Investments

Fidelity IRA Transactions Downloading Incorrectly (Double Withdrawal Issue)

Closed System 52 views 11 comments 0 points Most recent by Boatnmaniac January 13Investing (Windows)

Investing Stock Prices Update for ZSP (BMO S&P 500 Index Series Units ETF)

Closed Scouter_Don 11 views 1 comment 0 points Most recent by Quicken Kristina January 13Investing (Windows)

Fidelity EWC+ Brokerage Securities Sales Not Showing [Edited]

Answered Closed Wize 165 views 17 comments 0 points Most recent by Boatnmaniac January 13Registers & Transactions (Windows)

How make adjustments per lot for Company Spin Off

Closed tim.rohrer1 33 views 3 comments 0 points Most recent by Quicken Kristina January 13Investing (Mac)

Random errors in cash amounts for Fidelity money market funds in investment accounts

Closed shtevie 62 views 6 comments 0 points Most recent by Quicken Kristina January 13Errors and Troubleshooting (Windows)

Incomplete securities download from Scotia bank/ScotMcLeod using Quicken for Mac

Closed J-PH 32 views 3 comments 0 points Most recent by Quicken Alyssa January 13All Things Canadian (Mac)

Updating Fidelity accounts causes an uneditable "Cash" account to appear

Closed System 121 views 15 comments 0 points Most recent by vjpereznunez January 13Download, Add/Update Accounts (Mac)

2

Quicken graphs need an event timeline

Reviewed skeleton567 15 views 0 comments 2 points Most recent by skeleton567 January 13Investments

Partnership Distributions

Closed bighorn77 76 views 6 comments 0 points Most recent by q_lurker January 12Investing (Windows)

Portfolio Shows Incorrect # Of Shares (blank) w/ Option to 'Show Closed Lots' disabled.

Closed FredArthur 113 views 11 comments 0 points Most recent by FredArthur January 12Investing (Windows)

Can quicken for Mac designate an IRA account at Vanguard as non-taxable.

Answered Closed jmathews 45 views 5 comments 0 points Most recent by jacobs January 12Registers & Transactions (Mac)

Fidelity holdings being counted as cash and as securities (QMac)

Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina January 12Download, Add/Update Accounts (Mac)

Imbalance between Register and Holdings

Answered Closed MattT 61 views 3 comments 0 points Most recent by Quicken Alyssa January 12Registers & Transactions (Windows)

Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

Answered Closed LouCan 61 views 6 comments 0 points Most recent by Quicken Alyssa January 12Errors and Troubleshooting (Windows)

ONGOING! 1/12/26 Empower Retirement - FDP-6000

Quicken Kristina 376 views 2 comments 3 points Most recent by Quicken Kristina January 12Alerts, Online Banking & Known Product Issues

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)

ESPP Rollover - Categorizing negative amount

Answered Closed harry askenazi 21 views 5 comments 0 points Most recent by mshiggins January 12Paying Bills, Online Billers & Reminders (Windows)

2

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

3

Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

Reviewed gjwhite930 11 views 1 comment 3 points Most recent by Jim_Harman January 12Investments

Lincoln Financial erroneously displays balance as $0.00

Closed Scott Saylor 22 views 5 comments 0 points Most recent by Scott Saylor January 11Download, Add/Update Accounts (Mac)

Ameriprise download issues

Closed markjan 21 views 1 comment 0 points Most recent by Quicken Alyssa January 11Download, Add/Update Accounts (Windows)

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)

Suggestions on handing for futures trading entries

Answered Closed jasonb885 85 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)

Roth IRA account not balancing to Schwab

Answered Closed Roger67 21 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)

161

Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

Under Consideration M C Crockett 5.1K views 100 comments 161 points Most recent by jacobs January 10Investments

Fidelity transactions in linked Cash account downloading as "Cash"

Closed acloudman 74 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)

dividend are being categorized as payment at ed jones

Closed Brad L Vandermoon 81 views 12 comments 0 points Most recent by Brad L Vandermoon January 10Errors and Troubleshooting (Mac)

Fidelity Net Benefits transactions mis-assigned with wrong action

Closed Tim Wolff 31 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)

Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

Closed Scotsaver 31 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)

CUSIP number is wrong

Closed kopje cat 75 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)

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