Investments

Discussion List

• 
  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)
• 
  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  Closed kyoung2112 568 views 17 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
• 
  Unable to see Canadian stocks in Stock Look Up

  Answered Closed RobinEllis 49 views 3 comments 0 points Most recent by Valderi January 5All Things Canadian (Windows)
• 
  Unable to download these security prices

  Closed ikeses 42 views 2 comments 0 points Most recent by q_lurker January 4Investing (Windows)
• 
  IRA Distribution transactions and Scheduled Transaction Group are functionality deficient

  Closed DoctorBrown 46 views 2 comments 0 points Most recent by DoctorBrown January 4Investing (Windows)
• 
  RBC Mutual Fund Prices not updated January 2, 2026 (Canada)

  Closed dc600 12 views 1 comment 0 points Most recent by Quicken Kristina January 4All Things Canadian (Windows)
• 
  Fidelity Revenue Credit transactions being handled incorrectly

  Closed MNbowler 26 views 1 comment 0 points Most recent by Quicken Kristina January 4Errors and Troubleshooting (Mac)
• 
  Philly457.com / Philadelphia Deferred Compensation Fails for over a month

  Closed Jordbarnet 15 views 1 comment 0 points Most recent by jacobs January 4Errors and Troubleshooting (Mac)
• 
  How to remove obsolete accounts from the Investing tab?

  Answered ✓ Closed cminarik_1953 36 views 3 comments 0 points Most recent by cminarik_1953 January 3Investing (Windows)
• 
  Fidelity 401K contribution appears as bond bought labeled as "Unidentified Security"

  Closed User121 32 views 1 comment 0 points Most recent by Quicken Kristina January 3Errors and Troubleshooting (Windows)
• 
  Memorized Investment Transaction not supported in open account - IRA distribution

  Answered Closed DoctorBrown 91 views 9 comments 0 points Most recent by Quicken Kristina January 3Investing (Windows)
• 
  CollegeInvest Issues Continue?

  Closed norvanl62 13 views 4 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
• 
  Fidelity Checking account acting like an investment account

  Closed System 17 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  Fidelity CMA account question

  Closed es114 34 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  Unable to deactivate account due to "transactions to accept" error message

  Closed System 23 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  SIMPLE IRA Payroll Pre-Tax Contributions not reflected in the Tax Planner

  Answered ✓ Closed zot100 67 views 1 comment 0 points Most recent by Quicken Kristina January 2Budgeting and Planning Tools (Windows)
• 
  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered Closed davidmarketing 28 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)
• 
  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.4K views 63 comments 28 points Most recent by jacobs January 2Investments
• 
  Have Quicken maintain cash in MMF as Fidelity does

  Answered ✓ Closed Ellary Kahan 168 views 24 comments 0 points Most recent by Ellary Kahan January 2Errors and Troubleshooting (Windows)
• 
  Have Dividend income show on investing dashboard

  Answered Closed Markhfx 53 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)
• 
  Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

  Answered Closed Lampatrick 40 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
• 
  18

  Up
  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 203 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements
• 
  8

  Up
  Consistent Ordering in the Asset Allocation Chart

  Reviewed RogiQ 12 views 2 comments 8 points Most recent by Jim_Harman December 2025Display/UI
• 
  Fidelity NQ plan downloading sales as withdrawals with no sale information

  Closed geoffj 34 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
• 
  Securities Comparison Mismatch (x30 or so names)

  Answered Closed LoxyLox 32 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)
• 
  46

  Up
  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Under Consideration USMA74 919 views 29 comments 46 points Most recent by Quicken Anja December 2025Investments
• 
  BMO Mutual Fund Prices not updated Dec 19 2025

  Closed dc600 36 views 4 comments 0 points Most recent by Quicken Kristina December 2025All Things Canadian (Windows)
• 
  Mutual Fund Conversion but with same name

  Answered Closed Markhfx 12 views 1 comment 0 points Most recent by Arctic Hare December 2025All Things Canadian (Windows)
• 
  "Navigation to the webpage was canceled"

  Answered ✓ Closed Shannon M M 42 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
• 
  New Fidelity Download Problem

  Closed DavidS 435 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)