Investments

Discussion List

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  Marking investment transactions as the parent "Transfer" category and not a subcategory?

  Answered Closed hbwilliams22 392 views 23 comments 0 points Most recent by lhossus January 2023Investing (Mac)
• 
  Investment Transaction stuck in on-line center...

  Answered Closed Paul Suchma 171 views 5 comments 0 points Most recent by Quicken Jared January 2023Errors and Troubleshooting (Windows)
• 
  What is the proper way to handle this?

  Answered ✓ Closed James Hazel 41 views 2 comments 0 points Most recent by James Hazel January 2023Registers & Transactions (Windows)
• 
  Security has price dated in the future... how to fix?

  Answered ✓ Closed John16 61 views 2 comments 0 points Most recent by John16 January 2023Errors and Troubleshooting (Windows)
• 
  Market value calculation error on bonds

  Closed krhelp 41 views 0 comments 0 points Most recent by krhelp January 2023Investing (Mac)
• 
  Unable to reconcile Schwab investment account

  Closed tim.rohrer1 51 views 0 comments 0 points Most recent by tim.rohrer1 January 2023Investing (Mac)
• 
  Same Symbol But Two CUSIP ID's - mutual fund conversion

  Closed allgoodnamestaken 1.1K views 37 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
• 
  How to make investment dividends show up in checking acct

  Answered Closed jay46 31 views 2 comments 0 points Most recent by jay46 January 2023Registers & Transactions (Windows)
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  How to list a stock held in both registered RRSP and unregistered accounts

  Answered Closed Lakegal 181 views 11 comments 0 points Most recent by Lakegal January 2023All Things Canadian (Mac)
• 
  Tracking 401k performance?

  Closed JF73 71 views 1 comment 0 points Most recent by Jim_Harman January 2023Investing (Windows)
• 
  SEI Downloads

  Closed Lee Wunsch 231 views 3 comments 0 points Most recent by Quicken Jared January 2023Download, Add/Update Accounts (Windows)
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  Mutual Fund Conversion not correct

  Answered Closed tigr_ldy 122 views 9 comments 0 points Most recent by Jim_Harman January 2023Investing (Windows)
• 
  Online access for existing investment account

  Answered Closed SirBruce 61 views 3 comments 0 points Most recent by SirBruce January 2023Investing (Windows)
• 
  Is there a holdings limit?

  Closed Stephen Jung 11 views 0 comments 0 points Most recent by Stephen Jung January 2023Errors and Troubleshooting (Mobile)
• 
  How create Account registers entirely new Quicken file without contacting all your banks?

  Closed lawrs21813 71 views 3 comments 0 points Most recent by lawrs21813 January 2023Download, Add/Update Accounts (Windows)
• 
  Type In Reinvest Shows Wrong Total

  Closed Gary 42 views 3 comments 0 points Most recent by Gary December 2022Investing (Windows)
• 
  Been using Quicken for decades. Should I start over in new year?

  Answered Closed HaventGotAClue 1.1K views 5 comments 0 points Most recent by Chris_QPW December 2022Investing (Windows)