Investments

Discussion List

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  Fidelity "Short Term" and Cash information is incorrect

  Closed System 117 views 5 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  How to change(adjust) the Avg Cost Basis in Quicken.

  Closed jvprice6 1.1K views 6 comments 0 points Most recent by Quicken Carlos May 12Investing (Windows)
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  Fidelity Options Transactions [Edited]

  Closed rbridges01 206 views 9 comments 0 points Most recent by Quicken Carlos May 12Download, Add/Update Accounts (Windows)
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  Bank of America - reauthorization - no error but looks weird...?

  Closed sjtideman 262 views 9 comments 0 points Most recent by Quicken Carlos May 11Errors and Troubleshooting (Windows)
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  Fidelity Download of Foreign Stock Taxes and ADR fees not categorized properly

  Closed Kusumpee 59 views 1 comment 0 points Most recent by Quicken Kristina May 10Download, Add/Update Accounts (Mac)
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  Valuation of Call Options - AGAIN

  Closed Pat Sills 250 views 9 comments 0 points Most recent by fciani May 10Registers & Transactions (Windows)
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  Can't change XIn to BoughtX on split transaction, broken since at least last november

  Closed scottmonte 156 views 8 comments 0 points Most recent by Jim_Harman May 9Download, Add/Update Accounts (Windows)
• 
  Splitting an investment sale transaction

  Answered Closed Jeff Kantner 113 views 5 comments 0 points Most recent by Jeff Kantner May 8Investing (Windows)
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  missing transactions

  Closed leonard kearney 62 views 2 comments 0 points Most recent by q_lurker May 8Investing (Windows)
• 
  Portfolio Data Access

  Closed richradi 55 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
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  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Closed Paul_ 263 views 6 comments 0 points Most recent by Quicken Carlos May 7Investing (Mac)
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  Fidelity does not update correctly

  Closed John Hale 82 views 4 comments -1 point Most recent by Quicken Anja May 7Download, Add/Update Accounts (Windows)
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  Why do I still have to verify my cash balance?

  Closed fanfare 68 views 2 comments 0 points Most recent by fanfare May 6Download, Add/Update Accounts (Windows)
• 
  UPDATED 5/6/26 Fidelity Updates

  Announcement Quicken Janean 26.6K views 8 comments 10 points Most recent by Quicken Alyssa May 6Alerts, Online Banking & Known Product Issues
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  Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

  Closed Brandon10 78 views 2 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
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  Merrill Edge duplicate dividends

  Closed Txpete 110 views 4 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Windows)
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  Fidelity Incorrect cash balance in register (QMac)

  Closed System 271 views 9 comments 0 points Most recent by Quicken Kristina May 5Investing (Mac)
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  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered Closed RhysR 298 views 9 comments 0 points Most recent by Quicken Kristina May 5Download, Add/Update Accounts (Windows)
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  Why are SNVXX and SWVXX investments treated differently?

  Answered Closed Will Jacobs 49 views 1 comment 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  Fidelity CC-501 Error - Recent Updates cause Security Mismatches (Follow-up from Nov 2025)

  Closed gjscaven 70 views 1 comment 1 point Most recent by Quicken Laura May 3Download, Add/Update Accounts (Windows)
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  Net worth Doesn't match Investments

  Closed SteveTucker79 259 views 9 comments 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
• 
  How do you stop downloading prices for a security no longer being held (bulk)?

  Answered ✓ Closed Cathleen Ames 115 views 3 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered Closed recursor1 379 views 8 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Vanguard Download Issue - Two Entries Per Transaction (Revisited Now Working)

  Closed Dom1 25 views 1 comment 1 point Most recent by Quicken Anja May 2Errors and Troubleshooting (Windows)
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  Investment accounts are loading very slowly

  Closed fmashby 945 views 35 comments 0 points Most recent by SirWm May 2Registers & Transactions (Windows)
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  Unable to link Fidelity account

  Closed Mark Valpreda 142 views 4 comments 0 points Most recent by Quicken Anja May 2Investing (Windows)
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  Net Worth report balance is higher than total market value at bottom of register for brokerage accou

  Answered Closed DanTax 227 views 4 comments -1 point Most recent by ChicagoGuy May 1Investing (Windows)