Investments

Discussion List

• 
  Kudos on Fidelity CMA improvements

  Closed CousinBruce 21 views 1 comment 1 point Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Mac)
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  Vanguard Download Issue - Two Entries Per Transaction

  Closed Dom1 161 views 9 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Windows)
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  Fidelity FDRXX should not be reinvested dividend income

  Closed Brad L Vandermoon 103 views 8 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Mac)
• 
  When Fidelity Cash Reserve FDRXX issue will be resolved?

  Answered Closed vip 221 views 11 comments 0 points Most recent by mvitulli February 28Registers & Transactions (Mac)
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  Waters added to Account?

  Closed AMP 63 views 2 comments 0 points Most recent by mshiggins February 27Investing (Windows)
• 
  Fidelity accounts missing transactions

  Closed System 41 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  error in cash reporting on transaction screen /suggestions to fix

  Answered Closed rayseidlinger 21 views 1 comment 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
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  Unable to download transactions from Teachers Retirement System of Georgia

  Answered Closed jeharden 31 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares

  Closed daverph 233 views 11 comments 1 point Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
• 
  Schwab download with multiple user IDs and accounts

  Closed murts1 41 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  Closed System 171 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
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  1

  Up
  limited and general investment partnerships for Quicken for Mac

  Reviewed Morrie Siegel 11 views 2 comments 1 point Most recent by Quicken Kristina February 27Investments
• 
  Fidelity checking transactions not downloading

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Merrill Edge CMA account converted to "simple investing"

  Closed heartsf 51 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)
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  Account reconciliation for investment accounts isn't working

  Closed System 1 view 1 comment 0 points Most recent by petermartin1950 February 27Errors and Troubleshooting (Windows)
• 
  Updating Cost basis in Quicken for Mac 8.4.2

  Answered Closed jxwinks 81 views 4 comments 0 points Most recent by John_in_NC February 26Investing (Mac)
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  Incorrect Account Values Now Coming from Fidelity

  Closed pschueler89 31 views 1 comment 0 points Most recent by Quicken Laura February 26Investing (Windows)
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  Missing FDRXX transactions and no shares in portfolio (QMac)

  Closed System 21 views 3 comments 0 points Most recent by Mark_Harris February 25Investing (Mac)
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  FDRXX Transactions Disappeared

  Closed car1 21 views 1 comment 0 points Most recent by Mark_Harris February 25Registers & Transactions (Mac)
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  INVESTMENTS IN FIDELITY ACCOUNTS ARE NOT ALL LOADING - QUICKEN CLASSIC FOR MAC - BUSINESS AND PERS

  Closed baveritt 233 views 19 comments 0 points Most recent by Quicken Anja February 25Errors and Troubleshooting (Mac)
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  Fidelity download of accounts no longer working

  Closed rayseidlinger 201 views 19 comments 0 points Most recent by Quicken Alyssa February 25Investing (Windows)
• 
  Cannot configure MM fund as cash

  Answered Closed Charlie@ 31 views 3 comments 0 points Most recent by Quicken Alyssa February 25Download, Add/Update Accounts (Windows)
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  IRA balance or reconciliation

  Closed Wyodad 71 views 5 comments 0 points Most recent by Quicken Laura February 25Investing (Mac)
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  Fidelity Account Balances Wrong and can No Longer Authorize

  Closed Gary E 121 views 12 comments 1 point Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
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  Unable to link new Fidelity Investment accounts to existing accounts in Quicken

  Closed xfrner 94 views 7 comments 0 points Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
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  Fidelity money market automatic redemptions

  Closed qudtp 1.1K views 53 comments 1 point Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
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  Cash Account showing same cash balance in banking section and investing section

  Closed jdsebo15 11 views 1 comment 0 points Most recent by Quicken Laura February 24Errors and Troubleshooting (Windows)
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  Charles Schwab account not syncing properly

  Closed chall3809 31 views 5 comments 0 points Most recent by Quicken Alyssa February 24Errors and Troubleshooting (Windows)
• 
  Investing description

  Closed Dstty 11 views 1 comment 0 points Most recent by Chris_QPW February 23Registers & Transactions (Windows)