Investments

Discussion List

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  Closing out prior investment account

  Answered Closed ValBak 86 views 12 comments 0 points Most recent by [Deleted User] March 2024Download, Add/Update Accounts (Windows)
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  Exchange shares within Roth IRA from one mutual fund to another

  Closed paul16 117 views 2 comments 0 points Most recent by paul16 March 2024Investing (Windows)
• 
  Empower QFX missing data

  Closed daddyaboo- 134 views 2 comments 0 points Most recent by mshiggins March 2024Errors and Troubleshooting (Mac)
• 
  Market Value doesn't match reality, how to adjust? [Edited]

  Answered Closed wbr1000 748 views 12 comments 0 points Most recent by [Deleted User] March 2024Investing (Windows)
• 
  Some investment account balances are double

  Closed System 204 views 10 comments 0 points Most recent by Quicken Kristina March 2024Investing (Mac)
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  Problem Updating 401(k) Holdings

  Answered Closed No Nonsense 109 views 3 comments 0 points Most recent by Quicken Kristina March 2024Investing (Windows)
• 
  Ally Bank Investments not downloading

  Answered Closed margin5 335 views 10 comments 0 points Most recent by Quicken Jasmine March 2024Download, Add/Update Accounts (Windows)
• 
  More Significant Dashboard Challenges / Problems

  Closed JoelC 85 views 3 comments 0 points Most recent by JoelC March 2024All Things Canadian (Windows)
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  how to prevent return of capital transaction type from changing cash balance?

  Closed questionsforever 43 views 2 comments 0 points Most recent by questionsforever March 2024All Things Canadian (Windows)
• 
  ETrade Finally Working

  Closed Eric_S 72 views 0 comments 0 points Most recent by Eric_S March 2024Investing (Mac)
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  Schwab Reinvest Shares Transactions?

  Answered Closed andyptaylor 143 views 4 comments 0 points Most recent by jacobs March 2024Investing (Mac)
• 
  Bonds are not appearing on Portfolio X-Ray

  Answered ✓ Closed vladinator 215 views 2 comments 0 points Most recent by [Deleted User] March 2024Investing (Windows)
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  GIC and Stated Interest Rate % - Quicken Deluxe Canada on Windows

  Answered Closed DWPeg 365 views 9 comments 0 points Most recent by Chris_QPW March 2024All Things Canadian (Windows)
• 
  No investment account balances

  Answered Closed bob@bene 45 views 3 comments 0 points Most recent by Quicken Kristina March 2024Download, Add/Update Accounts (Mac)
• 
  How to auto-download older transactions in checking linked to brokerage??

  Closed mushrmary 119 views 3 comments 0 points Most recent by mshiggins March 2024Download, Add/Update Accounts (Windows)
• 
  Portfolio Value report allows column selection, but not interval selection

  Closed wtd60 31 views 2 comments 0 points Most recent by wtd60 March 2024Reports (Windows)
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  Trying to import Vanguard 401(K) transactions

  Closed Michael Rosen 81 views 2 comments 0 points Most recent by mshiggins February 2024Investing (Windows)
• 
  Account losing $30,000 when updating

  Answered Closed pmugavero 75 views 6 comments 0 points Most recent by pmugavero February 2024Errors and Troubleshooting (Windows)
• 
  Android App and Exchange rates

  Closed crazyal 129 views 11 comments 0 points Most recent by crazyal February 2024Using the Mobile App
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  Best Practices for tracking Private Equity?

  Closed acloudman 864 views 11 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
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  Withdrawal transactions revert to older values after entry

  Closed fggates 24 views 2 comments 0 points Most recent by fggates February 2024Errors and Troubleshooting (Windows)
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  No Wells Fargo Advisors transactions downloaded for February 16, 2024

  Closed GermanBlueRam 104 views 5 comments 0 points Most recent by Quicken Kristina February 2024Download, Add/Update Accounts (Windows)
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  Report to see the transaction date and date acquired for security

  Answered Closed Photohex 150 views 9 comments 0 points Most recent by Photohex February 2024Investing (Windows)
• 
  Any way to import CSV investing transactions - but ?

  Answered Closed Michael Rosen 681 views 6 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)