Investments

Discussion List

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  Custom Asset Class Not Appearing on Asset Allocation Chart

  Closed richradi 31 views 4 comments 0 points Most recent by Quicken Kristina April 3Investing (Windows)
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  Merged: Merrill Lynch transaction download error with EWC+

  Closed jdparker225 1 view 0 comments 0 points Started by jdparker225 April 3 Download, Add/Update Accounts (Windows)
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  Categorization of annuity distributions

  Answered Closed JohnMRinehart 57 views 2 comments 0 points Most recent by JohnMRinehart April 3Investing (Windows)
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  Fidelity Money Market (SPAXX) Not Showing in Quicken After Recent Update

  Closed System 45 views 4 comments 0 points Most recent by cewhitejr April 3Download, Add/Update Accounts (Windows)
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  Like to move shares from Old Security to New Security (good) quickly.

  Closed BRETTB 96 views 7 comments 0 points Most recent by BRETTB April 2Investing (Windows)
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  Updates for Fidelity not working

  Closed glennwms 213 views 11 comments 0 points Most recent by Quicken Laura April 2Download, Add/Update Accounts (Windows)
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  Fidelity Cash Balance Not working on Quicken for Mac

  Closed Sammy 35 views 3 comments 0 points Most recent by Quicken Laura April 2Reports (Mac)
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  Fidelity monthly share sales download with generic info

  Closed Mark Wagner 31 views 3 comments 0 points Most recent by Quicken Alyssa April 2Download, Add/Update Accounts (Windows)
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  Dividend Category by Account Type - All Dividends Currently Just "_Div"

  Closed ManOfSteel58 53 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)
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  Problems with having Jackson National data display properly

  Closed Normal 45 views 9 comments 0 points Most recent by Quicken Alyssa April 1Download, Add/Update Accounts (Windows)
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  Introduce a new COMMODITIES category group under Accounts

  Reviewed rkoffler 33 views 2 comments 1 point Most recent by NotACPA March 31Investments
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  Holding Security Same Security at two different Brokerages (Best Method to Handle)

  Closed BRETTB 43 views 3 comments 0 points Most recent by BRETTB March 31Investing (Windows)
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  39

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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 870 views 15 comments 39 points Most recent by mikek753b March 31Budget and Planning Tools
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  CC-601 Error - Fidelity Brokerage Accounts not updating.

  Closed gtgerbo 4.1K views 144 comments 2 points Most recent by shtevie March 31Download, Add/Update Accounts (Windows)
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  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  Closed smm13 101 views 8 comments 0 points Most recent by Quicken Alyssa March 31Registers & Transactions (Windows)
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  Investment expenses

  Closed dc600 56 views 3 comments 0 points Most recent by Jim_Harman March 30All Things Canadian (Windows)
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  Downloading transactions locks up quicken

  Answered Closed dfmeyer 61 views 4 comments 0 points Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  What is happening between Quicken and Fidelity in the past couple of days. Quicken Deluxe, Windows

  Answered Closed stenan7 133 views 4 comments -1 point Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  Closed TexMike 102 views 10 comments 0 points Most recent by Quicken Kristina March 30Download, Add/Update Accounts (Windows)
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  Fidelity Net Benefits lost history

  Closed GOBLUE 22 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Persistent issues with Fidelity NetBenefits since Fall of 2025

  Closed GOBLUE 52 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  One EFT (GOVT) not updating regularly

  Closed foursix 1 view 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Fidelity Roth IRA account shows cash that I don't have

  Closed Lpowell 44 views 5 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Complete Positions to Simple, What now

  Closed Philip107 91 views 8 comments 0 points Most recent by Quicken Laura March 29Investing (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly (again)

  Closed Michael Sloss 123 views 10 comments 0 points Most recent by Quicken Kristina March 28Download, Add/Update Accounts (Windows)
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  One Step Update Keeps Grabbing Old Incorrect Stock Split

  Answered Closed Glenn Hamilton 51 views 3 comments 0 points Most recent by mshiggins March 28Errors and Troubleshooting (Windows)
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  Any resolution for these issues at LPL Financial?

  Answered Closed WileyOne 115 views 8 comments 0 points Most recent by WileyOne March 27Download, Add/Update Accounts (Windows)
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  Which report will show the affect of a sale on account value & overall portfolio

  Closed System 45 views 3 comments 0 points Most recent by Jim_Harman March 27All Things Canadian (Windows)