Investments

Discussion List

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  8

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  Ability to track Crypto assets through Quicken for Mac [Edited]

  Reviewed Takrbacker 174 views 10 comments 8 points Most recent by jacobs October 2025Investments
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  Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

  Closed EvDob 54 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch pending transactions flagging out holdings

  Closed neiltramel 63 views 4 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch CC-501

  Closed System 34 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 1.8K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)
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  Tracking Investments in Partnerships

  Closed bkinva 59 views 2 comments 0 points Most recent by GT Stony October 2025Investing (Windows)
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  Fidelity Duplicate securities/transactions (QMac)

  Closed System 94 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity accounts won't update at all after conversion

  Closed jon181 453 views 5 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  Fidelity accounts won't update at all after conversion (QWin)

  Closed System 32 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Multi-edit window for rapid 401k share/price updates

  Reviewed RPSMG 25 views 0 comments 2 points Started by RPSMG October 2025 Investments
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  Fidelity CC-506 error

  Closed System 106 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity Reauthorization Fails on One Account of Many

  Answered ✓ Closed Scout_998 74 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Brokered CD Security Issue

  Closed Boatnmaniac 41 views 1 comment 1 point Most recent by Quicken Kristina October 2025Investing (Windows)
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 218 views 7 comments 4 points Most recent by emhamiltn October 2025Investments
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  Fidelity accounts not updating

  Closed brockmari 1.3K views 15 comments 1 point Most recent by bsprinzmetal October 2025Download, Add/Update Accounts (Windows)
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  Fidelity dividends and fees not downloading correctly

  Closed System 72 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  FDLXX sales not downloading from Fidelity brokerage

  Closed hurwi 44 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Downloads - security mismatches

  Answered Closed H0YT22 45 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity CDs showing 2 places instead of 3

  Closed System 1 view 0 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Compare to Portfolio

  Reviewed danawins 12 views 0 comments 2 points Started by danawins October 2025 Investments
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  Schwab......again

  Closed egldvrbags 544 views 10 comments 0 points Most recent by Eric Perrone October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Migration and Fully Paid Lending

  Closed GermanBlueRam 54 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Recording Covered Calls in Quicken Mac

  Answered ✓ Closed ChocolateLabMan 42 views 4 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  No option for cash representation and Chase accounts won't reconnect

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity web-connect

  Closed rkr833 44 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
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  Investment registers only show cash balance transaction instead of all transactions.

  Closed kurtkramer 29 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  0 shares downloaded from Fidelity for 401k

  Closed hurwi 13 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity money market account after quicken classic premier connect update

  Closed dac987 23 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Hamilton ETF Quote not updating (symbol QDAY and SDAY) in Quicken

  Closed mkwong82 12 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)