Investments

Discussion List

• 
  Having issue with a phantom Stock Split transaction

  Answered Closed Francois 111 views 8 comments 1 point Most recent by TexMike January 12Download, Add/Update Accounts (Windows)
• 
  ESPP Rollover - Categorizing negative amount

  Answered Closed harry askenazi 13 views 5 comments 0 points Most recent by mshiggins January 12Paying Bills, Online Billers & Reminders (Windows)
• 
  2

  Up
  Home Screen/Portfolio Value/Date Range Drop down: Add a "Last 365" range.

  Reviewed gjwhite930 11 views 1 comment 2 points Most recent by Jim_Harman January 12Investments
• 
  3

  Up
  Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

  Reviewed gjwhite930 12 views 1 comment 3 points Most recent by Jim_Harman January 12Investments
• 
  Lincoln Financial erroneously displays balance as $0.00

  Scott Saylor 25 views 5 comments 0 points Most recent by Scott Saylor January 11Download, Add/Update Accounts (Mac)
• 
  Ameriprise download issues

  Closed markjan 21 views 1 comment 0 points Most recent by Quicken Alyssa January 11Download, Add/Update Accounts (Windows)
• 
  Fidelity accounts - I do not see the Cash Representation option

  Answered Closed Bione 1.6K views 64 comments 1 point Most recent by EvDob January 10Download, Add/Update Accounts (Windows)
• 
  Suggestions on handing for futures trading entries

  Answered Closed jasonb885 63 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)
• 
  Roth IRA account not balancing to Schwab

  Answered Closed Roger67 25 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)
• 
  161

  Up
  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Under Consideration M C Crockett 5K views 100 comments 161 points Most recent by jacobs January 10Investments
• 
  Fidelity transactions in linked Cash account downloading as "Cash"

  Closed acloudman 56 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
• 
  dividend are being categorized as payment at ed jones

  Closed Brad L Vandermoon 84 views 12 comments 0 points Most recent by Brad L Vandermoon January 10Errors and Troubleshooting (Mac)
• 
  Fidelity Net Benefits transactions mis-assigned with wrong action

  Closed Tim Wolff 30 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)
• 
  Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

  Closed Scotsaver 33 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)
• 
  CUSIP number is wrong

  Closed kopje cat 65 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)
• 
  new stocks added not showing as added

  Answered ✓ Closed tom 8021 92 views 7 comments 0 points Most recent by Burt - Q17 H&B January 8Investing (Windows)
• 
  Financial accounts borked with latest Mac version

  Closed hyyqckn 54 views 4 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Mac)
• 
  7

  Up
  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 317 views 8 comments 7 points Most recent by TedQacct January 7Investments
• 
  Fidelity EWC+ interface treating accrued interest on secondary market CDs incorrectly

  Closed BrittMayo 2 views 1 comment 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
• 
  2

  Up
  RSU Vesting Schedule

  Reviewed CDG01 12 views 0 comments 2 points Started by CDG01 January 6 Investments
• 
  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 44 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
• 
  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  Closed RAFSF 134 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)
• 
  Reauthorize/download issues with Fidelity [Edited]

  Answered Closed watsonda1 66 views 6 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Categories for Investment accounts

  Reviewed Russell0 42 views 3 comments 1 point Most recent by Jeeter January 6Ideas for Windows Classic
• 
  1

  Up
  Ability to Archive Options

  Reviewed Jeeter 14 views 0 comments 1 point Started by Jeeter January 6 Investments
• 
  Adding Fidelity Investments accounts

  Closed Eddie Paz 32 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
• 
  My list of broken Fidelity EWC+ functions

  Closed leishirsute 1.6K views 58 comments 5 points Most recent by Movie Nut January 5Download, Add/Update Accounts (Windows)
• 
  Left Side Panel MF Value Wrong While Portfolio or Detail View is Correct

  Closed fairwarning 63 views 6 comments 0 points Most recent by fairwarning January 5Investing (Windows)
• 
  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 94 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
• 
  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 73 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)