Investments

Discussion List

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  Having issue with a phantom Stock Split transaction

  Answered Closed Francois 121 views 8 comments 1 point Most recent by TexMike January 12Download, Add/Update Accounts (Windows)
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  ESPP Rollover - Categorizing negative amount

  Answered Closed harry askenazi 24 views 5 comments 0 points Most recent by mshiggins January 12Paying Bills, Online Billers & Reminders (Windows)
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  Home Screen/Portfolio Value/Date Range Drop down: Add a "Last 365" range.

  Reviewed gjwhite930 11 views 1 comment 2 points Most recent by Jim_Harman January 12Investments
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  Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

  Reviewed gjwhite930 13 views 1 comment 3 points Most recent by Jim_Harman January 12Investments
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  Lincoln Financial erroneously displays balance as $0.00

  Scott Saylor 26 views 5 comments 0 points Most recent by Scott Saylor January 11Download, Add/Update Accounts (Mac)
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  Ameriprise download issues

  Closed markjan 24 views 1 comment 0 points Most recent by Quicken Alyssa January 11Download, Add/Update Accounts (Windows)
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  Fidelity accounts - I do not see the Cash Representation option

  Answered Closed Bione 1.7K views 64 comments 1 point Most recent by EvDob January 10Download, Add/Update Accounts (Windows)
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  Suggestions on handing for futures trading entries

  Answered Closed jasonb885 77 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)
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  Roth IRA account not balancing to Schwab

  Answered Closed Roger67 25 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)
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  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Under Consideration M C Crockett 5K views 100 comments 161 points Most recent by jacobs January 10Investments
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  Fidelity transactions in linked Cash account downloading as "Cash"

  Closed acloudman 61 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
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  dividend are being categorized as payment at ed jones

  Closed Brad L Vandermoon 88 views 12 comments 0 points Most recent by Brad L Vandermoon January 10Errors and Troubleshooting (Mac)
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  Fidelity Net Benefits transactions mis-assigned with wrong action

  Closed Tim Wolff 32 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)
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  Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

  Closed Scotsaver 34 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)
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  CUSIP number is wrong

  Closed kopje cat 68 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)
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  new stocks added not showing as added

  Answered ✓ Closed tom 8021 93 views 7 comments 0 points Most recent by Burt - Q17 H&B January 8Investing (Windows)
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  Financial accounts borked with latest Mac version

  Closed hyyqckn 56 views 4 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Mac)
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  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 337 views 8 comments 7 points Most recent by TedQacct January 7Investments
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  Fidelity EWC+ interface treating accrued interest on secondary market CDs incorrectly

  Closed BrittMayo 3 views 1 comment 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  RSU Vesting Schedule

  Reviewed CDG01 18 views 0 comments 2 points Most recent by CDG01 January 6Investments
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  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 45 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
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  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  Closed RAFSF 137 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)
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  Reauthorize/download issues with Fidelity [Edited]

  Answered Closed watsonda1 70 views 6 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Categories for Investment accounts

  Reviewed Russell0 51 views 3 comments 1 point Most recent by Jeeter January 6Ideas for Windows Classic
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  Ability to Archive Options

  Reviewed Jeeter 14 views 0 comments 1 point Most recent by Jeeter January 6Investments
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  Adding Fidelity Investments accounts

  Closed Eddie Paz 34 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  My list of broken Fidelity EWC+ functions

  Closed leishirsute 1.7K views 58 comments 5 points Most recent by Movie Nut January 5Download, Add/Update Accounts (Windows)
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  Left Side Panel MF Value Wrong While Portfolio or Detail View is Correct

  Closed fairwarning 65 views 6 comments 0 points Most recent by fairwarning January 5Investing (Windows)
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  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 99 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 77 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)