Discussion List

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  Brokerage account not displaying my money market cash

  Answered Closed R Strax 161 views 7 comments 0 points Most recent by Boatnmaniac January 30Registers & Transactions (Mac)
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  Quicken Classic Premier for Mac and Vanguard

  Closed patrick 122 views 1 comment 1 point Most recent by Quicken Kristina January 28Investing (Mac)
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  Merrill Lynch Quicken for Mac Version 7.10.1 macOS 15.2

  Closed Lew104 42 views 1 comment 0 points Most recent by MauryJ January 28Download, Add/Update Accounts (Mac)
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  Merged: Mutual Fund Transfer / Placeholder Error Message

  Closed Odontolith 23 views 0 comments 0 points Most recent by Odontolith January 27Download, Add/Update Accounts (Windows)
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  Tracking a 401(k) loan in Quicken Classic for Mac

  Closed J. Holmes 47 views 3 comments 0 points Most recent by Quicken Kristina January 27Investing (Mac)
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  Security is not showing the correct market value in the Portfolio Screen

  Closed G37Driver 36 views 2 comments 0 points Most recent by G37Driver January 26Investing (Windows)
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  did Vanguard Admiral share conversion and downloaded goofy transaction.

  Answered Closed corndog638 32 views 3 comments 0 points Most recent by corndog638 January 26Investing (Windows)
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  What tax lines should be used in and out for Schwab Equity Account.

  Answered Closed 19randyowen59 91 views 7 comments 0 points Most recent by 19randyowen59 January 26Investing (Windows)
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  Selecting date after update

  Reviewed sgoldberg124 40 views 3 comments 1 point Most recent by Quicken Kristina January 26Product Enhancements
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  Investments held by a business

  Answered Closed EugeneM 24 views 2 comments 0 points Most recent by EugeneM January 25All Things Canadian (Windows)
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  Add the ability to copy Security symbols

  Reviewed dhanson 19 views 0 comments 1 point Started by dhanson January 25 Display/UI
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  CLOSED 1/24/25 Allianzlife - $0 Investment Balance

  Quicken Kristina 149 views 3 comments 0 points Most recent by Quicken Janean January 24Alerts, Online Banking & Known Product Issues
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  How do I add a new/additional account to an existing brokerage/investment company?

  Answered ✓ Closed Brewpounders 104 views 4 comments 0 points Most recent by Brewpounders January 23Download, Add/Update Accounts (Windows)
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  Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

  Closed nick.koch 52 views 1 comment 0 points Most recent by Quicken Jasmine January 22Errors and Troubleshooting (Windows)
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  Issue with some of my VOYA accounts not updating

  Closed dmurad53 106 views 6 comments 1 point Most recent by Quicken Kristina January 21Errors and Troubleshooting (Windows)
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  Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

  Answered Closed Bilwit 366 views 23 comments 0 points Most recent by Chris_QPW January 21Registers & Transactions (Windows)
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  Is there now support for (Fidelity) HSA accounts?

  Closed pbmsmit 229 views 15 comments 0 points Most recent by Brian Biggs January 20Download, Add/Update Accounts (Windows)
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Closed FSUgrad1979 97 views 6 comments 0 points Most recent by FSUgrad1979 January 19Investing (Windows)
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  Category or Theme lists

  Closed MylesC4 43 views 2 comments 0 points Most recent by Jim_Harman January 17Investing (Mac)
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  Alaska 529 bug?

  Answered Closed Shapquit 68 views 6 comments 0 points Most recent by jacobs January 16Errors and Troubleshooting (Mac)
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  Dividend Reinvest - Stock reports as Stock Split

  Closed BRETTB 59 views 5 comments 0 points Most recent by BRETTB January 16Errors and Troubleshooting (Windows)
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  Changing linked cash/checking accounts

  Reviewed gdhoffman7013 317 views 6 comments 3 points Most recent by Chris_QPW January 15Manage Accounts and Transactions
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  Is it possible to manually add an existing security to a different existing investment account?

  Answered Closed SAB0779 68 views 5 comments 0 points Most recent by SAB0779 January 15Investing (Windows)
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  memo field and linked checking

  Reviewed Jeanne 47 views 0 comments 1 point Started by Jeanne January 15 Product Enhancements
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  CLOSED 1/15/25 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

  Quicken Anja 135 views 3 comments 0 points Most recent by Quicken Anja January 15Alerts, Online Banking & Known Product Issues
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  Merged: Investor360 error15500

  Closed Mat Vega 27 views 0 comments 0 points Most recent by Mat Vega January 14Errors and Troubleshooting (Mac)
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  Update 401k Holdings

  Reviewed tg725 63 views 2 comments 2 points Most recent by Jon January 14Investments