Investments

Discussion List

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  the "performance" view does not include cash for determining "market value"

  Closed Brad L Vandermoon 82 views 10 comments 0 points Most recent by jacobs November 2025Errors and Troubleshooting (Mac)
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  Invisible Renaming rule for securities transaction

  Closed MontanaKarl 21 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)
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  CalPERS for Retirement

  Closed Persephone 31 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
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  Cash balances in Raymond James accounts are not updating after OSU

  Closed Chuck56 111 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Morgan Stanley Download Quicken for Mac

  Answered Closed jjrichards 133 views 16 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Quicken Classic - Poor performance with Investment accounts

  Closed Rich Gaughan 431 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)
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  Investing - Dividend and Capital Gains Distributions

  Reviewed Froemelt 18 views 0 comments 1 point Most recent by Froemelt November 2025Investments
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  181

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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 5.6K views 123 comments 181 points Most recent by Seth Holmes November 2025Investments
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  Fidelity not Downloading Investment Transactions (yet again!)

  Closed jcoley2 473 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Portfolio X-Ray

  Closed Skylar 41 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)
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  Fidelity "The page you requested is currently unavailable. Please try again later" error

  Closed System 93 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Cash Balance in Fidelity CMA-linked Brokerage Account Incorrect

  Closed apodsim 88 views 4 comments 0 points Most recent by alicephilhamiltom November 2025Download, Add/Update Accounts (Windows)
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  Investment Target Price

  Reviewed jon_crawford 12 views 0 comments 1 point Most recent by jon_crawford November 2025Investments
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  Fidelity not downloading quotes again for 401k

  Closed rskurato 124 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
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  Entered transaction does not show up - Fidelity

  Closed bassemir 91 views 7 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
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  Batch editing transactions with filters

  Answered Closed HowardSpindel 32 views 2 comments 0 points Most recent by UKR November 2025Investing (Windows)
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  Voya Institution Plan Integration

  Answered Closed gtamm 31 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Unable to sell SPAXX shares

  Answered Closed Timothy Bohn 244 views 7 comments 1 point Most recent by Paul17 November 2025Download, Add/Update Accounts (Windows)
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  OSU Issues/Error CC-501

  Answered Closed IowaMC60 3K views 179 comments 2 points Most recent by unosan November 2025Download, Add/Update Accounts (Windows)
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  How can I get my Fidelity Accounts to display the transactions register?

  Closed robert W 23 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Shares Transferred Between Accounts Errors

  Closed MangoMan 52 views 3 comments 0 points Most recent by MangoMan November 2025Registers & Transactions (Windows)
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  Fidelity cash sweep account interest does not change cash balance in Quicken

  Closed Steve Huston 111 views 4 comments 0 points Most recent by Ray November 2025Investing (Windows)
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  Fidelity cc 506 error

  Closed kmagnush 175 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Tags for Investment transactions

  Reviewed acs2 46 views 2 comments 3 points Most recent by acs2 November 2025Manage Accounts and Transactions
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  Fidelity download share balance error

  Closed Bob@45 125 views 10 comments 0 points Most recent by Bob@45 November 2025Download, Add/Update Accounts (Windows)
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  Continual Duplicate Transactions after FIdelity Connection Update

  Answered Closed lavoce2011 61 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Mac)
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  Re: Quicken updating with incorrect stock quotes

  Closed mxbishop 21 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 123 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
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  Reconciling JP Morgan Investment Accounts

  Closed GaryD 11 views 2 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 632 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)