Investments

Discussion List

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  Quicken Won't Let Me Setup online updates from my Fidelity Investments 401(k) account

  Answered Closed Barry E Jackier 32 views 2 comments 0 points Most recent by Ps56k2 July 2022Download, Add/Update Accounts (Windows)
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  Handling GOOGL stock split (at Fidelity)

  Answered Closed RCinNJ 91 views 2 comments 0 points Most recent by RCinNJ July 2022Investing (Mac)
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  Old version of Quicken for Mac handy chart GONE...

  Answered Closed Adele Dreyer 61 views 2 comments 0 points Most recent by Adele Dreyer July 2022Investing (Mac)
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  Day to day changes on Investment Dashboard

  Closed mehsab 44 views 0 comments 0 points Most recent by mehsab July 2022Investing (Windows)
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  Manually entering option purchases

  Closed Mike Sp 922 views 11 comments 0 points Most recent by jldavid47 July 2022Registers & Transactions (Windows)
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  Several years of lost data when shifting to downloading activity from Fidelity (Q Mac)

  Closed 20202 71 views 4 comments 0 points Most recent by Ps56k2 July 2022Errors and Troubleshooting (Mac)
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  How to show realized gain/loss in transaction when asset sold that can be shown in Budgets (Q Mac)

  Closed flinx 393 views 1 comment 1 point Most recent by jacobs July 2022Investing (Mac)
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  Automatic Updates from CC's and investments not working

  Closed CTTiger 251 views 13 comments 0 points Most recent by CTTiger July 2022Errors and Troubleshooting (Windows)
• 
  Export of positions portfolio dashboard by lot

  Answered ✓ Closed philliesphan0880 241 views 3 comments 0 points Most recent by philliesphan0880 July 2022Investing (Windows)
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  Can I export my investing accounts into Morningstar Investor?

  Answered Closed Mike Curran 61 views 1 comment 0 points Most recent by Sherlock July 2022Investing (Windows)
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  How to manually enter an investment transaction (Q Mac)

  Answered Closed ken deemer 92 views 1 comment 0 points Most recent by UKR July 2022Registers & Transactions (Mac)
• 
  Quicken Willmaker & trust

  Closed Marvin2020 251 views 1 comment 0 points Most recent by NotACPA July 2022Installing and Updating (Windows)
• 
  Wrong stock prices in update

  Closed rolanddawson2500 1.1K views 30 comments 0 points Most recent by [Deleted User] July 2022Download, Add/Update Accounts (Windows)
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  Return of capital

  Answered ✓ Closed Charlie R 221 views 5 comments 0 points Most recent by q_lurker July 2022Investing (Windows)
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  Using Transfers to Track Cash Flow

  Closed 1Moose63 81 views 1 comment 0 points Most recent by UKR July 2022Errors and Troubleshooting (Windows)
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  Investment Information from Quicken Mac Not Appearing on Quicken Web

  Closed Jay Zenitsky 21 views 3 comments 0 points Most recent by Quicken Jasmine July 2022Investing (Mac)
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  Adding Securities

  Closed jhc262 41 views 2 comments 0 points Most recent by Jim_Harman July 2022Investing (Windows)
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  Schwab Brokerage Balance Incorrect

  Closed Polly Purebred 91 views 1 comment 0 points Most recent by Polly Purebred July 2022Download, Add/Update Accounts (Mac)
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  Merrill Lynch Dividend reinvestment

  Closed Jack Biddle 161 views 4 comments 0 points Most recent by Jack Biddle July 2022Errors and Troubleshooting (Windows)
• 
  Quicken Online Services for South Carolina's College Savings 529 Plan

  Answered Closed BirdDog71 71 views 3 comments 0 points Most recent by BirdDog71 July 2022Investing (Windows)
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  Transaction Origin

  Closed williamspl 21 views 1 comment 0 points Most recent by NotACPA July 2022Investing (Windows)
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  Recording a transfer from Investment Account to Cash Account

  Answered Closed DWillem 352 views 3 comments 0 points Most recent by DWillem July 2022Errors and Troubleshooting (Mac)
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  Attempting Conversion from QWin to QMac and Question about Money Market Funds

  Closed Dan R NC 21 views 0 comments 0 points Most recent by Dan R NC July 2022Investing (Mac)