Investments

Fidelity CMA downloaded transaction not applying renaming rules

Closed S_P 43 views 3 comments 0 points Most recent by NotACPA March 26Registers & Transactions (Windows)

Fidelity FZDXX not handled correctly with latest Quicken Classic on Mac version

Closed britsoftltd 207 views 7 comments 1 point Most recent by Quicken Alyssa March 26Errors and Troubleshooting (Mac)

Answered ✓ Closed Franklin S. 389 views 6 comments 0 points Most recent by NotACPA March 26Download, Add/Update Accounts (Windows)

Fidelity Cash Management Account Continued Issues, Continued

Closed Jeepien 55 views 1 comment 0 points Most recent by Quicken Laura March 25Download, Add/Update Accounts (Windows)

Fidelity transactions not downloading, no error messages

Closed System 61 views 5 comments 0 points Most recent by Quicken Alyssa March 25Errors and Troubleshooting (Windows)

28

Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

Planned smayer97 2.6K views 64 comments 28 points Most recent by MJ1218 March 25Investments

Unable to download transactions from Janus Henderson

Answered Closed ssohani 895 views 41 comments 1 point Most recent by Fern890 March 24Investing (Windows)

Fidelity Investments Linked Checking account not downloading

Closed cheez1950 43 views 4 comments 0 points Most recent by Quicken Kristina March 23Download, Add/Update Accounts (Windows)

Fidelity Downloads

Closed Bill O'Neil 119 views 9 comments 0 points Most recent by Quicken Alyssa March 23Investing (Windows)

Quicken software not updating stock option prices (Edited)

Closed iriddles 205 views 7 comments 1 point Most recent by Quicken Carlos March 23Investing (Windows)

Issues Downloading Fidelity

Closed System 292 views 22 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)

Schwab trouble with expired options and short stock sales.

Closed DRHayes 58 views 6 comments 0 points Most recent by Quicken Laura March 22Download, Add/Update Accounts (Windows)

Cannot reconcile Fidelity Cash Mgt Acct - Balance mismatch

Answered ✓ Closed Pacific_Shark_Chum 101 views 7 comments 0 points Most recent by Quicken Laura March 22Errors and Troubleshooting (Mac)

Resolve Share Mismatch of newly named Securities in new 401k Company

Closed SeaStar 102 views 6 comments 0 points Most recent by q_lurker March 22Investing (Windows)

Fidelity status

Closed dkirin 62 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)

2

Investment Graphing: Ability to change scale of "Y" & see more info when selecting a point [Edited]

Reviewed Jeff Mattson 12 views 0 comments 2 points Started by Jeff Mattson March 21 Investments

Quicken Stopped Connecting with RBC Wealth Management [Edited]

Answered Closed MBurtschi 54 views 4 comments 0 points Most recent by Quicken Anja March 21Errors and Troubleshooting (Windows)

3

Add Security Symbols to Investment Performance Reports

Reviewed Fjw1015 13 views 0 comments 3 points Started by Fjw1015 March 21 Reports

1

Consistent (same) color scheme for multiple portfolio asset allocation pie charts and bar charts

Reviewed parulsaxena999 3 views 0 comments 1 point Started by parulsaxena999 March 21 Display/UI

Vanguard transactions not downloading

Closed System 134 views 13 comments 0 points Most recent by Quicken Kristina March 20Download, Add/Update Accounts (Windows)

Force Same colors for same asset classes across multiple investment charts

Closed parulsaxena999 32 views 2 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)

Unable to add Micron Technology holding in Quicken, error says its already in watchlist

Closed System 23 views 5 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)

One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

Answered Closed Daffy Duck 119 views 5 comments 0 points Most recent by Quicken Carlos March 20Errors and Troubleshooting (Mac)

Wells Fargo Securities Users

Closed bbumbarger 33 views 4 comments 0 points Most recent by bbumbarger March 20Download, Add/Update Accounts (Windows)

1

Being able to create new categories for Stocks

Reviewed LOJM_AdminJim 12 views 1 comment 1 point Most recent by UKR March 19Reports

1

New UI to Reclassify Distributions (Return of Capital)

Reviewed BryanK 11 views 0 comments 1 point Started by BryanK March 18 Investments

Vanguard Download CHANGE?

Closed Nick S. in Denver 71 views 5 comments 0 points Most recent by Quicken Kristina March 17Registers & Transactions (Windows)

Downloads for Fidelity Cash Management include Core Position transactions

Closed compusol 66 views 4 comments 0 points Most recent by Quicken Kristina March 17Download, Add/Update Accounts (Mac)

Quicken will not link accounts with Schwab

Closed Herkdrvr 114 views 9 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)

Investments

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