Investments

Discussion List

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  Adjusting account order in portfolio view stopped working?

  Answered ✓ Closed rfe001 456 views 4 comments 0 points Most recent by rfe001 April 2023Investing (Windows)
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  Problem with negative cash balance in investment account

  Answered Closed kwmoore76 48 views 2 comments 0 points Most recent by kwmoore76 April 2023Investing (Windows)
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  Unable to properly record a stock sale

  Answered Closed Hilltop83 431 views 16 comments 0 points Most recent by kipamjosh April 2023Investing (Windows)
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  How do I add an eTrade managed account to my Quicken ?

  Answered Closed QBLady 2.1K views 7 comments 0 points Most recent by Ps56k2 April 2023Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits OL-49-B

  Closed System 23 views 2 comments 0 points Most recent by Quicken Kristina April 2023Errors and Troubleshooting (Windows)
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  Transactions stopped showing up in register after update- Help!

  Answered ✓ Closed BarryW 97 views 13 comments 0 points Most recent by BarryW April 2023Download, Add/Update Accounts (Windows)
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  Adjusting market value for non-trackable securities?

  Answered ✓ Closed rfgriff 164 views 2 comments 0 points Most recent by rfgriff April 2023Investing (Mac)
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  Quicken is not downloading Fidelity BrokerageLink transactions

  Closed Sunny_FL 480 views 8 comments 1 point Most recent by Sunny_FL April 2023Errors and Troubleshooting (Windows)
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  Enter a cost basis for a stock.

  Closed pt216 529 views 4 comments 0 points Most recent by Tom Young April 2023Investing (Windows)
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  Investment Partnership Distributions not reflecting in Summary report

  Closed cejacksoniii 36 views 0 comments 1 point Most recent by cejacksoniii April 2023Investing (Windows)
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  How to record buying an interest in an LLC?

  Answered ✓ Closed brec 155 views 2 comments 0 points Most recent by MontanaKarl April 2023Investing (Mac)
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  Version Update - Bug Fix

  Answered ✓ Closed El Hud 94 views 3 comments 0 points Most recent by q_lurker April 2023Investing (Windows)
• 
  Classify CDs as Bonds?

  Closed Rocket J Squirrel 543 views 9 comments 0 points Most recent by Boatnmaniac April 2023Investing (Windows)
• 
  Mass change of asset classes

  Closed IanFrost 66 views 2 comments 0 points Most recent by road50runr April 2023Investing (Windows)
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  Fidelity NetBenefits CUSIP weirdness

  Closed GermanBlueRam 129 views 1 comment 0 points Most recent by mshiggins April 2023Download, Add/Update Accounts (Windows)
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  Fidelity Account Display Changed - Simple vs Complete Investing

  Closed System 195 views 5 comments 0 points Most recent by Quicken Kristina April 2023Errors and Troubleshooting (Windows)
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  Update on "E-Trade transaction download stopped including number of shares"???

  Closed DL# 42 views 1 comment 0 points Most recent by DL# April 2023Download, Add/Update Accounts (Windows)
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  12

  Up
  Ticker symbol on holdings tab

  Reviewed VBA 76 views 4 comments 12 points Most recent by UKR March 2023Display/UI
• 
  Why doesn't the Investment Account Overview window show the "Symbol" column?

  Answered Closed Thomas J in Arizona 69 views 4 comments 0 points Most recent by Thomas J in Arizona March 2023Investing (Windows)
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  Matching Security dialogue

  Closed Carolina Bob 23 views 0 comments 0 points Most recent by Carolina Bob March 2023Investing (Windows)
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  After stock split of VIOO, quicken wants to add VOO

  Closed douglitke 175 views 1 comment 0 points Most recent by douglitke March 2023Investing (Windows)
• 
  New account error!! Help!!!

  Answered Closed BarryW 46 views 2 comments 0 points Most recent by BarryW March 2023Investing (Windows)
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  How to subtotal Investing accounts from same brokerage house?

  Answered ✓ Closed Vperrotta 36 views 1 comment 0 points Most recent by q_lurker March 2023Investing (Windows)
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  Why is there not an option to memorize categories in downloads from my etrade checking account?

  Answered ✓ Closed jeff.schmitz 47 views 3 comments 0 points Most recent by UKR March 2023Registers & Transactions (Windows)
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  Closed investment account shows a negative securities value

  Answered ✓ Closed Barbara Acosta 340 views 3 comments 0 points Most recent by Boatnmaniac March 2023Errors and Troubleshooting (Windows)
• 
  Stock Symbol in Register

  Answered ✓ Closed Harry2 147 views 5 comments 0 points Most recent by Rocket J Squirrel March 2023Registers & Transactions (Windows)