Investments

Discussion List

• 
  Portfolio Value Card Value does not agree to graph

  Closed scott62556 21 views 1 comment 0 points Most recent by Quicken Kristina May 2023Errors and Troubleshooting (Windows)
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  Why doesn't sidebar projected balance calculate totals for brokerage and non-cash accounts?

  Answered Closed yobyot 56 views 3 comments 0 points Most recent by Quicken Kristina May 2023Registers & Transactions (Mac)
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  Merged: Adding new transaction to register (bug?)

  LMillsap1 1 view 0 comments 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)
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  Streamline transaction entry with new security

  Answered Closed LMillsap1 22 views 1 comment 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)
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  Start Over

  Answered Closed Herman 52 views 1 comment 0 points Most recent by splasher May 2023Investing (Windows)
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  How to setup accounts for T Rowe Price IRA

  Closed RFB 770 views 6 comments 1 point Most recent by FlyerFran May 2023Investing (Windows)
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  What is current/correct way to setup Roth 401k account?

  Closed mikek753b 2.3K views 15 comments 0 points Most recent by Drinkingbird May 2023Investing (Windows)
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  How to use Roth 401k in paychecks?

  Closed mikek753b 827 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)
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  Investments Performance (comparison)

  Answered ✓ Closed ninfru 585 views 14 comments 0 points Most recent by TomTom May 2023Investing (Windows)
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  Support or I not getting the right price for TRP.TO for TC Energy Corp since it wasn't supported

  Closed CanadaBryan 11 views 0 comments 0 points Most recent by CanadaBryan May 2023Errors and Troubleshooting (Windows)
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  Issue with Treasury Bills purchase

  Closed difficultrun 21 views 0 comments 0 points Most recent by difficultrun May 2023Errors and Troubleshooting (Windows)
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  Removing erroneous historical data?

  Closed silsurf 124 views 8 comments 0 points Most recent by silsurf May 2023Investing (Mac)
• 
  Entering Stock Option Symbol String??

  Closed Mahesh Shah 501 views 5 comments 1 point Most recent by shoneinc May 2023Investing (Windows)
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  Fidelity Net Benefits 401k balance doubled, and then cash only, new quicken file, reproducible

  Closed bwwalk 572 views 12 comments 1 point Most recent by bwwalk April 2023Investing (Windows)
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  Cash Sweep Mangles Reconciled Transactions

  Closed LarryC 81 views 5 comments 0 points Most recent by Quicken Kristina April 2023Errors and Troubleshooting (Windows)
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  Transferring Merrill investment accounts to Fidelity

  Closed stevedell 273 views 3 comments 0 points Most recent by mshiggins April 2023Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisor account returns SSL error

  Closed Louis Block 42 views 3 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Mac)
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  Fidelity Netbenefits not downloading

  Closed System 191 views 2 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Windows)
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  Nationwide annuity

  Closed aLfGordon 102 views 5 comments 0 points Most recent by NotACPA April 2023Investing (Windows)
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  Download of Vanguard 401k

  Closed r3face 91 views 4 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Windows)
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  Negative balance in Fidelity mutual Fund

  Closed crescere 82 views 1 comment 0 points Most recent by Quicken Kristina April 2023Investing (Windows)
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  RSU Accounts Not Supported Release 49.22

  Closed pastchief8 52 views 5 comments 0 points Most recent by pastchief8 April 2023Investing (Windows)
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  Bogus Separate Account appeared

  Answered Closed Mary Ann Edson-Plumb 51 views 6 comments 0 points Most recent by Mary Ann Edson-Plumb April 2023Errors and Troubleshooting (Windows)
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  Bills paid by Investment account not showing in Quicken Mobile

  Answered Closed keith.st.clair 62 views 6 comments 0 points Most recent by Quicken Jasmine April 2023Errors and Troubleshooting (Mobile)
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  Sold Stock and Need to Split Out the Proceeds

  Answered ✓ Closed QuickMakesMeCrazy 101 views 2 comments 0 points Most recent by mshiggins April 2023Investing (Windows)
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  Quicken Application Hanging When Downloading From Schwab

  Answered Closed FollowTheMoney 41 views 3 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Windows)