Investments

Discussion List

• 
  Subject: Persistent Fidelity Money Market / Cash Balance Errors — Quicken Classic for Mac Related Ti

  baveritt 149 views 7 comments 0 points Most recent by baveritt June 17Errors and Troubleshooting (Mac)
• 
  3

  Up
  Show Reinvested dividends/gains dollar amount in Cash In and Cash Out columns [14 Votes]

  Reviewed David Giramma 99 views 12 comments 3 points Most recent by jacobs June 17Investments
• 
  1

  Up
  'Use of' or 'population of' the Avg Cost field for Crypto.

  Reviewed Jeffrey Click 46 views 2 comments 1 point Most recent by Quicken Alyssa June 17Product Enhancements
• 
  2

  Up
  Portfolio Value - Dashboard card - Last 12 months, Last 5 years & custom range

  Reviewed briang_simi 24 views 2 comments 2 points Most recent by Quicken Alyssa June 17Product Enhancements
• 
  AAAUGH! More Fidelity Core Money Market Fund Issues

  Toolworker 110 views 8 comments 0 points Most recent by Toolworker June 17Download, Add/Update Accounts (Windows)
• 
  Stock price not updating after hours trading price

  Answered lwmct 46 views 2 comments 0 points Most recent by lwmct June 16Investing (Windows)
• 
  how do i enter unrealized gains and losses in my investments?

  LisaD789 1.4K views 5 comments 0 points Most recent by q_lurker June 16Investing (Windows)
• 
  Fidelity transactions not matching up with holdings

  25+YrUser 181 views 9 comments 0 points Most recent by Quicken Alyssa June 16Investing (Windows)
• 
  Stock transaction, dividend activity, Quicken can not match correct stocks [Edited]

  Brad P 251 views 14 comments 0 points Most recent by Quicken Kristina June 16Investing (Windows)
• 
  How can I stop or disable old securities from getting price updates?

  Answered ✓ BarryMo 72 views 5 comments 0 points Most recent by Jim_Harman June 16Investing (Windows)
• 
  My account bar balance for an investment account does not match the holdings total.

  Answered Closed kpoinnv 39 views 6 comments 0 points Most recent by Quicken Laura June 16Registers & Transactions (Windows)
• 
  59
  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Planned f0445780 2K views 41 comments 59 points Most recent by Quicken Kristina June 16Investments
• 
  How to enter a Fund Split

  Answered Closed allgoodnamestaken 34 views 4 comments 0 points Most recent by Quicken Anja June 16Download, Add/Update Accounts (Windows)
• 
  4

  Up
  Manual access to Investments categories

  Reviewed mauldin006 37 views 3 comments 4 points Most recent by Quicken Carlos June 16Investments
• 
  2

  Up
  Target Prices for Securities

  R Strax 26 views 1 comment 2 points Most recent by Quicken Carlos June 16Investments
• 
  Negative Security Values in the Register (how to remove)

  csavard 45 views 3 comments 0 points Most recent by Quicken Carlos June 16Registers & Transactions (Windows)
• 
  Issues with VOYA - again (QMac)

  System 1.1K views 70 comments 0 points Most recent by Quicken Kristina June 15Errors and Troubleshooting (Mac)
• 
  8

  Up
  Estimated Annual Dividend Income Column

  Reviewed jnussb9328 30 views 3 comments 8 points Most recent by Quicken Carlos June 15Investments
• 
  1

  Up
  bond number

  Reviewed leonard kearney 29 views 3 comments 1 point Most recent by Quicken Carlos June 15Product Enhancements
• 
  Vanguard connection issues

  tosialjr 115 views 7 comments 0 points Most recent by Quicken Kristina June 15Errors and Troubleshooting (Windows)
• 
  1

  Up
  Adding ETFs to your Securities List

  Lynnn 52 views 3 comments 1 point Most recent by Quicken Alyssa June 15Canada Mac
• 
  Investing: stock/option quotes from Charles Schwab stopped updating [Edited]

  Answered amxhoov 89 views 9 comments 0 points Most recent by Quicken Laura June 15Investing (Windows)
• 
  Why does the Auto-Reconcile get out of whack after several months with the Schwab Investments?

  Answered SteveF9608 47 views 4 comments 0 points Most recent by UKR June 15Investing (Mac)
• 
  2

  Up
  Investment Accounts Linked To Trusts

  Reviewed EVO-Bob 27 views 2 comments 2 points Most recent by Quicken Alyssa June 15Ideas for Quicken LifeHub
• 
  2

  Up
  Lifehub Linking Financial Advisor to Investment Accounts

  Reviewed EVO-Bob 21 views 1 comment 2 points Most recent by Quicken Alyssa June 15Ideas for Quicken LifeHub
• 
  Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

  Answered georgek 45 views 7 comments 0 points Most recent by Quicken Kristina June 14Download, Add/Update Accounts (Windows)
• 
  Fidelity downloads Short Term Gains as Dividends

  ChrisP. 28 views 1 comment 0 points Most recent by Quicken Kristina June 14Errors and Troubleshooting (Windows)
• 
  1

  Up
  System Date Format, Financial Year setting, Spark Lines and XiRR in Portfolio, Merger - Demerger

  Reviewed dipe_c 36 views 3 comments 1 point Most recent by UKR June 14Investments
• 
  2

  Up
  Brokerage account should accept Business field in dividends and other transactions

  Reviewed suricatodanlaf 10 views 1 comment 2 points Most recent by Quicken Kristina June 14Investments