Investments

Discussion List

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  Gain/Loss - Investment and Retirement Accounts - Classic Dashboard

  Reviewed Lee Tumbleson 292 views 22 comments 2 points Most recent by Jim_Harman October 2024Investments
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  Update R59.10, Premier Investing page, Portfolio Day Gain Column

  Closed L. Shaddix 75 views 2 comments 0 points Most recent by Quicken Kristina October 2024Registers & Transactions (Windows)
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  Schwab account download failures!

  Closed Marc Stergionis 48 views 2 comments 0 points Most recent by Quicken Kristina October 2024Download, Add/Update Accounts (Mac)
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  Which "Action" for transf cash fr Investing acct to checking account?

  Answered ✓ Closed JimJ 58 views 4 comments 0 points Most recent by JimJ October 2024Investing (Windows)
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  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 2.5K views 107 comments 89 points Most recent by jacobs October 2024Investments
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  Windows 10 - Downloading Merrill Lynch Investment Accounts

  Closed WillyG 175 views 8 comments 0 points Most recent by chokshir@ October 2024Download, Add/Update Accounts (Windows)
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  How do you set up an annuity in Quicken?

  Answered ✓ Closed JimDB 439 views 7 comments 0 points Most recent by unknown October 2024Download, Add/Update Accounts (Windows)
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  Add an easy way to see or edit which lots were used on ESPP sell transactions

  Reviewed BlindMelonhead 64 views 0 comments 3 points Started by BlindMelonhead October 2024 Investments
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  Short sales at Schwab treated as payments

  Closed user239048 82 views 2 comments 0 points Most recent by Quicken Jasmine October 2024Download, Add/Update Accounts (Mac)
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  Quicken Classic Mac Home & Business: S Corp Mapping US Schedule C to 1120S

  Closed yarkn 83 views 1 comment 0 points Most recent by Quicken Jasmine October 2024Download, Add/Update Accounts (Mac)
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  Account doesn't appear in list of accounts to add

  Closed Ledermann 59 views 3 comments 0 points Most recent by Quicken Kristina October 2024Download, Add/Update Accounts (Windows)
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  Quicken removes all money market shares

  Closed Hilly 53 views 1 comment 0 points Most recent by Quicken Kristina October 2024Download, Add/Update Accounts (Windows)
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  Sale of security shows as an expense in Income/Expense Report

  Answered ✓ Closed billflyer 140 views 4 comments 0 points Most recent by billflyer October 2024Errors and Troubleshooting (Windows)
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  Got a pop-up window showing securities mismatch. How do I resolve it?

  Answered Closed Chuck56 280 views 10 comments 1 point Most recent by Chuck56 October 2024Registers & Transactions (Windows)
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  Investment Watchlists: allow user to set price points for alerts

  Reviewed jacobs 60 views 4 comments 5 points Most recent by Quicken Anja October 2024Investments
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  Investing, Dividend Calculation

  Closed Mike Damuth 101 views 2 comments 0 points Most recent by jacobs October 2024Investing (Mac)
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  Rounding vs. Truncating

  Reviewed NotACPA 123 views 3 comments 1 point Most recent by NotACPA October 2024Investments
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  OneAmerica Balance Shows $0 (QMac)

  Closed System 103 views 6 comments 0 points Most recent by Quicken Kristina October 2024Download, Add/Update Accounts (Mac)
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  How do you rebuild investment lots

  Closed alaw168 96 views 2 comments 0 points Most recent by Quicken Kristina October 2024Investing (Mac)
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  How can I manually amend the ACB of a stock? (Quicken for Windows, Canada)

  Answered ✓ Closed JdS67 148 views 3 comments 0 points Most recent by Quicken Kristina October 2024All Things Canadian (Windows)
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  Alerts for Bond Maturities Disappear and Alerts to file taxes for Extension Returns Keep Appearing

  Closed bizbuyer 95 views 3 comments 0 points Most recent by Quicken Jasmine October 2024Download, Add/Update Accounts (Windows)
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  Schwab accounts download problem

  Closed JIMB24 92 views 1 comment 0 points Most recent by Quicken Kristina October 2024Errors and Troubleshooting (Windows)
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  Any idea how to setup RBC Global Technology Fund (RTEC.NE) Cboe CA - Cboe CA Real Time Price.

  Closed rhains 62 views 1 comment 0 points Most recent by JosefW October 2024All Things Canadian (Windows)
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  Schwab Splits Today

  Closed Paddy 62 views 1 comment 0 points Most recent by Quicken Kristina October 2024Download, Add/Update Accounts (Windows)