Investments

Discussion List

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  did Vanguard Admiral share conversion and downloaded goofy transaction.

  Answered Closed corndog638 78 views 3 comments 0 points Most recent by corndog638 January 2025Investing (Windows)
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  What tax lines should be used in and out for Schwab Equity Account.

  Answered Closed 19randyowen59 99 views 7 comments 0 points Most recent by 19randyowen59 January 2025Investing (Windows)
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  CLOSED 1/24/25 Allianzlife - $0 Investment Balance

  Quicken Kristina 203 views 3 comments 0 points Most recent by Quicken Janean January 2025Alerts, 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 554 views 4 comments 0 points Most recent by Brewpounders January 2025Download, 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 84 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
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  Issue with some of my VOYA accounts not updating

  Closed dmurad53 399 views 6 comments 1 point Most recent by Quicken Kristina January 2025Errors 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 559 views 23 comments 0 points Most recent by Chris_QPW January 2025Registers & Transactions (Windows)
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Closed FSUgrad1979 257 views 6 comments 0 points Most recent by FSUgrad1979 January 2025Investing (Windows)
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  Category or Theme lists

  Closed MylesC4 63 views 2 comments 0 points Most recent by Jim_Harman January 2025Investing (Mac)
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  Dividend Reinvest - Stock reports as Stock Split

  Closed BRETTB 100 views 5 comments 0 points Most recent by BRETTB January 2025Errors and Troubleshooting (Windows)
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  Is it possible to manually add an existing security to a different existing investment account?

  Answered Closed SAB0779 188 views 5 comments 0 points Most recent by SAB0779 January 2025Investing (Windows)
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  CLOSED 1/15/25 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

  Quicken Anja 153 views 3 comments 0 points Most recent by Quicken Anja January 2025Alerts, Online Banking & Known Product Issues
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  Quicken Classic: How to add Roth Crypto account with AltoIRA, no online updates

  Answered Closed mushrmary 36 views 1 comment 0 points Most recent by NotACPA January 2025Download, Add/Update Accounts (Windows)
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  Withdrawal txns in brokerage accts require entry twice

  Closed 25+YrUser 68 views 2 comments 0 points Most recent by Quicken Kristina January 2025Registers & Transactions (Windows)
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  My IRA account is not coming down when trying to Add Account

  Closed cfauvel 172 views 3 comments 0 points Most recent by cfauvel January 2025Download, Add/Update Accounts (Windows)
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  Incorrect Vanguard holdings reported by Quicken Mac

  Answered Closed FI Wizard 359 views 11 comments 0 points Most recent by FI Wizard January 2025Investing (Mac)
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  OL-220-A Error on only Fidelity accounts after transfer from Mac to Windows

  Closed jdsebo15 178 views 5 comments 0 points Most recent by Quicken Kristina January 2025File Conversion and Backup (Windows)
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  Move mutual fund into its own separate account

  Closed System 64 views 4 comments 0 points Most recent by budi January 2025Investing (Windows)
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  Selecting a money market fund to not be a security in an investment account [Edited]

  Answered Closed S Singer 1.1K views 18 comments 0 points Most recent by Boatnmaniac January 2025Errors and Troubleshooting (Windows)