Investments

Discussion List

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  _UnrlzdGain not appearing in net worth/account balance reports

  Answered Closed Jon_sacks 256 views 25 comments 0 points Most recent by Jon_sacks June 2024Reports (Windows)
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  Investment account Holdings and Summary Totals don't match

  Closed bob@9 333 views 7 comments 0 points Most recent by bob@9 June 2024Investing (Windows)
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  Learning the Investment Module

  Answered ✓ Closed Elaine2 201 views 6 comments 0 points Most recent by Tom Young June 2024Investing (Windows)
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  How to establish a new Direct Connect connection to Fidelity Investments?

  Answered ✓ Closed Q97 1.2K views 6 comments 0 points Most recent by Q97 June 2024Investing (Windows)
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  Securities Mismatch Flub

  Closed Rich 102 views 7 comments 0 points Most recent by q_lurker June 2024Investing (Windows)
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  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 481 views 28 comments 8 points Most recent by q_lurker June 2024Investments
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  Finding largest gain/loss per day for investments

  Answered Closed MichaelCortese 101 views 8 comments 0 points Most recent by MichaelCortese June 2024Reports (Windows)
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  Tracking Roth and Traditional contributions in one retirement account

  Closed jwillis84 795 views 15 comments 0 points Most recent by Jim_Harman June 2024Investing (Windows)
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  Continued Duplication of security names

  Closed fp 202 views 8 comments 0 points Most recent by q_lurker June 2024Errors and Troubleshooting (Windows)
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  All my investment transactions since early January 2024 have disappeared--how do I get them back?

  Answered ✓ Closed John16 351 views 11 comments 0 points Most recent by [Deleted User] June 2024Registers & Transactions (Windows)
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  Return calculation by Lot, not just Position

  Closed ewoldde9 222 views 13 comments 1 point Most recent by Jim_Harman May 2024Investing (Windows)
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  CLOSED 5/30/24 Thrivent Financial $0 Balance when Adding Investment Accounts

  Quicken Anja 181 views 3 comments 0 points Most recent by Quicken Anja May 2024Alerts, Online Banking & Known Product Issues
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  S-Corp shares cost basis adjustment

  Answered ✓ Closed Everett 61 views 5 comments 0 points Most recent by Everett May 2024Investing (Windows)
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  Government backed securities

  Closed Airship56 51 views 7 comments 0 points Most recent by NotACPA May 2024Investing (Mac)
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  Switched from QWin to QMac; imported QXF file and an investment account now has a negative balance

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina May 2024Investing (Mac)
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  Investment Purchase Not Updating Cash Balance

  Closed limowreck 91 views 4 comments 0 points Most recent by NotACPA May 2024Investing (Windows)
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  After TDA/Schwab conversion

  Closed dog-1 111 views 10 comments 0 points Most recent by Quicken Kristina May 2024Registers & Transactions (Windows)
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  Worldwide quotes

  Closed Eddy De Backer 41 views 4 comments 1 point Most recent by Quicken Kristina May 2024Investing (Windows)
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  Quicken showing wrong stock price

  Answered Closed JoetheGoalie38 131 views 3 comments 0 points Most recent by JoetheGoalie38 May 2024Download, Add/Update Accounts (Windows)
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  How to record a security exchange: AIGPX to AZNIX

  Closed Darrel 71 views 4 comments 0 points Most recent by Quicken Kristina May 2024Investing (Windows)
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  Migrate Investing Accounts from HSBC to RBC (edit)

  Answered Closed BeeGeeWeeGee 51 views 3 comments 0 points Most recent by q_lurker May 2024Investing (Windows)
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 762 views 13 comments 37 points Most recent by [Deleted User] May 2024Budget and Planning Tools
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  The Community Meetup- April 2024 Edition

  Quicken Janean 8.9K views 3 comments 0 points Most recent by Darran_AUS May 2024The Community Meetup Newsletter