Investments

Discussion List

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  error in cash reporting on transaction screen /suggestions to fix

  Answered Closed rayseidlinger 21 views 1 comment 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
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  Unable to download transactions from Teachers Retirement System of Georgia

  Answered Closed jeharden 31 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares

  Closed daverph 302 views 11 comments 1 point Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Schwab download with multiple user IDs and accounts

  Closed murts1 52 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  Closed System 222 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
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  Fidelity checking transactions not downloading

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Merrill Edge CMA account converted to "simple investing"

  Closed heartsf 92 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)
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  Account reconciliation for investment accounts isn't working

  Closed System 1 view 1 comment 0 points Most recent by petermartin1950 February 27Errors and Troubleshooting (Windows)
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  Updating Cost basis in Quicken for Mac 8.4.2

  Answered Closed jxwinks 121 views 4 comments 0 points Most recent by John_in_NC February 26Investing (Mac)
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  Incorrect Account Values Now Coming from Fidelity

  Closed pschueler89 31 views 1 comment 0 points Most recent by Quicken Laura February 26Investing (Windows)
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  Missing FDRXX transactions and no shares in portfolio (QMac)

  Closed System 31 views 3 comments 0 points Most recent by Mark_Harris February 25Investing (Mac)
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  FDRXX Transactions Disappeared

  Closed car1 31 views 1 comment 0 points Most recent by Mark_Harris February 25Registers & Transactions (Mac)
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  INVESTMENTS IN FIDELITY ACCOUNTS ARE NOT ALL LOADING - QUICKEN CLASSIC FOR MAC - BUSINESS AND PERS

  Closed baveritt 281 views 19 comments 0 points Most recent by Quicken Anja February 25Errors and Troubleshooting (Mac)
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  Fidelity download of accounts no longer working

  Closed rayseidlinger 272 views 19 comments 0 points Most recent by Quicken Alyssa February 25Investing (Windows)
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  Cannot configure MM fund as cash

  Answered Closed Charlie@ 41 views 3 comments 0 points Most recent by Quicken Alyssa February 25Download, Add/Update Accounts (Windows)
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  IRA balance or reconciliation

  Closed Wyodad 91 views 5 comments 0 points Most recent by Quicken Laura February 25Investing (Mac)
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  Fidelity Account Balances Wrong and can No Longer Authorize

  Closed Gary E 171 views 12 comments 1 point Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
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  Unable to link new Fidelity Investment accounts to existing accounts in Quicken

  Closed xfrner 121 views 7 comments 0 points Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
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  Fidelity money market automatic redemptions

  Closed qudtp 1.3K views 53 comments 1 point Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
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  Cash Account showing same cash balance in banking section and investing section

  Closed jdsebo15 21 views 1 comment 0 points Most recent by Quicken Laura February 24Errors and Troubleshooting (Windows)
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  Charles Schwab account not syncing properly

  Closed chall3809 61 views 5 comments 0 points Most recent by Quicken Alyssa February 24Errors and Troubleshooting (Windows)
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  Investing description

  Closed Dstty 11 views 1 comment 0 points Most recent by Chris_QPW February 23Registers & Transactions (Windows)
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  CC-901 at Fidelity Investments

  Closed EvDob 72 views 6 comments 0 points Most recent by EvDob February 22Download, Add/Update Accounts (Windows)
• 
  Portfolio X-Ray World Regions diagram always shows mostly in the Americas

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina February 21Investing (Windows)
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  Fidelity Transactions Not Downloading this Morning

  Closed rbridges01 101 views 6 comments 0 points Most recent by Chuck56 February 21Download, Add/Update Accounts (Windows)
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  Cannot Edit "Action" in Register for Manual Investment Transaction

  Closed Paddle2419 61 views 5 comments 0 points Most recent by Quicken Kristina February 21Registers & Transactions (Windows)
• 
  NYS Deferred Comp

  Closed Drew Biondo 21 views 3 comments 0 points Most recent by Drew Biondo February 21Download, Add/Update Accounts (Mac)
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  Since late last year Morningstar X-ray asset allocations for index funds, ETF's and Money Market Fun

  Answered ✓ Closed mcski 61 views 3 comments 0 points Most recent by mcski February 20Investing (Windows)
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  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Closed Quicken Alyssa 3.3K views 3 comments 13 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues