Investments

Discussion List

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  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered soccerCoffeeMom 172 views 13 comments -1 point Most recent by Scatr February 2Errors and Troubleshooting (Windows)
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  Connecting Quicken to E-Trade for detailed tracking

  pedrovanrooij 21 views 2 comments 0 points Most recent by Quicken Alyssa February 2Errors and Troubleshooting (Mac)
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  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 113 views 10 comments 23 points Most recent by RayZizik February 2Investments
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  share quantity incorrect after sale of security

  Gretchen P 33 views 3 comments 0 points Most recent by Gretchen P February 2Errors and Troubleshooting (Mac)
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  Transaction Dates Change

  Answered mkeRAD 11 views 2 comments 0 points Most recent by Quicken Alyssa February 2Registers & Transactions (Windows)
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  Struggling to get brokerage account added - placeholder discrepancies..??

  Answered Andrew Angell 21 views 3 comments 0 points Most recent by Andrew Angell February 1Investing (Windows)
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  Fidelity FDRXX Cash Balance Missing - Quicken Mac

  Answered DougMcCann 124 views 7 comments 0 points Most recent by jacobs February 1Registers & Transactions (Mac)
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  Improve Investment "Watchlist" Navigation, Dashboard, Menu, Multiple Watchlists and Adding Notes

  Reviewed ah1aviator 11 views 1 comment 3 points Most recent by jacobs February 1Investments
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  Fidelity status

  dkirin 22 views 1 comment 0 points Most recent by Quicken Alyssa February 1Download, Add/Update Accounts (Windows)
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  Cash transfers between Fidelity accounts no longer processed as a transfer

  leishirsute 21 views 2 comments 0 points Most recent by leishirsute February 1Download, Add/Update Accounts (Windows)
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  Unable to download transactions from Teachers Retirement System of Georgia

  Answered jeharden 11 views 1 comment 0 points Most recent by Quicken Kristina January 31Errors and Troubleshooting (Mac)
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  Net Worth Report showing negative balances for zero balanced accounts

  LostCanuck 81 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
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  Why doesn't investment entry advance highlight to next blank entry line?

  Answered Hal1 13 views 2 comments 0 points Most recent by Hal1 January 31Registers & Transactions (Windows)
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  Fidelity FDRXX should not be reinvested dividend income

  Brad L Vandermoon 52 views 5 comments 0 points Most recent by Jon January 31Errors and Troubleshooting (Mac)
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  Issues Downloading Fidelity

  System 101 views 13 comments 0 points Most recent by docfiddle52 January 31Download, Add/Update Accounts (Windows)
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  Where are oddball Dow prices coming from?

  Answered ✓ Rocket J Squirrel 171 views 14 comments 0 points Most recent by Michael Jones January 31Investing (Windows)
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  Fidelity Net Benefits lost history

  GOBLUE 11 views 1 comment 0 points Most recent by Quicken Kristina January 30Download, Add/Update Accounts (Mac)
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  Principal Financial 401(k) shows wrong balance

  Answered ✓ Geiswood 842 views 59 comments 2 points Most recent by Quicken Anja January 30Download, Add/Update Accounts (Mac)
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  Persistent issues with Fidelity NetBenefits since Fall of 2025

  GOBLUE 13 views 1 comment 0 points Most recent by Quicken Kristina January 30Download, Add/Update Accounts (Mac)
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  ONGOING! 1/30/26 MyStreetScape Investments - $0 balance

  Quicken Kristina 53 views 2 comments 0 points Most recent by Quicken Janean January 30Alerts, Online Banking & Known Product Issues
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  Merged: Add Dividend Information Columns to Investment (Holdings) Views

  Closed RayZizik 1 view 0 comments 1 point Most recent by jacobs January 30Investments
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  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered ayeo 521 views 25 comments 1 point Most recent by Quicken Alyssa January 29Errors and Troubleshooting (Windows)
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  Can't activate Fidelity accounts after EWC+ transition

  Closed Woodsey 92 views 7 comments 1 point Most recent by Quicken Alyssa January 29Download, Add/Update Accounts (Windows)
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  Fidelity Downloads

  Bill O'Neil 32 views 2 comments 0 points Most recent by Bill O'Neil January 29Investing (Windows)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.2K views 22 comments 26 points Most recent by Jim_Harman January 29Investments
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  IRA sweep balances appear as "banking" (Wells Fargo)

  Answered Dave_fin 12 views 2 comments 0 points Most recent by Quicken Anja January 28Investing (Windows)
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  Fidelity transaction download issue

  System 243 views 21 comments 0 points Most recent by Quick92 January 28Download, Add/Update Accounts (Windows)
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  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 1.3K views 50 comments 74 points Most recent by jacobs January 28Investments
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 333 views 22 comments 0 points Most recent by ddavec January 28Investing (Windows)
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  Fidelity Downloaded Transactions Not Matching

  micdif 242 views 27 comments 0 points Most recent by micdif January 27Errors and Troubleshooting (Windows)