Quicken Community

Discussion List

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  How to record Sony Corp Spin-off on October 6, 2025

  Answered Closed Ewm101 464 views 6 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Asset Allocation Precision

  Reviewed EvDob 22 views 2 comments 1 point Most recent by q_lurker October 2025Investments
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  If you're a member: Sam's Club latest price (as of 10/17/2025)

  Closed Palace 131 views 1 comment 0 points Most recent by Jon October 2025Before you Buy
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 54 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Validation errors too vague to act on

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Investing info inadequate quicken classic for Mac

  Answered Closed gonefishing 46 views 1 comment -1 point Most recent by John_in_NC October 2025Before you Buy
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  For Fidelity Cash Management Account, market value is out of sync with the running balance

  Answered Closed jkyle 147 views 7 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 3.7K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.4K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Now my Fidelity Managed Account is no longer downloading transactions

  Closed bbuckley 371 views 22 comments 1 point Most recent by ha_amin October 2025Download, Add/Update Accounts (Windows)
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  How to remove a zero-shares security from Holdings?

  Answered Closed Patrick Larkin 42 views 3 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Called bonds remain in Maturity Dates Report

  Reviewed Thirty_Year_User 87 views 8 comments 5 points Most recent by NotACPA October 2025Reports
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 32.5K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  zzz-Fidelity Updates

  Closed Gary R 47.4K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Transactions window is gone, replaced with a four-panel dashboard - how do I fix it?

  Answered ✓ Closed Migizi 52 views 2 comments 0 points Most recent by Migizi October 2025Investing (Windows)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Set default report organization to "date/account"

  Reviewed Trepid 21 views 2 comments 1 point Most recent by q_lurker October 2025Reports
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  Bond Ticker Symbol

  Closed tbf47 43 views 5 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Merged: Re: UPDATED 10/17/25 Fidelity Migration

  Closed leishirsute 21 views 0 comments 0 points Started by leishirsute October 2025 Installing and Updating (Windows)
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  Fidelity download failing

  Answered Closed dave.1234 43 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity authorizing accounts issues

  Answered ✓ Closed izmyers03 43 views 2 comments 0 points Most recent by izmyers03 October 2025Download, Add/Update Accounts (Windows)
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  new Bill pay

  Closed cobiesson 22 views 2 comments 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Why does One Step Update take more that one step?

  Answered ✓ Closed johnodrake 74 views 6 comments 0 points Most recent by johnodrake October 2025Download, Add/Update Accounts (Windows)
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  I want to change my community user name

  Answered ✓ Closed mtm10647 22 views 4 comments 0 points Most recent by Quicken Kristina October 2025Questions about using the Community?
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  Call Dates for CDs and bonds

  Reviewed DStar 26 views 2 comments 4 points Most recent by dickm2275 October 2025Investments
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  Red Flags not going away with item in Online Center

  Closed marpler 21 views 2 comments 0 points Most recent by marpler October 2025Errors and Troubleshooting (Windows)
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  Fidelity Cash Management Account

  Closed LedgerLynx 275 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
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  Importing Old Account Data

  Answered Closed Welder 32 views 1 comment 0 points Most recent by John_in_NC October 2025Download, Add/Update Accounts (Mac)
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  set up download for Osaic Equipt account

  Answered Closed marshaboex 64 views 1 comment 0 points Most recent by Boatnmaniac October 2025Download, Add/Update Accounts (Windows)
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  Quicken freezing on one step update

  Closed evan.berner 42 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)