Investments

Discussion List

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  Quicken Stopped Connecting with RBC Wealth Management [Edited]

  Answered Closed MBurtschi 41 views 4 comments 0 points Most recent by Quicken Anja March 21Errors and Troubleshooting (Windows)
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  Add Security Symbols to Investment Performance Reports

  Reviewed Fjw1015 15 views 0 comments 2 points Started by Fjw1015 March 21 Reports
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  Ability to add Portfolio Value report information to Dashboard [Edited]

  Reviewed barryi 44 views 4 comments 1 point Most recent by barryi March 20Reports
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  Vanguard transactions not downloading

  System 112 views 13 comments 0 points Most recent by Quicken Kristina March 20Download, Add/Update Accounts (Windows)
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  Force Same colors for same asset classes across multiple investment charts

  parulsaxena999 32 views 2 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  Closed System 21 views 5 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

  Answered Daffy Duck 96 views 5 comments 0 points Most recent by Quicken Carlos March 20Errors and Troubleshooting (Mac)
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  Wells Fargo Securities Users

  bbumbarger 33 views 4 comments 0 points Most recent by bbumbarger March 20Download, Add/Update Accounts (Windows)
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  Being able to create new categories for Stocks

  Reviewed LOJM_AdminJim 15 views 1 comment 1 point Most recent by UKR March 19Reports
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  Vanguard Download CHANGE?

  Nick S. in Denver 75 views 5 comments 0 points Most recent by Quicken Kristina March 17Registers & Transactions (Windows)
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  Downloads for Fidelity Cash Management include Core Position transactions

  compusol 64 views 4 comments 0 points Most recent by Quicken Kristina March 17Download, Add/Update Accounts (Mac)
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  Quicken will not link accounts with Schwab

  Closed Herkdrvr 90 views 9 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)
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  How to add deposit in brokerage account

  Answered Closed wdperkins 38 views 5 comments 0 points Most recent by Quicken Kristina March 13Registers & Transactions (Mac)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 44 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
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  Correcting Price History

  Closed slewkowicz 55 views 4 comments 0 points Most recent by Quicken Anja March 13Investing (Windows)
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  Fidelity Brokerage Accounts Not Updating Since March 2- CC-601

  Closed cliffordsweet 41 views 3 comments 0 points Most recent by Quicken Alyssa March 12Download, Add/Update Accounts (Windows)
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  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 1.6K views 22 comments 35 points Most recent by drjah March 12Manage Accounts and Transactions
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  account security price import from a CSV file stopped working

  Answered Closed AlanCF 31 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
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  Cash transactions not available in IRA accounts (Single Mutual Fund = NO)

  Answered Closed jhg 33 views 1 comment 0 points Most recent by Tom Young March 12Investing (Windows)
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  Recording shares in a new investment

  Closed QuickPeter 45 views 4 comments 0 points Most recent by QuickPeter March 12Investing (Mac)
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  US Bank - US Bankcord Advisors issue

  Closed AllanM 160 views 16 comments 0 points Most recent by AllanM March 11Download, Add/Update Accounts (Windows)
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  Ability to transfer cross- or multi-listed stocks directly between accounts

  New tmuirhead 21 views 1 comment 1 point Most recent by Chris_QPW March 10Investments
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  Fidelity HSA - No Downloaded Transactions

  Closed System 11 views 2 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  Closed gabes 63 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
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  Fidelity download issues 3-3-26

  Closed berryjt 301 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)
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  Error connecting when setting up Fidelity accounts

  Closed lgt 36 views 1 comment 0 points Most recent by Quicken Kristina March 9Registers & Transactions (Mac)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Closed Bill Gulledge 76 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Unable to enter investment transaction / Quicken version R66-26

  Answered Closed Ram 22 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
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  Certificate of Deposit Maturity

  Closed Retired Banker 31 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)
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  Case Number Ticket ID Ticket ID":"12003415 - THIS PROBLEM HAS NOT BEEN FIXED

  Closed dsclove 44 views 2 comments 0 points Most recent by Quicken Kristina March 8Download, Add/Update Accounts (Mac)