Investments

Discussion List

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  Short sales not handled correctly on import

  Closed wocruc 102 views 1 comment 0 points Most recent by Tom Young December 2024Investing (Windows)
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  Quicken recalculates basis of shares transferred between accounts

  Closed schmidtl4 233 views 6 comments 0 points Most recent by schmidtl4 December 2024Investing (Windows)
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  401(k) Transferred from Newport Group to Ascensus

  Closed Steady Red 212 views 3 comments 0 points Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Windows)
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  How does quicken Calculate the "Day Gain/Loss" Column shown in the "Portfolio View"

  Closed steve.wei 82 views 1 comment 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  Change 401(k)/403(b) account to include Roth contributions

  Closed paul16 335 views 8 comments 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
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  X Ray Analysis

  Answered Closed Haroldaccount 124 views 1 comment 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
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  Alerts Disappear When Bill & Income Reminders are Entered

  Closed bizbuyer 114 views 6 comments 0 points Most recent by Quicken Anja December 2024Download, Add/Update Accounts (Windows)
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  Inconsistent handling of expired options in Income by Security report

  Closed bmciance 101 views 5 comments 0 points Most recent by bmciance December 2024Reports (Windows)
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  Positive and negative amounts for same "cash" security in allocation report

  Answered markswot 62 views 4 comments 0 points Most recent by markswot December 2024Reports (Windows)
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  Portfolio showing incorrect number of shares

  Closed System 61 views 2 comments 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  After update to R60.15 Not Able to direct connect with my brokerage

  Answered ✓ Closed SteveTucker79 192 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
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  How to manage and track annuities in Quicken?

  Closed alexd 677 views 6 comments 0 points Most recent by alexd December 2024Download, Add/Update Accounts (Windows)
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  401k transaction import split up by source - is there a way to combine them?

  Closed Nalgas 22 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Registers & Transactions (Windows)
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  Investment transactions

  Closed John Nastasi 246 views 6 comments 0 points Most recent by John Nastasi December 2024Investing (Windows)
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  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Closed SeaSilver8 153 views 7 comments 2 points Most recent by SeaSilver8 December 2024Investing (Windows)
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  One Investment Account is Auto-executing the Reconcile Shares Command

  Answered kswan53 142 views 7 comments 0 points Most recent by kswan53 December 2024Investing (Windows)