Investments

Discussion List

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  Fixing lots entered incorrectly

  Answered Closed Caden 58 views 2 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
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  Will quicken download Morgan Stanley Miscellaneous Income transactions

  Answered Closed jaherhold 169 views 1 comment 0 points Most recent by Tom Young June 2023Investing (Windows)
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  Why Validate complains about RSU future-dated investment transaction? how to address this?

  Answered Closed mikek753b 35 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
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  Quicken Deluxe - Securities

  Answered ✓ Closed Caden 52 views 4 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
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  Alliant Credit Union Update Fails CC-800

  Closed neil154 103 views 4 comments 0 points Most recent by Quicken Jasmine June 2023Download, Add/Update Accounts (Windows)
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  Changing account numbers in Merrill, Lynch

  Answered Closed Xander 145 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
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  How to configure Treasury Bill to track it correctly in Tax Planner?

  Answered Closed mikek753b 517 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
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  Vanguard Cash Plus Account Handling

  Closed Shannon M M 2.6K views 16 comments 0 points Most recent by Tom Young June 2023Download, Add/Update Accounts (Windows)
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  Missing transactions in reconcile

  Answered Closed Havanahooligan 56 views 3 comments 0 points Most recent by NotACPA June 2023Errors and Troubleshooting (Windows)
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  how transfer one stock held in 2 Schwab accounts into one Schwab account in Quicken

  Answered ✓ Closed John_L 46 views 1 comment 0 points Most recent by Jim_Harman June 2023Investing (Windows)
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  CalPERS Supplemental Income Plan (Voya) not downloading transactions

  Closed jdmcmah 44 views 1 comment 0 points Most recent by Quicken Jasmine June 2023Download, Add/Update Accounts (Mac)
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  How do I restore an investment account from an old backup?

  Closed david314 100 views 0 comments 0 points Most recent by david314 June 2023File Conversion and Backup (Windows)
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  E*Trade duplicating a security

  Closed TheLuckBox 21 views 0 comments 0 points Most recent by TheLuckBox June 2023Errors and Troubleshooting (Mac)
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  Synchronize individual accounts from an institution

  Closed dcmm14 13 views 1 comment 0 points Most recent by Quicken Kristina June 2023Investing (Mac)
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  Merged: Nationwide 401k not displaying details

  hornickj 1 view 0 comments 0 points Most recent by hornickj June 2023Download, Add/Update Accounts (Mac)
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  Merged: Ameriprise Sync Error QCS-403-1

  MacUserPalmDesert 11 views 0 comments 0 points Most recent by MacUserPalmDesert June 2023Errors and Troubleshooting (Mac)
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  Fidelity Investments not downloading transactions

  Answered Closed aellenders 264 views 3 comments 0 points Most recent by aellenders June 2023Errors and Troubleshooting (Windows)
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  Wells Fargo Advisors Investment Accounts Crashing when Accepting Transactions

  Closed Dora123 62 views 4 comments 0 points Most recent by Dora123 June 2023Investing (Windows)
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  Graph randomly re-appear in Portfolio, even if closed before (Q Mac)

  Closed Gilles9 55 views 8 comments 0 points Most recent by Quicken Kristina June 2023Investing (Mac)
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  Can't add T to brokerage account. EasyAction cannot be applied to ESPP security type.

  Closed Jim13@ 26 views 3 comments 0 points Most recent by q_lurker June 2023Errors and Troubleshooting (Windows)
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  Search Investment Registers Only

  Closed jtgostars 34 views 3 comments 0 points Most recent by q_lurker June 2023Registers & Transactions (Windows)
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  Is anyone having trouble reconciling their brokerage accounts?

  Answered Closed alanna 45 views 2 comments 0 points Most recent by Jon June 2023Errors and Troubleshooting (Mac)