Investments

Discussion List

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  How does Quicken for Mac match securities from the broker with securities in the account?

  Answered Closed Rendon 82 views 5 comments 0 points Most recent by Rendon October 2021Investing (Mac)
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  How do i get a multi year, projected cash flow for a specific account with scheduled transaction

  Answered ✓ Closed pame 102 views 8 comments 0 points Most recent by pame October 2021Reports (Mac)
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  Difference between the amount on the Portfolio page and the balance in the transaction register

  Answered rhb2 43 views 7 comments 0 points Most recent by Tom Young October 2021Investing (Windows)
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  36.17 Investment Accounts Changed to Simple Tracking Method

  Closed KJK 31 views 2 comments 0 points Most recent by maxwelwp October 2021Investing (Windows)
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  how to enter dividends with a foreign tax deduction

  Answered Snakebyte 372 views 3 comments 0 points Most recent by q_lurker October 2021Investing (Windows)
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  When I try to connect to my existing LPL.com accounts I get Error cc-501

  Answered ✓ Closed garybuser8117 2.1K views 12 comments 0 points Most recent by JDT October 2021Download, Add/Update Accounts (Windows)
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  Columns in the Investing View

  Answered ✓ drventure 91 views 6 comments 0 points Most recent by Jim_Harman October 2021Investing (Windows)
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  unable to remove fraction of shares.

  Answered Dar13n3 11 views 1 comment 0 points Most recent by volvogirl October 2021Investing (Windows)
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  Changing Settings by Itself

  Answered Dave Davis 128 views 6 comments 0 points Most recent by BK October 2021Registers & Transactions (Windows)
• 
  Can't delete a security.

  Answered Dave Davis 82 views 1 comment 0 points Most recent by Jim_Harman September 2021Investing (Windows)
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  My investment shows cash that I did not put there.

  acrouse 31 views 2 comments 0 points Most recent by NotACPA September 2021Investing (Windows)
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  T Rowe Price 401(k) no transactions downloaded, no error message

  Closed Jim_Harman 273 views 15 comments 0 points Most recent by Jim_Harman September 2021Download, Add/Update Accounts (Windows)
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  Unable to Delete Account / Errors with Investments on Cloud

  Jason C3 21 views 0 comments 0 points Most recent by Jason C3 September 2021Download, Add/Update Accounts (Windows)
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  Investing Checking Accounts

  Answered galebinder 111 views 4 comments 0 points Most recent by Chris_QPW September 2021Investing (Windows)
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  How to have a hidden security not appear in the account in which it is held?

  Answered Closed CSL 203 views 3 comments 0 points Most recent by Boatnmaniac September 2021Installing and Updating (Windows)
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  Wealthscape Acct Cash Sweep & Cash Balances in Q Don't Match Bank Acct

  Closed raymorr2 89 views 3 comments 0 points Most recent by q_lurker September 2021Registers & Transactions (Windows)
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  Quicken treats remove shares as a return on investment - in my case it's not. How to do it?

  Closed jc 86 views 5 comments 0 points Most recent by NotACPA September 2021Investing (Windows)
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  Problem with Quicken when using "Direct Connect" to Interactive Brokers account

  Answered Closed dromalpalli 64 views 1 comment 0 points Most recent by Frankx September 2021Download, Add/Update Accounts (Mac)
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  Synching Portfolio Holdings in brokerage and retirement accounts

  Closed berniergary 32 views 1 comment 0 points Most recent by jacobs September 2021Investing (Mac)
• 
  Best way to remove a 401(k) account without breakage?

  Answered ✓ Closed just_matt 168 views 4 comments 0 points Most recent by just_matt September 2021Registers & Transactions (Windows)
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  Setting up IRA accounts using Direct Connect

  Answered Closed lou_garfinkle 32 views 1 comment 0 points Most recent by Quicken Anja September 2021Download, Add/Update Accounts (Mac)