Investments

Discussion List

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  Investment account value does not match the market value shown on account overview

  Answered Closed Old Rabbit 142 views 9 comments 0 points Most recent by mshiggins April 25Errors and Troubleshooting (Windows)
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  make your own convert fidelity to quicken csv in python

  Closed dnyc 48 views 2 comments 0 points Most recent by NotACPA April 24Download, Add/Update Accounts (Windows)
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  Error message on Password length

  Closed CPFinance$ 31 views 4 comments 0 points Most recent by Quicken Kristina April 24Download, Add/Update Accounts (Windows)
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  Fidelity FDRXX - Placeholder, ReinvDiv, XIn, XOut, Bought, Sold transactions

  Closed Ray 136 views 10 comments 0 points Most recent by Ray April 23Download, Add/Update Accounts (Windows)
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  Ability to add Portfolio Value report information to Dashboard [Edited]

  Reviewed barryi 65 views 5 comments 1 point Most recent by barryi April 23Reports
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  Cash in multiple investment accounts incorrectly shown as a separate (same) security

  Answered Closed TJr1971 91 views 3 comments 0 points Most recent by Quicken Laura April 23Investing (Windows)
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  Fidelity NetBenefits Downloading Incorrect Prices Outside Trading Hours

  Closed dsmith5010 92 views 7 comments 0 points Most recent by dsmith5010 April 23Investing (Windows)
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  Quicken Mac Fidelity FDRXX still not downloading..

  Closed gasmanjoe 91 views 9 comments 0 points Most recent by Quicken Laura April 22Registers & Transactions (Mac)
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  Can I Export Reports, Quicken file to Quicken File?

  Answered Closed MishawakaKirk 41 views 1 comment 0 points Most recent by Quicken Laura April 22Reports (Windows)
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  Additional entries, incorrect balance with Fidelity cash management account

  Closed flyfishertn 28 views 1 comment 0 points Most recent by Quicken Laura April 22Investing (Mac)
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  Merril Lynch transactions not downloading

  Closed Opescatore 22 views 2 comments 0 points Most recent by Quicken Laura April 22Errors and Troubleshooting (Windows)
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  Why are the balances inaccurate for my Edward Jones accounts directly connected to Quicken Classic?

  Answered Closed Douglas Carr 53 views 4 comments 0 points Most recent by Quicken Kristina April 21Investing (Mac)
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  Registry different from Portfolio view

  Closed FarmHills 72 views 7 comments 0 points Most recent by Quicken Kristina April 21Investing (Windows)
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  fidelity transfer from ira to roth

  Closed traderbrian 44 views 5 comments 0 points Most recent by Quicken Kristina April 21Download, Add/Update Accounts (Windows)
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  Roth IRA Withdrawals - Why am I asked to specify a tax lot or average cost?

  Closed ssryan2 43 views 5 comments 0 points Most recent by Quicken Kristina April 21Registers & Transactions (Windows)
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  Other investment account shows as 'account not synced' on Quicken Mobile

  Answered Closed Jill2026 44 views 5 comments 0 points Most recent by Quicken Kristina April 21Errors and Troubleshooting (Mac)
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  Adjusting share balance without affecting ACB?

  Answered Closed Microfiche 140 views 9 comments 0 points Most recent by Microfiche April 21All Things Canadian (Windows)
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  One of 6 Fidelity accounts unable to update

  Answered Closed joblingm 85 views 3 comments 0 points Most recent by joblingm April 20Errors and Troubleshooting (Windows)
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  Fidelity Money Market account and cash balance problems

  Closed Bobalaska 40 views 1 comment 0 points Most recent by Quicken Laura April 20Errors and Troubleshooting (Mac)
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  "An unexpected error occurred, please try again later" error with TIAA

  Closed System 75 views 9 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Mac)
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  Schwab CC-501 error [Edited]

  Answered Closed Tman 30 views 4 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Windows)
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  Vanguard transaction download message "an Error has occurred"

  Closed Marvin2020 35 views 3 comments 0 points Most recent by Quicken Laura April 19Download, Add/Update Accounts (Windows)
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  Track Qualified Dividends

  Reviewed Ted Durant 66 views 2 comments 2 points Most recent by Chris_QPW April 19Product Enhancements
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  Net Amount Invested

  Reviewed loukas 33 views 0 comments 2 points Started by loukas April 19 Investments
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  Quicken add Fidelity acct stuck on "bank hosted sign-in page"

  Closed vlee194546 195 views 19 comments 0 points Most recent by vlee194546 April 18Download, Add/Update Accounts (Windows)
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  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 25 views 0 comments 1 point Started by BRETTB April 18 Ideas for Windows Classic
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  Does anyone else have problems downloading transactions and portfolio values from Schwab?

  Closed MishawakaKirk 201 views 12 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  As I try to continue reconciling Q Classic Cda to Excel

  Answered Closed Tealeaf3 168 views 7 comments 0 points Most recent by Quicken Kristina April 17All Things Canadian (Windows)