Investments

Discussion List

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  Quicken windows classic and Fidelity checking

  Answered Closed DSPatrick 141 views 12 comments 0 points Most recent by Jeepien December 2025Download, Add/Update Accounts (Windows)
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  How to record TIPS purchased for a ladder?

  Answered Closed SomebodyInGNV 31 views 1 comment 0 points Most recent by Tom Young December 2025Investing (Windows)
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  Download Asset Class Information Turns on Automatically

  Closed nc00ks0n 1 view 1 comment 0 points Most recent by nc00ks0n December 2025Investing (Windows)
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  Alerus 401k

  Answered Closed frank6 131 views 20 comments 1 point Most recent by John_in_NC December 2025All Things Canadian (Mac)
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  Does anyone know how to fix Fidelity mutual fund posting as described below?

  Closed SCPat 482 views 36 comments 0 points Most recent by SCPat December 2025Investing (Mac)
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  Money market funds not visible in Quicken

  Closed harryo 21 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Trades in Schwab account not downloading to Quicken

  Closed harryo 41 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Netbenefits 401k purchases show as "contribution" and are missing information

  Closed System 171 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  OMG - single step import of CSV investment transactions?

  Closed Microfiche 373 views 10 comments 0 points Most recent by jim@j December 2025All Things Canadian (Windows)
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  Fidelity Netbenefits Issue after Reauthorization - SS S&P 500 Index K - Incorrect Price History

  Answered Closed DanTheMan1 141 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Investment Sort Order --- again!

  Closed wburkett 71 views 7 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
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  Confirming Balances - provide more info & offer an option to decide later [Edited]

  Reviewed a1newman 21 views 1 comment 2 points Most recent by Chris_QPW December 2025Display/UI
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  Investment Chart Displays Sawtooth Pattern #2

  Closed rjdriscoll 41 views 2 comments 0 points Most recent by rjdriscoll December 2025Investing (Mac)
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  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ Closed mark miller 1 view 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
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  Merge Option for Identical Listings for Same Security

  Reviewed Bob Stanis 21 views 2 comments 3 points Most recent by q_lurker December 2025Investments
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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 141 views 8 comments 4 points Most recent by Rob328 December 2025Investments
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  Accounts that don't match from Fidelity into Quicken

  Closed newpoppy1 242 views 15 comments 0 points Most recent by NotACPA December 2025Investing (Windows)
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  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 51 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
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  bond and taxes status in quicken

  Closed JDB 41 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)
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  Quicken Classic connection for IRAs imported as investment accounts

  Closed Savk 21 views 1 comment 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Quicken LifeHub)
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  Merril Lynch Feed on Treasury Bill, Note and Products

  Closed DonQuick20* 22 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  QM DODGX Price History Scrambled?

  Closed williamhouk3 81 views 8 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Merged: Unable to Connect to Sallie Mae Bank CC-505

  Closed TexMike 1 view 0 comments 0 points Most recent by TexMike December 2025Download, Add/Update Accounts (Windows)
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  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered Closed cory949 42 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Fidelity accounts prompting to reauthorize daily

  Closed System 31 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken Not Updating Fidelity Intl Trading Account (Domestic Brokerage & IRA/ROTH are OK)

  Closed EDacho 231 views 22 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Unrequested Change to Simple Investing with Vanguard Account

  Closed pablomiller 517 views 19 comments 0 points Most recent by pablomiller December 2025Download, Add/Update Accounts (Windows)
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  Handling of stock split (Netflix)

  Closed qudtp 72 views 3 comments 0 points Most recent by qudtp December 2025Download, Add/Update Accounts (Windows)
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  Adding ETFs to your Securities List

  Lynnn 43 views 2 comments 1 point Most recent by Lynnn December 2025Canada Mac