Investments

Discussion List

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  Is there a way to track a Note and an Annuity?

  Answered Closed Garyhill56 72 views 4 comments 0 points Most recent by Garyhill56 February 2022Investing (Mac)
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  Sorting by Payees Using All Characters

  Closed FlyerFran 41 views 4 comments 0 points Most recent by Chris_QPW February 2022Registers & Transactions (Windows)
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  Simple Investing still does not work for Schwab customers

  Closed Judyrb 41 views 1 comment 0 points Most recent by Judyrb February 2022Investing (Windows)
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  How to enter non-stock investment in Quicken?

  Closed Robert Armani 93 views 3 comments 0 points Most recent by Robert Armani February 2022Investing (Windows)
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  How do you handle a merger transaction in Quicken for Mac?

  Answered ✓ Closed Geo H 295 views 3 comments 0 points Most recent by Geo H February 2022Registers & Transactions (Mac)
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  when manually inputting IRA sales transactions within a mutual fund to the sweep account,

  Answered ✓ Closed Dave Boyd 31 views 3 comments 0 points Most recent by Frankx February 2022Registers & Transactions (Windows)
• 
  Schwab accounts missing money fund records

  Closed bbrain59 476 views 11 comments 0 points Most recent by Pat445 February 2022Download, Add/Update Accounts (Mac)
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  How should I set up retirement income in Quicken Deluxe

  Closed jeff.hecht 570 views 4 comments 0 points Most recent by jacobs February 2022Registers & Transactions (Mac)
• 
  Issue with YTD Return Percentage Calculation as of 2/1/22 - Investments

  Closed pgavon 111 views 5 comments 0 points Most recent by Jim_Harman February 2022Errors and Troubleshooting (Windows)
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  Setting up existing Fidelity NetBenefits 401k

  Answered Closed Katherine Jones 1K views 11 comments 0 points Most recent by Frankx February 2022Investing (Windows)
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  Why are my Fidelity statements (for bonds) inconsistent with my Quicken holdings?

  Answered ✓ Closed Jay2456 86 views 5 comments 0 points Most recent by Boatnmaniac February 2022Download, Add/Update Accounts (Windows)
• 
  Vanguard Settlement Fund bank transfers and dividends

  Closed Robhawaii 367 views 1 comment 0 points Most recent by Robhawaii February 2022Registers & Transactions (Mac)
• 
  Reconcile Shares => report of missing shares that aren't missing

  Closed maryh777 231 views 3 comments 0 points Most recent by DaveC February 2022Registers & Transactions (Windows)
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  Investment Brokerage Setup Not Providing Correct Balances

  Closed JoeFQV 94 views 0 comments 0 points Most recent by JoeFQV February 2022Investing (Mac)
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  My Quicken will no longer allow detailed tracking for my TD Ameritrade Institutional Investments

  Answered ✓ Closed Gilbert@ 1.1K views 4 comments 0 points Most recent by Quicken Paloma February 2022Investing (Mac)
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  CUSIP & Stock Splits

  Closed thansen 283 views 2 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
• 
  Crypto Prices in QMAC

  Closed Robert Lynch 152 views 0 comments 0 points Most recent by Robert Lynch January 2022Investing (Mac)
• 
  How do you enter a CD/Annuity account into Q? [Edited]

  Answered Closed EEProf 34 views 3 comments 1 point Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)
• 
  Does anyone know how to pull data from Ohio STRS into Quicken?

  Answered Closed Beaver Lodge 27 views 1 comment 0 points Most recent by Quicken Jared January 2022Investing (Mac)
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  Investment Account Market Securities Value not matching Holdings Value

  Closed rugged 332 views 5 comments 1 point Most recent by rugged January 2022Investing (Windows)
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  deleted Schwab accounts keep coming back somehow

  Closed VinceSkahan 207 views 16 comments 0 points Most recent by VinceSkahan January 2022Errors and Troubleshooting (Mac)
• 
  Charles Schwab Bonds Show Incorrect Share

  Announcement Quicken Anja 564 views 0 comments 2 points Most recent by Quicken Anja January 2022Announcements
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  Switch money market fund back from cash to mutual fund?

  Answered Closed TomG1955 935 views 6 comments 0 points Most recent by Rocket J Squirrel January 2022Investing (Windows)
• 
  reconciling stock splits

  Answered ✓ Closed MonorailGold 134 views 2 comments 0 points Most recent by MonorailGold January 2022Investing (Mac)
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  How do I print out a mortgage schedule? (Q Mac)

  Answered Closed buccoleri 102 views 2 comments 0 points Most recent by jacobs January 2022Budgeting and Planning Tools (Mac)
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  Custodial to Custodial IRA Transfer by Check

  Closed HJR 51 views 3 comments 0 points Most recent by bmciance January 2022Investing (Windows)
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  How to handle Fidelity 401k account with before and after tax sources?

  Answered Closed mikek753b 211 views 7 comments 0 points Most recent by Jim_Harman January 2022Download, Add/Update Accounts (Windows)