Investments

Discussion List

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  Merrill - Handling Covered Calls

  Closed MangoMan 1 view 0 comments 0 points Most recent by MangoMan February 3Investing (Windows)
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  Transactions downloading to wrong account

  Closed andcbii 31 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Reconciling Shares held by your brokerage account vs Quicken

  Reviewed jjrichards 45 views 5 comments 4 points Most recent by jjrichards February 2Investments
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  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  Closed jdparker225 7.5K views 302 comments 2 points Most recent by MELCO February 2Errors and Troubleshooting (Windows)
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  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered Closed soccerCoffeeMom 181 views 13 comments -1 point Most recent by Scatr February 2Errors and Troubleshooting (Windows)
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  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 143 views 10 comments 24 points Most recent by RayZizik February 2Investments
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  Improve Investment "Watchlist" Navigation, Dashboard, Menu, Multiple Watchlists and Adding Notes

  Reviewed ah1aviator 16 views 1 comment 3 points Most recent by jacobs February 1Investments
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  Net Worth Report showing negative balances for zero balanced accounts

  Closed LostCanuck 82 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
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  ONGOING! 1/30/26 MyStreetScape Investments - $0 balance

  Quicken Kristina 84 views 2 comments 0 points Most recent by Quicken Janean January 30Alerts, Online Banking & Known Product Issues
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  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered Closed ayeo 534 views 25 comments 1 point Most recent by Quicken Alyssa January 29Errors and Troubleshooting (Windows)
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  Can't activate Fidelity accounts after EWC+ transition

  Closed Woodsey 101 views 7 comments 1 point Most recent by Quicken Alyssa January 29Download, Add/Update Accounts (Windows)
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  IRA sweep balances appear as "banking" (Wells Fargo)

  Answered Closed Dave_fin 21 views 2 comments 0 points Most recent by Quicken Anja January 28Investing (Windows)
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  Fidelity transaction download issue

  Closed System 280 views 21 comments 0 points Most recent by Quick92 January 28Download, Add/Update Accounts (Windows)
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  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 1.4K views 50 comments 74 points Most recent by Terry175 January 28Investments
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  Fidelity Securities Mismatch FZFXX Treasury MMF

  Closed DaveQN 154 views 16 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Vanguard accounts not found when trying to reconnect

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Fidelity IRA accounts not updating.

  Answered Closed JT1960_ 105 views 8 comments 0 points Most recent by Quicken Alyssa January 27Investing (Mac)
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  Fidelity Netbenefit downloads entries with zero price and unable to clear

  Closed TigerJoe 11 views 3 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.6K views 29 comments 20 points Most recent by skeleton567 January 26Investments
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  Optum HSA Investment transaction download connection nonexistent

  Closed Loganrun 26 views 1 comment 0 points Most recent by Quicken Kristina January 26Errors and Troubleshooting (Mac)
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  Treating FZFXX as Cash

  Answered Closed billw8 11 views 1 comment 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  Investment Goals - Entry & Reporting

  Reviewed Sisyphus1967 11 views 1 comment 1 point Most recent by Jim_Harman January 26Investments
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  Fidelity 401K securities value way off after rebalancing

  Closed pbmsmit 42 views 7 comments 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  Is there now support for (Fidelity) HSA accounts?

  Closed pbmsmit 472 views 16 comments 0 points Most recent by Quicken Kristina January 26Download, Add/Update Accounts (Windows)
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  89
  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 3K views 111 comments 89 points Most recent by Stephen Fisher January 26Investments
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  META still bringing in FB pricing on Mac

  Closed wbeekman 34 views 4 comments 0 points Most recent by eisen009 January 25Investing (Mac)
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  Tagging Investment Dividend

  Closed MyronD 33 views 2 comments 0 points Most recent by q_lurker January 24Investing (Windows)
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  Fidelity NetBenefits Unidentified Security issue

  Closed System 80 views 3 comments 0 points Most recent by micdif January 24Errors and Troubleshooting (Windows)
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  Mistake to downgrade because of taxes and force to upgrade for balancing

  Closed JD broken heart 11 views 1 comment -1 point Most recent by Quicken Kristina January 24Download, Add/Update Accounts (Windows)