Investments

Discussion List

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  Schwab accounts download problem

  Closed JIMB24 102 views 1 comment 0 points Most recent by Quicken Kristina October 2024Errors and Troubleshooting (Windows)
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  CLOSED 10/11/24 BPAS - $0 Balance when Adding Investment Accounts

  Quicken Kristina 238 views 3 comments 1 point Most recent by Quicken Janean October 2024Alerts, Online Banking & Known Product Issues
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  CLOSED 10/10/24 NewPort Group - $0 Balance when Adding Investment Accounts

  Quicken Anja 201 views 3 comments 0 points Most recent by Quicken Janean October 2024Alerts, Online Banking & Known Product Issues
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  CLOSED 10/11/24 New York Life - Virtual Service Center - $0 Account Balance

  Quicken Anja 259 views 3 comments 0 points Most recent by Quicken Janean October 2024Alerts, Online Banking & Known Product Issues
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  CLOSED 10/10/24 College Advantage Direct 529 Savin - $0 Investment Account Balance

  Closed Quicken Anja 188 views 3 comments 0 points Most recent by Quicken Anja October 2024Alerts, Online Banking & Known Product Issues
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  CLOSED 10/10/24 CollegeInvest - Direct Portfolio - Non Aggregator - $0 Investment Account Balance

  Closed Quicken Kristina 239 views 3 comments 1 point Most recent by Quicken Anja October 2024Alerts, Online Banking & Known Product Issues
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  Copy/Paste Within an Investment Account

  Closed Jeff Nicoll 348 views 3 comments 0 points Most recent by mshiggins October 2024Registers & Transactions (Windows)
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  Downloaded stock closing prices are not always up-to-date.

  Closed donotemailhere989 66 views 1 comment 0 points Most recent by Quicken Kristina October 2024Investing (Windows)
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  Stock split entry after dividend reinvestment.

  Closed 4evegrowth 18 views 1 comment -1 point Most recent by Tom Young September 2024Errors and Troubleshooting (Windows)
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  Dividend Pay Date vs. Ex-Dividend Date

  crwalejr 133 views 4 comments 0 points Most recent by bmciance September 2024Investing (Windows)
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  Change the name of investment funds

  Answered ✓ Closed jpreine 36 views 1 comment 0 points Most recent by bmciance September 2024Investing (Windows)
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  Simple Positioning - Cash Balance wrong for Fidelity NetBenefits 401k accounts

  Closed Norman Drews 129 views 1 comment 0 points Most recent by Jim_Harman September 2024Investing (Windows)
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  How to / possible to create multiple quicken accounts for one brokerage account?

  Answered Closed Pierre2022 373 views 12 comments 0 points Most recent by q_lurker September 2024Investing (Windows)
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  Include Custom Assets When Rebalancing Portfolio

  Closed elubat 1K views 27 comments 15 points Most recent by Quicken Kristina September 2024Investing (Windows)
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  "Miscellaneous Expense" transaction leads to a bug in Main View's Spending figure

  Answered ✓ Closed BK 478 views 12 comments 0 points Most recent by Quicken Jasmine September 2024Errors and Troubleshooting (Windows)