Investments

Migrated Fidelity to new connection and now have duplicate accounts [Edited]

Answered Closed Franklin S. 329 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

fixing fractional share entries created by Quicken

Closed Pacoinconn 108 views 4 comments 0 points Most recent by Pacoinconn November 2025Investing (Windows)

Cash Balance wrong after archiving investment Account

Answered Closed HLT 52 views 2 comments 0 points Most recent by HLT November 2025Investing (Windows)

Why are my investment amounts doubled.

Answered Closed Coasterdon 55 views 5 comments 0 points Most recent by Arctic Hare November 2025All Things Canadian (Windows)

Employee Stock Ownership Plan (Private company)

Answered Closed munch008 32 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)

Fidelity Cash linked account not downloading changes in account

Closed cchinckley9 14 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)

Thank you Pablo G.

Closed Leonard4411 32 views 1 comment 1 point Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)

Stock split pricing goes back 1 full year

Answered Closed msgchef 103 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)

Duplicates Again (in Fidelity account)

Closed es114 56 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

5

Please add the ability to customize Investment Registers?

Mike409 96 views 8 comments 5 points Most recent by Quicken Anja November 2025Investments

Real time quotes not updating - only gold updates, not Stocks, Mutual Funds, etc..

Closed StephenK 48 views 4 comments 0 points Most recent by StephenK November 2025Errors and Troubleshooting (Windows)

Change value of account

Closed crescere 53 views 6 comments 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)

I reauthorized my Fidelity Account multiple times but not getting the transactions

Closed jcryanjr 43 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)

ExchangeIn - please revert back to old method

Closed TallBrad 233 views 13 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)

7

Rounding vs. Truncating

Reviewed NotACPA 296 views 6 comments 7 points Most recent by NotACPA November 2025Investments

I just noticed that my Fidelity investments have not downloaded since 9/30. What's happening?

Answered ✓ Closed W.N.M 54 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)

Expand All on the Portfolio Tab

Answered Closed dsmith5010 22 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)

Resolve IRR calculation Fidelity

Answered Closed DoctorBrown 119 views 3 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)

5

8 Decimal Points on Investment Quote/Price

dsmith5010 56 views 3 comments 5 points Most recent by Jim_Harman November 2025Investments

Fidelity 401K not synching after reauthorization

Closed bemery05 101 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

the "performance" view does not include cash for determining "market value"

Closed Brad L Vandermoon 85 views 10 comments 0 points Most recent by jacobs November 2025Errors and Troubleshooting (Mac)

Invisible Renaming rule for securities transaction

Closed MontanaKarl 25 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)

CalPERS for Retirement

Closed Persephone 35 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)

Cash balances in Raymond James accounts are not updating after OSU

Closed Chuck56 113 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)

Morgan Stanley Download Quicken for Mac

Answered Closed jjrichards 124 views 16 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)

Quicken Classic - Poor performance with Investment accounts

Closed Rich Gaughan 420 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)

180

Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

Under Consideration Quicken Community 5.5K views 123 comments 180 points Most recent by Seth Holmes November 2025Investments

Fidelity not Downloading Investment Transactions (yet again!)

Closed jcoley2 440 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)

Portfolio X-Ray

Closed Skylar 47 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)

Fidelity "The page you requested is currently unavailable. Please try again later" error

Closed System 93 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

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