Investments

Discussion List

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  Withdrawal txns in brokerage accts require entry twice

  Closed 25+YrUser 62 views 2 comments 0 points Most recent by Quicken Kristina January 2025Registers & Transactions (Windows)
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  Incorrect Vanguard holdings reported by Quicken Mac

  Answered Closed FI Wizard 412 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 196 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 73 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 1.3K views 18 comments 0 points Most recent by Boatnmaniac January 2025Errors and Troubleshooting (Windows)
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  Investment Account - Complete vs. Simple

  Answered Closed MSStateDawg 920 views 6 comments 0 points Most recent by Boatnmaniac January 2025Investing (Windows)
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  Investment Quote Server Down?

  Closed BryanK 94 views 3 comments 0 points Most recent by Paddy January 2025Errors and Troubleshooting (Windows)
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  How can I do a "Sell All" of a stock in investments? (Q Mac)

  Answered ✓ Closed gregneg 250 views 5 comments 0 points Most recent by Chris_QPW January 2025Investing (Mac)
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  7. Prompt on name mismatch – Merck (MRK) renamed to MELI MercadoLibre Inc

  Closed John_L 32 views 2 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Download fidelity accounts (cryptocurrency)

  Answered ✓ Closed rolahr 239 views 6 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  R60 issues with Investment number of shares

  Answered Closed tigr_ldy 53 views 3 comments 0 points Most recent by Boatnmaniac January 2025Errors and Troubleshooting (Windows)
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  Can not see gain/loss when selecting lots

  Closed dandy48 32 views 1 comment 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  Investment Register View

  Answered Closed krinaker 210 views 3 comments 0 points Most recent by krinaker January 2025Registers & Transactions (Windows)
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  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Closed mikek753b 215 views 10 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
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  Quicken automatically changes some Cover Short transactions into Bought transactions.

  Closed System 33 views 2 comments 0 points Most recent by Quicken Jasmine January 2025Investing (Windows)
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  lost transactions in the holdings list

  Answered Closed rclark174 23 views 3 comments 0 points Most recent by rclark174 January 2025Investing (Windows)
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  8 decimal precision problems in Quicken Classic Premier

  Answered Closed Stevarooni 83 views 2 comments 0 points Most recent by Stevarooni January 2025Investing (Windows)
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  how to track a YieldStreet investment

  Answered Closed Wiley Won 72 views 4 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 110 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)