Investments

Discussion List

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  Financial Account Display Has Changed

  Closed Michael Winnick 47 views 3 comments 0 points Most recent by Rocket J Squirrel December 2025Investing (Windows)
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  This transaction was created from a split transaction

  Closed scottmonte 23 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 22 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Two Fidelity 401k Accounts - Two different Login

  Closed rmatz 83 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 89 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Editing an existing core account transaction doesn't work properly

  Closed System 3 views 1 comment 0 points Most recent by elorimer December 2025Download, Add/Update Accounts (Windows)
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  Fidelity cash management account

  Answered Closed JoshFla 156 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
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  LPL now updating one mutual fund.

  Closed tolich 19 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 23 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Multiple Fidelity Netbenefits problems [Edited]

  Closed loukas 170 views 4 comments 2 points Most recent by loukas November 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered Closed leishirsute 925 views 44 comments 0 points Most recent by proflaw November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Brokered CD Price Quote Downloads Rounding

  Closed emhamiltn 189 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Add "Yield" for column view in Portfolios

  Reviewed Gilles9 12 views 0 comments 1 point Most recent by Gilles9 November 2025Investments
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  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Closed Strike 90 views 6 comments 0 points Most recent by Strike November 2025Registers & Transactions (Windows)
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  Merrill Lynch changed connection types? How can I fix account?

  Answered ✓ Closed Nikster 549 views 4 comments 0 points Most recent by Nikster November 2025Download, Add/Update Accounts (Windows)
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  Number of shares way off

  Closed mauldin006 34 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  Unable to log into Fidelity Netbenefits after Migration

  Answered Closed KeithK23 321 views 11 comments 0 points Most recent by Boatnmaniac November 2025Errors and Troubleshooting (Windows)
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  Estimated Annual Dividend Income Column

  Reviewed jnussb9328 13 views 1 comment 6 points Most recent by Fred Coale November 2025Investments
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  Change Security name on all transactions, missing stock splits

  Answered Closed DoctorBrown 33 views 2 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)
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  Fidelity Investments not Updating after all the "Fixes"

  Closed nullsetzero 347 views 11 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Download issue with Fidelity -

  Answered Closed skier1226 77 views 6 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  How can I best track a venture capital investment in Quicken?

  Answered Closed dlbfsa 22 views 1 comment 0 points Most recent by q_lurker November 2025Investing (Windows)
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  Options prices after OSU

  Closed bbuckley 15 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity DC to EWC+ transition - what's the latest?

  Answered Closed egoldwater 465 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  FZFXX Fidelity Money Market issue

  Closed bumgarb 101 views 4 comments 1 point Most recent by DaveQN November 2025Download, Add/Update Accounts (Windows)
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  Exchangein Issue and drop in a very large amount shown by Quicken of my 401K account

  Closed Mathew 26 views 2 comments 0 points Most recent by Mathew November 2025Errors and Troubleshooting (Windows)
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  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Closed Franklin S. 340 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  fixing fractional share entries created by Quicken

  Closed Pacoinconn 119 views 4 comments 0 points Most recent by Pacoinconn November 2025Investing (Windows)
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  Cash Balance wrong after archiving investment Account

  Answered Closed HLT 54 views 2 comments 0 points Most recent by HLT November 2025Investing (Windows)
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  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)