Investments

Lincoln Financial erroneously displays balance as $0.00

Scott Saylor 22 views 4 comments 0 points Most recent by Quicken Kristina 1:15PMDownload, Add/Update Accounts (Mac)

Fidelity monthly share sales download with generic info

System 62 views 10 comments 0 points Most recent by Quicken Alyssa 11:02AMDownload, Add/Update Accounts (Windows)

Fidelity holdings being counted as cash and as securities (QMac)

System 10 views 1 comment 0 points Most recent by agraham 8:34AMDownload, Add/Update Accounts (Mac)

ESPP Rollover - Categorizing negative amount

Answered harry askenazi 9 views 3 comments 0 points Most recent by mshiggins 8:27AMPaying Bills, Online Billers & Reminders (Windows)

Fidelity Issues - missing purchase transactions in 401k/403b accounts

Hawkins1 52 views 2 comments 0 points Most recent by Mgk42760! 8:25AMErrors and Troubleshooting (Windows)

Investment accounts dashboard no longer allows editing number of shares

Answered wilco995 30 views 1 comment 0 points Most recent by Quicken Alyssa 7:45AMInvesting (Windows)

Ameriprise download issues

markjan 11 views 1 comment 0 points Most recent by Quicken Alyssa 7:23AMDownload, Add/Update Accounts (Windows)

Fidelity Downloaded Transactions Not Matching

micdif 197 views 21 comments 0 points Most recent by micdif January 10Errors and Troubleshooting (Windows)

Portfolio X-Ray not recognizing ETF stock funds

Answered ✓ Langston Holland 53 views 5 comments 0 points Most recent by Quicken Kristina January 10Investing (Windows)

Fidelity accounts - I do not see the Cash Representation option

Answered Bione 1.4K views 64 comments 1 point Most recent by EvDob January 10Download, Add/Update Accounts (Windows)

Quicken Classic for Mac sets number of shares to zero on manual entry

Answered JamesDM 13 views 3 comments 0 points Most recent by Jon January 10Errors and Troubleshooting (Mac)

Fidelity EWC+ Brokerage Securities Sales Not Showing [Edited]

Answered Wize 78 views 15 comments 0 points Most recent by Boatnmaniac January 10Registers & Transactions (Windows)

I am trying to connect my merrill lynch 401K with Quicken

Answered joan7910 2.6K views 74 comments 0 points Most recent by SamW618 January 10Download, Add/Update Accounts (Windows)

Suggestions on handing for futures trading entries

Answered jasonb885 52 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)

Roth IRA account not balancing to Schwab

Answered Roger67 19 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)

158

Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

Under Consideration M C Crockett 4.8K views 100 comments 158 points Most recent by jacobs January 10Investments

Vanguard Account Just Switched to Simple Investing

Answered keithwibel 38 views 4 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)

How make adjustments per lot for Company Spin Off

tim.rohrer1 21 views 2 comments 0 points Most recent by tim.rohrer1 January 10Investing (Mac)

Fidelity transactions in linked Cash account downloading as "Cash"

acloudman 19 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)

dividend are being categorized as payment at ed jones

Brad L Vandermoon 74 views 12 comments 0 points Most recent by Brad L Vandermoon January 10Errors and Troubleshooting (Mac)

Random errors in cash amounts for Fidelity money market funds in investment accounts

shtevie 46 views 5 comments 0 points Most recent by shtevie January 9Errors and Troubleshooting (Windows)

Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

jdparker225 6.5K views 294 comments 2 points Most recent by jdparker225 January 9Errors and Troubleshooting (Windows)

Fidelity Net Benefits transactions mis-assigned with wrong action

Tim Wolff 16 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)

Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

Scotsaver 27 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)

Portfolio Shows Incorrect # Of Shares (blank) w/ Option to 'Show Closed Lots' disabled.

FredArthur 76 views 10 comments 0 points Most recent by Quicken Kristina January 9Investing (Windows)

CUSIP number is wrong

kopje cat 56 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)

Issues Downloading Fidelity

System 54 views 12 comments 0 points Most recent by DLKSF January 9Download, Add/Update Accounts (Windows)

new stocks added not showing as added

Answered ✓ tom 8021 82 views 7 comments 0 points Most recent by Burt - Q17 H&B January 8Investing (Windows)

Incomplete securities download from Scotia bank/ScotMcLeod using Quicken for Mac

J-PH 16 views 2 comments 0 points Most recent by J-PH January 8All Things Canadian (Mac)

One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

millersp54 73 views 11 comments 0 points Most recent by Jim_Harman January 8Download, Add/Update Accounts (Windows)

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