Investments

Discussion List

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  Fidelity Money Market account and cash balance problems

  Closed Bobalaska 31 views 1 comment 0 points Most recent by Quicken Laura April 20Errors and Troubleshooting (Mac)
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  "An unexpected error occurred, please try again later" error with TIAA

  Closed System 51 views 9 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Mac)
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  Schwab CC-501 error [Edited]

  Answered Closed Tman 21 views 4 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Windows)
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  Vanguard transaction download message "an Error has occurred"

  Closed Marvin2020 31 views 3 comments 0 points Most recent by Quicken Laura April 19Download, Add/Update Accounts (Windows)
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  Track Qualified Dividends

  Reviewed Ted Durant 31 views 2 comments 1 point Most recent by Chris_QPW April 19Product Enhancements
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  Net Amount Invested

  Reviewed loukas 32 views 0 comments 2 points Started by loukas April 19 Investments
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  Quicken add Fidelity acct stuck on "bank hosted sign-in page"

  Closed vlee194546 181 views 19 comments 0 points Most recent by vlee194546 April 18Download, Add/Update Accounts (Windows)
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  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 21 views 0 comments 1 point Started by BRETTB April 18 Ideas for Windows Classic
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  Does anyone else have problems downloading transactions and portfolio values from Schwab?

  Closed MishawakaKirk 133 views 12 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  As I try to continue reconciling Q Classic Cda to Excel

  Answered Closed Tealeaf3 161 views 7 comments 0 points Most recent by Quicken Kristina April 17All Things Canadian (Windows)
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  Merrill Lynch Holdings

  Answered Closed LordXerxes 51 views 6 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered Closed rama23 41 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  Closed FEC 301 views 20 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  Added a Fidelity investment account

  Answered Closed arauseo 31 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity investments double downloading transactions

  Closed System 32 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  Closed RyanJeff 21 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Closed Micro151 21 views 4 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Mac Quicken/Fidelity Investments Interface

  Closed Sparky8652 71 views 4 comments 1 point Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Holdings that have been sold still reflect in portfolio

  Closed System 21 views 5 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Transfers to investment accounts

  Answered Closed fallen0047 22 views 1 comment 0 points Most recent by Quicken Carlos April 17Using Quicken on the Web
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  Securities are not reflecting accurate cost information when sold.

  Answered Closed pianolady 51 views 5 comments 0 points Most recent by Quicken Anja April 17Investing (Mac)
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  Fix assumptions report that includes wrong investments

  Reviewed IzzyPWD 11 views 0 comments 2 points Started by IzzyPWD April 16 Budget and Planning Tools
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  Fidelity Downloaded Transactions Not Matching

  Closed micdif 481 views 41 comments 0 points Most recent by Quicken Alyssa April 15Errors and Troubleshooting (Windows)
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  How to properly record 401(k) contributions from paycheck while using a connected investment account

  Answered ✓ Closed sneff30 103 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)
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  Error in categorizing option writing transactions in Fidelity Accounts

  Closed HarryM 31 views 6 comments 0 points Most recent by Quicken Kristina April 14Errors and Troubleshooting (Windows)
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  Pro-tip: If Quicken is acting weird with a new E*TRADE transfer, just give it a few days

  Closed auga 22 views 1 comment 0 points Most recent by Quicken Kristina April 13Download, Add/Update Accounts (Windows)
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  My Comcast Stock account no longer allows MiscIncX

  Answered Closed Courtenay 31 views 3 comments 0 points Most recent by Quicken Carlos April 13Registers & Transactions (Windows)
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  selecting reconcile from holdings in investment account fails - navigation canceled

  Closed jswafa 61 views 7 comments 0 points Most recent by jswafa April 13Errors and Troubleshooting (Windows)
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Under Consideration f0445780 1.9K views 40 comments 57 points Most recent by Jim_Harman April 12Investments
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  New JP Morgan Investment accounts are not being added

  Answered Closed LJDM 21 views 4 comments 0 points Most recent by Quicken Alyssa April 12Download, Add/Update Accounts (Mac)