Investments

Discussion List

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  Asset classes not downloading for one of my mutual funds

  Closed rismanma 124 views 4 comments 0 points Most recent by Bob_L January 2024Download, Add/Update Accounts (Windows)
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  Simplest way to track QCDs?

  Closed Rocket J Squirrel 871 views 4 comments 2 points Most recent by Rocket J Squirrel January 2024Investing (Windows)
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  Difference between "Avg. Annual Return (%)" and "Return (%)"

  Answered Closed Jay Gourley 205 views 2 comments 0 points Most recent by Jay Gourley January 2024Investing (Windows)
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  What Is The Best Approach

  Closed JoelC 91 views 4 comments 0 points Most recent by JoelC January 2024All Things Canadian (Windows)
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  10

  Up
  Change default IRA transfers out tax line item

  Reviewed Rocket J Squirrel 102 views 3 comments 10 points Most recent by q_lurker January 2024Investments
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  Quicken prevents selling of all shares, suggests selling 1 share less

  Answered Closed nick.koch 175 views 1 comment 0 points Most recent by nick.koch January 2024Investing (Windows)
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  Why does Quicken display my ROTH account Market Value incorrectly on the "Investing" tab?

  Answered ✓ Closed billflyer 233 views 2 comments 0 points Most recent by billflyer January 2024Errors and Troubleshooting (Windows)
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  What's the best way to go about adding historical values for my 401(k) and IRAs?

  Closed sneff30 304 views 6 comments 0 points Most recent by sneff30 January 2024Investing (Windows)
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  Please Add Ability to Add a Transaction on the Security Detail View

  Closed BRETTB 53 views 3 comments 0 points Most recent by Jim_Harman January 2024Investing (Windows)
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  archiving an investment register with closed transactions on a securities does not hide the security

  Closed questionsforever 32 views 2 comments 0 points Most recent by Chris_QPW January 2024Investing (Windows)
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  Advice please: repairing "broken" Fidelity 401k accounts

  Closed KDL 204 views 3 comments 0 points Most recent by mshiggins January 2024Investing (Windows)
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  Problem with Account Balances Report - weird cash balance in brokerage account

  Answered ✓ Closed Randyrama 451 views 11 comments 0 points Most recent by Chris_QPW January 2024Reports (Windows)
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  Security Prices - Issue with yesterday's closing prices changing to today's price for all holdings

  Answered ✓ Closed Ed V 3.6K views 133 comments 0 points Most recent by bbumbarger January 2024Investing (Windows)
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  Non-taxable Fund Merger of Miller Inc and PATIENT CAP OPPORT TRUST I

  Answered Closed jca 23 views 1 comment 0 points Most recent by jca January 2024Investing (Windows)
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  All Portfolio Custom Views on the Investment Register

  Closed BRETTB 71 views 6 comments 0 points Most recent by Chris_QPW January 2024Investing (Windows)