Investments

Discussion List

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  Placeholder entries hidden or corrupted? - Vanguard account

  Closed Ted P 224 views 8 comments 0 points Most recent by Jim_Harman April 2025Errors and Troubleshooting (Windows)
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  Category assignment for income/dividends

  Closed stevewi 212 views 2 comments 0 points Most recent by jacobs April 2025Investing (Mac)
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  Navigation to the webpage was cancelled

  Closed gwforit 350 views 7 comments 1 point Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
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  The "Return (%) YTD" numbers are missing / not correct / out of date in Portfolio Views [edited]

  Closed pgavon 467 views 11 comments 0 points Most recent by pgavon April 2025Investing (Windows)
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  Vanguard problem

  Closed RS9 124 views 5 comments 0 points Most recent by Quicken Kristina April 2025Investing (Mac)
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  Accurate Asset Classes

  Closed usnavy1610 53 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)
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  How to enter RSU released which differs from vested amount?

  Answered Closed harry askenazi 158 views 3 comments 0 points Most recent by mshiggins April 2025Investing (Windows)
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  Vanguard Accounts keep reverting to simple tracking method - SOLVED

  Closed Milehigh5280 1.1K views 13 comments 0 points Most recent by arlingpj April 2025Errors and Troubleshooting (Windows)
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  CLOSED 4/23/25 John Hancock Retirement Plan Services - FDP-102 / CC-502

  Closed Quicken Kristina 739 views 3 comments 1 point Most recent by Quicken Anja April 2025Alerts, Online Banking & Known Product Issues
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  How to Adjust Cost Basis of Investment

  Answered Closed JCOldSchool 252 views 2 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  Bug?? Inconsistent cash balance reported between 2 Quicken views

  Closed RedCab 642 views 31 comments 0 points Most recent by UKR April 2025Investing (Windows)
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  How to include loss on investment?

  Closed Paul Yelk 170 views 3 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  Schwab 401K - Imported funds showing as "Unidentified Securities"

  Closed Jamieson22 202 views 4 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Windows)
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  Why is the "Daily Gain/Loss" greyed out and set to $0.00?

  Closed Perry Smith 52 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Mac)
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  Updated to Build 27.1.62.16: Quicken MANDATED CHANGE from STOCK SYMBOL to Legal name

  Closed TooManyNicknames 599 views 13 comments 3 points Most recent by Quicken Kristina April 2025Investing (Windows)
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  I don't want to add additional information on stock transactions

  Closed bcollinsmn 54 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Download transactions from TradeStation

  Closed gbbodel 110 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Windows)