Investments

Discussion List

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  Converting a FID MM account to cash for tracking

  Closed John J 101 views 2 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Q's way of handling Corporate Security Spin-off Causes Issues/Confusion

  Answered Closed Paul Suchma 121 views 3 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Fidelity Cash Mgmt acct shows ZERO balance in Quicken

  Answered Closed KC Smythe 55 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  UPDATE 10/1/2025: Merrill Lynch duplicate CDs

  Closed rakeshg 55 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  401k Doubled - Fidelity - QMac

  Closed System 106 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Disaster

  Closed sycamore1234 286 views 6 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity - a position disappeared & had to be re-added + register doesn't match acct. list

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity Investments - security value per share mismatch

  Closed sharpo367 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Correcting investment account cash balance

  Answered Closed asdf7890 47 views 1 comment 0 points Most recent by Tom Young October 2025Registers & Transactions (Windows)
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  Ongoing Fidelity disaster, Quicken Mac 8.3.2

  Closed Andrew B 74 views 1 comment 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity Cash Management Account keeps having Placeholders added

  Closed System 37 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Adding Placeholder Transactions EVERY TIME

  Closed ntrainer 88 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download migration

  Answered Closed Wes Wolfertz 103 views 4 comments 0 points Most recent by unknown October 2025Errors and Troubleshooting (Mac)
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  Rearrange Positions in Brokerage

  Answered Closed R Strax 52 views 5 comments 0 points Most recent by R Strax October 2025Registers & Transactions (Mac)
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  Fidelity and missing transactions

  Answered Closed Gerry Blue 329 views 18 comments -1 point Most recent by Geobrick October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Cut-Over Migration: keeps prompting to reauthorize [Edited]

  Closed taitelh 882 views 47 comments 0 points Most recent by Arkansasdawg October 2025Download, Add/Update Accounts (Windows)
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  2

  Up
  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 25 views 1 comment 2 points Most recent by BobS2 October 2025Investments
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  11

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  Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

  Reviewed Brad L Vandermoon 180 views 6 comments 11 points Most recent by Captain Tim October 2025Investments
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  Quicken - Get your act together over Fidelity [Edited - Language]

  Closed lmbeck65 31 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Dividend cash transfers not reflecting in the cash listing

  Closed System 47 views 5 comments 0 points Most recent by Chuck77 October 2025Investing (Windows)
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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 249 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Cannot Add Back One of My Fidelty IRA's to Quicken after Transition

  Answered ✓ Closed Bione 53 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Merged: Continuing issues with Fidelity

  Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew October 2025Errors and Troubleshooting (Windows)
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  I have 4 Vanguard brokerage accounts. Need help. One does not work w/one step update

  Answered Closed Chuck M 64 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity download gives "Unidentified Security" on new downloads

  Closed Ben12 87 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fixed income prices not updating (schwab/Fidelity)

  Closed ghstudio 45 views 2 comments 0 points Most recent by ghstudio October 2025Errors and Troubleshooting (Windows)
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  Fidelity Investments Overstated

  Closed Velvil 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Mac)
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  More Merrill Edge problems since the change to EWC+

  Closed gulf83 54 views 3 comments 0 points Most recent by rakeshg October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Account cash/money market

  Closed proflaw 115 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Money Market Mutual Fund not showing in Cash account linked to Merrill Lynch Investment Account

  Answered Closed sjmsing 81 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)