Investments

Discussion List

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  Update changed investment accounts to simple

  Answered ✓ Closed SomebodyInGNV 704 views 4 comments 1 point Most recent by CharleyInWA January 2022Investing (Windows)
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  How do I change my email address for "Notifications" received about my Invenstment accounts?

  Answered ✓ Closed revans8014 162 views 2 comments 0 points Most recent by revans8014 January 2022Investing (Windows)
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  Is there a way to add a note to any security/ticker?

  Answered Closed Doug_Trager 53 views 9 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
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  Placeholder Transaction in 401(k) Account

  Answered ✓ Closed Austin@ 232 views 5 comments 0 points Most recent by jacobs January 2022Investing (Mac)
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  Simple vs Complete Investing

  Answered Closed QWMax 2.5K views 11 comments 0 points Most recent by richard werbin January 2022Investing (Windows)
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  How Fix Charles Schwab Investment Balance

  Closed Dee R 71 views 1 comment 0 points Most recent by Tom Young January 2022Investing (Windows)
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  Account Bar investment market value wrong compared to Broker

  Closed sjmauger 362 views 6 comments 0 points Most recent by sjmauger January 2022Investing (Windows)
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  Incorrect Categorization of Schwab Downloads

  Closed decl 71 views 2 comments 0 points Most recent by decl January 2022Registers & Transactions (Mac)
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  "Return %" column for Investing Page not properly updating for 2022 Activity

  Closed pgavon 101 views 10 comments 0 points Most recent by Sherlock January 2022Investing (Windows)
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  How am I doing with my investments for the last 12 months?

  Answered Closed tim.rohrer1 111 views 5 comments 0 points Most recent by tim.rohrer1 January 2022Investing (Mac)
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  Net worth over time report mystery mismatch

  Closed nhuddleston 151 views 8 comments 0 points Most recent by jasonp_austin January 2022Reports (Mac)
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  Randomly losing old needed price quote history data in Quicken Windows Subscription

  Answered Closed rakon107 145 views 8 comments 0 points Most recent by rakon107 January 2022Errors and Troubleshooting (Windows)
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  Transfers of equities between Schwab accounts do not show up

  Answered Closed George 72 views 6 comments 0 points Most recent by George January 2022Registers & Transactions (Mac)
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  Cash balance incorrect. Cannot correct it.

  Closed sheldonreis 340 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Windows)
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  Any problems with quicken for Mac matching checks with Investment account instead of checks

  Answered Closed toms123 31 views 8 comments 0 points Most recent by UKR January 2022Download, Add/Update Accounts (Mac)
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  Is there a way to connect to HSA Investor account in UMB from Quicken?

  Answered Closed suepfister 134 views 2 comments 0 points Most recent by Jim_Harman January 2022Investing (Windows)
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  Year-End Download from American Century (Pershing system) error.

  Closed jvprice6 41 views 0 comments 0 points Most recent by jvprice6 January 2022Investing (Windows)
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Answered ✓ Closed DJW 342 views 6 comments 0 points Most recent by DJW January 2022Investing (Windows)
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  Re-categorize an asset?

  Answered Closed hyyqckn 101 views 3 comments 0 points Most recent by Quicken Jared January 2022Investing (Mac)
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  Duplicate Post Error - This Thread Can be Deleted.

  Gilley7997 13 views 0 comments 0 points Most recent by Gilley7997 January 2022Investing (Windows)
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  New Investing Accounts have Transactions grayed out

  Answered Closed hyyqckn 91 views 5 comments 0 points Most recent by hyyqckn January 2022Investing (Mac)
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  Adding investment account downloads incorrect fund (Just 1, of 14)

  LeeG 12 views 0 comments 0 points Most recent by LeeG January 2022Registers & Transactions (Windows)
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  Why I can't connect to Schwab at all now?

  Answered Closed NSR 134 views 4 comments 0 points Most recent by jobworker January 2022Download, Add/Update Accounts (Mac)
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  Quicken crashes when I try to add second Vanguard account

  Answered dock55 214 views 5 comments 0 points Most recent by Quicken Alyssa January 2022Download, Add/Update Accounts (Windows)
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  Investment Account Error Correction

  Answered Closed KCBDurfee 52 views 1 comment 0 points Most recent by Jim_Harman January 2022Registers & Transactions (Windows)
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  Investment transactions downloaded from Ameritrade

  Closed Jack (Cracker) 51 views 1 comment 0 points Most recent by markvs January 2022Investing (Windows)