Investments

Discussion List

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  Morningstar X-ray issue with unclassified Mutual Funds and ETFs from Feb is back

  Answered mcski 208 views 15 comments 2 points Most recent by Michael Preston 2:08PMInvesting (Windows)
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  Fidelity Brokerage CD's

  jimshu1 47 views 3 comments 0 points Most recent by jimshu1 2:07PMDownload, Add/Update Accounts (Windows)
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  Stock Lot Details in “Holdings” view showing incorrect info

  G_raffe 134 views 9 comments 0 points Most recent by G_raffe 1:46PMErrors and Troubleshooting (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 1.3K views 69 comments 0 points Most recent by Quicken Alyssa 12:52PMDownload, Add/Update Accounts (Windows)
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  AAAUGH! More Fidelity Core Money Market Fund Issues

  Toolworker 531 views 29 comments 0 points Most recent by Quicken Alyssa 8:30AMDownload, Add/Update Accounts (Windows)
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  One Voya holding is not updating

  System 197 views 17 comments 0 points Most recent by dmurad53 August 18Investing (Mac)
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  Fidelity transactions download continues to degrade

  AtlCenter 66 views 3 comments 0 points Most recent by Quicken Kristina August 18Download, Add/Update Accounts (Windows)
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  ETF in security list

  RR471 149 views 9 comments 0 points Most recent by Arctic Hare August 18All Things Canadian (Windows)
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  Is there a way to 'hide' investments with value = 0

  Answered ✓ phenders4 282 views 13 comments 0 points Most recent by Jim_Harman August 18Investing (Windows)
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  Park Avenue Securities Connection

  SteveTucker79 16 views 1 comment 0 points Most recent by NotACPA August 17Download, Add/Update Accounts (Windows)
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  RW Baird Issues

  Closed sycamore1234 95 views 4 comments 0 points Most recent by Quicken Alyssa August 17Errors and Troubleshooting (Mac)
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  E*Trade (now Morgan Stanley) only support Simple Investment

  Howard Hoffman 574 views 31 comments 0 points Most recent by Quicken Kristina August 16Download, Add/Update Accounts (Windows)
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  Mismatch of Fidelity Funds, how to fix?

  Answered Smokey7422 100 views 3 comments 0 points Most recent by NotACPA August 15Investing (Windows)
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  Pre-Market Stopped Working with R68.31

  rhoneyman 210 views 12 comments 0 points Most recent by rhoneyman August 15Investing (Windows)
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  Add investment visibility for 1-Week Performance

  Reviewed Rich-K 14 views 0 comments 1 point Started by Rich-K August 15 Investments
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  Investment accounts are loading very slowly 2026

  SirWm 79 views 9 comments 0 points Most recent by Chris_QPW August 15Registers & Transactions (Windows)
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  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 71 views 5 comments 3 points Most recent by Quicken Carlos August 15Investments
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  Investment holdings not right after remove & add shares

  Answered Closed courtneyg 168 views 7 comments 0 points Most recent by Quicken Anja August 15Investing (Windows)
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  Ameriprise Accounts Not Updating Accurately

  BryonC 24 views 2 comments 0 points Most recent by Quicken Kristina August 14Download, Add/Update Accounts (Mac)
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  How to categorize an IRA withdrawal as income

  Answered ccastoro1340 137 views 4 comments 0 points Most recent by Quicken Kristina August 14Download, Add/Update Accounts (Windows)
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  How to change money market fund treatment in Quicken investment accounts?

  Answered schraub 213 views 14 comments 0 points Most recent by Quicken Kristina August 14Errors and Troubleshooting (Windows)
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  Classic Business & Personal - WIndows R67.10 Bld 27.1.67.10. Fidelity Cash Mgmt Act - Transactions

  Closed drwho351 61 views 4 comments -1 point Most recent by Quicken Kristina August 14Download, Add/Update Accounts (Windows)
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  UBS Investing account and "UBS Bank USA Core" transactions...

  Answered Closed joe porkka 44 views 4 comments 0 points Most recent by Quicken Kristina August 14Errors and Troubleshooting (Windows)
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  Fidelity transactions stopped downloading and Quicken freezes when deactivating accounts

  Closed System 106 views 5 comments 0 points Most recent by Quicken Kristina August 14Download, Add/Update Accounts (Windows)
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  Why Merrill Lynch IRA Accounts don't show correct Cash Balance by double counting Cash Sweep?

  Answered Closed pkailesh 62 views 4 comments 0 points Most recent by Quicken Kristina August 14Errors and Troubleshooting (Mac)
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  Quote updates

  Answered Gaboum 138 views 7 comments 0 points Most recent by Quicken Kristina August 14Download, Add/Update Accounts (Mac)
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  Add FAST Graphs like graphs

  New wamurray1923 12 views 0 comments 1 point Started by wamurray1923 August 14 Ideas for Windows Classic
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  Stock dividend transaction fail

  leonard kearney 214 views 7 comments 0 points Most recent by q_lurker August 13Investing (Windows)
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  YTD Return % instead of Avg Annual Return YTD %

  Reviewed jdevanoff 81 views 2 comments 1 point Most recent by Quicken Alyssa August 13Investments
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  My Fidelity bugs still around after a year since EWC+ migration

  EvDob 130 views 10 comments 0 points Most recent by Quicken Laura August 13Download, Add/Update Accounts (Windows)