Investments

Discussion List

• 
  R64.23 Morningstar X-ray missing features

  Closed rattytom 147 views 9 comments 4 points Most recent by Fred Coale September 7Investing (Windows)
• 
  9

  Up
  Return fixed income style box to Portfolio x-ray

  Reviewed rattytom 51 views 2 comments 9 points Most recent by Fred Coale September 7Product Enhancements
• 
  Fidelity EWC+ Account Switches to Simple Tracking after switching to DC

  Closed BarryGraham 344 views 15 comments 0 points Most recent by Movie Nut September 7Investing (Windows)
• 
  Double of Investment Number Showing in Portfolio Value Dashboard

  Closed Regretfull_User 50 views 3 comments 2 points Most recent by swsearcy September 7Investing (Windows)
• 
  Rebalance Won't Show Asset Class and Adjustment Concurrenly

  Closed 26@harrich 13 views 1 comment 0 points Most recent by Quicken Kristina September 6Investing (Windows)
• 
  Fidelity accounts won't download [Edited]

  Closed ilovebatz 86 views 3 comments -1 point Most recent by Quicken Kristina September 6Registers & Transactions (Windows)
• 
  9

  Up
  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 33 views 0 comments 9 points Started by rattytom September 6 Investments
• 
  ACCOUNTS Window Shows Inaccurate Account Balance

  Closed 26@harrich 52 views 4 comments 0 points Most recent by Jim_Harman September 6Investing (Windows)
• 
  Incomplete Download of Securities Prices - Requires multiple "One Step" Downloads

  Closed pgavon 121 views 11 comments 0 points Most recent by pgavon September 6Investing (Windows)
• 
  Problems witn Schwab SWPPX (S&P 500 Index) and SWVXX (Money Mkt) Funds?

  Answered Closed Argiguy 105 views 8 comments 0 points Most recent by bgolden42 September 6Errors and Troubleshooting (Windows)
• 
  Investing and taxes.

  Closed Ronald1955 42 views 2 comments 1 point Most recent by unknown September 6Investing (Windows)
• 
  Behavioral quirk with the Reinvested Dividends dialog

  Closed jmaino 45 views 1 comment 0 points Most recent by Quicken Kristina September 5Investing (Windows)
• 
  Why does my Fidelity financial information still not download correctly on updates?

  Answered Closed kobamm 52 views 1 comment 0 points Most recent by Quicken Kristina September 5Download, Add/Update Accounts (Windows)
• 
  Fidelity status for Quicken for Mac?

  Closed qudtp 295 views 7 comments 0 points Most recent by Quicken Anja September 5Download, Add/Update Accounts (Mac)
• 
  Is it possible to redownload Fidelity Transactions?

  Answered ✓ Closed Casey H 94 views 5 comments 0 points Most recent by NotACPA September 5Download, Add/Update Accounts (Windows)
• 
  Converting tracking method from simple to complete fails

  Answered Closed Angels250718 224 views 15 comments 0 points Most recent by Quicken Kristina September 5Errors and Troubleshooting (Windows)
• 
  Fidelity CMA account downloading Core/Settlement Fund SPAXX Buy/Sell transactions

  Answered Closed John@88 139 views 4 comments 0 points Most recent by John@88 September 5Investing (Windows)
• 
  2

  Up
  Export Price History of Securities to CSV

  Reviewed Yield Chaser 24 views 0 comments 2 points Started by Yield Chaser September 4 Investments
• 
  2

  Up
  Add YTD Column to Investment Performance Report

  Reviewed hn14246 26 views 1 comment 2 points Most recent by Jim_Harman September 4Reports
• 
  4

  Up
  Persist/Allow Modification/Allow Sorting By Security Category

  Reviewed recursor1 44 views 2 comments 4 points Most recent by recursor1 September 4Investments
• 
  YTD Investment Performance Report

  Closed hn14246 103 views 5 comments 0 points Most recent by Quicken Anja September 4Investing (Windows)
• 
  2

  Up
  Add a print option for the "Capital Gain Estimator" (Q Mac)

  Reviewed drmcnabb 26 views 2 comments 2 points Most recent by Jon September 3Printing
• 
  fidelity connection - missing transactions finally downloaded [Edited]

  Closed traderbrian 50 views 3 comments 0 points Most recent by Quicken Anja September 3Download, Add/Update Accounts (Windows)
• 
  42

  Up
  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Reviewed USMA74 838 views 28 comments 42 points Most recent by recursor1 September 2Investments
• 
  Merrill Lynch - Purchase changing to "added" & Sale changing to "removed"

  Closed System 44 views 5 comments 0 points Most recent by Quicken Kristina September 2Download, Add/Update Accounts (Windows)
• 
  IRA income transfer simplified

  Closed P. 12 views 0 comments 1 point Started by P. September 1 Investing (Windows)
• 
  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 62 views 3 comments -1 point Most recent by Quicken Kristina August 31Investing (Windows)
• 
  Fidelity dividends downloading incorrectly

  Closed System 85 views 4 comments 0 points Most recent by mshiggins August 31Download, Add/Update Accounts (Windows)
• 
  Sync to Brokerage

  Closed D Morley 38 views 2 comments 0 points Most recent by Arctic Hare August 31All Things Canadian (Windows)