Investments

Discussion List

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  Fidelity "Short Term" and Cash information is incorrect

  Closed System 52 views 5 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  How to change(adjust) the Avg Cost Basis in Quicken.

  Closed jvprice6 592 views 6 comments 0 points Most recent by Quicken Carlos May 12Investing (Windows)
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  Reconciling Fidelity investment accounts online cash does not have a value

  Closed uscfan75 309 views 20 comments 0 points Most recent by Quicken Anja May 12Registers & Transactions (Mac)
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  Fidelity Options Transactions [Edited]

  Closed rbridges01 134 views 9 comments 0 points Most recent by Quicken Carlos May 12Download, Add/Update Accounts (Windows)
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  Formatting of a stock's average volume in Investing tab

  Reviewed PaulT123 12 views 0 comments 3 points Started by PaulT123 May 11 Investments
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  Bank of America - reauthorization - no error but looks weird...?

  Closed sjtideman 141 views 9 comments 0 points Most recent by Quicken Carlos May 11Errors and Troubleshooting (Windows)
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  New Field - Investment Strategy

  Reviewed fciani 111 views 11 comments 1 point Most recent by NotACPA May 10Investments
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  Fidelity Download of Foreign Stock Taxes and ADR fees not categorized properly

  Closed Kusumpee 37 views 1 comment 0 points Most recent by Quicken Kristina May 10Download, Add/Update Accounts (Mac)
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  Valuation of Call Options - AGAIN

  Closed Pat Sills 149 views 9 comments 0 points Most recent by fciani May 10Registers & Transactions (Windows)
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  Can't change XIn to BoughtX on split transaction, broken since at least last november

  Closed scottmonte 73 views 8 comments 0 points Most recent by Jim_Harman May 9Download, Add/Update Accounts (Windows)
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  188

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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 6.2K views 127 comments 188 points Most recent by Quicken Kristina May 9Investments
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  Splitting an investment sale transaction

  Answered Closed Jeff Kantner 66 views 5 comments 0 points Most recent by Jeff Kantner May 8Investing (Windows)
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  missing transactions

  Closed leonard kearney 44 views 2 comments 0 points Most recent by q_lurker May 8Investing (Windows)
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  Portfolio Data Access

  Closed richradi 34 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
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  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Closed Paul_ 155 views 6 comments 0 points Most recent by Quicken Carlos May 7Investing (Mac)
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  Fidelity does not update correctly

  Closed John Hale 44 views 4 comments -1 point Most recent by Quicken Anja May 7Download, Add/Update Accounts (Windows)
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  Why do I still have to verify my cash balance?

  Closed fanfare 43 views 2 comments 0 points Most recent by fanfare May 6Download, Add/Update Accounts (Windows)
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  UPDATED 5/6/26 Fidelity Updates

  Announcement Quicken Janean 25.1K views 8 comments 10 points Most recent by Quicken Alyssa May 6Alerts, Online Banking & Known Product Issues
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  Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

  Closed Brandon10 45 views 2 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
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  Merrill Edge duplicate dividends

  Closed Txpete 74 views 4 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Windows)
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  Fidelity Incorrect cash balance in register (QMac)

  Closed System 149 views 9 comments 0 points Most recent by Quicken Kristina May 5Investing (Mac)
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  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered Closed RhysR 139 views 9 comments 0 points Most recent by Quicken Kristina May 5Download, Add/Update Accounts (Windows)
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  Why are SNVXX and SWVXX investments treated differently?

  Answered Closed Will Jacobs 35 views 1 comment 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  Fidelity CC-501 Error - Recent Updates cause Security Mismatches (Follow-up from Nov 2025)

  Closed gjscaven 40 views 1 comment 1 point Most recent by Quicken Laura May 3Download, Add/Update Accounts (Windows)
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  Net worth Doesn't match Investments

  Closed SteveTucker79 137 views 9 comments 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  How do you stop downloading prices for a security no longer being held (bulk)?

  Answered ✓ Closed Cathleen Ames 58 views 3 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered Closed recursor1 191 views 8 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Vanguard Download Issue - Two Entries Per Transaction (Revisited Now Working)

  Closed Dom1 6 views 1 comment 1 point Most recent by Quicken Anja May 2Errors and Troubleshooting (Windows)