Investments

Discussion List

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  Cannot download from RWBaird Website - Direct Connect fails

  Closed System 11 views 2 comments 0 points Most recent by Quicken Anja September 2023Download, Add/Update Accounts (Windows)
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  Transfer shares between accounts

  Answered Closed mwilbur 71 views 4 comments 0 points Most recent by mwilbur September 2023Investing (Windows)
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  Merged: Error Message when Updating Fidelity Transactions

  Closed Bione 31 views 0 comments 0 points Most recent by Bione September 2023Download, Add/Update Accounts (Windows)
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  Merged: Update R52.20 error message for investment accounts - "Enter a valid date" [Edited9]

  Closed Bananabowl 51 views 0 comments 1 point Most recent by Bananabowl September 2023Errors and Troubleshooting (Windows)
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  Is downloading detailed transactions from Vanguard available for QMac ?

  Answered ✓ Closed snsokstan 511 views 4 comments 0 points Most recent by snsokstan September 2023Investing (Mac)
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  Security Changed names on 8/25

  Closed nc00ks0n 101 views 4 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)
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  Bond Purchase accrued interest deducted twice [edited]

  Answered Closed K N Waller 81 views 5 comments 0 points Most recent by Tom Young September 2023Investing (Windows)
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  Convert this fund into my cash balance

  Answered Closed Ellary Kahan 604 views 7 comments 1 point Most recent by Ellary Kahan September 2023Investing (Windows)
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  Portfolio in one account shows holdings not present on brokerage web account

  Closed snsokstan 21 views 0 comments 0 points Most recent by snsokstan September 2023Investing (Mac)
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  Unnecessary data from brokerage download

  Answered Closed asherfamily1 11 views 1 comment 0 points Most recent by NotACPA September 2023Download, Add/Update Accounts (Windows)
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  RSU Vest

  Closed Canadauser 51 views 1 comment 6 points Most recent by hoctav September 2023All Things Canadian (Windows)
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  successful stress test with schwab on mac beta, personalized direct index acct

  Closed india just 21 views 0 comments 0 points Most recent by india just September 2023Investing (Mac)
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  Is it possible to download bond prices for multiple days with one-step update

  Answered Closed gaheld57 141 views 2 comments 0 points Most recent by gaheld57 September 2023Investing (Windows)
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  "Minimum Gain" …. Is There Such a Thing as "Minimum Tax"?

  Answered Closed gfvalvo 41 views 4 comments 0 points Most recent by mshiggins August 2023Investing (Windows)
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  Quicken Mac doesn't let me schedule "Dividend Income" or "Reinvest Dividend" transactions

  Closed Gorpus 151 views 2 comments 0 points Most recent by petralyn@ August 2023Investing (Mac)
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  Contributions Account - How to turn-off on an old account

  Answered Closed Stacy K 133 views 9 comments 0 points Most recent by mshiggins August 2023Download, Add/Update Accounts (Windows)
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  How to transfer shares between IRAs

  Answered Closed DLD15975 183 views 5 comments 0 points Most recent by debbieacog August 2023Investing (Windows)
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  Quicken for Mac - First Fidelity, now all retirement accounts have the wrong balance!

  Closed kat.nel 31 views 0 comments 0 points Most recent by kat.nel August 2023Errors and Troubleshooting (Mac)
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  Finding underwater lots for tax loss harvesting

  Closed Rocket J Squirrel 232 views 13 comments 1 point Most recent by Chris_QPW August 2023Investing (Windows)
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  mutual fund conversion bug

  Closed Howard1 62 views 4 comments 0 points Most recent by dc600 August 2023Investing (Windows)
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  View Price History graph for a Security (22 Legacy Votes)

  Under Consideration Wendy Schrandt 806 views 11 comments 67 points Most recent by redseagoby August 2023Investments
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  Can a 90 Day Holding Period be assigned?

  Closed Gman34798 31 views 1 comment 0 points Most recent by Quicken Kristina August 2023Investing (Mac)
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  How do I categorize Fgn Div Tax: in my IRA?

  Answered Closed mbienert 75 views 6 comments 0 points Most recent by Regentrude August 2023Registers & Transactions (Mac)