Investments

Discussion List

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  Having problems editing existing transactions

  Answered Closed LMillsap1 72 views 1 comment 0 points Most recent by Quicken Kristina November 2023Errors and Troubleshooting (Windows)
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  ETrade Brokerage not updating and extra accounts I didn't want in the file got added

  Closed System 171 views 2 comments 0 points Most recent by mshiggins November 2023Download, Add/Update Accounts (Windows)
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  mouse hover flashes too fast

  Answered ✓ Closed hambone45 101 views 3 comments 0 points Most recent by Quicken Kristina November 2023Reports (Windows)
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  Are Quicken reports broken? "Memo contains" filter not working

  Closed JF73 575 views 20 comments 0 points Most recent by Scooterlam November 2023Reports (Windows)
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  I moved mutual funds to new broker and am liquidating the funds

  Closed BstaedL 33 views 1 comment 0 points Most recent by Bob_L November 2023Investing (Windows)
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  Human Interest CC-501 issue

  Answered ✓ Closed ggray 473 views 1 comment 2 points Most recent by Boatnmaniac November 2023Download, Add/Update Accounts (Windows)
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  NASDAQ graph went flat

  Closed Rocket J Squirrel 21 views 2 comments 0 points Most recent by Rocket J Squirrel November 2023Investing (Windows)
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  schwab import

  Answered Closed Jim68 335 views 4 comments 0 points Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Has anyone who migrated to Schwab ThinkOrSwim had problem w One Step Update?

  Closed Chiquito 71 views 0 comments 0 points Most recent by Chiquito November 2023Investing (Windows)
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  Online update issue

  Answered Closed aLfGordon 85 views 6 comments 0 points Most recent by aLfGordon November 2023Errors and Troubleshooting (Windows)
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  Fidelity NetBenefits will not update 1 of 2 accounts, will not properly display the other

  Closed Tony Luers 847 views 22 comments 0 points Most recent by Tony Luers November 2023Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch dialog appears every single day

  Closed PatonJ 81 views 1 comment 0 points Most recent by djrfree November 2023Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction download is all "Unidentified Security" (edit)

  Answered ✓ Closed BarryMo 10.1K views 133 comments 2 points Most recent by jeffrose5 November 2023Investing (Windows)
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  TD Ameritrade to Schwab Transition

  Answered ✓ Closed deltavee 221 views 1 comment 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Windows)
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  CISCO (CSCO) does not appear within the account that it is stored under.

  Answered Closed crschifter 31 views 2 comments 0 points Most recent by mshiggins November 2023Investing (Windows)
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  How do I record the spin-off of Net Lease Office Properties (NLOP) from W.P. Carey (WPC)

  Answered ✓ Closed billflyer 882 views 5 comments 0 points Most recent by q_lurker November 2023Investing (Windows)
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  Dashboard "Portfolio Value" incorrect after account transition & account closed

  Closed rodney23 281 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Where can I find all of the transactions downloaded by One-step update?

  Answered ✓ Closed funkws 214 views 8 comments 0 points Most recent by splasher November 2023Investing (Windows)
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  OL-362A Errors

  Closed arlingpj 115 views 11 comments 0 points Most recent by UKR November 2023Download, Add/Update Accounts (Windows)
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  MMP and OKE Merger

  Closed crwalejr 1.7K views 13 comments 0 points Most recent by sandyjimfl November 2023Investing (Windows)