Investments

Discussion List

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  BUG - Security sold or cleared to 0 shares but pennies remain in some reports

  Closed Tom39 134 views 1 comment 0 points Most recent by Tom39 July 2023Investing (Windows)
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  Placeholder Quote needs to be changed

  Closed Dennis4@ 96 views 4 comments 0 points Most recent by Dennis4@ July 2023Investing (Windows)
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  Fixing lots entered incorrectly

  Answered Closed Caden 77 views 2 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
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  Will quicken download Morgan Stanley Miscellaneous Income transactions

  Answered Closed jaherhold 196 views 1 comment 0 points Most recent by Tom Young June 2023Investing (Windows)
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  Why Validate complains about RSU future-dated investment transaction? how to address this?

  Answered Closed mikek753b 44 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
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  Quicken Deluxe - Securities

  Answered ✓ Closed Caden 94 views 4 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
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  Changing account numbers in Merrill, Lynch

  Answered Closed Xander 195 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
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  How to configure Treasury Bill to track it correctly in Tax Planner?

  Answered Closed mikek753b 632 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
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  Missing transactions in reconcile

  Answered Closed Havanahooligan 102 views 3 comments 0 points Most recent by NotACPA June 2023Errors and Troubleshooting (Windows)
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  how transfer one stock held in 2 Schwab accounts into one Schwab account in Quicken

  Answered ✓ Closed John_L 75 views 1 comment 0 points Most recent by Jim_Harman June 2023Investing (Windows)
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  How do I restore an investment account from an old backup?

  Closed david314 120 views 0 comments 0 points Most recent by david314 June 2023File Conversion and Backup (Windows)
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  Fidelity Investments not downloading transactions

  Answered Closed aellenders 275 views 3 comments 0 points Most recent by aellenders June 2023Errors and Troubleshooting (Windows)
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  Wells Fargo Advisors Investment Accounts Crashing when Accepting Transactions

  Closed Dora123 115 views 4 comments 0 points Most recent by Dora123 June 2023Investing (Windows)