Investments

Discussion List

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  Fidelity CUSIP Constantly Changing?

  Closed kleinfelter 535 views 7 comments 0 points Most recent by mshiggins July 2023Download, Add/Update Accounts (Windows)
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  Morgan Stanley Wealth Management will not let me add a new account

  Closed Ben12 161 views 3 comments 0 points Most recent by Quicken Kristina July 2023Download, Add/Update Accounts (Windows)
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  Investment Account Transactions Vanished

  Closed System 32 views 2 comments 0 points Most recent by [Deleted User] July 2023Investing (Windows)
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  Vanguard's new Brokerage Account Platform - transition issue

  Answered Closed John Blaustein 791 views 2 comments 0 points Most recent by John Blaustein July 2023Investing (Windows)
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  Download is posting to wrong account - How to transfer transactions to correct account? (edit)

  Answered Closed leonard kearney 1.2K views 20 comments 0 points Most recent by Quicken Kristina July 2023Investing (Windows)
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  Cash Credit Miscalssified

  Answered Closed Levinoah 21 views 2 comments 0 points Most recent by Levinoah July 2023Investing (Mac)
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  Finding performance when reinvesting

  Answered Closed HowardSpindel 313 views 6 comments 0 points Most recent by Mark1104 July 2023Investing (Windows)
• 
  How can i simplify Accounts?

  Answered Closed jwoodburn1 61 views 1 comment 0 points Most recent by Q97 July 2023Registers & Transactions (Windows)
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  R51.10 Update switched some of my accounts to Simple Tracking

  Closed SiDziner 1K views 28 comments 2 points Most recent by Jim_Harman July 2023Investing (Windows)
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  Corrupt 401k file - paycheck feature not working

  Closed dman76 21 views 1 comment 0 points Most recent by Quicken Kristina July 2023Errors and Troubleshooting (Windows)
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  Fidelity Net Benefits very unpredictable with linked download data

  Answered Closed mjmdo07 91 views 1 comment 0 points Most recent by Boatnmaniac July 2023Download, Add/Update Accounts (Mac)
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  14

  Up
  Daily Interval Graph for Net Worth and Portfolio

  Reviewed System 523 views 12 comments 14 points Most recent by Quicken Anja July 2023Investments
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  I am not able to Add New Security in the investments (edit)

  Answered Closed Dennism76 161 views 11 comments 0 points Most recent by Ps56k2 July 2023Investing (Windows)
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  Open stock lots are using FIFO or average cost method?

  Closed questionsforever 274 views 9 comments 0 points Most recent by [Deleted User] July 2023Investing (Windows)
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  How to make investment performance only reflect currently owned lot?

  Answered Closed RSiggy 51 views 4 comments 0 points Most recent by RSiggy July 2023Investing (Windows)
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  Investment account is way off - best way to fix?

  Answered Closed ajkessel 221 views 2 comments 0 points Most recent by ajkessel July 2023Investing (Windows)
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  Can Price Day Change (%) and Day Gain/Loss (%) ever differ?

  Answered Closed Rocket J Squirrel 131 views 1 comment 0 points Most recent by Quicken Kristina July 2023Investing (Windows)
• 
  Duplicate Securities

  Closed Ramias 174 views 4 comments 0 points Most recent by jacobs July 2023Investing (Mac)
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  Major problems Downloading Vanguard 401k Transactions (edit)

  Answered ✓ Closed rgornitsky 361 views 7 comments 0 points Most recent by rgornitsky July 2023Errors and Troubleshooting (Windows)
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  Investment Security name grayed out on Sell transactions when entering new record

  Closed Craig S 111 views 3 comments 0 points Most recent by Craig S July 2023Registers & Transactions (Mac)
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  Money Market Fund, reinvest Cash, manually-MAC

  Answered Closed Leslie Jones 21 views 4 comments 0 points Most recent by Jon July 2023Investing (Mac)
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  Missing investment fund from Investment Dashboard

  Closed cwzwol 111 views 3 comments 0 points Most recent by Jon July 2023Investing (Mac)
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  Treasury bill purchase inflating market value by 100X

  Closed RobertBetka 403 views 17 comments 0 points Most recent by prwilliams38 July 2023Investing (Mac)
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  Zero Coupon Treasury bonds not showing up on brokerage account in quicken

  Closed Kevin Stewart 51 views 1 comment 0 points Most recent by Quicken Kristina July 2023Investing (Windows)