Investments

Discussion List

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  Batch editing transactions with filters

  Answered Closed HowardSpindel 35 views 2 comments 0 points Most recent by UKR November 2025Investing (Windows)
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  Voya Institution Plan Integration

  Answered Closed gtamm 33 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Unable to sell SPAXX shares

  Answered Closed Timothy Bohn 216 views 7 comments 1 point Most recent by Paul17 November 2025Download, Add/Update Accounts (Windows)
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  OSU Issues/Error CC-501

  Answered Closed IowaMC60 2.9K views 179 comments 2 points Most recent by unosan November 2025Download, Add/Update Accounts (Windows)
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  How can I get my Fidelity Accounts to display the transactions register?

  Closed robert W 24 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Shares Transferred Between Accounts Errors

  Closed MangoMan 49 views 3 comments 0 points Most recent by MangoMan November 2025Registers & Transactions (Windows)
• 
  Fidelity cash sweep account interest does not change cash balance in Quicken

  Closed Steve Huston 110 views 4 comments 0 points Most recent by Ray November 2025Investing (Windows)
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  Fidelity cc 506 error

  Closed kmagnush 170 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Up
  Tags for Investment transactions

  Reviewed acs2 47 views 2 comments 3 points Most recent by acs2 November 2025Manage Accounts and Transactions
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  Fidelity download share balance error

  Closed Bob@45 118 views 10 comments 0 points Most recent by Bob@45 November 2025Download, Add/Update Accounts (Windows)
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  Continual Duplicate Transactions after FIdelity Connection Update

  Answered Closed lavoce2011 67 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Mac)
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  Re: Quicken updating with incorrect stock quotes

  Closed mxbishop 29 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 120 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
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  Reconciling JP Morgan Investment Accounts

  Closed GaryD 14 views 2 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 627 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
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  Placeholder transactions being added

  Closed Perry Smith 174 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 22 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  How is investment return calculated?

  Answered Closed sneff30 99 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 89 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Fidelity not updating

  Closed sycamore1234 172 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 127 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
• 
  Current Fidelity Instructions

  Answered Closed Bob@45 307 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 94 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments

  Closed Sparky8652 36 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity Accounts have to reconnect with each new Quicken Mac session

  Closed 1954 14 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Closed Jimal 12 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Autoreconcile works until it doesn't (Q Mac)

  Closed dan.greenberg.ct 143 views 11 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
• 
  Schwab cc-800

  Closed jtawil777 106 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)