Investments

Discussion List

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  As of February 11, my Fidelity checking account has getting bad data in the Quicken download

  Answered Closed mannyg 32 views 1 comment 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  Corporate Action for Astrozenica (Q Mac)

  Answered Closed beneisenstein 33 views 1 comment 0 points Most recent by Quicken Kristina February 14Investing (Mac)
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  can't seem to memorize an investment transaction if it has the MiscExp Action

  Answered Closed Jeff Pobst 35 views 2 comments 1 point Most recent by Jeff Pobst February 14Registers & Transactions (Windows)
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  Are Fidelity Netbenefits Workplace 401k downloads still an OPEN Quicken issue?

  Answered Closed Snakeyes 50 views 4 comments 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  Downloaded Fidelity Securities Unknown - One Step Update

  Answered Closed cneriley 97 views 1 comment 0 points Most recent by NotACPA February 14Download, Add/Update Accounts (Windows)
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  John Hancock 401k balance not posting

  Answered Closed LarryT9999 22 views 2 comments 0 points Most recent by Douwe February 14Registers & Transactions (Mac)
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  Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

  Closed Matthew Boone 1.2K views 35 comments 3 points Most recent by Steve Long Time User February 13Investing (Windows)
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  Any update on when the Fidelity Cash Balance issue will be resolved?

  Closed Ramias 925 views 29 comments 0 points Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Mac)
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  Cash transfers between Fidelity accounts no longer processed as a transfer

  Closed leishirsute 52 views 5 comments 0 points Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Windows)
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  Investment Cash Account does not match statement, Split ContribX entries

  Closed DonBoy 86 views 8 comments 0 points Most recent by Quicken Kristina February 13Investing (Windows)
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  11

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  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 53 views 2 comments 11 points Most recent by Jim_Harman February 12Investments
• 
  What is up with Quicken today?

  Closed KenI 166 views 6 comments 0 points Most recent by Ryanmk February 11Investing (Windows)
• 
  Error with Merrill Lynch downloads

  Answered ✓ Closed gslaby 194 views 7 comments 0 points Most recent by Quicken Alyssa February 11Errors and Troubleshooting (Windows)
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  Redemption Transactions Missing

  Closed System 12 views 1 comment 0 points Most recent by Pacific_Shark_Chum February 11Download, Add/Update Accounts (Mac)
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  Error updating NetXinvestor accounts

  Closed System 43 views 3 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Windows)
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  Fidelity Connection Issues

  Closed Kim Roffman 206 views 2 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Windows)
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  Fidelity - reauthentication required when I switch Quicken databases

  Closed MSVA 53 views 6 comments 0 points Most recent by Quicken Kristina February 10Download, Add/Update Accounts (Windows)
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  Average Cost Per Share Discrepancy

  Closed tkstaple 22 views 6 comments 0 points Most recent by tkstaple February 10Investing (Windows)
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  share quantity incorrect after sale of security

  Closed Gretchen P 62 views 7 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Mac)
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  Include Total # of Shares on Security Report(s)

  Reviewed asher 32 views 2 comments 1 point Most recent by NotACPA February 9Reports
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  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Closed Tealeaf3 73 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)
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  I am trying to connect my merrill lynch 401K with Quicken

  Answered Closed joan7910 3.6K views 78 comments 0 points Most recent by jkalexndr February 8Download, Add/Update Accounts (Windows)
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  Principal Financial 401(k) shows wrong balance

  Answered ✓ Closed Geiswood 1.1K views 61 comments 2 points Most recent by Quicken Anja February 7Download, Add/Update Accounts (Mac)
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  Investment transaction needed for RRIF payment

  Reviewed BigPete3 12 views 1 comment 1 point Most recent by BigPete3 February 7Canada Windows
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  Struggling to get brokerage account added - placeholder discrepancies..??

  Answered Closed Andrew Angell 43 views 5 comments 0 points Most recent by Jim_Harman February 6Investing (Windows)
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  Fidelity MMF redemptions not downloading

  Closed ToGo109 12 views 1 comment 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Mac)
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  Is there a setting in Quicken that hides selected portfolio positions?

  Answered Closed FC Wolf 107 views 13 comments 0 points Most recent by Quicken Kristina February 6Investing (Mac)
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  Why doesn't investment entry advance highlight to next blank entry line?

  Answered Closed Hal1 24 views 3 comments 0 points Most recent by Quicken Kristina February 6Registers & Transactions (Windows)
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  Fidelity download error when downloading into CMA account

  Closed marcaronson408 95 views 9 comments 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Windows)