Investments

Discussion List

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  Bug?? Inconsistent cash balance reported between 2 Quicken views

  Closed RedCab 687 views 31 comments 0 points Most recent by UKR April 2025Investing (Windows)
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  How to include loss on investment?

  Closed Paul Yelk 194 views 3 comments 0 points Most recent by Jim_Harman April 2025Investing (Windows)
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  Schwab 401K - Imported funds showing as "Unidentified Securities"

  Closed Jamieson22 225 views 4 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Windows)
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  Why is the "Daily Gain/Loss" greyed out and set to $0.00?

  Closed Perry Smith 63 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Mac)
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  Updated to Build 27.1.62.16: Quicken MANDATED CHANGE from STOCK SYMBOL to Legal name

  Closed TooManyNicknames 659 views 13 comments 3 points Most recent by Quicken Kristina April 2025Investing (Windows)
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  I don't want to add additional information on stock transactions

  Closed bcollinsmn 63 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Download transactions from TradeStation

  Closed gbbodel 121 views 1 comment 0 points Most recent by Quicken Anja April 2025Investing (Windows)
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  Quicken hangs when I tried to stop a quote update [edited]

  Answered Closed buckeyejim 98 views 3 comments 0 points Most recent by Boatnmaniac April 2025Errors and Troubleshooting (Windows)
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  Finding old stock records

  Closed breace2 190 views 6 comments 0 points Most recent by Quicken Jasmine April 2025Registers & Transactions (Windows)
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  Recording Return of Capital Adj

  Answered Closed Arctic Hare 177 views 3 comments 0 points Most recent by [Deleted User] April 2025Investing (Windows)
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  CLOSED 4/14/25 $0 Balance Display Issue for Lincoln Financial Institutions

  Closed Quicken Anja 252 views 4 comments 1 point Most recent by Quicken Kristina April 2025Alerts, Online Banking & Known Product Issues
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  Investment account balances are double what they should be

  Answered Closed clufster 407 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
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  UPDATE 4/8/25 Thrift Savings Plan $0 Balance when Adding Investment Accounts

  Quicken Anja 1.1K views 4 comments 1 point Most recent by Quicken Jasmine April 2025Alerts, Online Banking & Known Product Issues
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  Mutal Fund Pricing a Day Late

  Answered Closed rdv 374 views 8 comments 0 points Most recent by NotACPA April 2025Investing (Windows)
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  Export Investment account to Import in a different Quicken file

  Answered Closed jhg 389 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
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  How do you recommend handling purchase of bitcoin? Investment or Account?

  Answered ✓ Closed K-Bob 564 views 7 comments 0 points Most recent by jmsimon68 April 2025Registers & Transactions (Windows)
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  New Investment Columns

  Reviewed Steve29 152 views 2 comments 12 points Most recent by jacobs April 2025Investments