Investments

Discussion List

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  Quicken is not downloading Fidelity BrokerageLink transactions

  Closed Sunny_FL 482 views 8 comments 1 point Most recent by Sunny_FL April 2023Errors and Troubleshooting (Windows)
• 
  Enter a cost basis for a stock.

  Closed pt216 541 views 4 comments 0 points Most recent by Tom Young April 2023Investing (Windows)
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  Investment Partnership Distributions not reflecting in Summary report

  Closed cejacksoniii 31 views 0 comments 1 point Most recent by cejacksoniii April 2023Investing (Windows)
• 
  How to record buying an interest in an LLC?

  Answered ✓ Closed brec 151 views 2 comments 0 points Most recent by MontanaKarl April 2023Investing (Mac)
• 
  Version Update - Bug Fix

  Answered ✓ Closed El Hud 91 views 3 comments 0 points Most recent by q_lurker April 2023Investing (Windows)
• 
  Classify CDs as Bonds?

  Closed Rocket J Squirrel 551 views 9 comments 0 points Most recent by Boatnmaniac April 2023Investing (Windows)
• 
  Mass change of asset classes

  Closed IanFrost 61 views 2 comments 0 points Most recent by road50runr April 2023Investing (Windows)
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  Fidelity NetBenefits CUSIP weirdness

  Closed GermanBlueRam 121 views 1 comment 0 points Most recent by mshiggins April 2023Download, Add/Update Accounts (Windows)
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  Fidelity Account Display Changed - Simple vs Complete Investing

  Closed System 191 views 5 comments 0 points Most recent by Quicken Kristina April 2023Errors and Troubleshooting (Windows)
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  Update on "E-Trade transaction download stopped including number of shares"???

  Closed DL# 41 views 1 comment 0 points Most recent by DL# April 2023Download, Add/Update Accounts (Windows)
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  12

  Up
  Ticker symbol on holdings tab

  Reviewed VBA 71 views 4 comments 12 points Most recent by UKR March 2023Display/UI
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  Why doesn't the Investment Account Overview window show the "Symbol" column?

  Answered Closed Thomas J in Arizona 61 views 4 comments 0 points Most recent by Thomas J in Arizona March 2023Investing (Windows)
• 
  Matching Security dialogue

  Closed Carolina Bob 21 views 0 comments 0 points Most recent by Carolina Bob March 2023Investing (Windows)
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  After stock split of VIOO, quicken wants to add VOO

  Closed douglitke 171 views 1 comment 0 points Most recent by douglitke March 2023Investing (Windows)
• 
  New account error!! Help!!!

  Answered Closed BarryW 41 views 2 comments 0 points Most recent by BarryW March 2023Investing (Windows)
• 
  How to subtotal Investing accounts from same brokerage house?

  Answered ✓ Closed Vperrotta 31 views 1 comment 0 points Most recent by q_lurker March 2023Investing (Windows)
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  Why is there not an option to memorize categories in downloads from my etrade checking account?

  Answered ✓ Closed jeff.schmitz 41 views 3 comments 0 points Most recent by UKR March 2023Registers & Transactions (Windows)
• 
  Closed investment account shows a negative securities value

  Answered ✓ Closed Barbara Acosta 341 views 3 comments 0 points Most recent by Boatnmaniac March 2023Errors and Troubleshooting (Windows)
• 
  Stock Symbol in Register

  Answered ✓ Closed Harry2 141 views 5 comments 0 points Most recent by Rocket J Squirrel March 2023Registers & Transactions (Windows)
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  Investment Buys not reducing Cash Balance

  Answered ✓ Closed BillE14 262 views 5 comments 0 points Most recent by BillE14 March 2023Registers & Transactions (Windows)
• 
  Treasury T-Bills in Quicken

  Closed lawrs21813 5.2K views 11 comments 1 point Most recent by MontanaKarl March 2023Investing (Windows)
• 
  Adding/Updating Titan Investment Account Error CC-555

  Closed tapierce 41 views 3 comments 0 points Most recent by Quicken Jasmine March 2023Errors and Troubleshooting (Windows)
• 
  Why can't I add a new security in Quicken?

  Answered ✓ Closed ray_marrayts 1.3K views 14 comments 0 points Most recent by jaxgab March 2023Investing (Windows)
• 
  Tracking for 401K and HSA Accounts

  Closed Jeff B. 281 views 2 comments 3 points Most recent by Jim_Harman March 2023Investing (Windows)
• 
  "Was the security renamed?" will not go away.

  Answered Closed 800FRobHall 131 views 2 comments 0 points Most recent by Jim_Harman March 2023Investing (Windows)
• 
  Wealthscape Citizens Investment Services

  Answered Closed Jim Cebula 442 views 16 comments 0 points Most recent by JGSCuse March 2023Download, Add/Update Accounts (Mac)
• 
  Inaccurate "Estimated Income"

  Closed LAHK 121 views 3 comments 0 points Most recent by Jim_Harman March 2023Investing (Windows)
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  Downloaded Sold Transactions Are Negative Cash Amount

  Answered Closed Brian Coleman 101 views 4 comments 0 points Most recent by Brian Coleman March 2023Investing (Windows)