Investments

Discussion List

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  When will Quicken add Roth IRA and Roth 401(k) account type and related tasks functionality?

  Answered ✓ Closed DianeB 1K views 12 comments 0 points Most recent by Alfred4Quicken January 2023Investing (Windows)
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  E-Trade transaction download stopped including number of shares

  Answered ✓ Closed DL# 1.3K views 37 comments 0 points Most recent by Frankx January 2023Investing (Windows)
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  Why don't my Quicken accounts and Balances Match My Vanguard Accours and Balances?

  Closed Mark Sam 181 views 1 comment 0 points Most recent by Jon January 2023Investing (Mac)
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  i have used nordvpn with Quicken until last week

  Closed KlisterKid 101 views 2 comments 0 points Most recent by Chris_QPW January 2023Download, Add/Update Accounts (Windows)
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  How do I record selling shares of mutual fund (A) & buying shares of mutual fund (B)?

  Closed jarhtmd 221 views 7 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
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  How do I change SWVXX Balance from part of Cash Balance to Mutual Fund

  Answered Closed KCSWA 261 views 8 comments 0 points Most recent by MontanaKarl January 2023Download, Add/Update Accounts (Windows)
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  How do I account for a stock transfer to charity?

  Answered ✓ Closed harry askenazi 444 views 6 comments 0 points Most recent by q_lurker January 2023Registers & Transactions (Windows)
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  Why do my downloaded transactions from a Rabbi Trust round price to two digits?

  Closed MJK1023 31 views 1 comment 0 points Most recent by Tom Young January 2023Investing (Windows)
• 
  How do you all handle bank interest in a brokerage account?

  Answered ✓ Closed tim.rohrer1 983 views 13 comments 1 point Most recent by dan.greenberg.ct January 2023Investing (Mac)
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  Investment asset security "types" vs. "classes"

  Answered Closed lpreinhold 1K views 3 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
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  Investment Income not appearing in Profit & Loss Comparison Report

  Closed Ray Jones 241 views 4 comments 0 points Most recent by Tom Young January 2023Reports (Windows)
• 
  Vanguard - detailed tracking missing

  Answered Closed Dorothy H 523 views 12 comments 0 points Most recent by Quicken Jasmine January 2023Download, Add/Update Accounts (Mac)
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  Stock sale allocations

  Closed MISCOPT 101 views 12 comments 0 points Most recent by MISCOPT January 2023Investing (Windows)
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  Why does Quicken prompt me for 1:1 Stock Splits?

  Closed justmakeitwork 101 views 4 comments 0 points Most recent by justmakeitwork January 2023Investing (Windows)
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  Treasury Direct - I Bonds and T Bills

  Under Consideration MMY 1.5K views 14 comments 11 points Most recent by Frankx January 2023Investments
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  Bond market value calculation

  Answered Closed krhelp 111 views 3 comments 2 points Most recent by StillHereInKy January 2023Investing (Mac)
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  Portfolio View (Holdings) by Default for Brokerage Accounts

  Closed jshoaf 71 views 1 comment 1 point Most recent by Jim_Harman January 2023Investing (Windows)
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  Issue with Brokerage Account

  Closed James Young 61 views 1 comment 0 points Most recent by James Young January 2023Investing (Mac)
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  An approach to the TIPS (Treasury Inflation Protected Securites) valuation problem

  Closed Frustrated123 193 views 0 comments 1 point Most recent by Frustrated123 January 2023Investing (Windows)