Investments

Discussion List

• 
  Issues with VOYA - again (QMac)

  System 346 views 40 comments 0 points Most recent by Mike Sz 2:37AMErrors and Troubleshooting (Mac)
• 
  Net worth Doesn't match Investments

  SteveTucker79 40 views 5 comments 0 points Most recent by Jim_Harman 2:25AMErrors and Troubleshooting (Windows)
• 
  Adjusting share balance without affecting ACB?

  Answered Microfiche 83 views 8 comments 0 points Most recent by q_lurker April 20All Things Canadian (Windows)
• 
  Quicken Mac Fidelity FDRXX still not downloading..

  gasmanjoe 44 views 6 comments 0 points Most recent by RickO April 20Registers & Transactions (Mac)
• 
  Other investment account shows as 'account not synced' on Quicken Mobile

  Answered Jill2026 21 views 2 comments 0 points Most recent by Jill2026 April 20Errors and Troubleshooting (Mac)
• 
  Net Worth report balance is higher than total market value at bottom of register for brokerage accou

  Answered DanTax 29 views 1 comment -1 point Most recent by Quicken Kristina April 20Investing (Windows)
• 
  Issues with VOYA - again

  dmurad53 93 views 11 comments 1 point Most recent by Quicken Kristina April 20Errors and Troubleshooting (Windows)
• 
  One of 6 Fidelity accounts unable to update

  Answered joblingm 41 views 3 comments 0 points Most recent by joblingm April 20Errors and Troubleshooting (Windows)
• 
  Both securities are resolving to the same underlying entry

  gbr1000 23 views 2 comments 0 points Most recent by Quicken Carlos April 20Registers & Transactions (Windows)
• 
  3

  Up
  Add a print option for the "Capital Gain Estimator" (Q Mac)

  Reviewed drmcnabb 38 views 5 comments 3 points Most recent by jacobs April 20Printing
• 
  2

  Up
  Allow Symbol to be added in View/Columns in Tax Reports

  Reviewed KenC 12 views 2 comments 2 points Most recent by jacobs April 20Product Enhancements
• 
  Setting up LPL investment account, error already used account name

  John_L 13 views 1 comment 0 points Most recent by Quicken Laura April 20Download, Add/Update Accounts (Windows)
• 
  UPDATE! 4/20/26 Raymond James & Associates - FDP-155

  Quicken Kristina 188 views 1 comment 0 points Most recent by Quicken Kristina April 20Alerts, Online Banking & Known Product Issues
• 
  Fidelity Money Market account and cash balance problems

  Bobalaska 25 views 1 comment 0 points Most recent by Quicken Laura April 20Errors and Troubleshooting (Mac)
• 
  Should Fidelity CMA be working now?

  CousinBruce 17 views 1 comment 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Mac)
• 
  "An unexpected error occurred, please try again later" error with TIAA

  System 43 views 9 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Mac)
• 
  Schwab CC-501 error [Edited]

  Answered Tman 17 views 4 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Windows)
• 
  RSUs in GBP currency

  NickDiG99 34 views 2 comments 0 points Most recent by Quicken Kristina April 19Investing (Windows)
• 
  Vanguard transaction download message "an Error has occurred"

  Marvin2020 35 views 3 comments 0 points Most recent by Quicken Laura April 19Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Track Qualified Dividends

  Reviewed Ted Durant 34 views 2 comments 1 point Most recent by Chris_QPW April 19Product Enhancements
• 
  Investment account value does not match the market value shown on account overview

  Answered Old Rabbit 48 views 2 comments 0 points Most recent by gtgerbo April 19Errors and Troubleshooting (Windows)
• 
  2

  Up
  Net Amount Invested

  Reviewed loukas 26 views 0 comments 2 points Started by loukas April 19 Investments
• 
  Quicken add Fidelity acct stuck on "bank hosted sign-in page"

  vlee194546 160 views 19 comments 0 points Most recent by vlee194546 April 18Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments - 401(k) Unidentified Security

  cjim 273 views 28 comments 0 points Most recent by Quicken Kristina April 18Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 24 views 0 comments 1 point Started by BRETTB April 18 Ideas for Windows Classic
• 
  Register display format changed and is blank

  Union79 38 views 2 comments 0 points Most recent by mshiggins April 17Investing (Windows)
• 
  Merrill Edge duplicate dividends

  Txpete 34 views 1 comment 0 points Most recent by Quicken Kristina April 17Registers & Transactions (Windows)
• 
  Does anyone else have problems downloading transactions and portfolio values from Schwab?

  MishawakaKirk 82 views 12 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
• 
  Getting a blank screen when trying to reconnect Voya

  System 18 views 4 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Windows)
• 
  As I try to continue reconciling Q Classic Cda to Excel

  Answered Closed Tealeaf3 149 views 7 comments 0 points Most recent by Quicken Kristina April 17All Things Canadian (Windows)