Investments

Discussion List

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  Bond transactions incorrect

  Closed Tractorboyflys 220 views 4 comments 0 points Most recent by Tom Young July 2023Investing (Windows)
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  C2R resizing in investment accounts

  Closed hmday 173 views 4 comments 0 points Most recent by Quicken Kristina July 2023Registers & Transactions (Windows)
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  Number of shares selected is more than available

  Closed ksm 677 views 11 comments 0 points Most recent by Tom39 July 2023Errors and Troubleshooting (Windows)
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  Quicken data file becomes corrupt/hangs after new security(ies) added, reopened

  Closed theputnams 91 views 1 comment 0 points Most recent by Quicken Jasmine July 2023Errors and Troubleshooting (Windows)
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  BUG - Security sold or cleared to 0 shares but pennies remain in some reports

  Closed Tom39 143 views 1 comment 0 points Most recent by Tom39 July 2023Investing (Windows)
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  Placeholder Quote needs to be changed

  Closed Dennis4@ 114 views 4 comments 0 points Most recent by Dennis4@ July 2023Investing (Windows)
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  Fixing lots entered incorrectly

  Answered Closed Caden 85 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 205 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 54 views 1 comment 0 points Most recent by q_lurker June 2023Investing (Windows)
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  Quicken Deluxe - Securities

  Answered ✓ Closed Caden 106 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 203 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 665 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
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  Missing transactions in reconcile

  Answered Closed Havanahooligan 119 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 82 views 1 comment 0 points Most recent by Jim_Harman June 2023Investing (Windows)