Investments

Discussion List

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  Fidelity Cash+ (Again)

  Closed joturnage 84 views 9 comments 0 points Most recent by Quicken Anja April 9Download, Add/Update Accounts (Windows)
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  Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)

  Reviewed PutterFlutters 817 views 26 comments 31 points Most recent by q_lurker April 8Investments
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  Cost basis errors

  Closed tkstaple 26 views 2 comments 0 points Most recent by mshiggins April 8Investing (Windows)
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  Quicken Investment Top Movers Wrong

  Answered Closed glennmitchell 11 views 1 comment 0 points Most recent by Quicken Laura April 8Errors and Troubleshooting (Windows)
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  Money Market FZDXX not tracking in Quicken Mac (Ticket #12299543/CTP-16655)

  Closed Sammy 63 views 5 comments 0 points Most recent by EK118 April 8Investing (Mac)
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  Fidelity money market download issues

  Closed Stevemd 62 views 6 comments 0 points Most recent by Quicken Kristina April 7Download, Add/Update Accounts (Windows)
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  Exercise employee options command unable to find vested shares

  Closed gobuffs67 42 views 7 comments 0 points Most recent by Quicken Kristina April 7Errors and Troubleshooting (Windows)
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  Still can not see gain/loss when selecting lots

  Closed dandy48 33 views 2 comments 0 points Most recent by dandy48 April 6Investing (Windows)
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  Fidelity CMA dividends downloading as Div not DivX

  Closed WSAQ 136 views 10 comments 0 points Most recent by Quicken Kristina April 6Download, Add/Update Accounts (Windows)
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  Cannot add Schwab brokerage accounts

  Closed rj3230987 76 views 4 comments 0 points Most recent by Quicken Alyssa April 6Download, Add/Update Accounts (Windows)
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  Why is Quicken for Mac so awful with brokerage accounts.

  Closed Mr. Boots 43 views 3 comments 0 points Most recent by jacobs April 4Errors and Troubleshooting (Mac)
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  401k Reversal

  Closed System 56 views 7 comments 0 points Most recent by Quicken Kristina April 3Registers & Transactions (Windows)
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  Custom Asset Class Not Appearing on Asset Allocation Chart

  Closed richradi 31 views 4 comments 0 points Most recent by Quicken Kristina April 3Investing (Windows)
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  Merged: Merrill Lynch transaction download error with EWC+

  Closed jdparker225 1 view 0 comments 0 points Started by jdparker225 April 3 Download, Add/Update Accounts (Windows)
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  Categorization of annuity distributions

  Answered Closed JohnMRinehart 56 views 2 comments 0 points Most recent by JohnMRinehart April 3Investing (Windows)
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  Fidelity Money Market (SPAXX) Not Showing in Quicken After Recent Update

  Closed System 46 views 4 comments 0 points Most recent by cewhitejr April 3Download, Add/Update Accounts (Windows)
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  Like to move shares from Old Security to New Security (good) quickly.

  Closed BRETTB 93 views 7 comments 0 points Most recent by BRETTB April 2Investing (Windows)
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  Updates for Fidelity not working

  Closed glennwms 203 views 11 comments 0 points Most recent by Quicken Laura April 2Download, Add/Update Accounts (Windows)
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  Fidelity Cash Balance Not working on Quicken for Mac

  Closed Sammy 31 views 3 comments 0 points Most recent by Quicken Laura April 2Reports (Mac)
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  Fidelity monthly share sales download with generic info

  Closed Mark Wagner 32 views 3 comments 0 points Most recent by Quicken Alyssa April 2Download, Add/Update Accounts (Windows)
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  How about an option to reclassify asset class for stocks/investments in bulk? Or by account?

  Reviewed Larry Woodbridge 32 views 2 comments 2 points Most recent by sjnehoc April 1Investments
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  Dividend Category by Account Type - All Dividends Currently Just "_Div"

  Closed ManOfSteel58 51 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)
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  Problems with having Jackson National data display properly

  Closed Normal 44 views 9 comments 0 points Most recent by Quicken Alyssa April 1Download, Add/Update Accounts (Windows)
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  Introduce a new COMMODITIES category group under Accounts

  Reviewed rkoffler 31 views 2 comments 1 point Most recent by NotACPA March 31Investments
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  9

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  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 72 views 5 comments 9 points Most recent by redcavern March 31Investments
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  Holding Security Same Security at two different Brokerages (Best Method to Handle)

  Closed BRETTB 31 views 3 comments 0 points Most recent by BRETTB March 31Investing (Windows)
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 827 views 15 comments 39 points Most recent by mikek753b March 31Budget and Planning Tools
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  CC-601 Error - Fidelity Brokerage Accounts not updating.

  Closed gtgerbo 3.9K views 144 comments 2 points Most recent by shtevie March 31Download, Add/Update Accounts (Windows)
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  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  Closed smm13 93 views 8 comments 0 points Most recent by Quicken Alyssa March 31Registers & Transactions (Windows)
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  Investment expenses

  Closed dc600 53 views 3 comments 0 points Most recent by Jim_Harman March 30All Things Canadian (Windows)