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1. 

   Release R28.10 (US Versions, Aug 2020) [Product Help]

   chat option to make it easier for new users to contact support from within Quicken. The chat icon is ... Simple Investing, Quicken only keeps track of the positions (number of shares for each security) over ...

2. 

   Release R32.10 (Canada Versions, April 2021) [Product Help]

   Quicken only keeps track of the positions (number of shares for each security) over time, and your cash ... synchronization has improved error handling and transaction processing. Added the Contact Quicken Support menu ... opens the Contact Support web page. Added a Quicken on the Web button to the toolbar. Selecting the ...

3. 

   Add Security to Quicken [Product Help]

   transactions. If you no longer want downloaded transactions having the same   CUSIP number (A unique number ... estimated income for a security. Edit contact information connected with this security (for example, your ... broker's name and phone number). Add or change the security's associated  investing goal. Enter ...

4. 

   Edit Security Details [Product Help]

   transactions. If you no longer want downloaded transactions having the same   CUSIP number (A unique number ... estimated income for a security. Edit contact information connected with this security (for example, your ... broker's name and phone number). Add or change the security's associated  investing goal. Enter ...

5. 

   Security Detail View [Product Help]

   transactions. If you no longer want downloaded transactions having the same   CUSIP number (A unique number ... estimated income for a security. Edit contact information connected with this security (for example, your ... broker's name and phone number). Add or change the security's associated  investing goal. Enter ...

6. 

   How do I add an investment account? [Product Help]

   Investing, Quicken keeps track of the positions (number of shares for each security) over time, and your cash ... the positions (number of shares for each security) over time, and your cash balances. Quicken’s ... number or some other number assigned by your bank or brokerage. It may also be the user ID you use to log ...

7. 

   How do I create or edit an estimate or invoice? [Product Help]

   the invoice account you select, with the next sequential invoice number. Because you convert estimates ... the   P.O. Number   field, enter the customer's purchase order number for tracking purposes. ...   prefilling   default due dates and customer contact information. Add a customized email You can send ...

8. 

   How do I add a 401(k)/403(b) account? [Product Help]

   on. What is a user name? It may be an account number or some other number assigned by your bank or ... option to select. Having trouble? Contact your bank or brokerage for instructions. How should Quicken set ... this account from others. Use any combination of letters, numbers, spaces, and other characters except ...

9. 

   How do I set up a loan? [Product Help]

   be an account number or some other number assigned by your bank or brokerage. It may also be the user ... trouble? Contact your bank or brokerage for instructions. How should Quicken set up accounts it has found? ...

10. 

    Add a home equity line of credit (HELOC) account [Product Help]

    It may be an account number or some other number assigned by your bank or brokerage. It may also be ... bank name listed, this is probably the option to select. Having trouble? Contact your bank or brokerage ...

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