Investments

Discussion List

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  Cost basis errors

  Closed tkstaple 26 views 2 comments 0 points Most recent by mshiggins April 8Investing (Windows)
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  Quicken Investment Top Movers Wrong

  Answered Closed glennmitchell 13 views 1 comment 0 points Most recent by Quicken Laura April 8Errors and Troubleshooting (Windows)
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  Money Market FZDXX not tracking in Quicken Mac (Ticket #12299543/CTP-16655)

  Closed Sammy 71 views 5 comments 0 points Most recent by EK118 April 8Investing (Mac)
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  Fidelity money market download issues

  Closed Stevemd 74 views 6 comments 0 points Most recent by Quicken Kristina April 7Download, Add/Update Accounts (Windows)
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  Exercise employee options command unable to find vested shares

  Closed gobuffs67 45 views 7 comments 0 points Most recent by Quicken Kristina April 7Errors and Troubleshooting (Windows)
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  Still can not see gain/loss when selecting lots

  Closed dandy48 35 views 2 comments 0 points Most recent by dandy48 April 6Investing (Windows)
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  Fidelity CMA dividends downloading as Div not DivX

  Closed WSAQ 185 views 10 comments 0 points Most recent by Quicken Kristina April 6Download, Add/Update Accounts (Windows)
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  Cannot add Schwab brokerage accounts

  Closed rj3230987 80 views 4 comments 0 points Most recent by Quicken Alyssa April 6Download, Add/Update Accounts (Windows)
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  Why is Quicken for Mac so awful with brokerage accounts.

  Closed Mr. Boots 48 views 3 comments 0 points Most recent by jacobs April 4Errors and Troubleshooting (Mac)
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  401k Reversal

  Closed System 57 views 7 comments 0 points Most recent by Quicken Kristina April 3Registers & Transactions (Windows)
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  Custom Asset Class Not Appearing on Asset Allocation Chart

  Closed richradi 33 views 4 comments 0 points Most recent by Quicken Kristina April 3Investing (Windows)
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  Merged: Merrill Lynch transaction download error with EWC+

  Closed jdparker225 1 view 0 comments 0 points Started by jdparker225 April 3 Download, Add/Update Accounts (Windows)
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  Categorization of annuity distributions

  Answered Closed JohnMRinehart 68 views 2 comments 0 points Most recent by JohnMRinehart April 3Investing (Windows)
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  Fidelity Money Market (SPAXX) Not Showing in Quicken After Recent Update

  Closed System 50 views 4 comments 0 points Most recent by cewhitejr April 3Download, Add/Update Accounts (Windows)
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  Like to move shares from Old Security to New Security (good) quickly.

  Closed BRETTB 99 views 7 comments 0 points Most recent by BRETTB April 2Investing (Windows)
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  Updates for Fidelity not working

  Closed glennwms 241 views 11 comments 0 points Most recent by Quicken Laura April 2Download, Add/Update Accounts (Windows)
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  Fidelity Cash Balance Not working on Quicken for Mac

  Closed Sammy 42 views 3 comments 0 points Most recent by Quicken Laura April 2Reports (Mac)
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  Fidelity monthly share sales download with generic info

  Closed Mark Wagner 33 views 3 comments 0 points Most recent by Quicken Alyssa April 2Download, Add/Update Accounts (Windows)
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  Dividend Category by Account Type - All Dividends Currently Just "_Div"

  Closed ManOfSteel58 60 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)
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  Problems with having Jackson National data display properly

  Closed Normal 51 views 9 comments 0 points Most recent by Quicken Alyssa April 1Download, Add/Update Accounts (Windows)
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  Introduce a new COMMODITIES category group under Accounts

  Reviewed rkoffler 42 views 2 comments 1 point Most recent by NotACPA March 31Investments
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  Holding Security Same Security at two different Brokerages (Best Method to Handle)

  Closed BRETTB 52 views 3 comments 0 points Most recent by BRETTB March 31Investing (Windows)
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  CC-601 Error - Fidelity Brokerage Accounts not updating.

  Closed gtgerbo 4.2K views 144 comments 2 points Most recent by shtevie March 31Download, Add/Update Accounts (Windows)
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  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  Closed smm13 117 views 8 comments 0 points Most recent by Quicken Alyssa March 31Registers & Transactions (Windows)
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  Investment expenses

  Closed dc600 66 views 3 comments 0 points Most recent by Jim_Harman March 30All Things Canadian (Windows)
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  Downloading transactions locks up quicken

  Answered Closed dfmeyer 63 views 4 comments 0 points Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  What is happening between Quicken and Fidelity in the past couple of days. Quicken Deluxe, Windows

  Answered Closed stenan7 141 views 4 comments -1 point Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  Closed TexMike 112 views 10 comments 0 points Most recent by Quicken Kristina March 30Download, Add/Update Accounts (Windows)
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  Fidelity Net Benefits lost history

  Closed GOBLUE 30 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Persistent issues with Fidelity NetBenefits since Fall of 2025

  Closed GOBLUE 53 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)