Investments

Discussion List

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  Merged: Unable to Connect to Sallie Mae Bank CC-505

  Closed TexMike 1 view 0 comments 0 points Started by TexMike December 2025 Download, Add/Update Accounts (Windows)
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  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered Closed cory949 32 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Fidelity accounts prompting to reauthorize daily

  Closed System 31 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken Not Updating Fidelity Intl Trading Account (Domestic Brokerage & IRA/ROTH are OK)

  Closed EDacho 221 views 22 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Add a print option for the "Capital Gain Estimator" (Q Mac)

  Reviewed drmcnabb 32 views 3 comments 3 points Most recent by mistertheplague December 2025Printing
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  Unrequested Change to Simple Investing with Vanguard Account

  Closed pablomiller 374 views 19 comments 0 points Most recent by pablomiller December 2025Download, Add/Update Accounts (Windows)
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  Handling of stock split (Netflix)

  Closed qudtp 71 views 3 comments 0 points Most recent by qudtp December 2025Download, Add/Update Accounts (Windows)
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  1

  Up
  Adding ETFs to your Securities List

  Lynnn 22 views 2 comments 1 point Most recent by Lynnn December 2025Canada Mac
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  CSV Investment Import Error Off by One Cent

  Closed Jeeter 111 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
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  Charles Schwab 401k

  Closed Scott 61 views 5 comments 0 points Most recent by Scott December 2025Download, Add/Update Accounts (Windows)
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  3

  Up
  Improve the Capital Gains Estimator: price reset; manual price more distinctive

  Reviewed MontanaKarl 11 views 1 comment 3 points Most recent by jacobs December 2025Investments
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  Schwab Retirement Services

  Closed carlyn.irwin 21 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Still unable to connect Fidelity CMA account

  Closed System 61 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity money market fund redemption transactions missing from IRA

  Closed EvDob 282 views 22 comments 1 point Most recent by Toolworker December 2025Download, Add/Update Accounts (Windows)
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  2

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  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 31 views 2 comments 2 points Most recent by q_lurker December 2025Investments
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  Fidelity transactions downloading, but missing information

  System 12 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Splitting assets in accounts

  Answered Closed apearlman 21 views 2 comments 0 points Most recent by apearlman December 2025Business and Rental Property Tools (Windows)
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  FIDELITY CRYPTO ROTH ACCOUNT

  Closed PERSUASION-STX 31 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken can't find a CD at my credit union

  Closed lmacmil 21 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  1
  Downloading detailed Investment transactions

  MacRon14 12 views 1 comment 1 point Most recent by jacobs December 2025Investments
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  New Download capability from Merrill Lynch Benefits Online downloads incorrect data

  Closed dsclove 675 views 23 comments 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 362 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 381 views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
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  EWC+ runs and fails to download transactions from Merrill.

  Closed Paul LeLievre 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 11 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)
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  Investment transaction NOT recorded

  Closed Perry 22 views 2 comments 0 points Most recent by jacobs December 2025Errors and Troubleshooting (Mac)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  Closed mlurie 31 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity no muni indicator in memo download

  Answered Closed MACMONEY 32 views 4 comments 0 points Most recent by MACMONEY December 2025Download, Add/Update Accounts (Mac)
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  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  Closed qwyattguy 122 views 11 comments 0 points Most recent by Gary Breitbord December 2025Investing (Mac)