Investments

Discussion List

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  ESPP Exercise & Double Counting of MiscInc - Ordinary Income

  Answered ✓ Closed TerrenceT 54 views 2 comments 0 points Most recent by Quicken Kristina May 16Investing (Windows)
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  3

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  New Asset Classes: Private Credit & Private Equity [Edited]

  Reviewed brkant 19 views 0 comments 3 points Started by brkant May 16 Product Enhancements
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  Should Fidelity CMA be working now?

  Closed CousinBruce 82 views 4 comments 0 points Most recent by CousinBruce May 16Download, Add/Update Accounts (Mac)
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  Merrill Investment Transactions Removing Commission Fee

  Closed MangoMan 22 views 1 comment 0 points Most recent by Quicken Kristina May 15Download, Add/Update Accounts (Windows)
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  Today's Change (on Investing/Dashboard) does not match change to Net Worth

  Closed AJS123 110 views 5 comments 0 points Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
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  A FIX for: Year End Archive Not Deleting Old Transactions - Checking and Savings Users

  Closed CashMan 186 views 2 comments 2 points Most recent by SSTOUT4 May 15File Conversion and Backup (Windows)
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  Issues with VOYA - again

  Closed dmurad53 778 views 19 comments 1 point Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
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  5

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  Column customization for investment accounts

  Reviewed MSStateDawg 246 views 12 comments 5 points Most recent by MSStateDawg May 15Investments
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  5

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  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 41 views 1 comment 5 points Most recent by jljeeper May 13Investments
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  Does anyone else have trouble updating iShares Core S&P 500 Index ETF (XUS)

  Answered ✓ Closed Scouter_Don 187 views 6 comments 0 points Most recent by q_lurker May 13Investing (Windows)
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  One (1) Fidelity account not updating correctly

  Closed glennwms 104 views 5 comments 0 points Most recent by Quicken Alyssa May 13Download, Add/Update Accounts (Windows)
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  Market Value Discrepancy

  Closed mike132 207 views 11 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  Fidelity "Short Term" and Cash information is incorrect

  Closed System 90 views 5 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  How to change(adjust) the Avg Cost Basis in Quicken.

  Closed jvprice6 1.1K views 6 comments 0 points Most recent by Quicken Carlos May 12Investing (Windows)
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  Fidelity Options Transactions [Edited]

  Closed rbridges01 181 views 9 comments 0 points Most recent by Quicken Carlos May 12Download, Add/Update Accounts (Windows)
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  Bank of America - reauthorization - no error but looks weird...?

  Closed sjtideman 224 views 9 comments 0 points Most recent by Quicken Carlos May 11Errors and Troubleshooting (Windows)
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  Fidelity Download of Foreign Stock Taxes and ADR fees not categorized properly

  Closed Kusumpee 47 views 1 comment 0 points Most recent by Quicken Kristina May 10Download, Add/Update Accounts (Mac)
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  Valuation of Call Options - AGAIN

  Closed Pat Sills 220 views 9 comments 0 points Most recent by fciani May 10Registers & Transactions (Windows)
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  Can't change XIn to BoughtX on split transaction, broken since at least last november

  Closed scottmonte 126 views 8 comments 0 points Most recent by Jim_Harman May 9Download, Add/Update Accounts (Windows)
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  Splitting an investment sale transaction

  Answered Closed Jeff Kantner 95 views 5 comments 0 points Most recent by Jeff Kantner May 8Investing (Windows)
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  missing transactions

  Closed leonard kearney 53 views 2 comments 0 points Most recent by q_lurker May 8Investing (Windows)
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  Portfolio Data Access

  Closed richradi 46 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
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  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Closed Paul_ 222 views 6 comments 0 points Most recent by Quicken Carlos May 7Investing (Mac)
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  Fidelity does not update correctly

  Closed John Hale 70 views 4 comments -1 point Most recent by Quicken Anja May 7Download, Add/Update Accounts (Windows)
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  Why do I still have to verify my cash balance?

  Closed fanfare 58 views 2 comments 0 points Most recent by fanfare May 6Download, Add/Update Accounts (Windows)
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  UPDATED 5/6/26 Fidelity Updates

  Announcement Quicken Janean 26.3K views 8 comments 10 points Most recent by Quicken Alyssa May 6Alerts, Online Banking & Known Product Issues
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  Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

  Closed Brandon10 70 views 2 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
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  Merrill Edge duplicate dividends

  Closed Txpete 95 views 4 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Windows)