Investments

Discussion List

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  One EFT (GOVT) not updating regularly

  Closed foursix 4 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Fidelity Roth IRA account shows cash that I don't have

  Closed Lpowell 52 views 5 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Complete Positions to Simple, What now

  Closed Philip107 109 views 8 comments 0 points Most recent by Quicken Laura March 29Investing (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly (again)

  Closed Michael Sloss 133 views 10 comments 0 points Most recent by Quicken Kristina March 28Download, Add/Update Accounts (Windows)
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  One Step Update Keeps Grabbing Old Incorrect Stock Split

  Answered Closed Glenn Hamilton 57 views 3 comments 0 points Most recent by mshiggins March 28Errors and Troubleshooting (Windows)
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  Any resolution for these issues at LPL Financial?

  Answered Closed WileyOne 131 views 8 comments 0 points Most recent by WileyOne March 27Download, Add/Update Accounts (Windows)
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  Which report will show the affect of a sale on account value & overall portfolio

  Closed System 47 views 3 comments 0 points Most recent by Jim_Harman March 27All Things Canadian (Windows)
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  Fidelity CMA downloaded transaction not applying renaming rules

  Closed S_P 51 views 3 comments 0 points Most recent by NotACPA March 26Registers & Transactions (Windows)
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  Fidelity FZDXX not handled correctly with latest Quicken Classic on Mac version

  Closed britsoftltd 216 views 7 comments 1 point Most recent by Quicken Alyssa March 26Errors and Troubleshooting (Mac)
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  Fidelity Investments - Download issues

  Answered ✓ Closed Franklin S. 490 views 6 comments 0 points Most recent by NotACPA March 26Download, Add/Update Accounts (Windows)
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  Fidelity Cash Management Account Continued Issues, Continued

  Closed Jeepien 67 views 1 comment 0 points Most recent by Quicken Laura March 25Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading, no error messages

  Closed System 78 views 5 comments 0 points Most recent by Quicken Alyssa March 25Errors and Troubleshooting (Windows)
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  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.7K views 64 comments 28 points Most recent by MJ1218 March 25Investments
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  Unable to download transactions from Janus Henderson

  Answered Closed ssohani 956 views 41 comments 1 point Most recent by Fern890 March 24Investing (Windows)
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  Fidelity Investments Linked Checking account not downloading

  Closed cheez1950 58 views 4 comments 0 points Most recent by Quicken Kristina March 23Download, Add/Update Accounts (Windows)
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  Fidelity Downloads

  Closed Bill O'Neil 135 views 9 comments 0 points Most recent by Quicken Alyssa March 23Investing (Windows)
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  Quicken software not updating stock option prices (Edited)

  Closed iriddles 226 views 7 comments 1 point Most recent by Quicken Carlos March 23Investing (Windows)
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  Issues Downloading Fidelity

  Closed System 337 views 22 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)
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  Schwab trouble with expired options and short stock sales.

  Closed DRHayes 69 views 6 comments 0 points Most recent by Quicken Laura March 22Download, Add/Update Accounts (Windows)
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  Cannot reconcile Fidelity Cash Mgt Acct - Balance mismatch

  Answered ✓ Closed Pacific_Shark_Chum 119 views 7 comments 0 points Most recent by Quicken Laura March 22Errors and Troubleshooting (Mac)
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  Resolve Share Mismatch of newly named Securities in new 401k Company

  Closed SeaStar 115 views 6 comments 0 points Most recent by q_lurker March 22Investing (Windows)
• 
  Fidelity status

  Closed dkirin 67 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)
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  2

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

  Reviewed Jeff Mattson 18 views 0 comments 2 points Started by Jeff Mattson March 21 Investments
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  Quicken Stopped Connecting with RBC Wealth Management [Edited]

  Answered Closed MBurtschi 55 views 4 comments 0 points Most recent by Quicken Anja March 21Errors and Troubleshooting (Windows)
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  3

  Up
  Add Security Symbols to Investment Performance Reports

  Reviewed Fjw1015 13 views 0 comments 3 points Started by Fjw1015 March 21 Reports
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  1

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

  Reviewed parulsaxena999 4 views 0 comments 1 point Started by parulsaxena999 March 21 Display/UI
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  Vanguard transactions not downloading

  Closed System 160 views 13 comments 0 points Most recent by Quicken Kristina March 20Download, Add/Update Accounts (Windows)