Investments

Discussion List

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  Securities are not reflecting accurate cost information when sold.

  Answered Closed pianolady 51 views 5 comments 0 points Most recent by Quicken Anja April 17Investing (Mac)
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  Fix assumptions report that includes wrong investments

  Reviewed IzzyPWD 13 views 0 comments 2 points Started by IzzyPWD April 16 Budget and Planning Tools
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  Fidelity Downloaded Transactions Not Matching

  Closed micdif 545 views 41 comments 0 points Most recent by Quicken Alyssa April 15Errors and Troubleshooting (Windows)
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  How to properly record 401(k) contributions from paycheck while using a connected investment account

  Answered ✓ Closed sneff30 114 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)
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  Error in categorizing option writing transactions in Fidelity Accounts

  Closed HarryM 32 views 6 comments 0 points Most recent by Quicken Kristina April 14Errors and Troubleshooting (Windows)
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  Pro-tip: If Quicken is acting weird with a new E*TRADE transfer, just give it a few days

  Closed auga 23 views 1 comment 0 points Most recent by Quicken Kristina April 13Download, Add/Update Accounts (Windows)
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  My Comcast Stock account no longer allows MiscIncX

  Answered Closed Courtenay 37 views 3 comments 0 points Most recent by Quicken Carlos April 13Registers & Transactions (Windows)
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  selecting reconcile from holdings in investment account fails - navigation canceled

  Closed jswafa 65 views 7 comments 0 points Most recent by jswafa April 13Errors and Troubleshooting (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered Closed LJDM 22 views 4 comments 0 points Most recent by Quicken Alyssa April 12Download, Add/Update Accounts (Mac)
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  Add Unit Gross Price and Unit Cost to the Capital Gains Report

  Closed System 22 views 4 comments 0 points Most recent by jacobs April 11Investing (Windows)
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  In investment register, is there a way to get the Category column to display all the time (Edited)

  Answered ✓ Closed DanKinman 133 views 10 comments 0 points Most recent by NotACPA April 11Investing (Windows)
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  Issues with Money Market and Cash in Fidelity Investment Accounts

  Closed System 204 views 16 comments 0 points Most recent by Quicken Kristina April 11Download, Add/Update Accounts (Windows)
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  Fidelity EOM interest earned transactions going to checking account

  Closed System 36 views 7 comments 0 points Most recent by tarkus9 April 11Download, Add/Update Accounts (Windows)
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  Fidelity MMKT Brokerage account now negative

  Closed es114 23 views 2 comments 0 points Most recent by es114 April 11Download, Add/Update Accounts (Windows)
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  Quicken Windows R66.28 Build 27.1.66.28 Missing MiscExpX transaction category in IRA

  Closed Pat U 72 views 3 comments 0 points Most recent by Pat U April 10Investing (Windows)
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  Investments only updating Closing Price. Not updating high, low or volume

  Closed Scouter_Don 87 views 11 comments 0 points Most recent by Quicken Kristina April 10All Things Canadian (Windows)
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  Securities & Cash Assigned to a business (Q Mac)

  Answered Closed Nauset 84 views 7 comments 0 points Most recent by Quicken Kristina April 10Reports (Mac)
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  Consistent Ordering in the Asset Allocation Chart

  Reviewed RogiQ 23 views 3 comments 9 points Most recent by tgrantdavis April 9Display/UI
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  Fidelity Cash+ (Again)

  Closed joturnage 92 views 9 comments 0 points Most recent by Quicken Anja April 9Download, Add/Update Accounts (Windows)
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  Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)

  Reviewed PutterFlutters 843 views 26 comments 31 points Most recent by q_lurker April 8Investments
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  Cost basis errors

  Closed tkstaple 22 views 2 comments 0 points Most recent by mshiggins April 8Investing (Windows)
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  Quicken Investment Top Movers Wrong

  Answered Closed glennmitchell 11 views 1 comment 0 points Most recent by Quicken Laura April 8Errors and Troubleshooting (Windows)
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  Money Market FZDXX not tracking in Quicken Mac (Ticket #12299543/CTP-16655)

  Closed Sammy 62 views 5 comments 0 points Most recent by EK118 April 8Investing (Mac)
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  Fidelity money market download issues

  Closed Stevemd 61 views 6 comments 0 points Most recent by Quicken Kristina April 7Download, Add/Update Accounts (Windows)
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  Exercise employee options command unable to find vested shares

  Closed gobuffs67 42 views 7 comments 0 points Most recent by Quicken Kristina April 7Errors and Troubleshooting (Windows)
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  Still can not see gain/loss when selecting lots

  Closed dandy48 31 views 2 comments 0 points Most recent by dandy48 April 6Investing (Windows)
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  Fidelity CMA dividends downloading as Div not DivX

  Closed WSAQ 163 views 10 comments 0 points Most recent by Quicken Kristina April 6Download, Add/Update Accounts (Windows)
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  Cannot add Schwab brokerage accounts

  Closed rj3230987 72 views 4 comments 0 points Most recent by Quicken Alyssa April 6Download, Add/Update Accounts (Windows)
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  Why is Quicken for Mac so awful with brokerage accounts.

  Closed Mr. Boots 46 views 3 comments 0 points Most recent by jacobs April 4Errors and Troubleshooting (Mac)
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  401k Reversal

  Closed System 52 views 7 comments 0 points Most recent by Quicken Kristina April 3Registers & Transactions (Windows)