Investments

Discussion List

• 
  IRA balance or reconciliation

  Closed Wyodad 81 views 5 comments 0 points Most recent by Quicken Laura February 25Investing (Mac)
• 
  Fidelity Account Balances Wrong and can No Longer Authorize

  Closed Gary E 136 views 12 comments 1 point Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
• 
  Unable to link new Fidelity Investment accounts to existing accounts in Quicken

  Closed xfrner 103 views 7 comments 0 points Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
• 
  Fidelity money market automatic redemptions

  Closed qudtp 1.2K views 53 comments 1 point Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
• 
  Cash Account showing same cash balance in banking section and investing section

  Closed jdsebo15 17 views 1 comment 0 points Most recent by Quicken Laura February 24Errors and Troubleshooting (Windows)
• 
  Charles Schwab account not syncing properly

  Closed chall3809 39 views 5 comments 0 points Most recent by Quicken Alyssa February 24Errors and Troubleshooting (Windows)
• 
  Investing description

  Closed Dstty 12 views 1 comment 0 points Most recent by Chris_QPW February 23Registers & Transactions (Windows)
• 
  CC-901 at Fidelity Investments

  Closed EvDob 67 views 6 comments 0 points Most recent by EvDob February 22Download, Add/Update Accounts (Windows)
• 
  Portfolio X-Ray World Regions diagram always shows mostly in the Americas

  Closed System 22 views 2 comments 0 points Most recent by Quicken Kristina February 21Investing (Windows)
• 
  Fidelity Transactions Not Downloading this Morning

  Closed rbridges01 93 views 6 comments 0 points Most recent by Chuck56 February 21Download, Add/Update Accounts (Windows)
• 
  Cannot Edit "Action" in Register for Manual Investment Transaction

  Closed Paddle2419 53 views 5 comments 0 points Most recent by Quicken Kristina February 21Registers & Transactions (Windows)
• 
  NYS Deferred Comp

  Closed Drew Biondo 12 views 3 comments 0 points Most recent by Drew Biondo February 21Download, Add/Update Accounts (Mac)
• 
  Since late last year Morningstar X-ray asset allocations for index funds, ETF's and Money Market Fun

  Answered ✓ Closed mcski 45 views 3 comments 0 points Most recent by mcski February 20Investing (Windows)
• 
  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Closed Quicken Alyssa 3.2K views 3 comments 11 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
• 
  Where are oddball Dow prices coming from?

  Answered ✓ Closed Rocket J Squirrel 236 views 15 comments 0 points Most recent by Michael Jones February 20Investing (Windows)
• 
  Fidelity balances in Quicken for Mac are not recorded properly

  Closed Sean Franklin 134 views 5 comments 0 points Most recent by John_in_NC February 19Download, Add/Update Accounts (Mac)
• 
  How do I update checking accounts

  Answered Closed reh7760 44 views 4 comments 0 points Most recent by Quicken Alyssa February 19Download, Add/Update Accounts (Windows)
• 
  Tax Planner Defaulting to Estimate or No Projected Amount

  Closed Tammy Van Buren 118 views 8 comments 0 points Most recent by Tammy Van Buren February 19Budgeting and Planning Tools (Windows)
• 
  Equity prices not updating when I select "Update" from the Investing/Dashboard screen

  Answered Closed Chuck56 74 views 4 comments 0 points Most recent by Chuck56 February 18Investing (Windows)
• 
  Downloading 401k transactions as BoughtX/Sold X

  Answered Closed carlyn.irwin 212 views 18 comments 0 points Most recent by Jim_Harman February 18Download, Add/Update Accounts (Windows)
• 
  Quicken re-authorization fails on Quicken side

  Closed b-quick 43 views 4 comments 0 points Most recent by Quicken Alyssa February 17Download, Add/Update Accounts (Windows)
• 
  Investment accounts dashboard no longer allows editing number of shares

  Answered Closed wilco995 42 views 4 comments 0 points Most recent by Quicken Alyssa February 17Investing (Windows)
• 
  Fidelity download not recognizing securities

  Closed crg63 53 views 5 comments -1 point Most recent by John_in_NC February 16Errors and Troubleshooting (Mac)
• 
  Connecting Quicken to E-Trade for detailed tracking

  Closed pedrovanrooij 54 views 4 comments 0 points Most recent by Quicken Alyssa February 16Errors and Troubleshooting (Mac)
• 
  Transaction Dates Change

  Answered Closed mkeRAD 22 views 4 comments 0 points Most recent by Quicken Alyssa February 16Registers & Transactions (Windows)
• 
  Philadelphia Deferred Compensation drops decimal places and displays account in millions

  Closed Jordbarnet 17 views 1 comment 0 points Most recent by jacobs February 15Errors and Troubleshooting (Mac)
• 
  Fidelity Updates Still Broken after Update

  Closed extravoice 4.3K views 164 comments 2 points Most recent by qudtp February 15Download, Add/Update Accounts (Windows)
• 
  Has a solution to Portfolio X-Ray not recognizing ETF stock funds been found?

  Answered Closed lrcatlett 99 views 3 comments 0 points Most recent by bd-tx February 15Investing (Windows)
• 
  Xerox Spinoff 2 12 2026

  Answered Closed jjrichards 96 views 4 comments 0 points Most recent by jjrichards February 14Download, Add/Update Accounts (Mac)