Investments

Have Quicken maintain cash in MMF as Fidelity does

Answered ✓ Closed Ellary Kahan 198 views 24 comments 0 points Most recent by Ellary Kahan January 2Errors and Troubleshooting (Windows)

Have Dividend income show on investing dashboard

Answered Closed Markhfx 54 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)

Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

Answered Closed Lampatrick 50 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)

18

Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

Reviewed Chuck56 206 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements

Fidelity NQ plan downloading sales as withdrawals with no sale information

Closed geoffj 31 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)

Securities Comparison Mismatch (x30 or so names)

Answered Closed LoxyLox 32 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)

47

Edit/Delete the Default Portfolio Views (6 Legacy Votes)

Under Consideration USMA74 924 views 29 comments 47 points Most recent by Quicken Anja December 2025Investments

BMO Mutual Fund Prices not updated Dec 19 2025

Closed dc600 41 views 4 comments 0 points Most recent by Quicken Kristina December 2025All Things Canadian (Windows)

Mutual Fund Conversion but with same name

Answered Closed Markhfx 12 views 1 comment 0 points Most recent by Arctic Hare December 2025All Things Canadian (Windows)

"Navigation to the webpage was canceled"

Answered ✓ Closed Shannon M M 44 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)

New Fidelity Download Problem

Closed DavidS 454 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)

1

Securities Mergers and Transfers - Use Canadian tax rules

Reviewed dc600 22 views 1 comment 1 point Most recent by Valderi December 2025Canada Windows

Bulk change the Security Name for multiple investment transaction entries

Closed Mathew 43 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)

Fidelity cash balances are off

Closed jeffreyjgray 22 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)

Quicken ones step update has stopped working with fidelity Investments

Answered Closed WMV 161 views 7 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Fidelity Download Express Web

Closed CTNC 91 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)

Fidelity Cash Balance Doubled (money market accounts)

Closed System 137 views 7 comments 0 points Most recent by Ramias December 2025Download, Add/Update Accounts (Mac)

Fidelity download and auto category

Closed ericrose12 102 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)

New Fidelity Mutal Fund SP 500 INDEX PL CL C not working in Quicken for MAC

Closed Ghettocounselor 85 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)

Boeing/Spirit AeroSystems Holdings Merger

Closed Leon Pink 41 views 2 comments 0 points Most recent by kwallyz December 2025Download, Add/Update Accounts (Windows)

JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

Answered Closed CIRPCA 31 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)

Creating RRSP accounts in USD - Solution Found

Closed Kevin Roulston 31 views 1 comment 0 points Most recent by Arctic Hare December 2025All Things Canadian (Windows)

Missing Cussip ID

Answered Closed SteveTucker79 54 views 4 comments 0 points Most recent by Quicken Anja December 2025Investing (Windows)

Unvested RSUs don't match Grant Lots

Closed CDG01 33 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)

Fidelity reporting of roth conversion shows cash amounts incorrectly

Closed jggrega451 32 views 3 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)

We need real Robinhood integration

Closed spalt 67 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Fidelity EWC+ Status Regarding Reporting of Cash

Closed Boatnmaniac 63 views 3 comments 2 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Merged: Problems downloading in One Step Update/Janus

Closed ShortCircuit404 11 views 0 comments 0 points Most recent by ShortCircuit404 December 2025Download, Add/Update Accounts (Windows)

Reconciling Fidelity investment accounts online balance shows $0!

Closed uscfan75 59 views 3 comments 0 points Most recent by uscfan75 December 2025Registers & Transactions (Mac)

OL-297-A error with Interactive Brokers

Closed synchro9898 46 views 5 comments 0 points Most recent by Quicken Kristina December 2025Installing and Updating (Windows)

Investments

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