Investments

Discussion List

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  Schwab trouble with expired options and short stock sales.

  Closed DRHayes 71 views 6 comments 0 points Most recent by Quicken Laura March 22Download, Add/Update Accounts (Windows)
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  Cannot reconcile Fidelity Cash Mgt Acct - Balance mismatch

  Answered ✓ Closed Pacific_Shark_Chum 141 views 7 comments 0 points Most recent by Quicken Laura March 22Errors and Troubleshooting (Mac)
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  Resolve Share Mismatch of newly named Securities in new 401k Company

  Closed SeaStar 121 views 6 comments 0 points Most recent by q_lurker March 22Investing (Windows)
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  Fidelity status

  Closed dkirin 71 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)
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  Investment Graphing: Ability to change scale of "Y" & see more info when selecting a point [Edited]

  Reviewed Jeff Mattson 21 views 0 comments 2 points Started by Jeff Mattson March 21 Investments
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  Quicken Stopped Connecting with RBC Wealth Management [Edited]

  Answered Closed MBurtschi 61 views 4 comments 0 points Most recent by Quicken Anja March 21Errors and Troubleshooting (Windows)
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  3

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  Add Security Symbols to Investment Performance Reports

  Reviewed Fjw1015 11 views 0 comments 3 points Started by Fjw1015 March 21 Reports
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  1

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  Consistent (same) color scheme for multiple portfolio asset allocation pie charts and bar charts

  Reviewed parulsaxena999 1 view 0 comments 1 point Started by parulsaxena999 March 21 Display/UI
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  Vanguard transactions not downloading

  Closed System 191 views 13 comments 0 points Most recent by Quicken Kristina March 20Download, Add/Update Accounts (Windows)
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  Force Same colors for same asset classes across multiple investment charts

  Closed parulsaxena999 31 views 2 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  Closed System 31 views 5 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

  Answered Closed Daffy Duck 151 views 5 comments 0 points Most recent by Quicken Carlos March 20Errors and Troubleshooting (Mac)
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  Wells Fargo Securities Users

  Closed bbumbarger 41 views 4 comments 0 points Most recent by bbumbarger March 20Download, Add/Update Accounts (Windows)
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  Being able to create new categories for Stocks

  Reviewed LOJM_AdminJim 11 views 1 comment 1 point Most recent by UKR March 19Reports
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  1

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  New UI to Reclassify Distributions (Return of Capital)

  Reviewed BryanK 11 views 0 comments 1 point Started by BryanK March 18 Investments
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  Vanguard Download CHANGE?

  Closed Nick S. in Denver 81 views 5 comments 0 points Most recent by Quicken Kristina March 17Registers & Transactions (Windows)
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  Downloads for Fidelity Cash Management include Core Position transactions

  Closed compusol 71 views 4 comments 0 points Most recent by Quicken Kristina March 17Download, Add/Update Accounts (Mac)
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  Quicken will not link accounts with Schwab

  Closed Herkdrvr 133 views 9 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)
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  How to add deposit in brokerage account

  Answered Closed wdperkins 51 views 5 comments 0 points Most recent by Quicken Kristina March 13Registers & Transactions (Mac)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 71 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
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  Correcting Price History

  Closed slewkowicz 71 views 4 comments 0 points Most recent by Quicken Anja March 13Investing (Windows)
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  Fidelity Brokerage Accounts Not Updating Since March 2- CC-601

  Closed cliffordsweet 51 views 3 comments 0 points Most recent by Quicken Alyssa March 12Download, Add/Update Accounts (Windows)
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  account security price import from a CSV file stopped working

  Answered Closed AlanCF 41 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
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  Cash transactions not available in IRA accounts (Single Mutual Fund = NO)

  Answered Closed jhg 42 views 1 comment 0 points Most recent by Tom Young March 12Investing (Windows)
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  Recording shares in a new investment

  Closed QuickPeter 51 views 4 comments 0 points Most recent by QuickPeter March 12Investing (Mac)
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  US Bank - US Bankcord Advisors issue

  Closed AllanM 243 views 16 comments 0 points Most recent by AllanM March 11Download, Add/Update Accounts (Windows)
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  Ability to transfer cross- or multi-listed stocks directly between accounts

  New tmuirhead 21 views 1 comment 1 point Most recent by Chris_QPW March 10Investments
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  Fidelity HSA - No Downloaded Transactions

  Closed System 21 views 2 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  Closed gabes 91 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
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  Fidelity download issues 3-3-26

  Closed berryjt 421 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)