Investments

Net Worth Report showing negative balances for zero balanced accounts

LostCanuck 44 views 3 comments 0 points Most recent by Quicken Kristina 2:19PMReports (Windows)

Can quicken for Mac designate an IRA account at Vanguard as non-taxable.

Answered jmathews 39 views 5 comments 0 points Most recent by jacobs 2:04PMRegisters & Transactions (Mac)

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

System 15 views 2 comments 0 points Most recent by Quicken Kristina 1:29PMDownload, Add/Update Accounts (Mac)

Portfolio X-Ray not recognizing ETF stock funds

Answered ✓ Langston Holland 73 views 10 comments 0 points Most recent by Quicken Kristina 1:09PMInvesting (Windows)

Imbalance between Register and Holdings

Answered MattT 48 views 3 comments 0 points Most recent by Quicken Alyssa 1:01PMRegisters & Transactions (Windows)

8

Spot Prices for Gold & Silver

Reviewed rbw111 193 views 16 comments 8 points Most recent by Jon 12:59PMInvestments

Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

Answered LouCan 50 views 6 comments 0 points Most recent by Quicken Alyssa 12:54PMErrors and Troubleshooting (Windows)

ONGOING! 1/12/26 Empower Retirement - FDP-6000

Quicken Kristina 166 views 2 comments 3 points Most recent by Quicken Kristina 9:38AMAlerts, Online Banking & Known Product Issues

Fidelity transaction download issue

System 187 views 15 comments 0 points Most recent by Quick92 9:29AMDownload, Add/Update Accounts (Windows)

Having issue with a phantom Stock Split transaction

Answered Francois 87 views 8 comments 1 point Most recent by TexMike 7:42AMDownload, Add/Update Accounts (Windows)

ESPP Rollover - Categorizing negative amount

Answered harry askenazi 18 views 5 comments 0 points Most recent by mshiggins 7:23AMPaying Bills, Online Billers & Reminders (Windows)

1

Home Screen/Portfolio Value/Date Range Drop down: Add a "Last 365" range.

Reviewed gjwhite930 14 views 1 comment 1 point Most recent by Jim_Harman 6:19AMInvestments

2

Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

Reviewed gjwhite930 10 views 1 comment 2 points Most recent by Jim_Harman 6:00AMInvestments

Unable to download transactions from Janus Henderson

Answered ssohani 425 views 25 comments 1 point Most recent by joanzen January 11Investing (Windows)

Lincoln Financial erroneously displays balance as $0.00

Scott Saylor 23 views 5 comments 0 points Most recent by Scott Saylor January 11Download, Add/Update Accounts (Mac)

Fidelity monthly share sales download with generic info

System 64 views 10 comments 0 points Most recent by Quicken Alyssa January 11Download, Add/Update Accounts (Windows)

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

Hawkins1 59 views 2 comments 0 points Most recent by Mgk42760! January 11Errors and Troubleshooting (Windows)

Investment accounts dashboard no longer allows editing number of shares

Answered wilco995 31 views 1 comment 0 points Most recent by Quicken Alyssa January 11Investing (Windows)

Ameriprise download issues

markjan 11 views 1 comment 0 points Most recent by Quicken Alyssa January 11Download, 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)

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

Fidelity EWC+ Brokerage Securities Sales Not Showing [Edited]

Answered Wize 80 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 53 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)

Roth IRA account not balancing to Schwab

Answered Roger67 21 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 41 views 4 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)

How make adjustments per lot for Company Spin Off

tim.rohrer1 23 views 2 comments 0 points Most recent by tim.rohrer1 January 10Investing (Mac)

Fidelity transactions in linked Cash account downloading as "Cash"

acloudman 20 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)

Investments

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