Investments

Discussion List

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  CC-601 on all Fidelity accounts + CC-800 on US Bank and Chase accounts

  Closed Mike129 203 views 6 comments 1 point Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
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  Creating year-end archive for any past date

  Reviewed hotjava 47 views 1 comment 1 point Most recent by unknown March 7Backups and File Conversions
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Closed Langston Holland 1.5K views 81 comments 2 points Most recent by Jim_Harman March 7Investing (Windows)
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  Add number of shares to Security List

  Reviewed Rocket J Squirrel 107 views 10 comments 20 points Most recent by unknown March 5Investments
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 124 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
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  Fidelity Cash Management account not showing up

  Answered Closed Avi Dee 271 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)
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  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 55 views 4 comments 3 points Most recent by Jim_Harman March 3Investments
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  Merrill Lynch transactions downloading as "Null"

  Closed System 55 views 7 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
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  Why is Quicken for Mac not syncing with Fidelity Investments?

  Answered Closed LLM 97 views 4 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Mac)
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  Fidelity FDRXX Cash Balance Missing - Quicken Mac

  Answered Closed DougMcCann 339 views 11 comments 0 points Most recent by Quicken Alyssa March 3Registers & Transactions (Mac)
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  Incorrect cash balance for an investment account in the register

  Closed Vlad Kaplan 246 views 6 comments 0 points Most recent by Quicken Kristina March 2Investing (Windows)
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  Fidelity CC-601

  Closed System 95 views 2 comments 0 points Most recent by Quicken Kristina March 2Download, Add/Update Accounts (Windows)
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  Allow allocations by Market Sector for Asset Allocation Analysis

  Reviewed ted_nixon 14 views 0 comments 2 points Most recent by ted_nixon March 2Canada Windows
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  Investment Account Cash Balance

  Answered Closed SH62 26 views 1 comment 0 points Most recent by NotACPA March 2Investing (Windows)
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  No Fidelity Downoads - Quicken Classic Windows 11

  Closed jsk2817 88 views 7 comments 0 points Most recent by Quicken Kristina March 1Errors and Troubleshooting (Windows)
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  Bug: Quicken is downloading incorrect stock prices on weekend days

  Closed QuickeDan 161 views 8 comments 0 points Most recent by q_lurker March 1Investing (Windows)
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  Kudos on Fidelity CMA improvements

  Closed CousinBruce 23 views 1 comment 1 point Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Mac)
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  Vanguard Download Issue - Two Entries Per Transaction

  Closed Dom1 184 views 9 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Windows)
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  Fidelity FDRXX should not be reinvested dividend income

  Closed Brad L Vandermoon 122 views 8 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Mac)
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  When Fidelity Cash Reserve FDRXX issue will be resolved?

  Answered Closed vip 265 views 11 comments 0 points Most recent by mvitulli February 28Registers & Transactions (Mac)
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  Waters added to Account?

  Closed AMP 73 views 2 comments 0 points Most recent by mshiggins February 27Investing (Windows)
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  Fidelity accounts missing transactions

  Closed System 62 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  error in cash reporting on transaction screen /suggestions to fix

  Answered Closed rayseidlinger 26 views 1 comment 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
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  Unable to download transactions from Teachers Retirement System of Georgia

  Answered Closed jeharden 33 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares

  Closed daverph 286 views 11 comments 1 point Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Schwab download with multiple user IDs and accounts

  Closed murts1 48 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  Closed System 202 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
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  limited and general investment partnerships for Quicken for Mac

  Reviewed Morrie Siegel 14 views 2 comments 1 point Most recent by Quicken Kristina February 27Investments
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  Fidelity checking transactions not downloading

  Closed System 15 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Merrill Edge CMA account converted to "simple investing"

  Closed heartsf 74 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)