Investments

Discussion List

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  Schwab Brokerage: Duplicate Transactions Occuring for Options trades

  Closed Bitpusher1010 52 views 0 comments 0 points Most recent by Bitpusher1010 May 2023Download, Add/Update Accounts (Windows)
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  Does anyone else have the Problem that I have with Fidelity Investments Not sending Cost Basis Data?

  Closed Don_Acosta 198 views 6 comments 0 points Most recent by mshiggins May 2023Investing (Windows)
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  Fidelity accounts don't match Quicken account values.

  Closed David Vigil 1.3K views 2 comments 0 points Most recent by Boatnmaniac May 2023Investing (Windows)
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  Is their a way to "Manually Edit the Cost Basis Information for a Security"? Thanks, Don

  Answered Closed Don_Acosta 3.1K views 4 comments 0 points Most recent by Don_Acosta May 2023Investing (Windows)
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  Fidelity NetBenefits - Downloading Wrong Price Since Most Recent Quicken Update

  Closed Just Me and Not Someone Else 511 views 10 comments 0 points Most recent by Jim_Harman May 2023Investing (Windows)
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  Need help with unusual employee stock option split/spin off

  Closed Gatman1104 142 views 2 comments 0 points Most recent by Gatman1104 May 2023Investing (Windows)
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  Portfolio Value Card Value does not agree to graph

  Closed scott62556 22 views 1 comment 0 points Most recent by Quicken Kristina May 2023Errors and Troubleshooting (Windows)
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  Why doesn't sidebar projected balance calculate totals for brokerage and non-cash accounts?

  Answered Closed yobyot 54 views 3 comments 0 points Most recent by Quicken Kristina May 2023Registers & Transactions (Mac)
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  Merged: Adding new transaction to register (bug?)

  LMillsap1 1 view 0 comments 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)
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  Streamline transaction entry with new security

  Answered Closed LMillsap1 22 views 1 comment 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)
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  Start Over

  Answered Closed Herman 51 views 1 comment 0 points Most recent by splasher May 2023Investing (Windows)
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  How to setup accounts for T Rowe Price IRA

  Closed RFB 794 views 6 comments 1 point Most recent by FlyerFran May 2023Investing (Windows)
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  What is current/correct way to setup Roth 401k account?

  Closed mikek753b 2.4K views 15 comments 0 points Most recent by Drinkingbird May 2023Investing (Windows)
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  How to use Roth 401k in paychecks?

  Closed mikek753b 847 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)
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  Investments Performance (comparison)

  Answered ✓ Closed ninfru 600 views 14 comments 0 points Most recent by TomTom May 2023Investing (Windows)
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  Support or I not getting the right price for TRP.TO for TC Energy Corp since it wasn't supported

  Closed CanadaBryan 11 views 0 comments 0 points Most recent by CanadaBryan May 2023Errors and Troubleshooting (Windows)
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  Issue with Treasury Bills purchase

  Closed difficultrun 22 views 0 comments 0 points Most recent by difficultrun May 2023Errors and Troubleshooting (Windows)
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  Entering Stock Option Symbol String??

  Closed Mahesh Shah 546 views 5 comments 1 point Most recent by shoneinc May 2023Investing (Windows)