Investments

Discussion List

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  Lifetime Planner discrepancy with investment accounts

  Answered Closed IzzyPWD 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Questions about using the Community?
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  Meta vs FB pricing

  Closed edmondoffermann 49 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
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  FFUIX Security Price is not Updating and shows as 0.00

  Closed John McCurdy 32 views 4 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  31

  Up
  Get quicken to support NEO exchange (Canada) [Edited]

  Under Consideration Gilles9 333 views 17 comments 31 points Most recent by Dtour October 2025Investments
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  Merrill Lynch not reporting Value properly

  Answered Closed tfhoughton 25 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits EWC+ download.

  Closed Ducati 33 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Will EWC+ allow selection by account of cash vs shares reporting? [Edited]

  Closed dpd 33 views 2 comments 0 points Most recent by w004 October 2025Errors and Troubleshooting (Windows)
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  Frequent Matching Security dialog

  Closed EvDob 2 views 0 comments 0 points Started by EvDob October 2025 Download, Add/Update Accounts (Windows)
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  Missing Values in Return (%) Column Values: Portfolio View

  Answered Closed recursor1 102 views 9 comments 0 points Most recent by recursor1 October 2025Errors and Troubleshooting (Windows)
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  Fidelity updates broken

  Answered Closed peteanderson 233 views 15 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Option Contracts

  Closed rbridges01 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 57 views 6 comments 0 points Most recent by skavsan October 2025Registers & Transactions (Windows)
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  Need help with manually entering and tracking a stock so that it reconciles

  Closed droopydog53 43 views 2 comments 0 points Most recent by droopydog53 October 2025Investing (Windows)
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  Attempting to connect Fidelity accounts causes other Fidelity accounts to be disconnected

  Closed System 123 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Roundhill "MEME" ETF

  Closed tkstaple 52 views 6 comments 0 points Most recent by tkstaple October 2025Investing (Windows)
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  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Portfolio Share Totals are incorrect and do not match Share Balance from Ledger

  Closed Andrew H 33 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
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  Fidelity Cash Balance Issue even after converting to SPAXX

  Closed TommyD3 210 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Investing (Windows)
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  Another Fidelity issue

  Closed Steve360@ 92 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  I had to Transfer to a new Account and have Market Value to Account Value incorrect

  Closed FLjuggler 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  How do I get my Brokerage account in Investing to function properly and stop crashing Quicken?.

  Answered Closed Kelcey 21 views 1 comment 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Ameriprise Account Quicken Downloads

  Closed clh8712 37 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Trying to authorize Fidelity accounts, but they keep getting deactivated

  Closed System 31 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Problem with Fidelity Investment Accounts After Latest Update

  Closed richie5665 341 views 8 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Can't connect 1 of many Fidelity accounts for download

  Closed Mike129 99 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Are users still having problems connecting 2 Northwestern Mutual accounts in Quicken

  Answered Closed Lisa G 202509 139 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 175 views 12 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  zzz-fidelity issue

  Closed cfe 54 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Missing All Fidelity Government Cash Reserve Transactions

  Answered Closed car1 532 views 25 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)