Investments

Discussion List

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  ETrade Brokerage not updating and extra accounts I didn't want in the file got added

  Closed System 161 views 2 comments 0 points Most recent by mshiggins November 2023Download, Add/Update Accounts (Windows)
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  mouse hover flashes too fast

  Answered ✓ Closed hambone45 102 views 3 comments 0 points Most recent by Quicken Kristina November 2023Reports (Windows)
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  Are Quicken reports broken? "Memo contains" filter not working

  Closed JF73 542 views 20 comments 0 points Most recent by Scooterlam November 2023Reports (Windows)
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  I moved mutual funds to new broker and am liquidating the funds

  Closed BstaedL 31 views 1 comment 0 points Most recent by Bob_L November 2023Investing (Windows)
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  logging an tax free interest income transaction

  Answered ✓ Closed steves70119 263 views 2 comments 0 points Most recent by Jon November 2023Registers & Transactions (Mac)
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  Human Interest CC-501 issue

  Answered ✓ Closed ggray 454 views 1 comment 2 points Most recent by Boatnmaniac November 2023Download, Add/Update Accounts (Windows)
• 
  NASDAQ graph went flat

  Closed Rocket J Squirrel 22 views 2 comments 0 points Most recent by Rocket J Squirrel November 2023Investing (Windows)
• 
  schwab import

  Answered Closed Jim68 292 views 4 comments 0 points Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Has anyone who migrated to Schwab ThinkOrSwim had problem w One Step Update?

  Closed Chiquito 73 views 0 comments 0 points Most recent by Chiquito November 2023Investing (Windows)
• 
  Online update issue

  Answered Closed aLfGordon 75 views 6 comments 0 points Most recent by aLfGordon November 2023Errors and Troubleshooting (Windows)
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  Fidelity NetBenefits will not update 1 of 2 accounts, will not properly display the other

  Closed Tony Luers 782 views 22 comments 0 points Most recent by Tony Luers November 2023Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch dialog appears every single day

  Closed PatonJ 84 views 1 comment 0 points Most recent by djrfree November 2023Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction download is all "Unidentified Security" (edit)

  Answered ✓ Closed BarryMo 9.5K views 133 comments 2 points Most recent by jeffrose5 November 2023Investing (Windows)
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  TD Ameritrade to Schwab Transition

  Answered ✓ Closed deltavee 222 views 1 comment 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Windows)
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  CISCO (CSCO) does not appear within the account that it is stored under.

  Answered Closed crschifter 32 views 2 comments 0 points Most recent by mshiggins November 2023Investing (Windows)
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  How do I record the spin-off of Net Lease Office Properties (NLOP) from W.P. Carey (WPC)

  Answered ✓ Closed billflyer 872 views 5 comments 0 points Most recent by q_lurker November 2023Investing (Windows)
• 
  Dashboard "Portfolio Value" incorrect after account transition & account closed

  Closed rodney23 255 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Where can I find all of the transactions downloaded by One-step update?

  Answered ✓ Closed funkws 156 views 8 comments 0 points Most recent by splasher November 2023Investing (Windows)
• 
  OL-362A Errors

  Closed arlingpj 81 views 11 comments 0 points Most recent by UKR November 2023Download, Add/Update Accounts (Windows)
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  MMP and OKE Merger

  Closed crwalejr 1.7K views 13 comments 0 points Most recent by sandyjimfl November 2023Investing (Windows)
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  Bug Report: Edit Report "Unrealized Gain/Loss"

  Closed newcastlelinda 31 views 3 comments 0 points Most recent by jacobs November 2023Reports (Mac)
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  New Vanguard Brokerage Account Won't Download

  Closed Fair_Quick51 144 views 3 comments 0 points Most recent by Quicken Jasmine November 2023Download, Add/Update Accounts (Windows)