Investments

Employee Stock Ownership Plan (Private company)

Answered Closed munch008 37 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)

Fidelity Cash linked account not downloading changes in account

Closed cchinckley9 14 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)

Thank you Pablo G.

Closed Leonard4411 32 views 1 comment 1 point Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)

Stock split pricing goes back 1 full year

Answered Closed msgchef 106 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)

Duplicates Again (in Fidelity account)

Closed es114 65 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

5

Please add the ability to customize Investment Registers?

Mike409 98 views 8 comments 5 points Most recent by Quicken Anja November 2025Investments

Real time quotes not updating - only gold updates, not Stocks, Mutual Funds, etc..

Closed StephenK 51 views 4 comments 0 points Most recent by StephenK November 2025Errors and Troubleshooting (Windows)

Change value of account

Closed crescere 55 views 6 comments 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)

I reauthorized my Fidelity Account multiple times but not getting the transactions

Closed jcryanjr 44 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)

ExchangeIn - please revert back to old method

Closed TallBrad 251 views 13 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)

7

Rounding vs. Truncating

Reviewed NotACPA 305 views 6 comments 7 points Most recent by NotACPA November 2025Investments

I just noticed that my Fidelity investments have not downloaded since 9/30. What's happening?

Answered ✓ Closed W.N.M 58 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)

Expand All on the Portfolio Tab

Answered Closed dsmith5010 22 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)

Resolve IRR calculation Fidelity

Answered Closed DoctorBrown 121 views 3 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)

5

8 Decimal Points on Investment Quote/Price

dsmith5010 56 views 3 comments 5 points Most recent by Jim_Harman November 2025Investments

Fidelity 401K not synching after reauthorization

Closed bemery05 104 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

the "performance" view does not include cash for determining "market value"

Closed Brad L Vandermoon 88 views 10 comments 0 points Most recent by jacobs November 2025Errors and Troubleshooting (Mac)

Invisible Renaming rule for securities transaction

Closed MontanaKarl 27 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)

CalPERS for Retirement

Closed Persephone 36 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)

Cash balances in Raymond James accounts are not updating after OSU

Closed Chuck56 113 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)

Morgan Stanley Download Quicken for Mac

Answered Closed jjrichards 130 views 16 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)

Quicken Classic - Poor performance with Investment accounts

Closed Rich Gaughan 429 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)

180

Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

Under Consideration Quicken Community 5.6K views 123 comments 180 points Most recent by Seth Holmes November 2025Investments

Fidelity not Downloading Investment Transactions (yet again!)

Closed jcoley2 459 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)

Portfolio X-Ray

Closed Skylar 48 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)

Fidelity "The page you requested is currently unavailable. Please try again later" error

Closed System 94 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

Cash Balance in Fidelity CMA-linked Brokerage Account Incorrect

Closed apodsim 83 views 4 comments 0 points Most recent by alicephilhamiltom November 2025Download, Add/Update Accounts (Windows)

1

Investment Target Price

Reviewed jon_crawford 12 views 0 comments 1 point Most recent by jon_crawford November 2025Investments

Fidelity not downloading quotes again for 401k

Closed rskurato 118 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)

Entered transaction does not show up - Fidelity

Closed bassemir 97 views 7 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)

Investments

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