Investments

Discussion List

• 
  MAC Quicken Deluxe - placeholders - what causes this?

  Question egghead 7 views 0 comments 0 points Started by egghead 9:25AM Investing (Mac)
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  Fidelity Investment Transactions Downloading Incorrectly

  rbridges01 127 views 5 comments 0 points Most recent by Quicken Laura 9:17AMDownload, Add/Update Accounts (Windows)
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  Recurring Investment Transacttions?

  Answered JackInBrooklyn 113 views 4 comments 0 points Most recent by Quicken Alyssa 9:01AMInvesting (Windows)
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  Answered Howard Hoffman 247 views 8 comments 0 points Most recent by d4evans 8:53AMInvesting (Windows)
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  Schwab 401K - Double It's Value due to cash

  seeking27 29 views 2 comments 0 points Most recent by Quicken Laura 8:21AMDownload, Add/Update Accounts (Mac)
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  Merrill Lynch stock split transaction bungled

  jdparker225 240 views 15 comments 0 points Most recent by Quicken Kristina October 20Download, Add/Update Accounts (Windows)
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  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 463 views 14 comments 27 points Most recent by MauryJ October 20Investments
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  One Step Update wants to treat my 401(k) contribution as a security

  Answered CFBro 1.3K views 43 comments 3 points Most recent by Quicken Kristina October 20Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits 401(k): downloaded Buy/Sell transactions missing security and quantity [Edited]

  dbt14 39 views 1 comment 0 points Most recent by Quicken Kristina October 20Download, Add/Update Accounts (Mac)
• 
  Setting up downloading transactions from Schwab

  James Petillo 50 views 3 comments 0 points Most recent by Quicken Alyssa October 20Download, Add/Update Accounts (Windows)
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  Permission Problem trying to open Dec 2025 discussion

  Answered JMRO 31 views 2 comments 0 points Most recent by Quicken Kristina October 20Questions about using the Community?
• 
  401(k) Account shows a -$0.00 cash balance

  Answered JeremyASV 63 views 2 comments 0 points Most recent by Quicken Alyssa October 20Errors and Troubleshooting (Mac)
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  Merrill Lynch multiple acct reauthorizations; doesn't work

  DotCom 66 views 3 comments 1 point Most recent by Quicken Laura October 20Errors and Troubleshooting (Windows)
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  CSV Investment Import for Mac Classic

  Reviewed Patrick Flaherty 46 views 1 comment 1 point Most recent by Chris_QPW October 20Investments
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  Follow-up to "Is anyone experiencing ghost transfers"

  Geobrick 33 views 1 comment 0 points Most recent by Quicken Laura October 20Errors and Troubleshooting (Windows)
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  Cannot find this option in Quicken for the Mac

  Sammy 80 views 4 comments 0 points Most recent by MontanaKarl October 20Errors and Troubleshooting (Mac)
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  Downloading from Netbenefits

  Sammy 100 views 3 comments 0 points Most recent by Dennis@1 October 20Errors and Troubleshooting (Mac)
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  Need help with correct transaction type for stock merger

  Answered kldinkler 73 views 4 comments 0 points Most recent by Quicken Alyssa October 20Registers & Transactions (Windows)
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  IRA investment register only shows 'no placeholder' message

  gdc4080 72 views 3 comments 0 points Most recent by Jim_Harman October 19Errors and Troubleshooting (Windows)
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  Merrill Lynch accounts update issues

  Closed Gary 84 views 4 comments 0 points Most recent by Quicken Kristina October 19Download, Add/Update Accounts (Windows)
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  Wealthsimple integration is broken, mislabeled as Mint. HDFC integration broken.

  Closed tinyparticle 104 views 6 comments 0 points Most recent by Quicken Kristina October 19All Things Canadian (Mac)
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  Slowness and incorrect Fidelity balances after updating to 9.2.1

  Closed System 117 views 5 comments 0 points Most recent by Quicken Kristina October 19Errors and Troubleshooting (Mac)
• 
  Shares off in Quicken versus Merrill Lynch

  Closed ummasmith 79 views 4 comments 0 points Most recent by Quicken Kristina October 19Investing (Mac)
• 
  How do I add my TIAA Netx Investor Pershing account to Quicken

  Answered Closed DLC423 119 views 6 comments 0 points Most recent by Quicken Kristina October 19Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments Identifies FXAIX as FUSVX

  Doug Obee 59 views 2 comments 0 points Most recent by Quicken Kristina October 19Download, Add/Update Accounts (Windows)
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  Quicken is showing FDRXX as an investment position while also including its value in the account's C

  Answered dooleygehr 105 views 2 comments 0 points Most recent by Quicken Kristina October 19Investing (Mac)
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  How to show Market Value as cash

  RiverCityQknSand 59 views 2 comments 0 points Most recent by Quicken Kristina October 19Download, Add/Update Accounts (Mac)
• 
  How can I add Tastytrade as my brokerage account?

  Answered fpdod 68 views 2 comments 0 points Most recent by Quicken Laura October 19Investing (Windows)
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  Downloads for U. of California Accounts under Fidelity don't work

  Howard M. 55 views 2 comments 0 points Most recent by Quicken Laura October 19Download, Add/Update Accounts (Mac)
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  My Security Value in an investment account isn't how I keep track and it's in error

  Answered barryaz1 72 views 3 comments 0 points Most recent by Quicken Alyssa October 19Errors and Troubleshooting (Windows)