Investments

Discussion List

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  2

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  Investment account transaction register, sort action column, alphabetical sort option [Edited]

  Reviewed aviatorfl 32 views 0 comments 2 points Started by aviatorfl November 7 Manage Accounts and Transactions
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  What If/Rebalancing Tool

  Reviewed barryi 24 views 0 comments 2 points Started by barryi November 7 Product Enhancements
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  Fidelity Investment Transactions Downloading Incorrectly

  rbridges01 227 views 7 comments 0 points Most recent by Quicken Kristina November 6Download, Add/Update Accounts (Windows)
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  Vanguard PRIMECAP conversion from investor to admiral shares

  Answered ✓ petergoode 79 views 4 comments 0 points Most recent by petergoode November 6Registers & Transactions (Windows)
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  Can an investment account deleted and set up again?

  Answered Agota 33 views 1 comment 0 points Most recent by Chris_QPW November 6New to Quicken/Getting Started (Windows)
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  Bonds & CDs don't show properly in Portfolio X-Ray

  System 359 views 13 comments 0 points Most recent by Boatnmaniac November 6Investing (Windows)
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  Fidelity transactions not downloading

  marchem 210 views 7 comments 0 points Most recent by dhcernese November 6Errors and Troubleshooting (Windows)
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  Fidelity Core Fund Downloads - Just When I Thought I'd Seen Everything ...

  Toolworker 341 views 9 comments 2 points Most recent by Quicken Laura November 5Download, Add/Update Accounts (Windows)
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  Quicken for Mac investment merger of companies for cash and stock

  Answered lfields333 102 views 1 comment 0 points Most recent by Quicken Carlos November 5Investing (Mac)
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  How to connect to a new Osaic eQuipt Pershing investment account?

  Answered churchid 262 views 4 comments 0 points Most recent by Marcopolo November 5Download, Add/Update Accounts (Windows)
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  How best to record RRSP withdrawals?

  Answered krichardson100 286 views 12 comments 0 points Most recent by smayer97 November 5All Things Canadian (Windows)
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  How do I change however I entered my I-bonds (Treasury Direct) to a security?

  Answered proovey 103 views 4 comments 0 points Most recent by Quicken James November 5Investing (Windows)
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  My Fidelity bugs still around after a year since EWC+ migration

  EvDob 932 views 32 comments 0 points Most recent by Quicken Laura November 4Download, Add/Update Accounts (Windows)
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  Mutual funds quote/price do not update

  BMJ 76 views 4 comments 0 points Most recent by JosefW November 4All Things Canadian (Windows)
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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 7.6K views 130 comments 189 points Most recent by Lane1983 November 4Investments
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  How to track managed portfolio accounts

  Answered Moonflyer 62 views 1 comment 0 points Most recent by Jim_Harman November 4Investing (Windows)
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  Merrill Lynch multiple acct reauthorizations; doesn't work

  Closed DotCom 100 views 4 comments 1 point Most recent by Quicken Laura November 3Errors and Troubleshooting (Windows)
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  401(k) Account shows a -$0.00 cash balance

  Answered Closed JeremyASV 127 views 5 comments 0 points Most recent by Quicken Alyssa November 3Errors and Troubleshooting (Mac)
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  42
  Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)

  Implemented Quicken Community 2.6K views 42 comments 42 points Most recent by Quicken Kristina November 2Investments
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  IRA WithdrawX now shows as deposit, not withdrawal

  Answered sd_mark 99 views 3 comments 0 points Most recent by Quicken Laura November 2Registers & Transactions (Windows)
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  Cannot show security detail view: Navigation to the website was canceled

  Jack Scripps 425 views 15 comments 0 points Most recent by Quicken Laura November 2Errors and Troubleshooting (Windows)
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  Fidelity Investments Identifies FXAIX as FUSVX

  Doug Obee 92 views 3 comments 0 points Most recent by Quicken Kristina November 1Download, Add/Update Accounts (Windows)
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  Quicken is showing FDRXX as an investment position while also including its value in the account's C

  Answered dooleygehr 149 views 3 comments 0 points Most recent by Quicken Kristina November 1Investing (Mac)
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  How to show Market Value as cash

  RiverCityQknSand 85 views 3 comments 0 points Most recent by Quicken Kristina November 1Download, Add/Update Accounts (Mac)
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  Robinhood download setup

  Answered ✓ Robert Armani 142 views 6 comments 0 points Most recent by Quicken Kristina November 1Investing (Windows)
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  Downloads for U. of California Accounts under Fidelity don't work

  Howard M. 74 views 3 comments 0 points Most recent by Quicken Laura November 1Download, Add/Update Accounts (Mac)
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  Fidelity NetBenefits 401(k): downloaded Buy/Sell transactions missing security and quantity [Edited]

  dbt14 474 views 14 comments 1 point Most recent by Quicken Kristina October 31Download, Add/Update Accounts (Mac)
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  Merrill Lynch stock split transaction bungled

  jdparker225 412 views 20 comments 0 points Most recent by jdparker225 October 31Download, Add/Update Accounts (Windows)
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  IRA investment register only shows 'no placeholder' message

  gdc4080 202 views 9 comments 0 points Most recent by Quicken Kristina October 31Errors and Troubleshooting (Windows)
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  9.2 New investment feature greyed out

  System 110 views 2 comments 0 points Most recent by Quicken Kade October 31Investing (Mac)