Investments

Discussion List

• 
  Fidelity download issues 3-3-26

  berryjt 154 views 11 comments 1 point Most recent by TiH 2:16PMInvesting (Windows)
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 83 views 7 comments 0 points Most recent by Quicken Laura 1:17PMInvesting (Windows)
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  Fidelity transactions not downloading, no error messages

  System 47 views 4 comments 0 points Most recent by Li'l Rico 11:21AMErrors and Troubleshooting (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered LJDM 15 views 1 comment 0 points Most recent by Quicken Alyssa 10:31AMDownload, Add/Update Accounts (Mac)
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  Transactions downloaded from Merrill Lynch not mapped correctly (again)

  Michael Sloss 33 views 3 comments 0 points Most recent by Michael Sloss 7:05AMDownload, Add/Update Accounts (Windows)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 386 views 25 comments 0 points Most recent by ddavec 12:21AMInvesting (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 49 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 96 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)
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  Cannot add Schwab brokerage accounts

  rj3230987 17 views 1 comment 0 points Most recent by Quicken Alyssa March 4Download, Add/Update Accounts (Windows)
• 
  Issues Downloading Fidelity

  System 207 views 20 comments 0 points Most recent by GermanBlueRam March 4Download, Add/Update Accounts (Windows)
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  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 29 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 37 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 47 views 6 comments 0 points Most recent by Herkdrvr March 4Download, Add/Update Accounts (Windows)
• 
  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)
• 
  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 183 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 44 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 16 views 3 comments 0 points Most recent by Quicken Kristina March 3Errors and Troubleshooting (Mac)
• 
  401k Reversal

  System 37 views 5 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
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  Fidelity FDRXX Cash Balance Missing - Quicken Mac

  Answered DougMcCann 235 views 11 comments 0 points Most recent by Quicken Alyssa March 3Registers & Transactions (Mac)
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  Exercise employee options command unable to find vested shares

  gobuffs67 20 views 2 comments 0 points Most recent by gobuffs67 March 3Errors and Troubleshooting (Windows)
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  Unable to download transactions from Janus Henderson

  Answered ssohani 632 views 38 comments 1 point Most recent by mike0164 March 2Investing (Windows)
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  Fidelity Incorrect cash balance in register (QMac)

  System 17 views 2 comments 0 points Most recent by Quicken Kristina March 2Investing (Mac)
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  Incorrect cash balance for an investment account in the register

  Vlad Kaplan 89 views 6 comments 0 points Most recent by Quicken Kristina March 2Investing (Windows)
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  Fidelity CC-601

  System 57 views 2 comments 0 points Most recent by Quicken Kristina March 2Download, Add/Update Accounts (Windows)
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  NEW! 3/2/26 Fidelity Investment- FDP-101/CC-601 CP_SCRIPT_ERROR

  Announcement Quicken Kristina 920 views 0 comments 0 points Started by Quicken Kristina March 2 Alerts, Online Banking & Known Product Issues