Investments

Discussion List

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  Quicken Stopped Connecting with RBC Wealth Management [Edited]

  Answered MBurtschi 36 views 2 comments 0 points Most recent by Quicken Anja 8:34AMErrors and Troubleshooting (Windows)
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  Certificate of Deposit Maturity

  New Retired Banker 3 views 0 comments 1 point Started by Retired Banker 7:47AM Investments
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Langston Holland 1.2K views 81 comments 2 points Most recent by Jim_Harman 7:14AMInvesting (Windows)
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  Fidelity CMA dividends downloading as Div not DivX

  WSAQ 65 views 5 comments 0 points Most recent by Quicken Kristina March 6Download, Add/Update Accounts (Windows)
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  Fidelity FZDXX not handled correctly with latest Quicken Classic on Mac version

  britsoftltd 55 views 3 comments 0 points Most recent by luyendyk March 6Errors and Troubleshooting (Mac)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 12 views 5 comments 0 points Most recent by Quicken Kristina March 6Download, Add/Update Accounts (Windows)
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  Fidelity Downloaded Transactions Not Matching

  micdif 312 views 34 comments 0 points Most recent by Migizi March 6Errors and Troubleshooting (Windows)
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  Fidelity download issues 3-3-26

  berryjt 197 views 13 comments 1 point Most recent by berryjt March 6Investing (Windows)
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  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  System 17 views 3 comments 0 points Most recent by Quicken Anja March 6Investing (Windows)
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  Correcting Price History

  slewkowicz 41 views 3 comments 0 points Most recent by Quicken Anja March 6Investing (Windows)
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  Investment accounts are loading very slowly

  fmashby 112 views 18 comments 0 points Most recent by SirWm March 6Registers & Transactions (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  gabes 30 views 3 comments 0 points Most recent by gabes March 6Errors and Troubleshooting (Mac)
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  Securities are not reflecting accurate cost information when sold.

  Answered pianolady 15 views 2 comments 0 points Most recent by Jon March 5Investing (Mac)
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  Add number of shares to Security List

  Reviewed Rocket J Squirrel 88 views 9 comments 19 points Most recent by NotACPA March 5Investments
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 89 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
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  Fidelity transactions not downloading, no error messages

  System 50 views 4 comments 0 points Most recent by Li'l Rico March 5Errors and Troubleshooting (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered LJDM 21 views 1 comment 0 points Most recent by Quicken Alyssa March 5Download, Add/Update Accounts (Mac)
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  Transactions downloaded from Merrill Lynch not mapped correctly (again)

  Michael Sloss 49 views 3 comments 0 points Most recent by Michael Sloss March 5Download, Add/Update Accounts (Windows)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 387 views 25 comments 0 points Most recent by ddavec March 5Investing (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 50 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 102 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 22 views 1 comment 0 points Most recent by Quicken Alyssa March 4Download, Add/Update Accounts (Windows)
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  Issues Downloading Fidelity

  System 212 views 20 comments 0 points Most recent by GermanBlueRam March 4Download, Add/Update Accounts (Windows)
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  Registry different from Portfolio view

  FarmHills 33 views 3 comments 0 points Most recent by FarmHills March 4Investing (Windows)
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  Quicken will not link accounts with Schwab

  Herkdrvr 60 views 6 comments 0 points Most recent by Herkdrvr March 4Download, Add/Update Accounts (Windows)
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  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)
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  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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  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 189 views 9 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Windows)