Investments

Discussion List

• 
  Unable to enter investment transaction / Quicken version R66-26

  Answered Closed Ram 31 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
• 
  Certificate of Deposit Maturity

  Closed Retired Banker 37 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)
• 
  Case Number Ticket ID Ticket ID":"12003415 - THIS PROBLEM HAS NOT BEEN FIXED

  Closed dsclove 41 views 2 comments 0 points Most recent by Quicken Kristina March 8Download, Add/Update Accounts (Mac)
• 
  Any ETA on resolution of CC-601 Error with Fidelity accounts/

  Answered Closed NiralS 47 views 1 comment 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
• 
  3

  Up
  ACB (Cost Basis) Calculation

  Reviewed mark16 66 views 5 comments 3 points Most recent by Quicken Kristina March 8Canada Mac
• 
  Fidelity Stopped updating

  Closed ejvette1998 33 views 1 comment 0 points Most recent by Quicken Alyssa March 8Download, Add/Update Accounts (Windows)
• 
  CC-601 on all Fidelity accounts + CC-800 on US Bank and Chase accounts

  Closed Mike129 240 views 6 comments 1 point Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
• 
  1

  Up
  Creating year-end archive for any past date

  Reviewed hotjava 54 views 1 comment 1 point Most recent by unknown March 7Backups and File Conversions
• 
  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Closed Langston Holland 1.8K views 81 comments 2 points Most recent by Jim_Harman March 7Investing (Windows)
• 
  21

  Up
  Add number of shares to Security List

  Reviewed Rocket J Squirrel 108 views 10 comments 21 points Most recent by unknown March 5Investments
• 
  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 150 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
• 
  Fidelity Cash Management account not showing up

  Answered Closed Avi Dee 386 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)
• 
  Merrill Lynch transactions downloading as "Null"

  Closed System 59 views 7 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
• 
  Why is Quicken for Mac not syncing with Fidelity Investments?

  Answered Closed LLM 121 views 4 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Mac)
• 
  Fidelity FDRXX Cash Balance Missing - Quicken Mac

  Answered Closed DougMcCann 374 views 11 comments 0 points Most recent by Quicken Alyssa March 3Registers & Transactions (Mac)
• 
  Incorrect cash balance for an investment account in the register

  Closed Vlad Kaplan 334 views 6 comments 0 points Most recent by Quicken Kristina March 2Investing (Windows)
• 
  Fidelity CC-601

  Closed System 105 views 2 comments 0 points Most recent by Quicken Kristina March 2Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Allow allocations by Market Sector for Asset Allocation Analysis

  Reviewed ted_nixon 15 views 0 comments 2 points Most recent by ted_nixon March 2Canada Windows
• 
  Investment Account Cash Balance

  Answered Closed SH62 36 views 1 comment 0 points Most recent by NotACPA March 2Investing (Windows)
• 
  No Fidelity Downoads - Quicken Classic Windows 11

  Closed jsk2817 98 views 7 comments 0 points Most recent by Quicken Kristina March 1Errors and Troubleshooting (Windows)
• 
  Bug: Quicken is downloading incorrect stock prices on weekend days

  Closed QuickeDan 209 views 8 comments 0 points Most recent by q_lurker March 1Investing (Windows)
• 
  Kudos on Fidelity CMA improvements

  Closed CousinBruce 25 views 1 comment 1 point Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Mac)
• 
  Vanguard Download Issue - Two Entries Per Transaction

  Closed Dom1 225 views 9 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Windows)
• 
  Fidelity FDRXX should not be reinvested dividend income

  Closed Brad L Vandermoon 123 views 8 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Mac)
• 
  When Fidelity Cash Reserve FDRXX issue will be resolved?

  Answered Closed vip 308 views 11 comments 0 points Most recent by mvitulli February 28Registers & Transactions (Mac)
• 
  Waters added to Account?

  Closed AMP 79 views 2 comments 0 points Most recent by mshiggins February 27Investing (Windows)
• 
  Fidelity accounts missing transactions

  Closed System 81 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  error in cash reporting on transaction screen /suggestions to fix

  Answered Closed rayseidlinger 23 views 1 comment 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
• 
  Unable to download transactions from Teachers Retirement System of Georgia

  Answered Closed jeharden 33 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
• 
  Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares

  Closed daverph 317 views 11 comments 1 point Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)