Investments

Discussion List

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  Force Same colors for same asset classes across multiple investment charts

  Closed parulsaxena999 34 views 2 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  Closed System 27 views 5 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

  Answered Closed Daffy Duck 136 views 5 comments 0 points Most recent by Quicken Carlos March 20Errors and Troubleshooting (Mac)
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  Wells Fargo Securities Users

  Closed bbumbarger 35 views 4 comments 0 points Most recent by bbumbarger March 20Download, Add/Update Accounts (Windows)
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  Being able to create new categories for Stocks

  Reviewed LOJM_AdminJim 15 views 1 comment 1 point Most recent by UKR March 19Reports
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  New UI to Reclassify Distributions (Return of Capital)

  Reviewed BryanK 14 views 0 comments 1 point Started by BryanK March 18 Investments
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  Vanguard Download CHANGE?

  Closed Nick S. in Denver 76 views 5 comments 0 points Most recent by Quicken Kristina March 17Registers & Transactions (Windows)
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  Downloads for Fidelity Cash Management include Core Position transactions

  Closed compusol 71 views 4 comments 0 points Most recent by Quicken Kristina March 17Download, Add/Update Accounts (Mac)
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  Quicken will not link accounts with Schwab

  Closed Herkdrvr 125 views 9 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)
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  How to add deposit in brokerage account

  Answered Closed wdperkins 49 views 5 comments 0 points Most recent by Quicken Kristina March 13Registers & Transactions (Mac)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 65 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
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  Correcting Price History

  Closed slewkowicz 72 views 4 comments 0 points Most recent by Quicken Anja March 13Investing (Windows)
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  Fidelity Brokerage Accounts Not Updating Since March 2- CC-601

  Closed cliffordsweet 46 views 3 comments 0 points Most recent by Quicken Alyssa March 12Download, Add/Update Accounts (Windows)
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  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 1.7K views 22 comments 35 points Most recent by drjah March 12Manage Accounts and Transactions
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  account security price import from a CSV file stopped working

  Answered Closed AlanCF 42 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
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  Cash transactions not available in IRA accounts (Single Mutual Fund = NO)

  Answered Closed jhg 41 views 1 comment 0 points Most recent by Tom Young March 12Investing (Windows)
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  Recording shares in a new investment

  Closed QuickPeter 53 views 4 comments 0 points Most recent by QuickPeter March 12Investing (Mac)
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  US Bank - US Bankcord Advisors issue

  Closed AllanM 209 views 16 comments 0 points Most recent by AllanM March 11Download, Add/Update Accounts (Windows)
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  Ability to transfer cross- or multi-listed stocks directly between accounts

  New tmuirhead 23 views 1 comment 1 point Most recent by Chris_QPW March 10Investments
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  Fidelity HSA - No Downloaded Transactions

  Closed System 18 views 2 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  Closed gabes 74 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
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  Fidelity download issues 3-3-26

  Closed berryjt 392 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)
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  Error connecting when setting up Fidelity accounts

  Closed lgt 56 views 1 comment 0 points Most recent by Quicken Kristina March 9Registers & Transactions (Mac)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Closed Bill Gulledge 98 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Unable to enter investment transaction / Quicken version R66-26

  Answered Closed Ram 29 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
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  Certificate of Deposit Maturity

  Closed Retired Banker 35 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)
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  Case Number Ticket ID Ticket ID":"12003415 - THIS PROBLEM HAS NOT BEEN FIXED

  Closed dsclove 42 views 2 comments 0 points Most recent by Quicken Kristina March 8Download, Add/Update Accounts (Mac)
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  Any ETA on resolution of CC-601 Error with Fidelity accounts/

  Answered Closed NiralS 39 views 1 comment 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
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  ACB (Cost Basis) Calculation

  Reviewed mark16 51 views 5 comments 3 points Most recent by Quicken Kristina March 8Canada Mac
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  Fidelity Stopped updating

  Closed ejvette1998 35 views 1 comment 0 points Most recent by Quicken Alyssa March 8Download, Add/Update Accounts (Windows)