Investments

Discussion List

• 
  Schwab download with multiple user IDs and accounts

  Closed murts1 63 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  Closed System 240 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
• 
  Fidelity checking transactions not downloading

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  Merrill Edge CMA account converted to "simple investing"

  Closed heartsf 99 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)
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  Account reconciliation for investment accounts isn't working

  Closed System 12 views 1 comment 0 points Most recent by petermartin1950 February 27Errors and Troubleshooting (Windows)
• 
  Updating Cost basis in Quicken for Mac 8.4.2

  Answered Closed jxwinks 154 views 4 comments 0 points Most recent by John_in_NC February 26Investing (Mac)
• 
  Incorrect Account Values Now Coming from Fidelity

  Closed pschueler89 38 views 1 comment 0 points Most recent by Quicken Laura February 26Investing (Windows)
• 
  Missing FDRXX transactions and no shares in portfolio (QMac)

  Closed System 38 views 3 comments 0 points Most recent by Mark_Harris February 25Investing (Mac)
• 
  FDRXX Transactions Disappeared

  Closed car1 34 views 1 comment 0 points Most recent by Mark_Harris February 25Registers & Transactions (Mac)
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  INVESTMENTS IN FIDELITY ACCOUNTS ARE NOT ALL LOADING - QUICKEN CLASSIC FOR MAC - BUSINESS AND PERS

  Closed baveritt 316 views 19 comments 0 points Most recent by Quicken Anja February 25Errors and Troubleshooting (Mac)
• 
  Fidelity download of accounts no longer working

  Closed rayseidlinger 312 views 19 comments 0 points Most recent by Quicken Alyssa February 25Investing (Windows)
• 
  Cannot configure MM fund as cash

  Answered Closed Charlie@ 44 views 3 comments 0 points Most recent by Quicken Alyssa February 25Download, Add/Update Accounts (Windows)
• 
  IRA balance or reconciliation

  Closed Wyodad 105 views 5 comments 0 points Most recent by Quicken Laura February 25Investing (Mac)
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  Fidelity Account Balances Wrong and can No Longer Authorize

  Closed Gary E 187 views 12 comments 1 point Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
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  Unable to link new Fidelity Investment accounts to existing accounts in Quicken

  Closed xfrner 138 views 7 comments 0 points Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
• 
  Fidelity money market automatic redemptions

  Closed qudtp 1.4K views 53 comments 1 point Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
• 
  Cash Account showing same cash balance in banking section and investing section

  Closed jdsebo15 25 views 1 comment 0 points Most recent by Quicken Laura February 24Errors and Troubleshooting (Windows)
• 
  Charles Schwab account not syncing properly

  Closed chall3809 80 views 5 comments 0 points Most recent by Quicken Alyssa February 24Errors and Troubleshooting (Windows)
• 
  Investing description

  Closed Dstty 15 views 1 comment 0 points Most recent by Chris_QPW February 23Registers & Transactions (Windows)
• 
  CC-901 at Fidelity Investments

  Closed EvDob 83 views 6 comments 0 points Most recent by EvDob February 22Download, Add/Update Accounts (Windows)
• 
  Portfolio X-Ray World Regions diagram always shows mostly in the Americas

  Closed System 27 views 2 comments 0 points Most recent by Quicken Kristina February 21Investing (Windows)
• 
  Fidelity Transactions Not Downloading this Morning

  Closed rbridges01 104 views 6 comments 0 points Most recent by Chuck56 February 21Download, Add/Update Accounts (Windows)
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  Cannot Edit "Action" in Register for Manual Investment Transaction

  Closed Paddle2419 65 views 5 comments 0 points Most recent by Quicken Kristina February 21Registers & Transactions (Windows)
• 
  NYS Deferred Comp

  Closed Drew Biondo 30 views 3 comments 0 points Most recent by Drew Biondo February 21Download, Add/Update Accounts (Mac)
• 
  Since late last year Morningstar X-ray asset allocations for index funds, ETF's and Money Market Fun

  Answered ✓ Closed mcski 94 views 3 comments 0 points Most recent by mcski February 20Investing (Windows)
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  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Closed Quicken Alyssa 3.3K views 3 comments 13 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
• 
  Where are oddball Dow prices coming from?

  Answered ✓ Closed Rocket J Squirrel 265 views 15 comments 0 points Most recent by Michael Jones February 20Investing (Windows)
• 
  Fidelity balances in Quicken for Mac are not recorded properly

  Closed Sean Franklin 207 views 5 comments 0 points Most recent by John_in_NC February 19Download, Add/Update Accounts (Mac)