Investments

Discussion List

• 
  Fidelity CMA dividends downloading as Div not DivX

  WSAQ 57 views 3 comments 0 points Most recent by Quicken Kristina 9:10AMDownload, Add/Update Accounts (Windows)
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  Fidelity Downloaded Transactions Not Matching

  micdif 310 views 34 comments 0 points Most recent by Migizi 8:01AMErrors and Troubleshooting (Windows)
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  Fidelity download issues 3-3-26

  berryjt 188 views 13 comments 1 point Most recent by berryjt 8:00AMInvesting (Windows)
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  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  System 16 views 3 comments 0 points Most recent by Quicken Anja 7:21AMInvesting (Windows)
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  Correcting Price History

  slewkowicz 39 views 3 comments 0 points Most recent by Quicken Anja 7:11AMInvesting (Windows)
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  Investment accounts are loading very slowly

  fmashby 110 views 18 comments 0 points Most recent by SirWm 6:36AMRegisters & Transactions (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  gabes 30 views 3 comments 0 points Most recent by gabes 4:22AMErrors and Troubleshooting (Mac)
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  Securities are not reflecting accurate cost information when sold.

  Answered pianolady 13 views 2 comments 0 points Most recent by Jon March 5Investing (Mac)
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  19

  Up
  Add number of shares to Security List

  Reviewed Rocket J Squirrel 87 views 9 comments 19 points Most recent by NotACPA March 5Investments
• 
  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 86 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
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  Fidelity transactions not downloading, no error messages

  System 50 views 4 comments 0 points Most recent by Li'l Rico March 5Errors and Troubleshooting (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered LJDM 19 views 1 comment 0 points Most recent by Quicken Alyssa March 5Download, Add/Update Accounts (Mac)
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  Transactions downloaded from Merrill Lynch not mapped correctly (again)

  Michael Sloss 42 views 3 comments 0 points Most recent by Michael Sloss March 5Download, Add/Update Accounts (Windows)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 387 views 25 comments 0 points Most recent by ddavec March 5Investing (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 50 views 6 comments 0 points Most recent by SeaStar March 4Download, Add/Update Accounts (Windows)
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  Fidelity Cash Management account not showing up

  Answered Avi Dee 99 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)
• 
  Cannot add Schwab brokerage accounts

  rj3230987 20 views 1 comment 0 points Most recent by Quicken Alyssa March 4Download, Add/Update Accounts (Windows)
• 
  Issues Downloading Fidelity

  System 210 views 20 comments 0 points Most recent by GermanBlueRam March 4Download, Add/Update Accounts (Windows)
• 
  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Langston Holland 1.1K views 79 comments 2 points Most recent by Jim_Harman March 4Investing (Windows)
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  Registry different from Portfolio view

  FarmHills 32 views 3 comments 0 points Most recent by FarmHills March 4Investing (Windows)
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  Fidelity FZDXX not handled correctly with latest Quicken Classic on Mac version

  britsoftltd 42 views 2 comments 0 points Most recent by Quicken Alyssa March 4Errors and Troubleshooting (Mac)
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  Quicken will not link accounts with Schwab

  Herkdrvr 56 views 6 comments 0 points Most recent by Herkdrvr March 4Download, Add/Update Accounts (Windows)
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  3

  Up
  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 49 views 4 comments 3 points Most recent by Jim_Harman March 3Investments
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  Reconciling an investment account [Edited]

  Answered jkl1 49 views 6 comments 0 points Most recent by Jim_Harman March 3Investing (Windows)
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  Merrill Lynch transactions downloading as "Null"

  System 23 views 7 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
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  2

  Up
  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 10 views 0 comments 2 points Started by SpongeWorthy March 3 Investments
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  Problem downloading data from Vanguard

  Answered ✓ HelenT 186 views 9 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Windows)
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  Why is Quicken for Mac not syncing with Fidelity Investments?

  Answered LLM 50 views 4 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Mac)
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  Market Value Discrepancy

  mike132 73 views 6 comments 0 points Most recent by Quicken Kristina March 3Errors and Troubleshooting (Mac)
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  Holdings that have been sold still reflect in portfolio

  System 17 views 3 comments 0 points Most recent by Quicken Kristina March 3Errors and Troubleshooting (Mac)