Investments

Discussion List

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  Follow-up on Windows to Mac Conversion losing BoughtX/SoldX/DivX transfer transactions

  System 38 views 2 comments 0 points Most recent by Quicken James 12:55PMFile Conversion and Backup (Windows)
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  Quicken hangs when resetting Vanguard account

  System 74 views 3 comments 0 points Most recent by pjm0509 12:48PMErrors and Troubleshooting (Windows)
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  Vanguard Brokerage download says "An error has occurred"

  gargiulojj 1.4K views 13 comments 4 points Most recent by tzina 12:03PMDownload, Add/Update Accounts (Windows)
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  How do I get the cash amounts for my Ameriprise Financial accounts correct for each account?

  Answered walkerwd 77 views 6 comments 0 points Most recent by John Campbell 11:40AMDownload, Add/Update Accounts (Windows)
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  IRA information does not download from Vanguard

  Answered h stansfield 186 views 9 comments 0 points Most recent by Sceptic 7:55AMDownload, Add/Update Accounts (Windows)
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  RESOLVED 11/11/26 Edward Jones – Unable to Add Accounts via Direct Connect

  Announcement Quicken Kristina 133 views 1 comment 0 points Most recent by Quicken Laura 7:52AMAlerts, Online Banking & Known Product Issues
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  Vanguard account reverted to simple tracking and won't let me change it to complete

  Charlie@ 172 views 8 comments 0 points Most recent by Charlie@ 7:24AMRegisters & Transactions (Windows)
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  Cannot add etrade

  Answered brewtoo64 130 views 9 comments 0 points Most recent by jralyea 4:01AMDownload, Add/Update Accounts (Windows)
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  Fidelity Cash Management account Dividends not show in "cash checking account"

  CTS 256 views 10 comments 0 points Most recent by Stevemd November 10Download, Add/Update Accounts (Windows)
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  1

  Up
  Basis Adjustment transaction

  Reviewed Stevemd 31 views 0 comments 1 point Started by Stevemd November 10 Investments
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  Vanguard Miscellaneous Expense transactions make no sense

  cnewms 28 views 1 comment 0 points Most recent by jacobs November 10Download, Add/Update Accounts (Mac)
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  Why are ETrade Investment Transactions Suddenly GONE?

  Answered Case Kay 36 views 1 comment 0 points Most recent by Jon November 10Investing (Mac)
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  Schwab 401K - Double It's Value due to cash

  seeking27 361 views 15 comments 0 points Most recent by seeking27 November 10Download, Add/Update Accounts (Mac)
• 
  Follow-up to "Is anyone experiencing ghost transfers"

  Geobrick 72 views 2 comments 0 points Most recent by Quicken Laura November 10Errors and Troubleshooting (Windows)
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  Fidelity accounts download issues once again!

  SandraStowell 48 views 1 comment 1 point Most recent by Sceptic November 10Download, Add/Update Accounts (Windows)
• 
  How do i highlight or flag a transaction in the investment accounts?

  Answered blkvette94 27 views 1 comment 0 points Most recent by Quicken Laura November 10Errors and Troubleshooting (Windows)
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  NEW! 11/10/26 Fidelity Investments- FDP-105- FI_WEBSITE_UNAVAILABLE

  Announcement Quicken James 166 views 0 comments 0 points Started by Quicken James November 10 Alerts, Online Banking & Known Product Issues
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  One Step Update wants to treat my 401(k) contribution as a security

  Answered CFBro 2.3K views 57 comments 3 points Most recent by Kevin T November 10Download, Add/Update Accounts (Windows)
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  Download errors for Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)

  Answered Blixto 189 views 11 comments 0 points Most recent by Blixto November 9Investing (Mac)
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  Can't find the correct connection option for my Voya account

  System 136 views 8 comments 0 points Most recent by Quicken Kristina November 9Download, Add/Update Accounts (Windows)
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  Quicken doesn't download stock split information, and enters as "Add Shares" instead

  CyborgOne 49 views 2 comments 0 points Most recent by Sceptic November 9Investing (Mac)
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  Express Connect Plus + I have 8 EWC+ Investment accounts at Fidelity Investments.

  Answered bizzybill 114 views 3 comments 0 points Most recent by Quicken Alyssa November 9Investing (Windows)
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  Vanguard Download - Changed again...

  Answered Dom1 269 views 7 comments 0 points Most recent by Quicken Carlos November 9Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits: Transactions Downloading Into the Wrong Quicken Account

  System 135 views 10 comments 0 points Most recent by Quicken Laura November 8Registers & Transactions (Windows)
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  Quicken/Fidelity nearly unusable

  gordonharper 89 views 3 comments 0 points Most recent by NotACPA November 8Download, Add/Update Accounts (Windows)
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  Trump Accounts

  Answered Closed Jonas & Theresa Kemp 366 views 6 comments 0 points Most recent by Quicken Alyssa November 8Investing (Windows)
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  BUG Report - Investment Account Overview missing Column Headers

  Arctic Hare 260 views 13 comments 0 points Most recent by Quicken Laura November 8All Things Canadian (Windows)
• 
  Starting A New File after 30 years

  wingsr1 113 views 3 comments 0 points Most recent by Chris_QPW November 7Investing (Windows)
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  Quicken is not updating stock prices right now, 11/05/2026 and partial issues yesterday

  Scouter_Don 56 views 1 comment 0 points Most recent by Quicken Kristina November 7Investing (Windows)
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  Fidelity CMA Still Downloads 2 Transactions Buy or Sell with MMF treated as Cash

  golferddh 296 views 12 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Mac)