Investments

Discussion List

• 
  OMG - single step import of CSV investment transactions?

  Closed Microfiche 360 views 10 comments 0 points Most recent by jim@j December 2025All Things Canadian (Windows)
• 
  Fidelity Netbenefits Issue after Reauthorization - SS S&P 500 Index K - Incorrect Price History

  Answered Closed DanTheMan1 142 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Investment Sort Order --- again!

  Closed wburkett 73 views 7 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
• 
  2

  Up
  Confirming Balances - provide more info & offer an option to decide later [Edited]

  Reviewed a1newman 27 views 1 comment 2 points Most recent by Chris_QPW December 2025Display/UI
• 
  Investment Chart Displays Sawtooth Pattern #2

  Closed rjdriscoll 45 views 2 comments 0 points Most recent by rjdriscoll December 2025Investing (Mac)
• 
  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ Closed mark miller 4 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
• 
  2

  Up
  Merge Option for Identical Listings for Same Security

  Reviewed Bob Stanis 22 views 2 comments 2 points Most recent by q_lurker December 2025Investments
• 
  4

  Up
  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 131 views 8 comments 4 points Most recent by Rob328 December 2025Investments
• 
  Accounts that don't match from Fidelity into Quicken

  Closed newpoppy1 220 views 15 comments 0 points Most recent by NotACPA December 2025Investing (Windows)
• 
  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 55 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
• 
  bond and taxes status in quicken

  Closed JDB 43 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)
• 
  Quicken Classic connection for IRAs imported as investment accounts

  Savk 16 views 1 comment 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Quicken LifeHub)
• 
  39

  Up
  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 702 views 29 comments 39 points Most recent by Chris11 December 2025Investments
• 
  Merril Lynch Feed on Treasury Bill, Note and Products

  Closed DonQuick20* 24 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  QM DODGX Price History Scrambled?

  Closed williamhouk3 89 views 8 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
• 
  Merged: Unable to Connect to Sallie Mae Bank CC-505

  Closed TexMike 1 view 0 comments 0 points Most recent by TexMike December 2025Download, Add/Update Accounts (Windows)
• 
  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered Closed cory949 43 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity accounts prompting to reauthorize daily

  Closed System 33 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Not Updating Fidelity Intl Trading Account (Domestic Brokerage & IRA/ROTH are OK)

  Closed EDacho 231 views 22 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  3

  Up
  Add a print option for the "Capital Gain Estimator" (Q Mac)

  Reviewed drmcnabb 39 views 3 comments 3 points Most recent by mistertheplague December 2025Printing
• 
  Unrequested Change to Simple Investing with Vanguard Account

  Closed pablomiller 440 views 19 comments 0 points Most recent by pablomiller December 2025Download, Add/Update Accounts (Windows)
• 
  Handling of stock split (Netflix)

  Closed qudtp 75 views 3 comments 0 points Most recent by qudtp December 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Adding ETFs to your Securities List

  Lynnn 27 views 2 comments 1 point Most recent by Lynnn December 2025Canada Mac
• 
  CSV Investment Import Error Off by One Cent

  Closed Jeeter 126 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
• 
  Charles Schwab 401k

  Closed Scott 82 views 5 comments 0 points Most recent by Scott December 2025Download, Add/Update Accounts (Windows)
• 
  3

  Up
  Improve the Capital Gains Estimator: price reset; manual price more distinctive

  Reviewed MontanaKarl 16 views 1 comment 3 points Most recent by jacobs December 2025Investments
• 
  Schwab Retirement Services

  Closed carlyn.irwin 24 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Still unable to connect Fidelity CMA account

  Closed System 72 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity money market fund redemption transactions missing from IRA

  Closed EvDob 309 views 22 comments 1 point Most recent by Toolworker December 2025Download, Add/Update Accounts (Windows)