Discussion List

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  Merrill Lynch download issue

  Answered bob323 434 views 40 comments 6 points Most recent by Quicken Jasmine April 24Download, Add/Update Accounts (Mac)
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  Trouble downloading information from Equitable Advisors

  Answered jbplum 754 views 5 comments 0 points Most recent by FernandoP April 24Download, Add/Update Accounts (Windows)
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  Accurate Asset Classes

  usnavy1610 22 views 1 comment 0 points Most recent by jacobs April 24Investing (Mac)
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  UPDATED 4/24/25 SEI Client Connect- $0 Balance When Adding Investment Accounts

  Quicken Anja 24 views 1 comment 0 points Most recent by Quicken Anja April 24Alerts, Online Banking & Known Product Issues
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  How to enter RSU released which differs from vested amount?

  Answered harry askenazi 42 views 3 comments 0 points Most recent by mshiggins April 24Investing (Windows)
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  Vanguard problem

  RS9 58 views 4 comments 0 points Most recent by bw2 April 24Investing (Mac)
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  Not able to add NYCERS account - keep getting CC-501 error

  mcadenillas 19 views 2 comments 0 points Most recent by mcadenillas April 23Download, Add/Update Accounts (Windows)
• 
  The "Return (%) YTD" numbers are missing / not correct / out of date in Portfolio Views [edited]

  pgavon 132 views 10 comments 0 points Most recent by Jim_Harman April 23Investing (Windows)
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  Vanguard Accounts keep reverting to simple tracking method - SOLVED

  Milehigh5280 216 views 13 comments 0 points Most recent by arlingpj April 23Errors and Troubleshooting (Windows)
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  CLOSED 4/23/25 John Hancock Retirement Plan Services - FDP-102 / CC-502

  Announcement Quicken Kristina 225 views 3 comments 1 point Most recent by Quicken Anja April 23Alerts, Online Banking & Known Product Issues
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  How to Adjust Cost Basis of Investment

  Answered JCOldSchool 21 views 2 comments 0 points Most recent by Jim_Harman April 23Investing (Windows)
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  How can I set up an account for a fixed single premium annuity?

  Answered ✓ b.a.teller 77 views 7 comments 0 points Most recent by Quicken Jasmine April 22Download, Add/Update Accounts (Windows)
• 
  Name field no longer allows Symbol only (since R62.14)

  GaryB1234 188 views 13 comments 1 point Most recent by GaryB1234 April 22Registers & Transactions (Windows)
• 
  Invesco 16503 Error

  GIWalt 243 views 31 comments 1 point Most recent by AZCoder1959 April 22Download, Add/Update Accounts (Mac)
• 
  Fiduciary Trust International

  GreggSGonsalves 25 views 1 comment 0 points Most recent by Quicken Anja April 22Download, Add/Update Accounts (Mac)
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  Placeholder entries hidden or corrupted? - Vanguard account

  Ted P 37 views 2 comments 0 points Most recent by Jim_Harman April 21Errors and Troubleshooting (Windows)
• 
  Why do some Canadian Stocks not update in Canadian Quicken

  Answered ✓ Scouter_Don 108 views 6 comments 0 points Most recent by Scouter_Don April 21Investing (Windows)
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  21

  Up
  Support for price update for Canadian Depositary Receipts

  Under Consideration rogerhlho 277 views 15 comments 21 points Most recent by Quicken Kristina April 21Investments
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  Bug?? Inconsistent cash balance reported between 2 Quicken views

  RedCab 370 views 31 comments 0 points Most recent by UKR April 21Investing (Windows)
• 
  Cash Account added to VOYA ??

  dmurad53 155 views 20 comments 0 points Most recent by dmurad53 April 20Download, Add/Update Accounts (Mac)
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  How to include loss on investment?

  Paul Yelk 62 views 3 comments 0 points Most recent by Jim_Harman April 20Investing (Windows)
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  Schwab 401K - Imported funds showing as "Unidentified Securities"

  Jamieson22 60 views 4 comments 0 points Most recent by Quicken Jasmine April 20Errors and Troubleshooting (Windows)
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  Schwab investment accounts not downloading "security/payee" for "Investment:Dividends"-Q MAC

  mkh.finan 39 views 3 comments 0 points Most recent by Quicken Kristina April 19Investing (Mac)
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  Why is the "Daily Gain/Loss" greyed out and set to $0.00?

  Perry Smith 35 views 1 comment 0 points Most recent by Quicken Anja April 19Investing (Mac)
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  Transactions from fidelity missed randomly

  vip 20 views 1 comment 0 points Most recent by Quicken Kristina April 18Download, Add/Update Accounts (Mac)
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  Updated to Build 27.1.62.16: Quicken MANDATED CHANGE from STOCK SYMBOL to Legal name

  TooManyNicknames 178 views 13 comments 3 points Most recent by Quicken Kristina April 18Investing (Windows)
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  T Rowe Price downloads are messed up again - duplicating 12/31/24 transactions!

  Answered Don Awalt 1.5K views 71 comments 0 points Most recent by TonyD April 17Download, Add/Update Accounts (Windows)
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  1

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  Don't ask about Cost Averaging or Lot Selection

  Reviewed dburk 70 views 7 comments 1 point Most recent by Chris_QPW April 16Investments
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  I don't want to add additional information on stock transactions

  bcollinsmn 29 views 1 comment 0 points Most recent by Quicken Anja April 16Investing (Windows)
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  Download transactions from TradeStation

  gbbodel 12 views 1 comment 0 points Most recent by Quicken Anja April 16Investing (Windows)