Investments

Discussion List

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  Adding an Auto (Asset) 1 year after the purchase - to LINK or NOT?

  Closed juanboy2k 46 views 5 comments 0 points Most recent by [Deleted User] August 8Download, Add/Update Accounts (Windows)
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  Add Stock Dividend as an optional column for Portfolio view

  Reviewed Keith McLellan 15 views 0 comments 5 points Started by Keith McLellan August 8 Investments
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  Return of capital entry does not reduce cost basis of a stock

  Answered Closed counter 84 views 3 comments 0 points Most recent by counter August 8Investing (Mac)
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  Investment goal report over time?

  Answered Closed FletchF15 27 views 3 comments 0 points Most recent by Jim_Harman August 8Investing (Windows)
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  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 300 views 12 comments 0 points Most recent by cyberphile August 7Download, Add/Update Accounts (Windows)
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  Fidelity What is the best way to fix hidden Balancing Cash Adjustment?

  Answered ✓ Closed DericRock 73 views 1 comment 0 points Most recent by Jim_Harman August 7Investing (Windows)
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  Fidelity investments, One step update Setup

  Closed MGB 220 views 6 comments 0 points Most recent by Quicken Anja August 7Download, Add/Update Accounts (Windows)
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  Having trouble setting up a Wealthscape account for download

  Closed Hopeless_Diamond 47 views 3 comments 0 points Most recent by Quicken Anja August 7Investing (Windows)
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  Exchange Traded Funds (ETFs) security type [Edited]

  Reviewed jcorley522 19 views 1 comment 2 points Most recent by NotACPA August 6Investments
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  Merged: Fidelity 401(k) quit downloading...

  Closed Pilotbum 11 views 0 comments 0 points Started by Pilotbum August 6 Investing (Windows)
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  Can We Get a Running List of Problems and Fixes RE: ML and Fidelity EWC+ Transitions?

  Closed mrzookie 380 views 6 comments 6 points Most recent by Chris_QPW August 5Download, Add/Update Accounts (Windows)
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  Fidelity link not working

  Answered Closed Terry Tevis 289 views 4 comments 0 points Most recent by Quicken Jasmine August 5Download, Add/Update Accounts (Mac)
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  Merrill Lynch after reauthorization

  Closed jefflock 219 views 10 comments 0 points Most recent by Quicken Anja August 5Errors and Troubleshooting (Windows)
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  Nothing works after Merrill Lynch reauthorization

  Closed System 50 views 2 comments 0 points Most recent by Quicken Kristina August 5Download, Add/Update Accounts (Windows)
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  I have a brokerage account that is double counting cash. How can I hide the cash line ?

  Answered Closed donnarey 70 views 3 comments 1 point Most recent by Quicken Kristina August 5Download, Add/Update Accounts (Mac)
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  Vanguard - 1 of 4 accounts not updating in One Step Update

  Closed rattytom 185 views 7 comments 0 points Most recent by Quicken Kristina August 5Investing (Windows)
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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 924 views 23 comments 30 points Most recent by mwada August 4Reports
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  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 47 views 4 comments 0 points Most recent by Quicken Jasmine August 4Download, Add/Update Accounts (Windows)
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  Return of Capital does not adjust cost basis

  Closed elmo 54 views 4 comments 0 points Most recent by Quicken Jasmine August 4Investing (Mac)
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  Merrill Lynch Account with new connection values incorrect (QWin)

  Closed System 137 views 17 comments 0 points Most recent by Quicken Kristina August 4Download, Add/Update Accounts (Windows)
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  Schwab downloaded transactions with wrong security

  Closed Jon2 143 views 8 comments 0 points Most recent by Jon2 August 4Investing (Windows)
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  Account Type Option Flaw with Manual vs Synced

  Answered Closed sauerbrunndaa 31 views 3 comments 0 points Most recent by Quicken Kristina August 3Errors and Troubleshooting (Quicken LifeHub)
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  Transfer from savings to IRA showing up as an expense?

  Answered Closed TRepetti 22 views 1 comment 0 points Most recent by NotACPA August 2Budgeting and Planning Tools (Windows)
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  Bond Price Updates

  Answered Closed Cyclist 78 views 3 comments 0 points Most recent by Strup August 2Investing (Windows)
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  Merged: Quicken and Fidelity Stopped Downloading Transactions on 8/2/2025

  Closed Just Me and Not Someone Else 1 view 0 comments 0 points Started by Just Me and Not Someone Else August 2 Download, Add/Update Accounts (Windows)
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  Merged: Fidelity Cutover Migration

  Closed jcoley2 1 view 1 comment 0 points Most recent by Quicken Anja August 2Download, Add/Update Accounts (Windows)
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  "Some" transactions through Schwab... (Q Mac)

  Answered Closed TomTab 28 views 1 comment 0 points Most recent by Quicken Kristina August 1Investing (Mac)
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  CD holdings missing from Edward Jones download (QWin)

  Closed System 24 views 6 comments 0 points Most recent by Quicken Kristina August 1Download, Add/Update Accounts (Windows)