Investments

Discussion List

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  Fidelity brokerage cash transactions not downloading II

  Closed Peter Goergen 137 views 3 comments 0 points Most recent by Quicken Laura October 4Download, Add/Update Accounts (Windows)
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  Want closing prices, not aftermarket prices

  Answered ✓ Closed halomoto 132 views 2 comments 0 points Most recent by halomoto October 3Investing (Windows)
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  Unable to get data for Schwab 401k

  Closed Scott 357 views 16 comments 0 points Most recent by Quicken Kristina October 2Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch

  Closed John Patriarca 191 views 5 comments 0 points Most recent by John Patriarca October 2Download, Add/Update Accounts (Windows)
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  Why is Quicken stock page calculating daily stock profit or loss in a stock I have no shares in?

  Answered Closed Goat locker 56 views 1 comment 0 points Most recent by Sceptic October 1Errors and Troubleshooting (Windows)
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  Fidelity's Elan Visa download does not balance to Quicken until around 2:00 PM download cut off time

  Closed FOURWINN95 70 views 1 comment 0 points Most recent by Quicken Alyssa October 1Errors and Troubleshooting (Windows)
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  Combined two IRA brokerage accounts into one

  Answered Closed jjrichards 266 views 8 comments 0 points Most recent by Quicken Carlos October 1Download, Add/Update Accounts (Mac)
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  make it possible to write and print checks from a brokerage account (IRA)

  Reviewed mgottfredson 569 views 13 comments 8 points Most recent by Chris_QPW September 30Investments
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  Quicken Classic for Mac: Add display option for "cash management" account show in Checking

  Reviewed eichmat 42 views 0 comments 1 point Started by eichmat September 30 Community Improvement Suggestions
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  Voya FDP-105

  Closed System 117 views 3 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Mac)
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  UBS OneStep Update

  Answered Closed Pat Marshall 351 views 12 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Windows)
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  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 191 views 6 comments 11 points Most recent by mtn_living September 28Investments
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  Return fixed income style box to Portfolio x-ray

  Reviewed rattytom 157 views 5 comments 10 points Most recent by rattytom September 28Product Enhancements
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  E*Trade (now Morgan Stanley) only support Simple Investment

  Closed Howard Hoffman 1.1K views 34 comments 0 points Most recent by Quicken Kristina September 27Download, Add/Update Accounts (Windows)
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  How to deal with investment asset transfers between brokerage accounts?

  Answered ✓ Closed Will Fiveash 452 views 12 comments 0 points Most recent by Will Fiveash September 26Investing (Mac)
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  Mismatch of Fidelity Funds, how to fix?

  Answered Closed Smokey7422 256 views 6 comments 0 points Most recent by Quicken Anja September 25Investing (Windows)
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  Wells Fargo Issue

  Closed Joseph 421 views 14 comments 0 points Most recent by Quicken Levetta September 24Errors and Troubleshooting (Mac)
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  How to change the starting cash balance on an investment account for reconciliation?

  Answered Closed schraub 189 views 4 comments 0 points Most recent by Boatnmaniac September 24Registers & Transactions (Windows)
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  Error Connecting Acorns.com

  Closed JKurka 150 views 5 comments 0 points Most recent by Quicken Levetta September 23Errors and Troubleshooting (Windows)
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  2

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  Add Savings & Investment Goals and Progress Tracking to Quicken for Mac Budgets

  Reviewed Loveth 62 views 0 comments 2 points Started by Loveth September 23 Budget and Planning Tools
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  10

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  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 337 views 10 comments 10 points Most recent by gkading September 23Investments
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  duplicate downloaded transactions from Charles Schwab accounts

  Closed jimkaze 188 views 7 comments 0 points Most recent by Quicken Kristina September 22Download, Add/Update Accounts (Windows)
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  How I fixed the issue of net worth reporting not matching sidebar Total amount

  Closed Will Fiveash 84 views 1 comment 1 point Most recent by Quicken Laura September 22Investing (Mac)
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  Ameriprise Accounts Not Updating Accurately

  Closed BryonC 121 views 5 comments 0 points Most recent by Quicken Kristina September 21Download, Add/Update Accounts (Mac)
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  Investments:buy category missing on a number of buy type transactions?

  Answered ✓ Closed Will Fiveash 158 views 4 comments 0 points Most recent by Will Fiveash September 21Investing (Mac)
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  Baird account no longer downloading transactions

  Answered Closed rick.m650 196 views 8 comments 0 points Most recent by Quicken Kristina September 20Download, Add/Update Accounts (Mac)