Investments

Discussion List

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  Correcting investment account cash balance

  Answered Closed asdf7890 51 views 1 comment 0 points Most recent by Tom Young October 2025Registers & Transactions (Windows)
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  Ongoing Fidelity disaster, Quicken Mac 8.3.2

  Closed Andrew B 71 views 1 comment 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity Cash Management Account keeps having Placeholders added

  Closed System 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Adding Placeholder Transactions EVERY TIME

  Closed ntrainer 92 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download migration

  Answered Closed Wes Wolfertz 102 views 4 comments 0 points Most recent by unknown October 2025Errors and Troubleshooting (Mac)
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  Rearrange Positions in Brokerage

  Answered Closed R Strax 51 views 5 comments 0 points Most recent by R Strax October 2025Registers & Transactions (Mac)
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  Fidelity and missing transactions

  Answered Closed Gerry Blue 351 views 18 comments 0 points Most recent by Geobrick October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Cut-Over Migration: keeps prompting to reauthorize [Edited]

  Closed taitelh 901 views 47 comments 0 points Most recent by Arkansasdawg October 2025Download, Add/Update Accounts (Windows)
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  2

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  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 21 views 1 comment 2 points Most recent by BobS2 October 2025Investments
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  11

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  Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

  Reviewed Brad L Vandermoon 184 views 6 comments 11 points Most recent by Captain Tim October 2025Investments
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  Quicken - Get your act together over Fidelity [Edited - Language]

  Closed lmbeck65 31 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Dividend cash transfers not reflecting in the cash listing

  Closed System 41 views 5 comments 0 points Most recent by Chuck77 October 2025Investing (Windows)
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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 269 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Cannot Add Back One of My Fidelty IRA's to Quicken after Transition

  Answered ✓ Closed Bione 51 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Merged: Continuing issues with Fidelity

  Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew October 2025Errors and Troubleshooting (Windows)
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  I have 4 Vanguard brokerage accounts. Need help. One does not work w/one step update

  Answered Closed Chuck M 62 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity download gives "Unidentified Security" on new downloads

  Closed Ben12 91 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fixed income prices not updating (schwab/Fidelity)

  Closed ghstudio 41 views 2 comments 0 points Most recent by ghstudio October 2025Errors and Troubleshooting (Windows)
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  Fidelity Investments Overstated

  Closed Velvil 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Mac)
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  More Merrill Edge problems since the change to EWC+

  Closed gulf83 53 views 3 comments 0 points Most recent by rakeshg October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Account cash/money market

  Closed proflaw 132 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Money Market Mutual Fund not showing in Cash account linked to Merrill Lynch Investment Account

  Answered Closed sjmsing 81 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
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  Why has one of my Vanguard accounts become invisible to Quicken?

  Answered Closed Twincaman 32 views 2 comments 0 points Most recent by Twincaman October 2025Download, Add/Update Accounts (Windows)
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  Portfolio view Return (%) YTD

  Answered ✓ Closed agent511 32 views 3 comments 0 points Most recent by agent511 October 2025Errors and Troubleshooting (Windows)
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  Fidelity Bond Prices

  Closed Snakebit12 51 views 4 comments 0 points Most recent by Lou Meyer October 2025Errors and Troubleshooting (Windows)
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  Latest update (R64.30) breaks Fidelity CD download

  Closed Chuck77 151 views 6 comments 0 points Most recent by Lou Meyer October 2025Investing (Windows)
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  quicken not updating any investment prices at all

  Closed ghstudio 41 views 2 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Update: Fidelity Transactions not Downloading

  Closed rbridges01 51 views 3 comments 0 points Most recent by proflaw October 2025Download, Add/Update Accounts (Windows)
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  New Merrill Connection - Matching Security Query and Repeat Downloads

  Closed MangoMan 475 views 40 comments 0 points Most recent by MangoMan October 2025Download, Add/Update Accounts (Windows)