Investments

Discussion List

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  how to manage fidelity update wrt incorrect cash balance and doubled fund holdings

  Answered Closed phil 55 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  where are the registers for investment accounts?

  Answered Closed Corky4 22 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 490 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 26 views 2 comments 1 point Most recent by Dali October 2025Investments
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  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 43 views 1 comment 0 points Most recent by Tom Young October 2025Investing (Windows)
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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 14 views 0 comments 2 points Started by ChicagoGuy October 2025 Manage Accounts and Transactions
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  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 592 views 33 comments 0 points Most recent by Jim_Harman October 2025Investing (Windows)
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 136 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 147 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 111 views 8 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Why am I seeing duplicate entries from Fidelity?

  Answered Closed jah47Ed 220 views 10 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 241 views 9 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity not downloading correctly

  Closed CPgrandma 71 views 3 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Mac)
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  Treasury Direct - Treasury Bond Purchase - Sale, Interest and Tax withholding

  Reviewed Sammy 174 views 4 comments 16 points Most recent by budsloan October 2025Investments
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  Portfolio X-Ray Custom Views

  Reviewed GTmem 33 views 1 comment 3 points Most recent by q_lurker October 2025Product Enhancements
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  when did Quicken for MAC decide to delete past transactions in investments on their own????q

  Answered Closed egghead 94 views 3 comments 0 points Most recent by Quicken Victoria October 2025Investing (Mac)
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  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 73 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity - duplicate assets following some 401k asset swaps

  Closed pcd 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
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  Problem managing cash in Fidelity account after switch to EWC+

  Closed Rocket J Squirrel 1.9K views 51 comments 1 point Most recent by pablomiller October 2025Investing (Windows)
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  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 55 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Why are Non-core Fidelity MMF investments no longer in some Fidelity accounts with 8.3 update

  Answered Closed Lane1983 576 views 31 comments 1 point Most recent by luyendyk October 2025Investing (Mac)
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  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 157 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)
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  Vanguard Direct Connect Keeps Downloading Unidentified Security

  Closed JayF 40 views 1 comment 1 point Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Add Morningstar Star and/or Medalist Ratings

  Reviewed woodwrk1 13 views 0 comments 2 points Started by woodwrk1 October 2025 Investments
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  Merged: I am suddenly unable to connect to BNY MELLON PERSHING

  Closed nosneros 21 views 0 comments 1 point Most recent by Minny Moose October 2025Investing (Windows)
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  After EWC+ update, Fidelity and Quicken cash balances don't match & other issues

  Answered Closed leishirsute 767 views 26 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  The number of shares in VOYA account is incorrect

  Closed dmurad53 36 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  E*Trade equity prices $0 for 10/6/2025. Mac Classic Deluxe 8.3.2

  Closed vpswede 12 views 1 comment 0 points Most recent by vpswede October 2025Investing (Mac)
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  Quicken not handling Fidelity Cash Management Account cash positions correctly (QPIAQ, QPCTQ, QPIFQ)

  Closed jcloudm 142 views 5 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Migration - Duplicating Investments and Placeholders Impacting Balances

  Closed Frank DeMello 90 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)