Investments

Discussion List

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  Voya Financial EWC+ – Incorrect Security Value / Account Balance in Quicken Mac

  Closed PaddyG 83 views 1 comment 0 points Most recent by Quicken Kristina August 3Errors and Troubleshooting (Mac)
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  BUG REPORT: D.A. Davidson & Co. (17850) – Simple Tracking doubles every holding with Placeholder ent

  Closed mpara28 113 views 3 comments 5 points Most recent by Quicken Kristina August 3Errors and Troubleshooting (Mac)
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  Deleting placeholders

  Answered Closed Pedro H 258 views 4 comments 0 points Most recent by Quicken Carlos August 3Investing (Windows)
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  How to set up Fidelity sync for an account using JPY currency?

  Answered Closed Harpo 96 views 1 comment 0 points Most recent by Quicken Carlos August 1Download, Add/Update Accounts (Windows)
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  Only one account says "Your Quicken account and Brokerage Holdings are in agreement."

  Answered Closed 800FRobHall 87 views 4 comments 0 points Most recent by Quicken Kristina August 1Investing (Windows)
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  Stock transaction, dividend activity, Quicken can not match correct stocks [Edited]

  Closed Brad P 578 views 18 comments 0 points Most recent by Quicken Kristina July 31Investing (Windows)
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  Fidelity Cash Management (Windows Business & Personal R67.10) - Show Cash in Checking - not working

  Closed drwho351 223 views 5 comments 0 points Most recent by Quicken Kristina July 31Download, Add/Update Accounts (Windows)
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  2

  Up
  Make Hand Entry for Equities Easier

  Reviewed jasnon 34 views 0 comments 2 points Started by jasnon July 31 Investments
• 
  RobinHood issue

  Answered Closed Dawgger 157 views 4 comments 0 points Most recent by Quicken Anja July 31Download, Add/Update Accounts (Mac)
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  Quicken Classic MAC Financials Investment Quicken BOGUS "MARKET VALUE" Views

  Closed TMBX 247 views 11 comments 0 points Most recent by jacobs July 30Investing (Mac)
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  Subject: Persistent Fidelity Money Market / Cash Balance Errors — Quicken Classic for Mac Related Ti

  Closed baveritt 1.1K views 19 comments 2 points Most recent by TMBX July 30Errors and Troubleshooting (Mac)
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  Latest Q update (R68-31) as usual [Removed - Language]!

  Closed Chuck77 631 views 18 comments -2 points Most recent by Chuck77 July 30Download, Add/Update Accounts (Windows)
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  A previously linked IRA account no longer links. Is the only solution to disconnect it?

  Answered Closed MaxArai 165 views 6 comments 0 points Most recent by Quicken Anja July 30Errors and Troubleshooting (Mac)
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  1

  Up
  Added return of capital to income input screen

  Reviewed Weinmkr 94 views 2 comments 1 point Most recent by q_lurker July 30Investments
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  Fidelity transactions not matching up with holdings

  Closed 25+YrUser 510 views 12 comments 0 points Most recent by Quicken Alyssa July 29Investing (Windows)
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  Recording exercise of call option

  Answered Closed Weinmkr 69 views 1 comment 0 points Most recent by Quicken Kristina July 28Investing (Windows)
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  Do previously specified lot assignments survive the Windows→Mac conversion?

  Closed QFan8471 193 views 4 comments 0 points Most recent by Quicken Kristina July 28Investing (Mac)
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  11

  Up
  Improve the Capital Gains Estimator: price reset; manual price more distinctive

  Reviewed MontanaKarl 136 views 3 comments 11 points Most recent by jacobs July 27Investments
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  Exxonmobil Holdings

  Answered Closed GHS 216 views 5 comments 0 points Most recent by Boatnmaniac July 27Download, Add/Update Accounts (Mac)
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  Commodity Tracking

  Answered ✓ Closed Gman34798 483 views 10 comments 0 points Most recent by Quicken Laura July 27Investing (Mac)
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  Fidelity Download errors

  Closed Joe_C 136 views 4 comments 0 points Most recent by Quicken Laura July 27Download, Add/Update Accounts (Windows)
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  Closed System 1.1K views 45 comments 0 points Most recent by Quicken Kristina July 27Investing (Windows)
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  Reinvestment of Interest

  Answered Closed msgchef 184 views 6 comments 0 points Most recent by Quicken Alyssa July 27Investing (Mac)
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  Fidelity Downloads - A Name Change of a Stock generates additional Market Value amount

  Answered Closed Rhodester 126 views 5 comments 0 points Most recent by Quicken Alyssa July 27Download, Add/Update Accounts (Mac)
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  Fix share transfer between brokerage accounts to include history?

  Answered Closed lsfinn 180 views 5 comments 0 points Most recent by Quicken Laura July 27Investing (Mac)