Investments

Discussion List

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  26

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  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 284 views 12 comments 26 points Most recent by jacobs July 26Investments
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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.8K views 29 comments 21 points Most recent by skeleton567 July 26Investments
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  I have been attempting to add a fidelity account to quicken and it keeps failing.

  Answered ✓ Closed kfo 264 views 13 comments 0 points Most recent by Quicken Kristina July 25Download, Add/Update Accounts (Windows)
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  MATURITY DATES FOR BONDS AND CDS report

  Reviewed GREGS10303 20 views 0 comments 1 point Started by GREGS10303 July 25 Reports
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  Investing Portfolio-Populate all % Change cols for Closed Positions, Watch List & Indexes

  Reviewed get 10 views 0 comments 2 points Started by get July 24 Investments
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  % Change for Watch List of Securities and/or Indexes that aren't owned

  Closed get 92 views 3 comments 0 points Most recent by get July 24Investing (Windows)
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  Dashboard views are too limited

  Closed Ray 156 views 6 comments 0 points Most recent by Ray July 24Reports (Windows)
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  Restore Adjustable Chart Scaling in Quicken Canada (Security Detail View)

  Reviewed MarkCann 20 views 1 comment 1 point Most recent by Quicken Kristina July 24Canada Windows
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  34
  reconcile using share balance instead of cash value in mac version (4 Legacy Votes)

  Planned kashyapa 1.2K views 44 comments 34 points Most recent by Quicken Laura July 23Investments
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  monthly graph of dividend checking shows approx $1000 across month after month

  Answered Closed prwilliams38 62 views 3 comments 0 points Most recent by Quicken Anja July 23Errors and Troubleshooting (Windows)
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  How do I fix an investment account in Quicken that was just tied to the online account?

  Answered Closed Derfoo 143 views 5 comments 0 points Most recent by Quicken Anja July 23Investing (Windows)
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  76
  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Planned ozarkcanoer 2K views 55 comments 76 points Most recent by MontanaKarl July 22Investments
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  Fidelity Account not recognized in Quicken

  Closed len1940 91 views 5 comments 0 points Most recent by Quicken Alyssa July 22Download, Add/Update Accounts (Windows)
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  Show Transfers as Negative Cash Flow

  Closed System 91 views 5 comments 0 points Most recent by Quicken Alyssa July 22Reports (Windows)
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  investment data lost

  Closed ccpjr 102 views 5 comments 0 points Most recent by Quicken Laura July 21Registers & Transactions (Windows)
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  UBS Financial Services, Inc. - OL-301-A

  Closed Pat Marshall 72 views 4 comments 0 points Most recent by Quicken Alyssa July 21Download, Add/Update Accounts (Windows)
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  MATURITY DATES FOR BONDS AND CDS

  Reviewed GREGS10303 31 views 0 comments 1 point Started by GREGS10303 July 21 Reports
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  Maturity dates for bonds and cds report

  Answered Closed GREGS10303 138 views 5 comments 0 points Most recent by GREGS10303 July 21Investing (Windows)
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  Fidelity NetBenefits - doesn't separate my spouses account on downloads

  Answered Closed nhttip 152 views 10 comments 0 points Most recent by nhttip July 20Download, Add/Update Accounts (Windows)
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  XOM corporate reorganization downloaded as Payment/Deposit transactions—correct handling in Qui

  Answered Closed NewtonDoug 72 views 1 comment 0 points Most recent by NotACPA July 20Investing (Mac)
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  Asset Allocation by Account

  Answered Closed KPaisley 104 views 5 comments 0 points Most recent by Quicken Alyssa July 19Investing (Windows)
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  Stock Price History Not Updating

  Answered ✓ Closed susypro 81 views 2 comments 0 points Most recent by susypro July 17Errors and Troubleshooting (Windows)