Investments

Discussion List

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  Add Custom RSU Vesting Schedules with Specific Shares and Dates per Vesting Event (Edited)

  sss121 81 views 2 comments 1 point Most recent by sss121 August 12Investments
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  Fidelity account not downloading transactions since May 2026

  Answered Blixto 365 views 14 comments 0 points Most recent by Ben Coulter August 12Errors and Troubleshooting (Windows)
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  Fidelity has disconnected online access requiring reauthorization

  Ken From Evans GA 270 views 10 comments 1 point Most recent by Quicken Laura August 12Errors and Troubleshooting (Windows)
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  Merrill Lynch ML bank deposit transactions not downloading

  Answered User1811 101 views 7 comments 0 points Most recent by Quicken Kristina August 11Download, Add/Update Accounts (Windows)
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  Baird account no longer downloading transactions

  Answered rick.m650 71 views 5 comments 0 points Most recent by Quicken Kristina August 11Download, Add/Update Accounts (Mac)
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  Can I get Quicken's real opinion of Fidelity cash Handling?

  Answered Dennis6@ 376 views 16 comments 0 points Most recent by Dennis6@ August 11Download, Add/Update Accounts (Windows)
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  Unidentified Security during OSU - Fidelity

  nmestanas 52 views 3 comments 0 points Most recent by Quicken Laura August 11Errors and Troubleshooting (Windows)
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  Add ability to customize the asset class menu (37 Legacy Votes)

  Active Quicken Community 3.8K views 116 comments 89 points Most recent by Stephen Fisher August 11Investments
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  Issue: Fidelity account with linked cash account not downloading?

  Jon_since_1991 86 views 3 comments 0 points Most recent by Quicken Carlos August 11Download, Add/Update Accounts (Windows)
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  Duplicating Views

  Scouter_Don 31 views 1 comment 0 points Most recent by q_lurker August 11Investing (Windows)
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  Investment prices showing they need to be downloaded for Weekend of August 1 - 2 2026. How to fix?

  Answered Scouter_Don 46 views 1 comment 0 points Most recent by q_lurker August 11All Things Canadian (Windows)
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  Started tracking Fidelity 401k in Quicken

  DrJHF 28 views 1 comment 0 points Most recent by Quicken Kristina August 10Errors and Troubleshooting (Quicken on the Web)
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  Add Maturity Date as a Column Choice in Portfolio View

  Reviewed Scalpel1 74 views 5 comments 3 points Most recent by MontanaKarl August 10Investments
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  Merged: In Portfolio view - Add Coupon Rate column

  Closed Scalpel1 20 views 0 comments 2 points Most recent by MontanaKarl August 10Investments
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  Investment Register Cash Balance not synch with Holding Dialog Box

  kove 164 views 11 comments 0 points Most recent by Quicken Laura August 10Errors and Troubleshooting (Windows)
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  Why did brokerage account view change to an empty four-pane view after today's OSU?

  Answered ✓ khg 95 views 4 comments 0 points Most recent by Quicken Alyssa August 10Investing (Windows)
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  Add a setting to make "Data as of" default to today

  Reviewed Adam 22 views 1 comment 1 point Most recent by jacobs August 9Investments
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  Brokerage Account won't reset - must accept downloads - no downloads showing

  raymorr2 47 views 3 comments 0 points Most recent by Quicken Kristina August 9Errors and Troubleshooting (Windows)
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  Honeywell (HON) spinoff of Honeywell Aerospace (HONA)

  q_lurker 4.6K views 39 comments 6 points Most recent by Pacoinconn August 9Investing (Windows)
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  Quicken for Mac, Specific Lot identification of mutual fund shares

  Answered Closed dgsimm 67 views 4 comments 0 points Most recent by Quicken Alyssa August 9Registers & Transactions (Mac)
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  One or two stock quotes will not up date. Been four days with this problem

  Answered CinchMF 73 views 3 comments 0 points Most recent by q_lurker August 8Investing (Windows)
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  Add Daily Navigation Arrows (< / >) to Portfolio "As Of" Date

  Reviewed EFC 42 views 1 comment 1 point Most recent by mshiggins August 8Product Enhancements
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  Vanguard only importing dollar amounts and leaving shares and security blank

  Ian Z 37 views 2 comments 0 points Most recent by Quicken Kristina August 7Download, Add/Update Accounts (Mac)
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  Voya server error message at their site

  GeoArm 56 views 2 comments 0 points Most recent by Quicken Kristina August 7Errors and Troubleshooting (Windows)
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  Bitcoin Added Quicken Classic for MAC

  Answered Closed shawn murphy 138 views 6 comments 0 points Most recent by Quicken Kristina August 7Investing (Mac)
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  FZDXX in Fidelity CMA account

  es114 84 views 3 comments 0 points Most recent by Quicken Kristina August 7Download, Add/Update Accounts (Windows)
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  Quicken Quality Degrading

  mikesimon 116 views 4 comments 1 point Most recent by Quicken Kristina August 7Registers & Transactions (Windows)
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  Quicken vs. SEI Connect

  Answered bwylam 152 views 9 comments 0 points Most recent by NotACPA August 6Download, Add/Update Accounts (Windows)