Investments

Discussion List

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  Vanguard only importing dollar amounts and leaving shares and security blank

  Closed Ian Z 128 views 5 comments 0 points Most recent by Quicken Kristina September 1Download, Add/Update Accounts (Mac)
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  Ally Brokerage to Quicken for Mac

  Closed jfleischman 67 views 1 comment 0 points Most recent by Quicken Kristina August 31Download, Add/Update Accounts (Mac)
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  Why is Quicken support impossible to work with?

  Closed KeithK23 151 views 3 comments -1 point Most recent by Quicken Kristina August 31Errors and Troubleshooting (Windows)
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  Issue: Fidelity account with linked cash account not downloading?

  Closed Jon_since_1991 222 views 6 comments 0 points Most recent by Quicken Carlos August 31Download, Add/Update Accounts (Windows)
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  7

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  Enabling Check Writing on IRA Accounts

  Reviewed Toolworker 1.1K views 42 comments 7 points Most recent by mshiggins August 30Investments
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  "Matching Security" improvements

  Closed Ray 160 views 4 comments 0 points Most recent by Quicken Alyssa August 30Download, Add/Update Accounts (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  Closed John Ellis 2.6K views 72 comments 0 points Most recent by Quicken Alyssa August 30Download, Add/Update Accounts (Windows)
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  ContribX issue

  Answered Closed Mike Judd 154 views 5 comments 0 points Most recent by Quicken Kristina August 30Investing (Windows)
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  Morningstar X-ray issue with unclassified Mutual Funds and ETFs from Feb is back

  Answered Closed mcski 741 views 21 comments 2 points Most recent by mcski August 30Investing (Windows)
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  Money Market Fund Representation - Quicken 9.2 for Mac

  Closed RPathak 113 views 1 comment 0 points Most recent by John_in_NC August 30Investing (Mac)
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  2

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  Mismatch report for all securities

  Reviewed Peter Goergen 39 views 0 comments 2 points Started by Peter Goergen August 30 Investments
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  Gold & Silver no longer updating

  Closed richard13 184 views 6 comments 0 points Most recent by Quicken Kristina August 29Investing (Mac)
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  Error connecting to Voya Institutional Plan Services

  Closed sbrothers217 1.4K views 31 comments 0 points Most recent by LeaningTower August 29Errors and Troubleshooting (Windows)
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  How to calculate investment returns for cash sweep in Fidelity accounts

  Closed Chillbill 152 views 3 comments 0 points Most recent by Quicken Kristina August 28Investing (Windows)
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  Tracking Mutual Funds Failing in Quicken Business & Personal

  Closed JosefW 112 views 2 comments 2 points Most recent by Arctic Hare August 28All Things Canadian (Windows)
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  Merger Security, AT&T and AT&T Inc

  Closed Lex 142 views 4 comments 0 points Most recent by q_lurker August 27Investing (Windows)
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  5

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  ACB (Cost Basis) Calculation

  Reviewed Closed mark16 151 views 6 comments 5 points Most recent by Quicken Alyssa August 27Canada Mac
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  investment transaction list

  Closed josephc932 58 views 1 comment 0 points Most recent by Quicken Carlos August 27Investing (Windows)
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  One Voya holding is not updating

  Closed System 759 views 36 comments 0 points Most recent by Quicken Laura August 27Investing (Mac)
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  3

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  Add Maturity Date as a Column Choice in Portfolio View

  Reviewed Scalpel1 178 views 6 comments 3 points Most recent by Scalpel1 August 26Investments
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  Why do our 2 Fidelity 401K show the same data in both accounts? [Edited]

  Answered Closed HKD 72 views 2 comments 0 points Most recent by HKD August 26Download, Add/Update Accounts (Windows)
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  31

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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.8K views 28 comments 31 points Most recent by yongc August 24Investments
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  Quicken Quality Degrading

  Closed mikesimon 297 views 7 comments 1 point Most recent by Chris_QPW August 23Registers & Transactions (Windows)