Investments

Discussion List

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  Custom Index/Fund - for alloc of 529 funds

  Closed harry askenazi 193 views 4 comments 1 point Most recent by Jim_Harman March 2022Investing (Windows)
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  Quicken BUG - keeps changing mortgage payment date

  Closed Beijing Mac 84 views 2 comments 0 points Most recent by Beijing Mac March 2022Registers & Transactions (Windows)
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  Anyone know how to update a stock or mutual fund price manually?

  Answered Closed gcamp3 56 views 2 comments 0 points Most recent by jacobs March 2022Investing (Mac)
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  Unable to create 401k account R39.23

  Closed akburgs 81 views 2 comments 0 points Most recent by Ps56k2 March 2022Investing (Windows)
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  Merged: Financial quotes and prices are not updating

  Mark R 21 views 0 comments 0 points Most recent by Mark R March 2022All Things Canadian (Windows)
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  budgeting dividends by individual security and account

  Answered Closed wiensken 71 views 6 comments 0 points Most recent by Sherlock March 2022Budgeting and Planning Tools (Windows)
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  Moving Finds from Tracked Account to Simple Account

  Answered ✓ Closed Craig R 31 views 1 comment 0 points Most recent by Quicken Jasmine March 2022Investing (Mac)
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  Mortgage reminder is off and updating it doesn't work

  Closed jdavis4docs 42 views 2 comments 0 points Most recent by Quicken Jared March 2022Paying Bills, Online Billers & Reminders (Windows)
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  How to report capital gains?

  Answered Closed MarkE 158 views 3 comments 0 points Most recent by MarkE March 2022Investing (Mac)
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  Options trades from my brokerage account and not updating properly for about the last year.

  Answered Closed Dennis L 61 views 4 comments 0 points Most recent by Quicken Jared March 2022Investing (Windows)
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  Merged: Quicken Mac 6.6.2 - Canadian Mutual Funds

  Closed mastuy01 71 views 0 comments 0 points Most recent by mastuy01 March 2022Download, Add/Update Accounts (Mac)
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  Structured notes

  Answered Closed traveler1 51 views 1 comment 0 points Most recent by Rocket J Squirrel March 2022Investing (Windows)
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  Schwab Online updates - cash withdrawals not working

  Closed tshattuck53 101 views 4 comments 0 points Most recent by tshattuck53 March 2022Download, Add/Update Accounts (Windows)
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  Investments are not showing or syncing to Mobile app or Web

  Closed debbeh 2.6K views 6 comments 0 points Most recent by Quicken Jasmine March 2022Investing (Mac)
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  "Resulting Value too big" on a stock purchase

  Answered Closed Golauren 41 views 1 comment 0 points Most recent by Frankx March 2022Investing (Windows)
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  Investment Withdrawal vs Misc Exp

  Answered Closed Catherine Shenoy 150 views 7 comments 0 points Most recent by Sherlock March 2022Investing (Windows)
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  EIDL Loan

  Answered Closed benb408 51 views 3 comments 0 points Most recent by NotACPA March 2022Business and Rental Property Tools (Windows)
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  Cannot have a 2nd security in my TFSA account (Q-HB 2015 CA) [Edited]

  Answered Closed GlenB 31 views 2 comments 0 points Most recent by GlenB March 2022Investing (Windows)
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  Investment Transaction - manual entry Problem

  Closed Chiplynne 73 views 7 comments 0 points Most recent by Chiplynne March 2022Investing (Windows)
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  Q Canada Updating quotes - does it download both US and CDN - missing only a few

  Closed brianbyers6 141 views 3 comments 0 points Most recent by Chris_QPW March 2022All Things Canadian (Windows)
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  Is there a way to get capital gains/losses split between short-term and long-term?

  Answered Closed wdhjr1 141 views 11 comments 0 points Most recent by wdhjr1 March 2022Investing (Windows)
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  Pershing Account - Pershing Government Account

  Closed Markc1024 1K views 1 comment 0 points Most recent by ScottyG March 2022Investing (Mac)
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  Investment Expense - Removing shares manually

  Closed Bpie123 41 views 2 comments 0 points Most recent by Tom Young March 2022Investing (Windows)
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  Reinvested dividends of Merrill Lynch

  Closed FL_Mel 42 views 1 comment 0 points Most recent by Quicken Jasmine March 2022Investing (Mac)
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  Would you consider I-Bonds as tax deferred?

  Answered Closed gogottliebs88 165 views 2 comments 0 points Most recent by gogottliebs88 March 2022Investing (Windows)