Investments

Discussion List

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  Fidelity EWC+ conversion - which account for core MMF selection pop-up?

  Answered Closed leishirsute 124 views 9 comments 0 points Most recent by Quicken Kristina September 19Download, Add/Update Accounts (Windows)
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  2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

  Closed traderbrian 47 views 3 comments 0 points Most recent by Quicken Kristina September 19File Conversion and Backup (Windows)
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  Securities Value incorrect after importing

  Answered Closed SilverEagle 85 views 7 comments 0 points Most recent by Jim_Harman September 19Investing (Windows)
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  META still bringing in FB pricing on Mac

  Closed scshoes2 50 views 3 comments 0 points Most recent by Jim_Harman September 19Download, Add/Update Accounts (Mac)
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  Why doesn’t FMOXX show up in the portfolio in my Fidelity account?

  Answered Closed Mark57 19 views 2 comments 0 points Most recent by Quicken Anja September 19Registers & Transactions (Mac)
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  CD price quotes from Fidelity Investments changed by a factor of 100 after switch to EWC+

  Closed Dave01010100 379 views 19 comments 0 points Most recent by Quicken Kristina September 19Download, Add/Update Accounts (Windows)
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  2

  Up
  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 86 views 2 comments 2 points Most recent by Ray Cosner September 19Investments
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  4

  Up
  Expand asset classes-Add Private Credit, Private Real Estate, Crypto, and Real Estate [Edited]

  Reviewed britsoftltd 13 views 0 comments 4 points Started by britsoftltd September 18 Product Enhancements
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  Quicken incorrect rename push

  Closed rjt21 24 views 1 comment 0 points Most recent by Quicken Alyssa September 17Download, Add/Update Accounts (Windows)
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  Prompted to enter cash balance for Fidelity accounts daily

  Closed System 41 views 3 comments 0 points Most recent by 12Fairmount+ September 17Download, Add/Update Accounts (Windows)
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  Security Comparison Mismatch reported incorrectly

  Answered Closed Ross Dillon 43 views 1 comment 0 points Most recent by Jim_Harman September 16Investing (Windows)
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  Dashboard and Transaction views disagree

  Closed Dadio1953 16 views 1 comment 0 points Most recent by jacobs September 16Investing (Mac)
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  Adjusting share balance for a fund used in multiple accounts

  Answered Closed Brad Y 198 views 18 comments 0 points Most recent by volvogirl September 15Registers & Transactions (Windows)
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  Quicken classic windows Vanguard balances incorrect [Edited]

  Closed nickfuhs 47 views 3 comments 0 points Most recent by Quicken Kristina September 14Download, Add/Update Accounts (Windows)
• 
  Win10, Quicken R64.25, and Fidelity Bond Downloads

  Answered Closed kurtkessel 62 views 2 comments 0 points Most recent by Steven September 14Download, Add/Update Accounts (Windows)
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  How can I get Quicken to treat two mutual funds in a brokerage account as cash?

  Closed MarioP 216 views 7 comments 0 points Most recent by MarioP September 13Registers & Transactions (Windows)
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  Why am I getting real-time quotes and have no way to turn it off?

  Answered Closed JRJR 46 views 4 comments 0 points Most recent by UKR September 11Errors and Troubleshooting (Windows)
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  5

  Up
  Add REIT's as their own Asset Class

  Reviewed Sammy 22 views 1 comment 5 points Most recent by Sammy September 11Product Enhancements
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  Getting Simple transactions in Vanguard account

  Closed System 25 views 3 comments 0 points Most recent by EvDob September 10Download, Add/Update Accounts (Windows)
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  Statement Date and Ending Cash Balance don't persist on investment accounts

  Answered Closed LMillsap1 13 views 1 comment 0 points Most recent by Quicken Anja September 10Investing (Windows)
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  Live crypto price indexes that work with Quicken Mac?

  Answered Closed dcamp 28 views 2 comments 0 points Most recent by dcamp September 10Investing (Mac)
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  Can't Download a UBS Financial Services Investment Account

  Closed awong489 38 views 1 comment 0 points Most recent by Quicken Anja September 9Investing (Windows)
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  Fidelity 3 Digit Balance?

  Answered Closed brianmichael8403 77 views 7 comments 0 points Most recent by brianmichael8403 September 8Download, Add/Update Accounts (Windows)
• 
  OL-332-A with Edward Jones Accounts

  Closed dccrens 78 views 12 comments 0 points Most recent by splasher September 8Errors and Troubleshooting (Windows)
• 
  Any hope for TreasuryDirect connection?

  Answered Closed mikek753b 51 views 1 comment -1 point Most recent by Quicken Kristina September 8Download, Add/Update Accounts (Windows)
• 
  LPL Financial switched to Simple investment tracking

  Closed System 29 views 4 comments 0 points Most recent by Quicken Kristina September 8Errors and Troubleshooting (Windows)
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  7

  Up
  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 57 views 3 comments 7 points Most recent by recursor1 September 8Investments
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  Portfolio Value & Account Balance Reports show incorrect amount

  Closed Ken A 108 views 6 comments 0 points Most recent by Ken A September 7Reports (Windows)