Investments

Discussion List

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  how to prevent return of capital transaction type from changing cash balance?

  Closed questionsforever 42 views 2 comments 0 points Most recent by questionsforever March 2024All Things Canadian (Windows)
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  Bonds are not appearing on Portfolio X-Ray

  Answered ✓ Closed vladinator 226 views 2 comments 0 points Most recent by [Deleted User] March 2024Investing (Windows)
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  GIC and Stated Interest Rate % - Quicken Deluxe Canada on Windows

  Answered Closed DWPeg 432 views 9 comments 0 points Most recent by Chris_QPW March 2024All Things Canadian (Windows)
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  How to auto-download older transactions in checking linked to brokerage??

  Closed mushrmary 113 views 3 comments 0 points Most recent by mshiggins March 2024Download, Add/Update Accounts (Windows)
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  Portfolio Value report allows column selection, but not interval selection

  Closed wtd60 33 views 2 comments 0 points Most recent by wtd60 March 2024Reports (Windows)
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  Trying to import Vanguard 401(K) transactions

  Closed Michael Rosen 81 views 2 comments 0 points Most recent by mshiggins February 2024Investing (Windows)
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  Account losing $30,000 when updating

  Answered Closed pmugavero 71 views 6 comments 0 points Most recent by pmugavero February 2024Errors and Troubleshooting (Windows)
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  Best Practices for tracking Private Equity?

  Closed acloudman 1K views 11 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
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  Withdrawal transactions revert to older values after entry

  Closed fggates 22 views 2 comments 0 points Most recent by fggates February 2024Errors and Troubleshooting (Windows)
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  No Wells Fargo Advisors transactions downloaded for February 16, 2024

  Closed GermanBlueRam 101 views 5 comments 0 points Most recent by Quicken Kristina February 2024Download, Add/Update Accounts (Windows)
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  Report to see the transaction date and date acquired for security

  Answered Closed Photohex 185 views 9 comments 0 points Most recent by Photohex February 2024Investing (Windows)
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  Any way to import CSV investing transactions - but ?

  Answered Closed Michael Rosen 840 views 6 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
• 
  Should a CD have a positive cash balance?

  Answered Closed droopydog53 174 views 10 comments 0 points Most recent by [Deleted User] February 2024Investing (Windows)
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  Merged: How do I record fees in my 401(K)?

  Michael Rosen 21 views 0 comments 0 points Most recent by Michael Rosen February 2024Investing (Windows)
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  Trying to add Schwab as a new account as part of the TD Ameritrade acquisition -

  Answered Closed jematlas 259 views 15 comments 0 points Most recent by Quicken Kristina February 2024Investing (Windows)
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  Account Balance Report

  Closed JOHN PERRELLA 172 views 7 comments 0 points Most recent by mshiggins February 2024Reports (Windows)
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  42
  Provide ability to add STOCK INDICES to Investing's "Portfolio" (graph) view... (1 Merged Vote)

  Planned Joachim G Ruehle 634 views 13 comments 42 points Most recent by Chris_QPW February 2024Investments
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  Investment Accounts take too long to open and too long to update

  Closed rbienenfeld 202 views 6 comments 0 points Most recent by Chris_QPW February 2024Investing (Windows)
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  New investment accounts

  Answered Closed ghodge 42 views 3 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)