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 77 views 0 comments 0 points Started by Tom Young November 2025
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  Adjusting Cost Basis for Limited Partnerships

  Answered ✓ Henry112 28 views 5 comments 0 points Most recent by Henry112 11:35AM
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  Unable to Link Existing Quicken Invest. Accounts to Fidelity Accounts after Fidelity Reauthorization

  pgavon 183 views 10 comments 1 point Most recent by mvwabc 9:15AM
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  Fidelity download issues 3-3-26

  berryjt 188 views 13 comments 1 point Most recent by berryjt 8:00AM
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  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  System 16 views 3 comments 0 points Most recent by Quicken Anja 7:21AM
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  Recording Silver Collectibles

  irenefrie 25 views 2 comments 0 points Most recent by Quicken Anja 7:18AM
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  Correcting Price History

  slewkowicz 39 views 3 comments 0 points Most recent by Quicken Anja 7:11AM
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 86 views 7 comments 0 points Most recent by Quicken Laura March 5
• 
  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 387 views 25 comments 0 points Most recent by ddavec March 5
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  Pressing "Update" in the Investing/Dashboard screen shows $0 for individual stock gains/losses

  Chuck56 71 views 10 comments 0 points Most recent by Chuck56 March 4
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Langston Holland 1.1K views 79 comments 2 points Most recent by Jim_Harman March 4
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  Registry different from Portfolio view

  FarmHills 32 views 3 comments 0 points Most recent by FarmHills March 4
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  Investing Portfolio Value share count does not match Holdings

  JRJR 36 views 2 comments 0 points Most recent by JRJR March 4
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  Reconciling an investment account [Edited]

  Answered jkl1 49 views 6 comments 0 points Most recent by Jim_Harman March 3
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  Specify Lots Sold in This Transaction view is truncated

  cardinaln19501 149 views 18 comments 0 points Most recent by Quicken Kristina March 3
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  Unable to download transactions from Janus Henderson

  Answered ssohani 633 views 38 comments 1 point Most recent by mike0164 March 2
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  Incorrect cash balance for an investment account in the register

  Vlad Kaplan 89 views 6 comments 0 points Most recent by Quicken Kristina March 2
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  Help adding Dollar index to watch list

  Answered MGB 33 views 5 comments 0 points Most recent by MGB March 2
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  Investment Account Cash Balance

  Answered SH62 22 views 1 comment 0 points Most recent by NotACPA March 2
• 
  Fidelity after Update to R66.18

  RichardSchreyer 124 views 8 comments 0 points Most recent by jr_ece March 1
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  How to track performance of cash in an investment account...

  Answered Ken Stevens 37 views 1 comment 0 points Most recent by Quicken Kristina March 1
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  Bug: Quicken is downloading incorrect stock prices on weekend days

  QuickeDan 80 views 8 comments 0 points Most recent by q_lurker March 1
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  Downloaded quotes not accurate when downloading over the weekend

  Answered kingd432 63 views 4 comments 0 points Most recent by QuickeDan February 28
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  Does Version 66.18 resolve vault password issue from 65.29?

  RNeisser 66 views 5 comments 1 point Most recent by therifleman! February 28
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  Fidelity NetBenefits Downloading Incorrect Prices Outside Trading Hours

  dsmith5010 33 views 3 comments 0 points Most recent by Jim_Harman February 28
• 
  Waters added to Account?

  AMP 29 views 2 comments 0 points Most recent by mshiggins February 27
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  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  System 139 views 9 comments 0 points Most recent by Quicken Kristina February 27
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  OSU importing various incorrect security price quotes for securities at Fidelity

  emhamiltn 19 views 1 comment 0 points Most recent by bmciance February 26
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  Quicken not showing correct annual dividend amount for JEPI

  mb5! 53 views 7 comments 0 points Most recent by Jim_Harman February 26
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  BDX-WAT spinoff

  Dennis Goldstein 145 views 5 comments 0 points Most recent by reginaO February 26
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  Account Overview Holdings VIew (latest version of Quicken Classic Windows)

  Answered Closed Tiomasai 35 views 5 comments 0 points Most recent by Quicken Alyssa February 26