Investments

Discussion List

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  Any update on when the Fidelity Cash Balance issue will be resolved?

  Closed Ramias 892 views 29 comments 0 points Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Mac)
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  Cash transfers between Fidelity accounts no longer processed as a transfer

  Closed leishirsute 51 views 5 comments 0 points Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Windows)
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  Investment Cash Account does not match statement, Split ContribX entries

  Closed DonBoy 76 views 8 comments 0 points Most recent by Quicken Kristina February 13Investing (Windows)
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  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 53 views 2 comments 11 points Most recent by Jim_Harman February 12Investments
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  What is up with Quicken today?

  Closed KenI 162 views 6 comments 0 points Most recent by Ryanmk February 11Investing (Windows)
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  Error with Merrill Lynch downloads

  Answered ✓ Closed gslaby 106 views 7 comments 0 points Most recent by Quicken Alyssa February 11Errors and Troubleshooting (Windows)
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  Redemption Transactions Missing

  Closed System 11 views 1 comment 0 points Most recent by Pacific_Shark_Chum February 11Download, Add/Update Accounts (Mac)
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  Error updating NetXinvestor accounts

  Closed System 41 views 3 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Windows)
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  Fidelity Connection Issues

  Closed Kim Roffman 181 views 2 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Windows)
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  Fidelity - reauthentication required when I switch Quicken databases

  Closed MSVA 52 views 6 comments 0 points Most recent by Quicken Kristina February 10Download, Add/Update Accounts (Windows)
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  Average Cost Per Share Discrepancy

  Closed tkstaple 21 views 6 comments 0 points Most recent by tkstaple February 10Investing (Windows)
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  share quantity incorrect after sale of security

  Closed Gretchen P 65 views 7 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Mac)
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  Include Total # of Shares on Security Report(s)

  Reviewed asher 35 views 2 comments 1 point Most recent by NotACPA February 9Reports
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  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Closed Tealeaf3 73 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)
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  I am trying to connect my merrill lynch 401K with Quicken

  Answered Closed joan7910 3.2K views 78 comments 0 points Most recent by jkalexndr February 8Download, Add/Update Accounts (Windows)
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  Principal Financial 401(k) shows wrong balance

  Answered ✓ Closed Geiswood 932 views 61 comments 2 points Most recent by Quicken Anja February 7Download, Add/Update Accounts (Mac)
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  Investment transaction needed for RRIF payment

  Reviewed BigPete3 12 views 1 comment 1 point Most recent by BigPete3 February 7Canada Windows
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  Print Portfolio X-Ray report, 2nd attempt

  Under Consideration UKR 383 views 8 comments 50 points Most recent by Butchp February 7Investments
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  Struggling to get brokerage account added - placeholder discrepancies..??

  Answered Closed Andrew Angell 42 views 5 comments 0 points Most recent by Jim_Harman February 6Investing (Windows)
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  Fidelity MMF redemptions not downloading

  Closed ToGo109 11 views 1 comment 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Mac)
• 
  Is there a setting in Quicken that hides selected portfolio positions?

  Answered Closed FC Wolf 93 views 13 comments 0 points Most recent by Quicken Kristina February 6Investing (Mac)
• 
  Why doesn't investment entry advance highlight to next blank entry line?

  Answered Closed Hal1 22 views 3 comments 0 points Most recent by Quicken Kristina February 6Registers & Transactions (Windows)
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  Fidelity download error when downloading into CMA account

  Closed marcaronson408 94 views 9 comments 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Windows)
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  Is your X-Ray Portfolio populating?

  Answered Closed Tobyra 32 views 3 comments 0 points Most recent by Ducati February 5Investing (Windows)
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  Get quicken Canada to support NEO exchange (+6 Merged Votes) [edited]

  Under Consideration Gilles9 2.5K views 80 comments 71 points Most recent by SylvainL February 5Investments
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  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered Closed dhall92026 1 view 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
• 
  Fidelity IRA transaction not posting correctly

  Closed RWM-JR 62 views 6 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
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  Quicken Built in Investment Reports

  Closed MrZipp 21 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
• 
  Fidelity Download - information downloaded into wrong account [Edited]

  Answered Closed wdh 34 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)