) Issues with 529 accounts

  Closed JoshyG 81 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Investing (Mac)
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  Brokerage account not displaying my money market cash

  Answered Closed R Strax 792 views 7 comments 0 points Most recent by Boatnmaniac January 2025Registers & Transactions (Mac)
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  Quicken Classic Premier for Mac and Vanguard

  Closed patrick 123 views 1 comment 1 point Most recent by Quicken Kristina January 2025Investing (Mac)
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  Merrill Lynch Quicken for Mac Version 7.10.1 macOS 15.2

  Closed Lew104 51 views 1 comment 0 points Most recent by MauryJ January 2025Download, Add/Update Accounts (Mac)
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  Tracking a 401(k) loan in Quicken Classic for Mac

  Closed J. Holmes 104 views 3 comments 0 points Most recent by Quicken Kristina January 2025Investing (Mac)
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  Merged: Mutual Fund Transfer / Placeholder Error Message

  Closed Odontolith 21 views 0 comments 0 points Most recent by Odontolith January 2025Download, Add/Update Accounts (Windows)
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  Security is not showing the correct market value in the Portfolio Screen

  Closed G37Driver 32 views 2 comments 0 points Most recent by G37Driver January 2025Investing (Windows)
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  did Vanguard Admiral share conversion and downloaded goofy transaction.

  Answered Closed corndog638 52 views 3 comments 0 points Most recent by corndog638 January 2025Investing (Windows)
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  What tax lines should be used in and out for Schwab Equity Account.

  Answered Closed 19randyowen59 94 views 7 comments 0 points Most recent by 19randyowen59 January 2025Investing (Windows)
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  1

  Up
  Selecting date after update

  Reviewed sgoldberg124 41 views 3 comments 1 point Most recent by Quicken Kristina January 2025Product Enhancements
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  Investments held by a business

  Answered Closed EugeneM 21 views 2 comments 0 points Most recent by EugeneM January 2025All Things Canadian (Windows)
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  CLOSED 1/24/25 Allianzlife - $0 Investment Balance

  Quicken Kristina 182 views 3 comments 0 points Most recent by Quicken Janean January 2025Alerts, Online Banking & Known Product Issues
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  How do I add a new/additional account to an existing brokerage/investment company?

  Answered ✓ Closed Brewpounders 454 views 4 comments 0 points Most recent by Brewpounders January 2025Download, Add/Update Accounts (Windows)
• 
  Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

  Closed nick.koch 75 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
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  Issue with some of my VOYA accounts not updating

  Closed dmurad53 313 views 6 comments 1 point Most recent by Quicken Kristina January 2025Errors and Troubleshooting (Windows)
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  Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

  Answered Closed Bilwit 482 views 23 comments 0 points Most recent by Chris_QPW January 2025Registers & Transactions (Windows)
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Closed FSUgrad1979 205 views 6 comments 0 points Most recent by FSUgrad1979 January 2025Investing (Windows)
• 
  Category or Theme lists

  Closed MylesC4 51 views 2 comments 0 points Most recent by Jim_Harman January 2025Investing (Mac)
• 
  Alaska 529 bug?

  Answered Closed Shapquit 71 views 6 comments 0 points Most recent by jacobs January 2025Errors and Troubleshooting (Mac)
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  Dividend Reinvest - Stock reports as Stock Split

  Closed BRETTB 76 views 5 comments 0 points Most recent by BRETTB January 2025Errors and Troubleshooting (Windows)
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  Is it possible to manually add an existing security to a different existing investment account?

  Answered Closed SAB0779 142 views 5 comments 0 points Most recent by SAB0779 January 2025Investing (Windows)
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  1

  Up
  memo field and linked checking

  Reviewed Jeanne 53 views 0 comments 1 point Most recent by Jeanne January 2025Product Enhancements
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  CLOSED 1/15/25 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

  Quicken Anja 142 views 3 comments 0 points Most recent by Quicken Anja January 2025Alerts, Online Banking & Known Product Issues