Discussion List

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  Change 401(k)/403(b) account to include Roth contributions

  Closed paul16 204 views 8 comments 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
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  X Ray Analysis

  Answered Closed Haroldaccount 62 views 1 comment 0 points Most recent by Quicken Kristina December 2024Investing (Windows)
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  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ Closed jdschachte 129 views 11 comments 0 points Most recent by markus1957 December 2024Budgeting and Planning Tools (Windows)
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  Alerts Disappear When Bill & Income Reminders are Entered

  Closed bizbuyer 94 views 6 comments 0 points Most recent by Quicken Anja December 2024Download, Add/Update Accounts (Windows)
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  Get quicken to support NEO exchange (Canada) [Edited]

  Under Consideration Gilles9 282 views 16 comments 30 points Most recent by Quicken Anja December 2024Investments
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  Simple download with Vanguard

  Closed System 255 views 20 comments 0 points Most recent by Chris_QPW December 2024Errors and Troubleshooting (Mac)
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  Bond Price Downloads Quicken Classic on Mac

  Closed cmr 102 views 4 comments 0 points Most recent by cmr December 2024Investing (Mac)
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  Inconsistent handling of expired options in Income by Security report

  Closed bmciance 89 views 5 comments 0 points Most recent by bmciance December 2024Reports (Windows)
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  Security Detail View by Account

  Reviewed kdedeluk 33 views 0 comments 1 point Started by kdedeluk December 2024 Investments
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  Positive and negative amounts for same "cash" security in allocation report

  Answered markswot 66 views 4 comments 0 points Most recent by markswot December 2024Reports (Windows)
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  Schwab downloading duplicates in brokerage account

  Answered Closed pamela77 93 views 7 comments 0 points Most recent by Quicken Kristina December 2024Download, Add/Update Accounts (Mac)
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  No Transactions Added To Connected Investment Accounts From Schwab

  Answered ✓ Closed jkkuehne_sf 82 views 5 comments 0 points Most recent by Quicken Anja December 2024Errors and Troubleshooting (Mac)
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  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 1K views 43 comments 69 points Most recent by jacobs December 2024Investments
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  Portfolio showing incorrect number of shares

  Closed System 38 views 2 comments 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  After update to R60.15 Not Able to direct connect with my brokerage

  Answered ✓ Closed SteveTucker79 156 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)
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  Dashboard Daily Investments Change

  Reviewed jtgostars 22 views 0 comments 4 points Started by jtgostars December 2024 Investments
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  Separate Crypto tracking tab

  Reviewed rclemmer 446 views 4 comments 7 points Most recent by toddlcox December 2024Investments
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  Quicken Canada Deluxe not updating TSX Stock prices (Canada)

  Closed Diana 57 views 2 comments 0 points Most recent by Quicken Kristina December 2024All Things Canadian (Windows)
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  How to manage and track annuities in Quicken?

  Closed alexd 203 views 6 comments 0 points Most recent by alexd December 2024Download, Add/Update Accounts (Windows)
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  401k transaction import split up by source - is there a way to combine them?

  Closed Nalgas 27 views 1 comment 0 points Most recent by Quicken Jasmine December 2024Registers & Transactions (Windows)
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  Investment transactions

  Closed John Nastasi 165 views 6 comments 0 points Most recent by John Nastasi December 2024Investing (Windows)
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  Money Market Investment Type to Avoid Constant Addt'l Clicks to Specify Lots

  Closed SeaSilver8 93 views 7 comments 2 points Most recent by SeaSilver8 December 2024Investing (Windows)
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  One Investment Account is Auto-executing the Reconcile Shares Command

  Answered kswan53 109 views 7 comments 0 points Most recent by kswan53 December 2024Investing (Windows)
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  Update cached data from Schwab/other investment FIs more frequently [Edited]

  Reviewed veegee 244 views 17 comments 3 points Most recent by veegee December 2024Investments
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  schwab dividend is still zero

  leonard kearney 93 views 2 comments 0 points Most recent by Tom Young December 2024Reports (Windows)
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  Why does my retirement account have a negative cash balance?

  Answered ✓ Closed JMaverick 182 views 7 comments 0 points Most recent by jacobs December 2024Investing (Mac)
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  ira cash balance not downloading

  Closed Charles T Cullen 33 views 2 comments 0 points Most recent by Quicken Jasmine December 2024Investing (Mac)
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  Quicken for Mac downloading only mutual funds and Cash but not Fixed Income in single account

  Answered Closed KVP 42 views 3 comments 0 points Most recent by KVP December 2024Download, Add/Update Accounts (Mac)
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  Schwab 529 accounts not downloading

  Answered Closed BobShoberg 46 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Download, Add/Update Accounts (Windows)