Investments

Discussion List

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  Recording changes in the cost of investments

  Answered Closed richt1 21 views 2 comments 0 points Most recent by bmciance September 2025Investing (Windows)
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  Vanguard cash plus

  Closed ButchDeal 87 views 2 comments 1 point Most recent by quidster September 2025Download, Add/Update Accounts (Mac)
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  Phantom Brokerage Account Entry

  Closed Baldlegal 14 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 115 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  How do I enter employer 401k contribution if it's done annually?

  Answered Closed vgburke85 76 views 7 comments 0 points Most recent by Tom Young September 2025Registers & Transactions (Windows)
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  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 977 views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Investment ledger error

  Answered Closed rayrozema 31 views 2 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 31 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  FZEXX shows the correct balance but the account now has a large negative balance

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 423 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fund Name Mismatch - How Not to Lose Price History

  Closed kleinfelter 34 views 3 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  R 64.19 Morningstar X-Ray

  Closed Bob_L 114 views 6 comments 0 points Most recent by Michael Reavell September 2025Investing (Windows)
• 
  Financial institution connection update and zzz meaning.

  Answered ✓ Closed Tony Luers 96 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
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  Incorrect account balance in investment performance report

  Closed MikeC331 44 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)
• 
  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 42 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  Propose Automatic New or Matching Security in Investment Register

  Reviewed SeaStar 21 views 1 comment 1 point Most recent by Chris_QPW September 2025Investments
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  Move Minimum Gain Button to Earlier Screen or Make a Preference

  Reviewed ebrooks999 21 views 0 comments 1 point Started by ebrooks999 September 2025 Investments
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  Errors with updating Fidelity Accounts CC-800

  Answered Closed eurogenes 63 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

  Announcement Quicken Anja 2.6K views 0 comments -3 points Started by Quicken Anja September 2025 Announcements
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  Add stock indices to the aggregated investment view (Q Mac)

  Reviewed J-PH 6 views 0 comments 3 points Started by J-PH September 2025 Investments
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  Fidelity CD Pricing Dowload Completely Wrong

  Answered Closed DavidS 370 views 17 comments 4 points Most recent by DavidS September 2025Errors and Troubleshooting (Windows)
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  Several "Options" transaction issues

  Closed ljb1493 115 views 7 comments 0 points Most recent by ljb1493 September 2025Investing (Windows)
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  How to record partial Bond Call?

  Closed mikek753b 200 views 18 comments 0 points Most recent by Tom Young September 2025Investing (Windows)
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  Question About Asset Allocation and Expected Return Regarding Bonds

  Answered Closed recursor1 69 views 5 comments 0 points Most recent by recursor1 September 2025Investing (Windows)
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  Vanguard repeatedly asks for reauthorization

  Closed --phantom-- 32 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
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  Edit/Override security CUSIP ID

  Closed Jeremy Kruse 182 views 7 comments 0 points Most recent by q_lurker September 2025Investing (Windows)
• 
  Missing mutual fund after Fidelity update

  Closed James Tonn 82 views 7 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Is there a change to Fidelity NetBenefits downloading?

  Answered ✓ Closed AgBrewer97 2.4K views 33 comments 0 points Most recent by kayak September 2025Download, Add/Update Accounts (Windows)
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  Total Value in Investing tab is wrong; Accounts value (left column) is correct

  Closed MPS 13 views 2 comments 0 points Most recent by MPS September 2025Investing (Windows)