Investments

Discussion List

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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  System 103 views 15 comments 0 points Most recent by vjpereznunez 10:10AMDownload, Add/Update Accounts (Mac)
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  Fidelity transaction download issue

  System 190 views 16 comments 0 points Most recent by Quicken Kristina 10:02AMDownload, Add/Update Accounts (Windows)
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  Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

  Matthew Boone 713 views 32 comments 3 points Most recent by JQuick1 9:44AMInvesting (Windows)
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  Fidelity EWC+ Brokerage Securities Sales Not Showing [Edited]

  Answered Wize 82 views 16 comments 0 points Most recent by mrzookie 9:22AMRegisters & Transactions (Windows)
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  Missing Button in Investment pop-up window

  psobilo 73 views 6 comments 0 points Most recent by Boatnmaniac 8:37AMInvesting (Windows)
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  META still bringing in FB pricing on Mac

  wbeekman 21 views 2 comments 0 points Most recent by Quicken Anja 6:18AMInvesting (Mac)
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  Asset Allocation Guide: Different Totals on Different Screens?

  Answered Ted Gallagher 67 views 6 comments 0 points Most recent by Jim_Harman 5:23AMInvesting (Windows)
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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  millersp54 80 views 13 comments 0 points Most recent by Jim_Harman 4:38AMDownload, Add/Update Accounts (Windows)
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  Fidelity Cash Balance Doubled (money market accounts)

  System 90 views 10 comments 0 points Most recent by JQuick1 3:38AMDownload, Add/Update Accounts (Mac)
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  Partnership Distributions

  bighorn77 57 views 6 comments 0 points Most recent by q_lurker January 12Investing (Windows)
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  Removing/Increasing Price-Per-Share Dollar Limitation

  Reviewed winston_jeff 19 views 1 comment 1 point Most recent by Jim_Harman January 12Manage Accounts and Transactions
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  Portfolio Shows Incorrect # Of Shares (blank) w/ Option to 'Show Closed Lots' disabled.

  FredArthur 84 views 11 comments 0 points Most recent by FredArthur January 12Investing (Windows)
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  Net Worth Report showing negative balances for zero balanced accounts

  LostCanuck 50 views 3 comments 0 points Most recent by Quicken Kristina January 12Reports (Windows)
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  Can quicken for Mac designate an IRA account at Vanguard as non-taxable.

  Answered jmathews 41 views 5 comments 0 points Most recent by jacobs January 12Registers & Transactions (Mac)
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  Fidelity holdings being counted as cash and as securities (QMac)

  System 15 views 2 comments 0 points Most recent by Quicken Kristina January 12Download, Add/Update Accounts (Mac)
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Langston Holland 96 views 10 comments 0 points Most recent by Quicken Kristina January 12Investing (Windows)
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  Imbalance between Register and Holdings

  Answered MattT 49 views 3 comments 0 points Most recent by Quicken Alyssa January 12Registers & Transactions (Windows)
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  Spot Prices for Gold & Silver

  Reviewed rbw111 193 views 16 comments 8 points Most recent by Jon January 12Investments
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  Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

  Answered LouCan 52 views 6 comments 0 points Most recent by Quicken Alyssa January 12Errors and Troubleshooting (Windows)
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  ONGOING! 1/12/26 Empower Retirement - FDP-6000

  Quicken Kristina 172 views 2 comments 3 points Most recent by Quicken Kristina January 12Alerts, Online Banking & Known Product Issues
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  Having issue with a phantom Stock Split transaction

  Answered Francois 87 views 8 comments 1 point Most recent by TexMike January 12Download, Add/Update Accounts (Windows)
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  ESPP Rollover - Categorizing negative amount

  Answered harry askenazi 19 views 5 comments 0 points Most recent by mshiggins January 12Paying Bills, Online Billers & Reminders (Windows)
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  Home Screen/Portfolio Value/Date Range Drop down: Add a "Last 365" range.

  Reviewed gjwhite930 14 views 1 comment 1 point Most recent by Jim_Harman January 12Investments
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  Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

  Reviewed gjwhite930 10 views 1 comment 2 points Most recent by Jim_Harman January 12Investments
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  Unable to download transactions from Janus Henderson

  Answered ssohani 427 views 25 comments 1 point Most recent by joanzen January 11Investing (Windows)
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  Lincoln Financial erroneously displays balance as $0.00

  Scott Saylor 23 views 5 comments 0 points Most recent by Scott Saylor January 11Download, Add/Update Accounts (Mac)
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  Fidelity monthly share sales download with generic info

  System 64 views 10 comments 0 points Most recent by Quicken Alyssa January 11Download, Add/Update Accounts (Windows)
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  Fidelity Issues - missing purchase transactions in 401k/403b accounts

  Hawkins1 60 views 2 comments 0 points Most recent by Mgk42760! January 11Errors and Troubleshooting (Windows)
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  Investment accounts dashboard no longer allows editing number of shares

  Answered wilco995 32 views 1 comment 0 points Most recent by Quicken Alyssa January 11Investing (Windows)
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  Ameriprise download issues

  markjan 11 views 1 comment 0 points Most recent by Quicken Alyssa January 11Download, Add/Update Accounts (Windows)