Investments

Discussion List

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  Fidelity Investment and Banking accounts missing transactions

  Closed Kurt Knudson 56 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  Cant Connect to Invesco

  Closed LGB25 88 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  Capital Call not working

  Answered Closed pab1 58 views 4 comments 0 points Most recent by Quicken Anja March 2025Investing (Windows)
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  Issue Downloading Security Transactions

  Closed BRETTB 56 views 5 comments 0 points Most recent by BRETTB March 2025Errors and Troubleshooting (Windows)
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  Investment Returns (Q Win, edited)

  Closed Gary R 558 views 33 comments 0 points Most recent by Gary R March 2025Investing (Windows)
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  Why don't imported transactions from QMac show in QWin Report (Dividends)

  Answered Closed Zoolook 145 views 7 comments 0 points Most recent by Chris_QPW March 2025Investing (Mac)
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  Return % Year to Date---Register

  Closed Gary R 198 views 13 comments 0 points Most recent by Gary R March 2025Investing (Windows)
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  Include Custom Assets When Rebalancing Portfolio

  Closed snowmp 34 views 1 comment 0 points Most recent by Quicken Kristina March 2025Investing (Windows)
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  garbage characters displayed in reallocation (QW)

  Closed SomebodyInGNV 106 views 6 comments 0 points Most recent by SomebodyInGNV March 2025Errors and Troubleshooting (Windows)
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  Charles Schwab Accounts not downloading transactions

  Closed BridgeTwnSmith 539 views 5 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Issue with the Withdraw function in Investing accounts

  Closed gary.tynes 105 views 1 comment 1 point Most recent by Jim_Harman March 2025Investing (Windows)
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  missing the edit transaction function

  Answered ✓ Closed Charlie@ 150 views 6 comments 0 points Most recent by Boatnmaniac March 2025Investing (Windows)
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  Is there a way to change asset class information for stocks in bulk and not just one at a time

  Answered ✓ Closed Larry Woodbridge 184 views 4 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  double posting Investment transactions

  Closed leonard kearney 35 views 1 comment 0 points Most recent by UKR March 2025Investing (Windows)
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  How do I remove the cents from being displayed (e.g, show $1,000 versus $1,000.25)?

  Answered ✓ Closed gwforit 101 views 2 comments 0 points Most recent by gwforit March 2025Investing (Windows)
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  Exclude unvested RSU from account total

  Closed RPC102 48 views 2 comments 3 points Most recent by Quicken Kristina March 2025Investing (Mac)
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  Short term basis incorrect on sale

  Answered Closed funkws 147 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)
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  One step updates from Vanguard, can't add to register

  Closed Dale3 237 views 10 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
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  Specify Lots issue with Gain Loss Column size

  Closed David Luckadoo 82 views 5 comments 0 points Most recent by David Luckadoo March 2025Registers & Transactions (Windows)
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  Problem with balancing Chase Manage Brokerage Account

  Closed Gary Lee Ashford 336 views 5 comments 0 points Most recent by Gary Lee Ashford March 2025Download, Add/Update Accounts (Windows)
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  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 119 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)