Investments

Discussion List

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  Schwab is downloading transactions with wrong date

  Closed jlgg 431 views 13 comments 1 point Most recent by mosesk November 2024Errors and Troubleshooting (Mac)
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  Investments View is not diplaying Titles/Labels for all columns

  Answered ✓ Closed YukonSun 161 views 10 comments 0 points Most recent by YukonSun November 2024Investing (Windows)
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  How do you set up an annuity in Quicken?

  Answered ✓ Closed JimDB 1.5K views 7 comments 0 points Most recent by skeleton567 November 2024Download, Add/Update Accounts (Windows)
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  VaIidating causes some Report transaction detail for transfers to show zero amounts

  Closed Jim_Harman 142 views 2 comments 0 points Most recent by Jim_Harman November 2024Reports (Windows)
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  Quicken suddenly quit updating mutual fund and stock quotes.

  Closed Scotsman 431 views 16 comments 0 points Most recent by Pat Marshall November 2024Download, Add/Update Accounts (Windows)
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  Vanguard Mutual Funds not updating properly

  Closed System 141 views 5 comments 0 points Most recent by Jim_Harman November 2024Investing (Windows)
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  Problem After Transferring Shares Between Accounts

  Answered ✓ Closed cwmeier 111 views 4 comments 0 points Most recent by cwmeier November 2024Investing (Windows)
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  QMac Capital Gains Estimator Tool a great planning tool for wash sales and charitable gifts

  Closed MontanaKarl 51 views 1 comment 1 point Most recent by MontanaKarl November 2024Investing (Mac)
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  Fidelity NetBenefits Downloads Doubling Value amount still a Problem after a year

  Closed !henrisahut 162 views 2 comments -1 point Most recent by Quicken Jasmine November 2024Investing (Windows)
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  Transactions tab is grayed out in IRA account

  Answered ✓ Closed roadsterfoodie 272 views 6 comments 0 points Most recent by Boatnmaniac November 2024Investing (Mac)
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  Today my Investments tab only shows my brokerage accounts, no retirement accounts are shown.

  Closed skthwaite 81 views 3 comments 0 points Most recent by jacobs November 2024Investing (Mac)
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  Merged: Security entry blows up showing all previous as MiscExp

  Closed Klhansen 21 views 0 comments 0 points Most recent by UKR November 2024Errors and Troubleshooting (Windows)
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  Stock transfer between accounts

  Closed milester2 51 views 1 comment 1 point Most recent by Rocket J Squirrel November 2024Investing (Windows)
• 
  INDEXES * 2nd Post *

  Closed dsmith5010 1 view 0 comments 0 points Most recent by dsmith5010 November 2024Investing (Windows)
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  All-Currency Portfolio

  Closed Ploooplooo 81 views 2 comments 0 points Most recent by Ploooplooo November 2024Investing (Mac)
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  Morningstar x-ray nine-box display

  Closed GW 61 views 2 comments 0 points Most recent by Jim_Harman November 2024Investing (Windows)
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  Quotes not downloading

  Closed cbc1952 141 views 1 comment 0 points Most recent by Quicken Kristina November 2024Investing (Windows)
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  I've sold stock out of my401k Cash Amt shows "N/A"

  Answered ✓ Closed Dave Richardson 44 views 2 comments 0 points Most recent by Dave Richardson November 2024Investing (Windows)
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  VEXAX, VDIGX & DIS

  Closed carterrc 31 views 2 comments 0 points Most recent by carterrc November 2024Download, Add/Update Accounts (Windows)
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  Why do I have to manually type in cash balance when reconciling?

  Answered ✓ Closed nerdindenial 782 views 13 comments 0 points Most recent by Boatnmaniac November 2024Download, Add/Update Accounts (Windows)
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  How do I convert my investment account back to 'complete' transaction entry.

  Answered Closed asc 183 views 4 comments 0 points Most recent by Boatnmaniac November 2024Installing and Updating (Windows)
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  add an income column in the portfolio view (Q Mac)

  Closed jnussb9328 21 views 1 comment 0 points Most recent by Quicken Jasmine November 2024Investing (Mac)
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  Savings Goal Process

  Closed mfelmlee 71 views 0 comments 0 points Most recent by mfelmlee November 2024Budgeting and Planning Tools (Windows)