Investments

Discussion List

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  How do I update checking accounts

  Answered reh7760 25 views 2 comments 0 points Most recent by Quicken Alyssa 10:44AMDownload, Add/Update Accounts (Windows)
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Langston Holland 474 views 32 comments 2 points Most recent by dstdds 9:56AMInvesting (Windows)
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  Fidelity money market automatic redemptions

  qudtp 459 views 25 comments 1 point Most recent by bdantes February 4Errors and Troubleshooting (Windows)
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  Fidelity - reauthentication required when I switch Quicken databases

  MSVA 17 views 2 comments 0 points Most recent by MSVA February 4Download, Add/Update Accounts (Windows)
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  Downloading 401k transactions as BoughtX/Sold X

  Answered carlyn.irwin 84 views 16 comments 0 points Most recent by DoctorBrown February 4Download, Add/Update Accounts (Windows)
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  Fidelity Cash Management account not showing up

  Answered Avi Dee 18 views 2 comments 0 points Most recent by Avi Dee February 4Download, Add/Update Accounts (Mac)
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  Fidelity download error when downloading into CMA account

  marcaronson408 48 views 8 comments 0 points Most recent by leishirsute February 4Download, Add/Update Accounts (Windows)
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  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  smm13 12 views 1 comment 0 points Most recent by Quicken Alyssa February 4Registers & Transactions (Windows)
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  401k Reversal

  System 21 views 3 comments 0 points Most recent by douglascherry February 3Registers & Transactions (Windows)
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  NEW! 2/3/26 QWIN - Portfolio X-Ray incorrectly showing some holdings as 'Not Classified'

  Announcement Quicken Kristina 55 views 0 comments 2 points Started by Quicken Kristina February 3 Alerts, Online Banking & Known Product Issues
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  Investment accounts are loading very slowly

  fmashby 63 views 12 comments 0 points Most recent by Quicken Kristina February 3Registers & Transactions (Windows)
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  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered dhall92026 2 views 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
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  Fidelity IRA transaction not posting correctly

  RWM-JR 54 views 6 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
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  Fidelity Updates Still Broken after Update

  extravoice 3.5K views 147 comments 2 points Most recent by Quicken Kristina February 3Download, Add/Update Accounts (Windows)
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  Quicken Built in Investment Reports

  MrZipp 24 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
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  Vanguard Download Issue - Two Entries Per Transaction

  Dom1 55 views 3 comments 0 points Most recent by LeaningTower February 3Errors and Troubleshooting (Windows)
• 
  Is your X-Ray Portfolio populating?

  Answered Tobyra 13 views 2 comments 0 points Most recent by Jim_Harman February 3Investing (Windows)
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  Investment accounts dashboard no longer allows editing number of shares

  Answered wilco995 32 views 2 comments 0 points Most recent by Quicken Alyssa February 3Investing (Windows)
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  Quicken re-authorization fails on Quicken side

  b-quick 22 views 2 comments 0 points Most recent by Quicken Alyssa February 3Download, Add/Update Accounts (Windows)
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  Fidelity Download - information downloaded into wrong account [Edited]

  Answered Closed wdh 32 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)
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  Merrill - Handling Covered Calls

  MangoMan 1 view 0 comments 0 points Started by MangoMan February 3 Investing (Windows)
• 
  Is there a setting in Quicken that hides selected portfolio positions?

  Answered FC Wolf 79 views 12 comments 0 points Most recent by Lane1983 February 3Investing (Mac)
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  Reconciling Fidelity investment accounts online cash does not have a value

  uscfan75 48 views 6 comments 0 points Most recent by Quicken Kristina February 2Registers & Transactions (Mac)
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  Unable to download transactions from Janus Henderson

  Answered ssohani 525 views 32 comments 1 point Most recent by Quicken Kristina February 2Investing (Windows)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Bill Gulledge 32 views 6 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Transactions downloading to wrong account

  andcbii 23 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Up
  Reconciling Shares held by your brokerage account vs Quicken

  Reviewed jjrichards 44 views 5 comments 4 points Most recent by jjrichards February 2Investments
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  Cannot Edit "Action" in Register for Manual Investment Transaction

  Paddle2419 12 views 1 comment 0 points Most recent by Quicken Kristina February 2Registers & Transactions (Windows)
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  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  jdparker225 7K views 302 comments 2 points Most recent by MELCO February 2Errors and Troubleshooting (Windows)
• 
  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered soccerCoffeeMom 172 views 13 comments -1 point Most recent by Scatr February 2Errors and Troubleshooting (Windows)