Investments

Discussion List

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  R52.20 issue: One step update from Raymond James does not download cash amounts

  Closed Chuck56 434 views 8 comments 0 points Most recent by Chuck56 September 2023Errors and Troubleshooting (Windows)
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  R52.19 Tax Summary lists a Stock SOLDX as a Qualified Dividend

  Answered ✓ Closed lawrs21813 91 views 6 comments 0 points Most recent by mshiggins September 2023Investing (Windows)
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  TD Ameritrade / Schwab - converted IRA account now shows as Checking Acct (edit)

  Answered Closed Big Jake 236 views 14 comments 0 points Most recent by Ps56k2 September 2023Investing (Windows)
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  Drop down issue in Quicken

  Answered Closed DHBT 81 views 5 comments 0 points Most recent by UKR September 2023Registers & Transactions (Windows)
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  Possible to rearrange the order of holdings for an Investment account?

  Answered ✓ Closed JubJub 521 views 10 comments 0 points Most recent by JubJub September 2023Investing (Windows)
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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 72 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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  Security Changed names on 8/25

  Closed nc00ks0n 103 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 83 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 614 views 7 comments 1 point Most recent by Ellary Kahan September 2023Investing (Windows)
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  Unnecessary data from brokerage download

  Answered Closed asherfamily1 12 views 1 comment 0 points Most recent by NotACPA September 2023Download, Add/Update Accounts (Windows)
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  RSU Vest

  Closed Canadauser 52 views 1 comment 6 points Most recent by hoctav September 2023All Things Canadian (Windows)
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  Is it possible to download bond prices for multiple days with one-step update

  Answered Closed gaheld57 145 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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  Contributions Account - How to turn-off on an old account

  Answered Closed Stacy K 143 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 186 views 5 comments 0 points Most recent by debbieacog August 2023Investing (Windows)
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  Finding underwater lots for tax loss harvesting

  Closed Rocket J Squirrel 270 views 13 comments 1 point Most recent by Chris_QPW August 2023Investing (Windows)
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  mutual fund conversion bug

  Closed Howard1 64 views 4 comments 0 points Most recent by dc600 August 2023Investing (Windows)