Investments

Discussion List

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  Transition Vanguard accounts to Brokerage Accounts

  Closed myramoki 2K views 2 comments 3 points Most recent by K. May 2023Investing (Windows)
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  two simple fixes to improve report "Maturity Dates for Bonds"

  LawrenceGee 51 views 1 comment 1 point Most recent by q_lurker May 2023Investing (Windows)
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  Change cost of a partial security sale to average cost

  Closed chicagobill 31 views 2 comments 0 points Most recent by NotACPA May 2023Investing (Windows)
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  How do I request to fix a bug in displaying multicurrency investment portfolios?

  Answered Closed Gringo! 33 views 2 comments 0 points Most recent by Gringo! May 2023Investing (Windows)
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  quicken not calculating call values correctly (Q Mac Investments)

  Answered Closed RMonika 85 views 8 comments 0 points Most recent by RMonika May 2023Registers & Transactions (Mac)
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  Bug: Find an investment Action fails two ways

  Closed Rocket J Squirrel 11 views 0 comments 0 points Most recent by Rocket J Squirrel May 2023Errors and Troubleshooting (Windows)
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  Income By Security Report Missing

  Closed jk9401 41 views 2 comments 0 points Most recent by Jim_Harman May 2023Reports (Windows)
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  How to account for expenses in a investment partnership capital call

  Closed Dee Carpenter 211 views 4 comments 0 points Most recent by Quicken Kristina May 2023Investing (Windows)
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  Treasury Bill Symbols

  Closed kaplan.dan 111 views 0 comments 0 points Most recent by kaplan.dan May 2023Investing (Mac)
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  "Matching Security" popup not working.....

  Answered ✓ Closed BlueAkiva 973 views 53 comments 0 points Most recent by markus1957 May 2023Errors and Troubleshooting (Windows)
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  Real Time Quotes - Changes from 'Unchecked' to 'Checked' ?

  Closed dak5126 132 views 7 comments 0 points Most recent by Quicken Kristina May 2023Download, Add/Update Accounts (Windows)
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  How to keep track of structured notes in quicken for windows

  Closed ragtopvette94 82 views 1 comment 0 points Most recent by Jim_Harman May 2023Investing (Windows)
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  Roth 401k option doesn't allow for employer contribution

  Closed Seth 432 views 9 comments 1 point Most recent by Quicken Jeff May 2023Budgeting and Planning Tools (Windows)
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  How can I sort pending/downloaded transactions?

  Answered Closed LeaningTower 81 views 1 comment 0 points Most recent by Quicken Kristina May 2023Registers & Transactions (Windows)
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  Why is AAPL sorted to bottom of security symbol list when in ascending order? (Q Mac)

  Answered ✓ Closed Bosco 361 views 25 comments 0 points Most recent by volvogirl May 2023Investing (Mac)
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  Mutual fund conversion (How to record conversion of share classes? Using Q Mac)

  Closed Kelly4 134 views 6 comments 0 points Most recent by unknown May 2023Investing (Mac)
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  New Roth 401k functionality

  Closed System 231 views 8 comments 0 points Most recent by Q97 May 2023Investing (Windows)
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  Bug on Investing Window in Q Mac7.0.2

  Closed jxwinks 287 views 14 comments 0 points Most recent by jacobs May 2023Investing (Mac)
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  How do I add one missing security from my Robinhood account on Quicken for Mac?

  Answered Closed lthatcher 111 views 3 comments 0 points Most recent by Quicken Kristina May 2023Investing (Mac)
• 
  Treasury Direct - T Bills

  Answered ✓ Closed Philip107 3.7K views 7 comments 0 points Most recent by drmike May 2023Investing (Windows)
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  How to view Investing Performance information using Quicken Deluxe Mac

  Answered ✓ Closed Jay Zenitsky 681 views 3 comments 1 point Most recent by Jay Zenitsky May 2023Investing (Mac)
• 
  Schwab Brokerage: Duplicate Transactions Occuring for Options trades

  Closed Bitpusher1010 51 views 0 comments 0 points Most recent by Bitpusher1010 May 2023Download, Add/Update Accounts (Windows)