Investments

Discussion List

• 
  Issues with VOYA - again

  Closed dmurad53 683 views 19 comments 1 point Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
• 
  5

  Up
  Column customization for investment accounts

  Reviewed MSStateDawg 187 views 12 comments 5 points Most recent by MSStateDawg May 15Investments
• 
  5

  Up
  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 32 views 1 comment 5 points Most recent by jljeeper May 13Investments
• 
  Does anyone else have trouble updating iShares Core S&P 500 Index ETF (XUS)

  Answered ✓ Closed Scouter_Don 147 views 6 comments 0 points Most recent by q_lurker May 13Investing (Windows)
• 
  One (1) Fidelity account not updating correctly

  Closed glennwms 94 views 5 comments 0 points Most recent by Quicken Alyssa May 13Download, Add/Update Accounts (Windows)
• 
  Market Value Discrepancy

  Closed mike132 157 views 11 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
• 
  Fidelity "Short Term" and Cash information is incorrect

  Closed System 61 views 5 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
• 
  How to change(adjust) the Avg Cost Basis in Quicken.

  Closed jvprice6 955 views 6 comments 0 points Most recent by Quicken Carlos May 12Investing (Windows)
• 
  Reconciling Fidelity investment accounts online cash does not have a value

  Closed uscfan75 389 views 20 comments 0 points Most recent by Quicken Anja May 12Registers & Transactions (Mac)
• 
  Fidelity Options Transactions [Edited]

  Closed rbridges01 149 views 9 comments 0 points Most recent by Quicken Carlos May 12Download, Add/Update Accounts (Windows)
• 
  3

  Up
  Formatting of a stock's average volume in Investing tab

  Reviewed PaulT123 13 views 0 comments 3 points Started by PaulT123 May 11 Investments
• 
  Bank of America - reauthorization - no error but looks weird...?

  Closed sjtideman 171 views 9 comments 0 points Most recent by Quicken Carlos May 11Errors and Troubleshooting (Windows)
• 
  1

  Up
  New Field - Investment Strategy

  Reviewed fciani 140 views 11 comments 1 point Most recent by NotACPA May 10Investments
• 
  Fidelity Download of Foreign Stock Taxes and ADR fees not categorized properly

  Closed Kusumpee 37 views 1 comment 0 points Most recent by Quicken Kristina May 10Download, Add/Update Accounts (Mac)
• 
  Valuation of Call Options - AGAIN

  Closed Pat Sills 181 views 9 comments 0 points Most recent by fciani May 10Registers & Transactions (Windows)
• 
  Can't change XIn to BoughtX on split transaction, broken since at least last november

  Closed scottmonte 103 views 8 comments 0 points Most recent by Jim_Harman May 9Download, Add/Update Accounts (Windows)
• 
  Splitting an investment sale transaction

  Answered Closed Jeff Kantner 78 views 5 comments 0 points Most recent by Jeff Kantner May 8Investing (Windows)
• 
  missing transactions

  Closed leonard kearney 44 views 2 comments 0 points Most recent by q_lurker May 8Investing (Windows)
• 
  Portfolio Data Access

  Closed richradi 43 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
• 
  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Closed Paul_ 196 views 6 comments 0 points Most recent by Quicken Carlos May 7Investing (Mac)
• 
  Fidelity does not update correctly

  Closed John Hale 51 views 4 comments -1 point Most recent by Quicken Anja May 7Download, Add/Update Accounts (Windows)
• 
  Why do I still have to verify my cash balance?

  Closed fanfare 46 views 2 comments 0 points Most recent by fanfare May 6Download, Add/Update Accounts (Windows)
• 
  UPDATED 5/6/26 Fidelity Updates

  Announcement Quicken Janean 25.8K views 8 comments 10 points Most recent by Quicken Alyssa May 6Alerts, Online Banking & Known Product Issues
• 
  Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

  Closed Brandon10 64 views 2 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
• 
  Merrill Edge duplicate dividends

  Closed Txpete 82 views 4 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Windows)
• 
  Fidelity Incorrect cash balance in register (QMac)

  Closed System 193 views 9 comments 0 points Most recent by Quicken Kristina May 5Investing (Mac)
• 
  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered Closed RhysR 188 views 9 comments 0 points Most recent by Quicken Kristina May 5Download, Add/Update Accounts (Windows)
• 
  Why are SNVXX and SWVXX investments treated differently?

  Answered Closed Will Jacobs 32 views 1 comment 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)