Investments

Discussion List

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  Cash balance on investment portfolio doesn't match register

  Closed David15 276 views 8 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Security is not showing the correct market value in the Portfolio Screen

  Closed G37Driver 50 views 2 comments 0 points Most recent by G37Driver January 2025Investing (Windows)
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  did Vanguard Admiral share conversion and downloaded goofy transaction.

  Answered Closed corndog638 105 views 3 comments 0 points Most recent by corndog638 January 2025Investing (Windows)
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  What tax lines should be used in and out for Schwab Equity Account.

  Answered Closed 19randyowen59 171 views 7 comments 0 points Most recent by 19randyowen59 January 2025Investing (Windows)
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  CLOSED 1/24/25 Allianzlife - $0 Investment Balance

  Quicken Kristina 233 views 3 comments 0 points Most recent by Quicken Janean January 2025Alerts, Online Banking & Known Product Issues
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  Roth 401(k) account not listed for after-tax deduction on paycheck: A workaround

  Closed nick.koch 98 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
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  Issue with some of my VOYA accounts not updating

  Closed dmurad53 477 views 6 comments 1 point Most recent by Quicken Kristina January 2025Errors and Troubleshooting (Windows)
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  Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

  Answered Closed Bilwit 733 views 23 comments 0 points Most recent by Chris_QPW January 2025Registers & Transactions (Windows)
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Closed FSUgrad1979 333 views 6 comments 0 points Most recent by FSUgrad1979 January 2025Investing (Windows)
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  Dividend Reinvest - Stock reports as Stock Split

  Closed BRETTB 162 views 5 comments 0 points Most recent by BRETTB January 2025Errors and Troubleshooting (Windows)
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  Is it possible to manually add an existing security to a different existing investment account?

  Answered Closed SAB0779 253 views 5 comments 0 points Most recent by SAB0779 January 2025Investing (Windows)
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  CLOSED 1/15/25 Coinbase - Bitcoin Wallet-$0 Balance when Adding Investment Accounts

  Quicken Anja 191 views 3 comments 0 points Most recent by Quicken Anja January 2025Alerts, Online Banking & Known Product Issues