Investments

Discussion List

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  Fidelity transactions downloading, but missing information

  System 14 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Splitting assets in accounts

  Answered Closed apearlman 25 views 2 comments 0 points Most recent by apearlman December 2025Business and Rental Property Tools (Windows)
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  FIDELITY CRYPTO ROTH ACCOUNT

  Closed PERSUASION-STX 47 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken can't find a CD at my credit union

  Closed lmacmil 28 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  1
  Downloading detailed Investment transactions

  MacRon14 16 views 1 comment 1 point Most recent by jacobs December 2025Investments
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  New Download capability from Merrill Lynch Benefits Online downloads incorrect data

  Closed dsclove 733 views 23 comments 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 480 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 619 views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
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  EWC+ runs and fails to download transactions from Merrill.

  Closed Paul LeLievre 34 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 15 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)
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  Investment transaction NOT recorded

  Closed Perry 23 views 2 comments 0 points Most recent by jacobs December 2025Errors and Troubleshooting (Mac)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  Closed mlurie 46 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity no muni indicator in memo download

  Answered Closed MACMONEY 36 views 4 comments 0 points Most recent by MACMONEY December 2025Download, Add/Update Accounts (Mac)
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  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  Closed qwyattguy 128 views 11 comments 0 points Most recent by Gary Breitbord December 2025Investing (Mac)
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  Fidelity 401K downloading the same security for every transaction

  Closed jameswolfe8561 36 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Honeywell International Spin-Off Of Solstice Advanced Materials - Cost Basis

  Rick8 973 views 4 comments 1 point Most recent by BobP74 December 2025Investing (Windows)
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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 34 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
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  3

  Up
  Add Roth Conversion Estimator

  Reviewed CowboyNav1 47 views 5 comments 3 points Most recent by CowboyNav1 December 2025Product Enhancements
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  2

  Up
  Show US dollar amounts for Canadian Dividends in Security View for US Version of Q-Classic

  Reviewed RonHi 2 views 1 comment 2 points Most recent by RonHi December 2025Investments
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  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 57 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  My error please ignore

  Closed Jeff Bean 12 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading transactions

  Closed Ghawkeswood 307 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments no longer downloading transaction data

  Answered Closed Nick_Quick 1.2K views 53 comments 2 points Most recent by Nick_Quick December 2025Investing (Mac)
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  All Account Transactions Changed to MiscExp after Enter One New Transaction

  Closed SeaStar 63 views 5 comments 1 point Most recent by Quicken Kristina December 2025Budgeting and Planning Tools (Windows)
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  Fidelity Investments - linked checking account not updating [Edited]

  Answered Closed A good dane 62 views 1 comment 0 points Most recent by recursor1 December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Transactions not downloading to Quicken Classic on Windows

  Closed will66pu 1.8K views 41 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits totals are off

  Closed aardvarker 409 views 24 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Investment account not syncing with desktop

  Closed ralphf 25 views 3 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Mobile)