Investments

Discussion List

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  Reauthorizing account

  Answered Closed MWB 26 views 1 comment 0 points Most recent by Quicken Kristina August 15Download, Add/Update Accounts (Windows)
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  Quicken does not download/sync pending transactions in Fidelity Cash Management Account

  Closed sysjl1 69 views 1 comment 0 points Most recent by Quicken Kristina August 15Download, Add/Update Accounts (Windows)
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  Update Quicken Canada to Manage and Identify TFSAs Correctly

  Answered Closed Crazy_Canuck 108 views 4 comments 1 point Most recent by Crazy_Canuck August 15All Things Canadian (Windows)
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  Unable to connect to Ascensus (QMac)

  Closed System 197 views 9 comments 0 points Most recent by Quicken Kristina August 15Download, Add/Update Accounts (Mac)
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  Merged: Quicken and Fidelity Investments is an absolute mess

  Closed alocksley 11 views 0 comments 0 points Started by alocksley August 15 Download, Add/Update Accounts (Windows)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 12 views 2 comments 0 points Most recent by Knitgirl August 15Investing (Windows)
• 
  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 121 views 10 comments -1 point Most recent by mshiggins August 14Investing (Windows)
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  6

  Up
  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 26 views 0 comments 6 points Started by Misra August 14 Reports
• 
  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 32 views 1 comment 0 points Most recent by Quicken Jasmine August 14Download, Add/Update Accounts (Windows)
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  Inputting Partnership Transactions

  Closed billr 73 views 6 comments 0 points Most recent by Quicken Jasmine August 14Investing (Windows)
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  Private stock now publicly traded

  Answered ✓ Closed Mary B Vaghi 45 views 4 comments 0 points Most recent by Mary B Vaghi August 14Investing (Windows)
• 
  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 118 views 8 comments 0 points Most recent by egldvrbags August 14Download, Add/Update Accounts (Windows)
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  Ending Balance in Fidelity Account Not Correct

  Answered Closed Chet-NYC62 40 views 2 comments 0 points Most recent by NotACPA August 13Investing (Windows)
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  Options positions showing up even though closed out and "show closed positions" not checked

  Closed quick20 34 views 1 comment 0 points Most recent by Quicken Anja August 13Investing (Windows)
• 
  Problems converting investment accounts from Windows to MAC

  Closed GWC5003 67 views 5 comments 0 points Most recent by Quicken Jasmine August 13Download, Add/Update Accounts (Mac)
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  Quicken wants to rename different CD's from the same bank to one name after connection method change

  Answered Closed Sheadpast 81 views 6 comments 0 points Most recent by Quicken Jasmine August 13Download, Add/Update Accounts (Windows)
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  Option Spread Entries

  Closed jketterl 37 views 2 comments 0 points Most recent by Quicken Jasmine August 13Investing (Windows)
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  Bought with Transferred Funds not Working

  Closed jslim1999 349 views 24 comments 0 points Most recent by jslim1999 August 12Errors and Troubleshooting (Windows)
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  Buying Investments showing up in Interest Income

  Answered Closed BriJoiSling 144 views 8 comments 0 points Most recent by Quicken Kristina August 12Budgeting and Planning Tools (Windows)
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  Why does one of my funds not show up in portfolio view?

  Answered Closed Malto 40 views 1 comment 0 points Most recent by Quicken Kristina August 12Investing (Mac)
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  Account type wrong upon connecting to Simplifi

  Closed KdWilson 17 views 1 comment 0 points Most recent by Quicken Kristina August 12Errors and Troubleshooting (Quicken LifeHub)
• 
  Model Wash Sale of Schwab Mutual Fund

  Closed BSabolik 47 views 3 comments 0 points Most recent by BSabolik August 12Investing (Windows)
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  Merrill Update for Connection Method Changes Settings

  Closed MangoMan 213 views 11 comments 0 points Most recent by MangoMan August 11Registers & Transactions (Windows)
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  5

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  Please add RSU and Option support like Windows

  Reviewed tduane 13 views 0 comments 5 points Started by tduane August 11 Investments
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  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 131 views 7 comments 0 points Most recent by Quicken Jasmine August 11Download, Add/Update Accounts (Windows)
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  Incomplete account syncing

  Answered Closed Mirage1959 55 views 4 comments 0 points Most recent by Quicken Kristina August 9Download, Add/Update Accounts (Mac)
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  Portfolio Amounts Doubled

  Closed LMoore 26 views 1 comment 0 points Most recent by Quicken Anja August 9Investing (Mac)
• 
  How delete multiple investment transactions?

  Answered Closed rteasda 85 views 5 comments 0 points Most recent by Quicken Kristina August 9Registers & Transactions (Windows)