Investments

Discussion List

• 
  Is your X-Ray Portfolio populating?

  Answered Closed Tobyra 35 views 3 comments 0 points Most recent by Ducati February 5Investing (Windows)
• 
  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered Closed dhall92026 4 views 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
• 
  Fidelity IRA transaction not posting correctly

  Closed RWM-JR 61 views 6 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
• 
  Quicken Built in Investment Reports

  Closed MrZipp 22 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
• 
  Fidelity Download - information downloaded into wrong account [Edited]

  Answered Closed wdh 38 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)
• 
  Merrill - Handling Covered Calls

  Closed MangoMan 2 views 0 comments 0 points Most recent by MangoMan February 3Investing (Windows)
• 
  Transactions downloading to wrong account

  Closed andcbii 31 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
• 
  5

  Up
  Reconciling Shares held by your brokerage account vs Quicken

  Reviewed jjrichards 42 views 5 comments 5 points Most recent by jjrichards February 2Investments
• 
  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  Closed jdparker225 8.2K views 302 comments 2 points Most recent by MELCO February 2Errors and Troubleshooting (Windows)
• 
  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered Closed soccerCoffeeMom 188 views 13 comments -1 point Most recent by Scatr February 2Errors and Troubleshooting (Windows)
• 
  25

  Up
  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 143 views 10 comments 25 points Most recent by RayZizik February 2Investments
• 
  3

  Up
  Improve Investment "Watchlist" Navigation, Dashboard, Menu, Multiple Watchlists and Adding Notes

  Reviewed ah1aviator 13 views 1 comment 3 points Most recent by jacobs February 1Investments
• 
  Net Worth Report showing negative balances for zero balanced accounts

  Closed LostCanuck 88 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
• 
  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered Closed ayeo 547 views 25 comments 1 point Most recent by Quicken Alyssa January 29Errors and Troubleshooting (Windows)
• 
  Can't activate Fidelity accounts after EWC+ transition

  Closed Woodsey 106 views 7 comments 1 point Most recent by Quicken Alyssa January 29Download, Add/Update Accounts (Windows)
• 
  IRA sweep balances appear as "banking" (Wells Fargo)

  Answered Closed Dave_fin 23 views 2 comments 0 points Most recent by Quicken Anja January 28Investing (Windows)
• 
  Fidelity transaction download issue

  Closed System 297 views 21 comments 0 points Most recent by Quick92 January 28Download, Add/Update Accounts (Windows)
• 
  Fidelity Securities Mismatch FZFXX Treasury MMF

  Closed DaveQN 182 views 16 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
• 
  Vanguard accounts not found when trying to reconnect

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
• 
  Fidelity IRA accounts not updating.

  Answered Closed JT1960_ 104 views 8 comments 0 points Most recent by Quicken Alyssa January 27Investing (Mac)
• 
  Fidelity Netbenefit downloads entries with zero price and unable to clear

  Closed TigerJoe 12 views 3 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
• 
  20

  Up
  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.7K views 29 comments 20 points Most recent by skeleton567 January 26Investments
• 
  Optum HSA Investment transaction download connection nonexistent

  Closed Loganrun 25 views 1 comment 0 points Most recent by Quicken Kristina January 26Errors and Troubleshooting (Mac)
• 
  Treating FZFXX as Cash

  Answered Closed billw8 12 views 1 comment 0 points Most recent by Quicken Kristina January 26Investing (Windows)
• 
  1

  Up
  Investment Goals - Entry & Reporting

  Reviewed Sisyphus1967 14 views 1 comment 1 point Most recent by Jim_Harman January 26Investments
• 
  Fidelity 401K securities value way off after rebalancing

  Closed pbmsmit 43 views 7 comments 0 points Most recent by Quicken Kristina January 26Investing (Windows)
• 
  Is there now support for (Fidelity) HSA accounts?

  Closed pbmsmit 497 views 16 comments 0 points Most recent by Quicken Kristina January 26Download, Add/Update Accounts (Windows)
• 
  89
  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 3.2K views 111 comments 89 points Most recent by Stephen Fisher January 26Investments
• 
  META still bringing in FB pricing on Mac

  Closed wbeekman 35 views 4 comments 0 points Most recent by eisen009 January 25Investing (Mac)