Investments

Discussion List

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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 33 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
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  Add Roth Conversion Estimator

  Reviewed CowboyNav1 52 views 5 comments 4 points Most recent by CowboyNav1 December 2025Product Enhancements
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  Show US dollar amounts for Canadian Dividends in Security View for US Version of Q-Classic

  Reviewed RonHi 1 view 1 comment 2 points Most recent by RonHi December 2025Investments
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  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 59 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  My error please ignore

  Closed Jeff Bean 11 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading transactions

  Closed Ghawkeswood 315 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments no longer downloading transaction data

  Answered Closed Nick_Quick 1.3K views 53 comments 2 points Most recent by Nick_Quick December 2025Investing (Mac)
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  All Account Transactions Changed to MiscExp after Enter One New Transaction

  Closed SeaStar 65 views 5 comments 1 point Most recent by Quicken Kristina December 2025Budgeting and Planning Tools (Windows)
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  Fidelity Investments - linked checking account not updating [Edited]

  Answered Closed A good dane 61 views 1 comment 0 points Most recent by recursor1 December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Transactions not downloading to Quicken Classic on Windows

  Closed will66pu 1.8K views 41 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits totals are off

  Closed aardvarker 413 views 24 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Investment account not syncing with desktop

  Closed ralphf 22 views 3 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Mobile)
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  Financial Account Display Has Changed

  Closed Michael Winnick 56 views 3 comments 0 points Most recent by Rocket J Squirrel December 2025Investing (Windows)
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  This transaction was created from a split transaction

  Closed scottmonte 27 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Two Fidelity 401k Accounts - Two different Login

  Closed rmatz 123 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 83 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Editing an existing core account transaction doesn't work properly

  Closed System 1 view 1 comment 0 points Most recent by elorimer December 2025Download, Add/Update Accounts (Windows)
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  Fidelity cash management account

  Answered Closed JoshFla 156 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
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  LPL now updating one mutual fund.

  Closed tolich 12 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 22 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Multiple Fidelity Netbenefits problems [Edited]

  Closed loukas 171 views 4 comments 2 points Most recent by loukas November 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered Closed leishirsute 943 views 44 comments 0 points Most recent by proflaw November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Brokered CD Price Quote Downloads Rounding

  Closed emhamiltn 200 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Add "Yield" for column view in Portfolios

  Reviewed Gilles9 17 views 0 comments 1 point Most recent by Gilles9 November 2025Investments
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  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Closed Strike 91 views 6 comments 0 points Most recent by Strike November 2025Registers & Transactions (Windows)
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  Merrill Lynch changed connection types? How can I fix account?

  Answered ✓ Closed Nikster 605 views 4 comments 0 points Most recent by Nikster November 2025Download, Add/Update Accounts (Windows)
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  Number of shares way off

  Closed mauldin006 31 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  Unable to log into Fidelity Netbenefits after Migration

  Answered Closed KeithK23 346 views 11 comments 0 points Most recent by Boatnmaniac November 2025Errors and Troubleshooting (Windows)