Investing (Windows)

Discussion List

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  Anybody with a real-world brokerage account linked to a bank account who can step in here?

  Announcement Closed Tom Young 120 views 0 comments 0 points Most recent by Tom Young November 2025
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  Has the issue with incorrect security lots been fixed in recent releases? [Edited]

  Pacoinconn 174 views 5 comments 0 points Most recent by Quicken Kristina 3:58PM
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  Schwab Brokerage - Quote/Price does not match between Quicken and Schwab website

  Pat Marshall 107 views 8 comments 0 points Most recent by Sceptic 6:16AM
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  How do I make transaction record date data uniform ?

  Answered Gene619 73 views 3 comments 0 points Most recent by Quicken Alyssa 6:05AM
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  How to delete WBD Stock in Quicken?

  Answered ✓ Irv Spalten 211 views 12 comments 0 points Most recent by Quicken Laura 5:21AM
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  BUG: investment account buy/sell with 0.00 commission shows up as Uncategorized

  William Crawford 319 views 26 comments 0 points Most recent by Sceptic October 10
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  ONEOK INC Merger Security Exchange - FALCON TOPCO INC

  wdnkl 123 views 9 comments 0 points Most recent by wdnkl October 10
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  Schwab SPI (Personal/Direct Investing Accounts)

  krose 35 views 1 comment 0 points Most recent by Quicken Carlos October 10
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  MORNING STAR no longer works

  Answered Ken267 109 views 7 comments 0 points Most recent by Quicken Kristina October 10
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  Municipal Bond Premium Amortization

  Mike4416 23 views 1 comment 0 points Most recent by q_lurker October 10
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  Answered Howard Hoffman 216 views 7 comments 0 points Most recent by Quicken Kristina October 9
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  How to add a U.S. Treasury Note to an existing brokerage account so that it updates daily.

  BostonBud 58 views 2 comments 0 points Most recent by q_lurker October 9
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  Investment Screen View

  Robert Armani 34 views 1 comment 0 points Most recent by Sceptic October 9
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  Capital Gains Estimator Custom Goals

  Answered bill@llmorrison.net 31 views 1 comment 0 points Most recent by Sceptic October 8
• 
  Migration to Quicken on Mac

  Answered ssohani 139 views 7 comments 0 points Most recent by Quicken Alyssa October 8
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  Issue with downloading LPL Stock Updates

  Answered MB_2026 81 views 5 comments 0 points Most recent by Quicken Laura October 7
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  Requesting update on updating Options pricing?

  hartlenb 33 views 3 comments 0 points Most recent by Chris_QPW October 7
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  Express Connect Plus + I have 8 EWC+ Investment accounts at Fidelity Investments.

  Answered bizzybill 69 views 2 comments 0 points Most recent by LtColDave October 7
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  Hidden securities reselected automatically after clicking 'Show (hidden securities)'

  Answered DonaldBishop111 46 views 3 comments 0 points Most recent by Quicken Laura October 6
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  Fidelity Transaction Mixup [Edited]

  Answered johnboy1227 115 views 5 comments 0 points Most recent by Quicken Alyssa October 6
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  Access denied for security snapshot information

  Jack Scripps 122 views 6 comments 0 points Most recent by UKR October 6
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  Brokerage account being transferred to an existing brokerage

  Gary R 63 views 4 comments 0 points Most recent by Gary R October 6
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  Are the cash handling issues with Fidelity resolved from Quickens perspective?

  Answered Dennis6@ 45 views 1 comment 0 points Most recent by Quicken Levetta October 5
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  Bonds & CDs don't show properly in Portfolio X-Ray

  System 69 views 4 comments 0 points Most recent by Quicken Kristina October 5
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  Re: Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Steven 1.2K views 42 comments 2 points Most recent by Quicken Kristina October 5
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  Merged: X-Ray Not Recognizing ETFs

  Closed Sowa Pete 10 views 0 comments 0 points Started by Sowa Pete October 5
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  Tired of issues with Fidelity [Edited]

  dkirin 131 views 3 comments -1 point Most recent by Quicken Levetta October 5
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  Lifetime Planner: Social Security COLA

  Answered jw_504 117 views 3 comments 0 points Most recent by Chris_QPW October 5
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  Want closing prices, not aftermarket prices

  Answered ✓ halomoto 102 views 2 comments 0 points Most recent by halomoto October 3
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  Is the Quicken development team working to fix Investing Reports bugs?

  fciani 38 views 1 comment 0 points Most recent by Chris_QPW October 3
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  Best method to enter data when a company splits into two new entities MSGS to MSGK & MSGR

  Answered petergoode 76 views 2 comments 0 points Most recent by petergoode October 3