Investments

Discussion List

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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 26 views 2 comments 1 point Most recent by Dali October 11Investments
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  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 34 views 1 comment 0 points Most recent by Tom Young October 11Investing (Windows)
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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 19 views 0 comments 1 point Started by ChicagoGuy October 11 Manage Accounts and Transactions
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  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 549 views 33 comments 0 points Most recent by Jim_Harman October 10Investing (Windows)
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 102 views 5 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Mac)
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  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 119 views 7 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Mac)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 110 views 8 comments 1 point Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Reviewed UKR 327 views 6 comments 48 points Most recent by Jeff76 October 10Investments
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  Why am I seeing duplicate entries from Fidelity?

  Answered Closed jah47Ed 213 views 10 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Windows)
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  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 236 views 9 comments 1 point Most recent by Quicken Kristina October 10Errors and Troubleshooting (Windows)
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  Fidelity not downloading correctly

  Closed CPgrandma 75 views 3 comments 0 points Most recent by Quicken Anja October 10Errors and Troubleshooting (Mac)
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  Treasury Direct - Treasury Bond Purchase - Sale, Interest and Tax withholding

  Reviewed Sammy 167 views 4 comments 16 points Most recent by budsloan October 10Investments
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  Portfolio X-Ray Custom Views

  Reviewed GTmem 33 views 1 comment 2 points Most recent by q_lurker October 9Product Enhancements
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  when did Quicken for MAC decide to delete past transactions in investments on their own????q

  Answered Closed egghead 100 views 3 comments 0 points Most recent by Quicken Victoria October 9Investing (Mac)
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  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 75 views 1 comment 0 points Most recent by Quicken Alyssa October 9Download, Add/Update Accounts (Windows)
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  Fidelity - duplicate assets following some 401k asset swaps

  Closed pcd 24 views 1 comment 0 points Most recent by Quicken Alyssa October 9Errors and Troubleshooting (Mac)
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  Problem managing cash in Fidelity account after switch to EWC+

  Closed Rocket J Squirrel 1.8K views 51 comments 1 point Most recent by pablomiller October 9Investing (Windows)
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  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 56 views 4 comments 0 points Most recent by q_lurker October 9Investing (Windows)
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  Why are Non-core Fidelity MMF investments no longer in some Fidelity accounts with 8.3 update

  Answered Closed Lane1983 562 views 31 comments 1 point Most recent by luyendyk October 8Investing (Mac)
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  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 140 views 2 comments 0 points Most recent by crissnyder October 8Download, Add/Update Accounts (Windows)
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  Vanguard Direct Connect Keeps Downloading Unidentified Security

  Closed JayF 38 views 1 comment 1 point Most recent by Quicken Anja October 8Errors and Troubleshooting (Windows)
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  Add Morningstar Star and/or Medalist Ratings

  Reviewed woodwrk1 15 views 0 comments 2 points Started by woodwrk1 October 8 Investments
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  Merged: I am suddenly unable to connect to BNY MELLON PERSHING

  Closed nosneros 25 views 0 comments 1 point Most recent by Minny Moose October 8Investing (Windows)
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  After EWC+ update, Fidelity and Quicken cash balances don't match & other issues

  Answered Closed leishirsute 733 views 26 comments 0 points Most recent by Quicken Kristina October 7Download, Add/Update Accounts (Windows)
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  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 28 views 0 comments 2 points Started by Lee Tumbleson October 7 Investments
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  The number of shares in VOYA account is incorrect

  Closed dmurad53 37 views 3 comments 0 points Most recent by Quicken Kristina October 7Download, Add/Update Accounts (Windows)
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  E*Trade equity prices $0 for 10/6/2025. Mac Classic Deluxe 8.3.2

  Closed vpswede 13 views 1 comment 0 points Most recent by vpswede October 6Investing (Mac)
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  Quicken not handling Fidelity Cash Management Account cash positions correctly (QPIAQ, QPCTQ, QPIFQ)

  Closed jcloudm 117 views 5 comments 0 points Most recent by NotACPA October 6Download, Add/Update Accounts (Windows)
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  Fidelity Migration - Duplicating Investments and Placeholders Impacting Balances

  Closed Frank DeMello 81 views 6 comments 0 points Most recent by Quicken Kristina October 6Download, Add/Update Accounts (Mac)
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  Converting a FID MM account to cash for tracking

  Closed John J 89 views 2 comments 0 points Most recent by NotACPA October 6Investing (Windows)