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Re: Is there a report that shows how many shares each account owns of a selected security?
Just to add some detail to the above regarding the use of Reports ... Click Reports > Investing > Portfolio Value. Customize that report by clicking Customize report (gearwheel) > Securities…1 -
Re: Quicken server error??
I'm using the same version as you are and all my downloading Accounts, which include Chase and American Express, are operating correctly. Also I'm not seeing any sort of similar problem bei…1 -
Re: How to enter RSU released which differs from vested amount?
"I am trying to track RSUs. I am not tracking granted amount because I only really care about the vested amount. However, the amount vested differs from the amount released, due to the taxes bei…1 -
Re: April 2, 2025 cc-506 charles schwab
@Quicken Anja I'm going to "Me Too" this problem. Working through the support article (8 accounts!) did get me reconnected, but resulted in new problems as shown: So, now what? I guess…2 -
Re: Moving my four Vanguard accounts to Fidelity
Unfortunately, Fidelity problems also seem to be way to frequent in here, mainly having to do with how Fidelity handles things internally and vs. how you see that in Quicken. Do a search for "Fi…1
