Investments

Discussion List

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  E*Trade (now Morgan Stanley) only support Simple Investment

  Howard Hoffman 637 views 32 comments 0 points Most recent by Quicken Kristina September 4Download, Add/Update Accounts (Windows)
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  Online Center "Update" doesn't update "Holdings" tab

  Ray 35 views 1 comment 0 points Most recent by mshiggins September 4Investing (Windows)
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  Fractional Leftover Stock Shares

  Answered Gary Paukert 57 views 4 comments 0 points Most recent by Sceptic September 4Download, Add/Update Accounts (Windows)
• 
  Can not see gain/loss when selecting lots.

  dandy48 52 views 2 comments 0 points Most recent by Quicken Anja September 4Investing (Windows)
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  News and Analysis headlines not linking to the Business Wire story - Quicken for Mac

  Answered gmpizzuto 53 views 3 comments 0 points Most recent by Quicken Anja September 4Investing (Mac)
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  Vanguard - Quicken creates duplicate downloads of one mutual fund since July 2025

  Ewm101 65 views 5 comments 0 points Most recent by Quicken Laura September 3Download, Add/Update Accounts (Windows)
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  Find is so broken

  Lisa S 19 views 1 comment 0 points Most recent by Jim_Harman September 3Errors and Troubleshooting (Windows)
• 
  Stock and Fund Details

  Closed scampsrp 42 views 4 comments 0 points Most recent by Quicken Carlos September 3Registers & Transactions (Windows)
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  My Security Value in an investment account isn't how I keep track and it's in error

  Answered barryaz1 23 views 1 comment 0 points Most recent by NotACPA September 2Errors and Troubleshooting (Windows)
• 
  Placeholders issues

  melwiesel 293 views 23 comments 0 points Most recent by Quicken Alyssa September 2Investing (Windows)
• 
  Fidelity Brokerage account not update

  Hong 63 views 2 comments 0 points Most recent by Quicken Anja September 2Investing (Windows)
• 
  Why is Investment Amount column blank for some transactions

  Answered miketomlinson111 52 views 2 comments 0 points Most recent by Quicken Anja September 2Registers & Transactions (Windows)
• 
  IRA totals show two different things on the same screen

  Milehigh5280 167 views 8 comments 0 points Most recent by Quicken Anja September 2Download, Add/Update Accounts (Windows)
• 
  everything went wrong!

  Adience 393 views 20 comments 1 point Most recent by Quicken Levetta September 2Errors and Troubleshooting (Mac)
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  Vanguard only importing dollar amounts and leaving shares and security blank

  Ian Z 61 views 5 comments 0 points Most recent by Quicken Kristina September 1Download, Add/Update Accounts (Mac)
• 
  How do I make transaction record date data uniform ?

  Answered Gene619 35 views 1 comment 0 points Most recent by Jim_Harman September 1Investing (Windows)
• 
  Ally Brokerage to Quicken for Mac

  jfleischman 25 views 1 comment 0 points Most recent by Quicken Kristina August 31Download, Add/Update Accounts (Mac)
• 
  2

  Up
  Show US dollar amounts for Canadian Dividends in Security View for US Version of Q-Classic

  Reviewed RonHi 2 views 2 comments 2 points Most recent by Quicken Laura August 31Investments
• 
  2

  Up
  Confirming Balances - provide more info & offer an option to decide later [Edited]

  Reviewed a1newman 45 views 2 comments 2 points Most recent by Quicken Laura August 31Display/UI
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  2

  Up
  Exchange Traded Funds (ETFs) security type [Edited]

  Reviewed jcorley522 37 views 2 comments 2 points Most recent by Quicken Laura August 31Investments
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  Why is Quicken support impossible to work with?

  KeithK23 105 views 3 comments -1 point Most recent by Quicken Kristina August 31Errors and Troubleshooting (Windows)
• 
  Issue: Fidelity account with linked cash account not downloading?

  Jon_since_1991 125 views 6 comments 0 points Most recent by Quicken Carlos August 31Download, Add/Update Accounts (Windows)
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  OSU Fidelity Issue

  es114 44 views 2 comments 0 points Most recent by Quicken Laura August 30Download, Add/Update Accounts (Windows)
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  7

  Up
  Enabling Check Writing on IRA Accounts

  Toolworker 696 views 42 comments 7 points Most recent by mshiggins August 30Investments
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  "Matching Security" improvements

  Ray 87 views 4 comments 0 points Most recent by Quicken Alyssa August 30Download, Add/Update Accounts (Windows)
• 
  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 1.5K views 72 comments 0 points Most recent by Quicken Alyssa August 30Download, Add/Update Accounts (Windows)
• 
  New "investment account is treated as cash" feature and UBS

  Answered deininger 22 views 1 comment 0 points Most recent by Quicken Laura August 30Download, Add/Update Accounts (Mac)
• 
  ContribX issue

  Answered Mike Judd 89 views 5 comments 0 points Most recent by Quicken Kristina August 30Investing (Windows)