Investments

Discussion List

• 
  Add Father's Stock But Keep Separate from Net Worth...

  Answered Bryan Schmiedeler 26 views 4 comments 0 points Most recent by Quicken Laura 9:43AMInvesting (Mac)
• 
  A previously linked IRA account no longer links. Is the only solution to disconnect it?

  Answered MaxArai 33 views 3 comments 0 points Most recent by Quicken Laura 9:23AMErrors and Troubleshooting (Mac)
• 
  Syncing with Schwab

  Answered Vince3 46 views 5 comments 0 points Most recent by Quicken Laura 9:15AMDownload, Add/Update Accounts (Windows)
• 
  Issues with VOYA - again (QMac)

  System 918 views 67 comments 0 points Most recent by Samir & Marianne May 27Errors and Troubleshooting (Mac)
• 
  1

  Up
  Macintosh Portfolio view enhancement - columns to show gain from MMFs/CDs/etc. [Edited]

  Reviewed William Day 23 views 3 comments 1 point Most recent by NotACPA May 27Investments
• 
  Bug - Quicken automatically rounds Stock Total Cost to 2 decimal places.

  fciani 216 views 11 comments -1 point Most recent by Jim_Harman May 27Errors and Troubleshooting (Windows)
• 
  25

  Up
  Mutual fund share conversion for Mac

  Reviewed Geoff Green 151 views 11 comments 25 points Most recent by neongreen May 27Investments
• 
  Fidelity Investments Daily fund price changes totally in error

  JohnWells 32 views 1 comment 0 points Most recent by Quicken Laura May 27Investing (Windows)
• 
  Quicken doesn't reflect transactions in Portfolio view

  Answered verso21 21 views 2 comments 0 points Most recent by Quicken Anja May 27Investing (Mac)
• 
  Fidelity Cash Accounts

  bnw 21 views 2 comments 0 points Most recent by Quicken Anja May 27Download, Add/Update Accounts (Windows)
• 
  ONGOING 5/27/26 Raymond James & Associates - FDP-155 / FDP-102

  Announcement Quicken Kristina 396 views 4 comments 0 points Most recent by Quicken Laura May 27Alerts, Online Banking & Known Product Issues
• 
  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 538 views 44 comments 0 points Most recent by Stevemd May 26Download, Add/Update Accounts (Windows)
• 
  Stock charts start with 0 & horizontal grid lines are hard to see [Edited]

  glfiedler 42 views 2 comments 1 point Most recent by glfiedler May 26The Water Cooler
• 
  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  System 325 views 32 comments 0 points Most recent by Quicken Kristina May 26Investing (Windows)
• 
  US T Note purchases downloading as an "Unidentified Security" from Merrill Lynch

  Rod W 95 views 11 comments 0 points Most recent by Quicken Kristina May 26Errors and Troubleshooting (Windows)
• 
  Delete Multiple transactions from investment register at once

  Answered rbridges01 31 views 3 comments 0 points Most recent by Quicken Alyssa May 26Download, Add/Update Accounts (Windows)
• 
  Robinhood

  dmt9054 22 views 1 comment -1 point Most recent by Quicken Anja May 26Download, Add/Update Accounts (Windows)
• 
  Mutual Fund Prior Day Prices Overwritten by Prior-Prior Day at EOD

  Closed jrbrett 31 views 3 comments 0 points Most recent by Quicken Kristina May 26Errors and Troubleshooting (Mobile)
• 
  Investment Accounts beyond the possibility of reconciliation

  Answered ✓ Closed GerryP 171 views 14 comments 0 points Most recent by Quicken Laura May 26Registers & Transactions (Windows)
• 
  My account bar balance for an investment account does not match the holdings total.

  Answered kpoinnv 31 views 5 comments 0 points Most recent by Quicken Laura May 26Registers & Transactions (Windows)
• 
  1

  Up
  Allocation Graph by sector and/or industry [Edited]

  Reviewed JLV3 21 views 1 comment 1 point Most recent by Jim_Harman May 24Investments
• 
  3

  Up
  Make the check for stock splits optional

  Reviewed Ed Perrault 21 views 1 comment 3 points Most recent by Quicken Alyssa May 24Investments
• 
  Quicken Classic Download Issues - Fidelity and Vanguard

  JNTexas 92 views 3 comments 0 points Most recent by Quicken Alyssa May 24Download, Add/Update Accounts (Windows)
• 
  "Tax schedule" option has disappeared

  mellivora 141 views 9 comments 0 points Most recent by mshiggins May 23Investing (Windows)
• 
  1

  Up
  Suggest adding a way to select multiple downloaded transactions to delete

  New DL# 11 views 0 comments 1 point Started by DL# May 23 Investments
• 
  Investing account group has no summary data Quicken Classic Mac 9.0.3

  Answered Bill48 31 views 2 comments 0 points Most recent by Quicken Anja May 23Errors and Troubleshooting (Mac)
• 
  RESOLVED! 5/23/26 Empower Retirement - FDP-6000

  Announcement Quicken Kristina 422 views 3 comments 3 points Most recent by Quicken Kristina May 23Alerts, Online Banking & Known Product Issues
• 
  Why do my IRAs not show up in plan assumptions in the Lifetime Planner?

  System 32 views 3 comments 0 points Most recent by Quicken Anja May 23Budgeting and Planning Tools (Windows)
• 
  Import security data with a .csv file

  Answered Closed Situkraven 101 views 4 comments 0 points Most recent by Quicken Anja May 23Investing (Windows)