Investments

Discussion List

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  Is anyone having trouble reconciling their brokerage accounts?

  Answered Closed alanna 45 views 2 comments 0 points Most recent by Jon June 2023Errors and Troubleshooting (Mac)
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  Fidelity download consistenty overwrites manual transaction with wrong number of shares

  Closed Michael Schmitt 74 views 7 comments 0 points Most recent by Quicken Kristina June 2023Investing (Mac)
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  New brokerage account

  Answered Closed Dwhite183 22 views 2 comments 0 points Most recent by Dwhite183 June 2023Investing (Windows)
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  Does Memorize Investment Transactions work?

  Answered ✓ Closed Garry Blamble 336 views 7 comments 0 points Most recent by Garry Blamble June 2023Investing (Windows)
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  Quicken adds entries to my investment accounts "0/0/2027 MiscExp

  Closed SkiRX 22 views 0 comments 0 points Most recent by SkiRX June 2023Investing (Windows)
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  Problems with Placeholders in Fidelity Account

  Closed System 61 views 6 comments 0 points Most recent by J. Holmes June 2023Investing (Mac)
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  NetXInvestor (Pershing)

  Closed solostorm 673 views 2 comments 0 points Most recent by solostorm May 2023Download, Add/Update Accounts (Windows)
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  Missing Cash Position from Ameritrade Accounts

  Closed Flightlead 52 views 4 comments 0 points Most recent by Quicken Jasmine May 2023Investing (Mac)
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  How to link a settlement account to a brokerage account?

  Answered ✓ Closed martianewell 113 views 3 comments 1 point Most recent by martianewell May 2023Investing (Mac)
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  Account stopped working online

  Answered Closed jeffrub27 61 views 4 comments 0 points Most recent by Quicken Kristina May 2023Download, Add/Update Accounts (Windows)
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  Quicken not downloading American Funds brokerage accounts

  Closed kingbruche 91 views 1 comment 0 points Most recent by Quicken Kristina May 2023Download, Add/Update Accounts (Mac)
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  Duplicate Holdings in Vanguard Account

  Closed Mark Androw 51 views 0 comments 0 points Most recent by Mark Androw May 2023Investing (Mac)
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  Stock Quote Updates Stuck on Waiting

  Closed Calvin Kirk 71 views 1 comment 0 points Most recent by Quicken Kristina May 2023Registers & Transactions (Windows)
• 
  SWGXX dividends download as zero

  Answered Closed robert m 31 views 3 comments 0 points Most recent by robert m May 2023Investing (Mac)
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  Cannot connect to E*Trade account (Q Mac)

  Closed Flightlead 573 views 3 comments 0 points Most recent by Quicken Kristina May 2023Investing (Mac)
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  Transition Vanguard accounts to Brokerage Accounts

  Closed myramoki 2K views 2 comments 3 points Most recent by K. May 2023Investing (Windows)
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  two simple fixes to improve report "Maturity Dates for Bonds"

  LawrenceGee 51 views 1 comment 1 point Most recent by q_lurker May 2023Investing (Windows)
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  Change cost of a partial security sale to average cost

  Closed chicagobill 31 views 2 comments 0 points Most recent by NotACPA May 2023Investing (Windows)
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  How do I request to fix a bug in displaying multicurrency investment portfolios?

  Answered Closed Gringo! 34 views 2 comments 0 points Most recent by Gringo! May 2023Investing (Windows)
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  quicken not calculating call values correctly (Q Mac Investments)

  Answered Closed RMonika 84 views 8 comments 0 points Most recent by RMonika May 2023Registers & Transactions (Mac)
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  Bug: Find an investment Action fails two ways

  Closed Rocket J Squirrel 11 views 0 comments 0 points Most recent by Rocket J Squirrel May 2023Errors and Troubleshooting (Windows)
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  Income By Security Report Missing

  Closed jk9401 41 views 2 comments 0 points Most recent by Jim_Harman May 2023Reports (Windows)