Investments

Investment ledger error

Answered Closed rayrozema 34 views 2 comments 0 points Most recent by Quicken Kristina September 27Errors and Troubleshooting (Windows)

Quicken Disaster Today - Fidelity Account Mismatches

Closed GlennK 38 views 1 comment 0 points Most recent by Quicken Kristina September 26Errors and Troubleshooting (Windows)

FZEXX shows the correct balance but the account now has a large negative balance

Closed System 7 views 2 comments 0 points Most recent by Quicken Kristina September 26Investing (Mac)

new method direct connect to merrill lynch from quicken windows

Closed Dennis Freeman 336 views 11 comments 0 points Most recent by Quicken Kristina September 26Download, Add/Update Accounts (Windows)

Fund Name Mismatch - How Not to Lose Price History

Closed kleinfelter 35 views 3 comments 0 points Most recent by Jim_Harman September 26Investing (Windows)

R 64.19 Morningstar X-Ray

Closed Bob_L 108 views 6 comments 0 points Most recent by Michael Reavell September 26Investing (Windows)

Financial institution connection update and zzz meaning.

Answered ✓ Closed Tony Luers 92 views 3 comments 1 point Most recent by NotACPA September 25Download, Add/Update Accounts (Windows)

Incorrect account balance in investment performance report

Closed MikeC331 41 views 2 comments 0 points Most recent by MikeC331 September 25Investing (Windows)

Merrill lynch reauthorization message - keeps showing up for margin account

Closed MG99 46 views 3 comments 0 points Most recent by Quicken Alyssa September 25Errors and Troubleshooting (Windows)

1

Propose Automatic New or Matching Security in Investment Register

Reviewed SeaStar 24 views 1 comment 1 point Most recent by Chris_QPW September 24Investments

1

Move Minimum Gain Button to Earlier Screen or Make a Preference

Reviewed ebrooks999 21 views 0 comments 1 point Started by ebrooks999 September 24 Investments

Errors with updating Fidelity Accounts CC-800

Answered Closed eurogenes 59 views 1 comment 0 points Most recent by Quicken Anja September 24Download, Add/Update Accounts (Windows)

9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

Announcement Quicken Anja 2.3K views 0 comments -3 points Started by Quicken Anja September 24 Announcements

3

Add stock indices to the aggregated investment view (Q Mac)

Reviewed J-PH 8 views 0 comments 3 points Started by J-PH September 24 Investments

Fidelity CD Pricing Dowload Completely Wrong

Answered Closed DavidS 352 views 17 comments 4 points Most recent by DavidS September 23Errors and Troubleshooting (Windows)

Several "Options" transaction issues

Closed ljb1493 115 views 7 comments 0 points Most recent by ljb1493 September 23Investing (Windows)

How to record partial Bond Call?

Closed mikek753b 184 views 18 comments 0 points Most recent by Tom Young September 23Investing (Windows)

Question About Asset Allocation and Expected Return Regarding Bonds

Answered Closed recursor1 66 views 5 comments 0 points Most recent by recursor1 September 23Investing (Windows)

Vanguard repeatedly asks for reauthorization

Closed --phantom-- 29 views 2 comments 0 points Most recent by Quicken Kristina September 23Download, Add/Update Accounts (Mac)

Edit/Override security CUSIP ID

Closed Jeremy Kruse 134 views 7 comments 0 points Most recent by q_lurker September 23Investing (Windows)

Missing mutual fund after Fidelity update

Closed James Tonn 81 views 7 comments 0 points Most recent by Quicken Kristina September 22Investing (Mac)

Is there a change to Fidelity NetBenefits downloading?

Answered ✓ Closed AgBrewer97 2.3K views 33 comments 0 points Most recent by kayak September 22Download, Add/Update Accounts (Windows)

Total Value in Investing tab is wrong; Accounts value (left column) is correct

Closed MPS 17 views 2 comments 0 points Most recent by MPS September 22Investing (Windows)

Fidelity Investment Reauthorizing Accounts

Closed RobFS 34 views 1 comment 0 points Most recent by Quicken Alyssa September 22Errors and Troubleshooting (Windows)

Since Sept 21 update, Fidelity balance is off

Closed Lou Meyer 23 views 0 comments 0 points Started by Lou Meyer September 22 Investing (Windows)

New Quicken Connection with Fidelity treats FZDXX as both Money Market & Cash

Closed udechwordiEr 254 views 8 comments 0 points Most recent by Quicken Kristina September 21Investing (Mac)

Will Merrill Lynch QFX Work After the Mandatory Cutover to EWC+?

Closed mrzookie 22 views 3 comments 0 points Most recent by Quicken Kristina September 21Download, Add/Update Accounts (Windows)

sidebar incorrect, fidelity

Answered Closed kev25865 23 views 1 comment 0 points Most recent by Quicken Kristina September 20Investing (Mac)

Portfolio for Fidelity shows a stock I no longer have [Edited]

Answered Closed markrich21 51 views 1 comment 0 points Most recent by Quicken Kristina September 20Registers & Transactions (Mac)

Investments

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