New to the forum. I searched on Fidelity and didn't see this issue. If it has been dealt with, please point me to it. Among the mutual funds in my Fidelity 401(k) account are Fidelity 500 Index Fund and Fidelity Mid Cap Index. When purchases download, it is trying to make the purchases for the wrong security. For example,…
I have several short sale covered call positions in my Merrill Lynch brokerage account that have either expired or have been bought back. The shares quality therefore shows zero holdings yet the security position still shows in the Portfolio View. I have "Show Closed Lots" unchecked. I also have the same issues in several…
I followed member "sjmsing" instructions and the transaction showed up in my Pioneer Natural Resourse account. The EXXON account is blank. Most likely I need step by step instructions. Thank you.
I have all of the categories selected (_DivINC, Divx, intinc, etc) and the income is not coming through (it used to). Did receive a popup "one or more of your investment accounts has the position only attribute and has been excluded from this report. You can use CUSTOMIZE to manually include these accounts but some data…
Windows 10; Quicken R57.16 I have a managed securities account that I download transactions from into Quicken. I recently got two Unidentified Securities, both without CUSIP ID's, but after recent transaction downloads my register in Quicken (outside of these Unidentified Securities) has reconciled accurately to the…
This is a separate follow-up to this thread detailing issues with the NVDA split . Even though my stocks reflect the proper cost basis and I've adjusted the share price for the week prior to the split (since Quicken reflected the split price 5 days before the split), my Growth of 10k report shows a major dip in my "growth"…
Seems overnight they updated how Robinhood connects (we were told this is coming). However boy is it wrong! It broke out investment, crypto and cash. My investment is nearly 3x what I really have and my crypto is insanely overstated. Deleting the 3 accounts and trying to setup new and see if it does it again.
I saw discusions from other people that also had difficulty adding an attachment to a transaction in an investment account. This could be the result of INCORRECT INSTRUTIONS in Quicken. At least that was my problem. The "Account Attachments" popup says I need to click on the paperclip icon on the transaction, just like a…
I consider myself a very experienced Quicken user, since 1992. Using Windows Premier and have never encountered this problem. I added a new security transaction for Arista Networks, symbol ANET. It shows up on my security list and in the brokerage account. I have on my home page the Net Worth by Assets and Liabilities and…
Every day I update my portfolio with the quotes and news using the update function in Quicken Classic Premiere. Today, 6/19/2024, there are no updates. I have attempted an update several times, restarting the application, rebooting the computer, etc. No updates. Is there a known issue?
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