Investments

Discussion List

• 
  Report showing accumulated unrealized gain

  Answered Closed Perry Smith 442 views 4 comments 0 points Most recent by jacobs September 2022Investing (Mac)
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  X-ray View of Investment Portfolio

  Answered Closed bd1223 41 views 1 comment 0 points Most recent by John_in_NC September 2022Investing (Mac)
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  After New Chase integration

  Answered Closed prtzboss 41 views 3 comments 0 points Most recent by Quicken Anja September 2022Investing (Mac)
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  Why am I getting incorrect transactions from Edward Jones?

  Answered Closed L Spencer 21 views 1 comment 0 points Most recent by Tom Young September 2022Investing (Windows)
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  How To Choose Brokerage Account For Rent Payments?

  Closed jmkoch 61 views 0 comments 0 points Most recent by jmkoch September 2022Business and Rental Property Tools (Windows)
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  I have a placeholder entry that I did not expect

  Answered ✓ Closed InvSimply 181 views 2 comments 0 points Most recent by InvSimply September 2022Errors and Troubleshooting (Windows)
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  Chase Brokerage accounts missing after migration

  Closed Kathisu 21 views 1 comment 0 points Most recent by Quicken Jared September 2022Download, Add/Update Accounts (Mac)
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  Mutual fund purchase in a manual account showing up with an enormous realized loss

  Closed terpsucka2 31 views 2 comments 0 points Most recent by terpsucka2 September 2022Errors and Troubleshooting (Windows)
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  Etrade Download Errors persisting

  Closed virgilscanlon 121 views 2 comments 0 points Most recent by virgilscanlon September 2022Errors and Troubleshooting (Windows)
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  Entering a commision rebate

  Answered Closed InvSimply 21 views 1 comment 0 points Most recent by Tom Young September 2022Errors and Troubleshooting (Windows)
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  Merged: Fidelity Investments Transactions not downloading

  erintell 91 views 0 comments 0 points Most recent by erintell September 2022Download, Add/Update Accounts (Windows)
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  Purchasing iBond after entering the account

  Answered ✓ Closed gksmith5 201 views 7 comments 0 points Most recent by mtbdog September 2022Investing (Windows)
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  Holdings are a mess since day 1 - Help!

  Answered ✓ Closed roger 61 views 2 comments 0 points Most recent by roger September 2022Investing (Windows)
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  Merge Securities Issue

  Closed Mparker7 161 views 0 comments 0 points Most recent by Mparker7 September 2022Investing (Mac)
• 
  Quotes not updating?

  Closed SomebodyInGNV 282 views 4 comments 0 points Most recent by q_lurker September 2022Investing (Windows)
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  Fidelity Investments: New Accounts Setup Changes Observed

  Closed Boatnmaniac 61 views 2 comments 0 points Most recent by Boatnmaniac September 2022Download, Add/Update Accounts (Windows)
• 
  Money Market account treated as a cash account

  Answered Closed JIM@SPECIAL 1.5K views 6 comments 0 points Most recent by Jim_Harman September 2022Investing (Windows)
• 
  RSUs not in R43.14 update?

  Answered ✓ Closed Shelby Bennett 1.6K views 25 comments 1 point Most recent by sportwagon August 2022Installing and Updating (Windows)
• 
  How do I enter a simple balance adjustment in an investment account?

  Answered ✓ Closed 33Degrees 2.5K views 3 comments 0 points Most recent by Jim_Harman August 2022Investing (Windows)
• 
  Tesla stock split?

  Closed Larry Nichoalds 61 views 0 comments 0 points Most recent by Larry Nichoalds August 2022Download, Add/Update Accounts (Windows)
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  Tesla Stock split not increasing number of shares

  Closed Dave1957 84 views 2 comments 0 points Most recent by Larry Nichoalds August 2022Errors and Troubleshooting (Mac)