Investments

Discussion List

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  ETrade / Morgan Stanley conversion and rounding of share lots

  Closed meeotch 853 views 15 comments 3 points Most recent by LouDernosek September 2023Investing (Windows)
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  Quicken Performance Improvement Clearing Standby Memory

  Closed basimmer 168 views 0 comments 0 points Most recent by basimmer September 2023Errors and Troubleshooting (Windows)
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  How to enter CoverShort on an Assigned CALL

  Closed ftcnative 106 views 1 comment 0 points Most recent by Tom Young September 2023Investing (Windows)
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  delete a single erroneous placeholder entry

  Closed dmoore24 65 views 4 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
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  Why would my Schwab accounts show as deleted after syncing?

  Answered Closed WET2Tiger 53 views 5 comments 0 points Most recent by Quicken Kristina September 2023Errors and Troubleshooting (Windows)
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  Can't connect to Merrill Lynch Investments

  Closed StevenG210 805 views 5 comments 0 points Most recent by StevenG210 September 2023Errors and Troubleshooting (Windows)
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  My renewal is not reflected in Quicken

  Closed Danielle Dallaire 124 views 5 comments 0 points Most recent by Boomerang September 2023All Things Canadian (Windows)
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  How can I rearrange the order of columns in investment accounts.

  Answered Closed saberman 108 views 4 comments 0 points Most recent by saberman September 2023Registers & Transactions (Windows)
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  Missing Account

  Closed Bill2VA 159 views 6 comments 0 points Most recent by volvogirl September 2023Download, Add/Update Accounts (Windows)
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  Setting up a retirement account on Mac

  Answered ✓ Closed OHCelt 124 views 3 comments 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Mac)
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  Problem importing accounts

  Answered ✓ Closed ljonas 316 views 7 comments 0 points Most recent by ljonas September 2023Investing (Windows)
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  edward jones money market account not showing cash value

  Closed lmsandling 32 views 1 comment 0 points Most recent by Quicken Kristina September 2023Errors and Troubleshooting (Windows)
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  Not downloading full 403b account investments at Fidelity

  Closed tonyber 165 views 11 comments 0 points Most recent by Quicken Jasmine September 2023Errors and Troubleshooting (Mac)
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  Can’t get this stock - tse:Yamz (edit)

  Closed hackenv2 53 views 2 comments 0 points Most recent by hackenv2 September 2023All Things Canadian (Mac)
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  Multiple RSU Grants for same stock broken?

  Answered ✓ Closed to_the_penny 63 views 1 comment 0 points Most recent by to_the_penny September 2023Investing (Windows)
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  How to go back to a previous version of Quicken Canada (edit)

  Closed Danielle Dallaire 391 views 14 comments 0 points Most recent by Danielle Dallaire September 2023All Things Canadian (Windows)
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  ESOG (Employee Stock Option Grant). Cannot edit Expire Date (N/A) - Greyed out

  Closed MDD 27 views 1 comment 0 points Most recent by Quicken Kristina September 2023Registers & Transactions (Windows)
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  Quicken locks up when downloading. Support said the max data file size is 200MB. Is that true?

  Closed JSM 46 views 1 comment 0 points Most recent by mshiggins September 2023Download, Add/Update Accounts (Windows)
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  CVS Stock Purchase Won't display in Portfolio (edit)

  Closed Admitt 74 views 12 comments 0 points Most recent by Rocket J Squirrel September 2023Investing (Windows)
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  Etrade ESPP account not available to add

  Closed blnh 63 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Windows)
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  Netbenefits 401(k) download cash source

  Closed Dave493 13 views 1 comment 0 points Most recent by Quicken Kristina September 2023Download, Add/Update Accounts (Windows)
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  I see Quicken can keep track of Bonds but that is not an account type? Why not?

  Closed Jeff76 344 views 8 comments 0 points Most recent by Jim_Harman September 2023Investing (Windows)
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  How does Quicken calculate the cost basis?

  Answered ✓ Closed Ed Vigdor 1K views 11 comments 0 points Most recent by Tom Young September 2023Investing (Mac)
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  Account Setup: Directly Held Individual Stocks

  Answered Closed pbmartin 120 views 3 comments 0 points Most recent by UKR September 2023Investing (Windows)