Investments

Discussion List

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  CSV Investment Import Error Off by One Cent

  Closed Jeeter 151 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
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  Charles Schwab 401k

  Closed Scott 101 views 5 comments 0 points Most recent by Scott December 2025Download, Add/Update Accounts (Windows)
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  Improve the Capital Gains Estimator: price reset; manual price more distinctive

  Reviewed MontanaKarl 11 views 1 comment 4 points Most recent by jacobs December 2025Investments
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  Schwab Retirement Services

  Closed carlyn.irwin 21 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Still unable to connect Fidelity CMA account

  Closed System 81 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity money market fund redemption transactions missing from IRA

  Closed EvDob 311 views 22 comments 1 point Most recent by Toolworker December 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions downloading, but missing information

  System 11 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Splitting assets in accounts

  Answered Closed apearlman 21 views 2 comments 0 points Most recent by apearlman December 2025Business and Rental Property Tools (Windows)
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  FIDELITY CRYPTO ROTH ACCOUNT

  Closed PERSUASION-STX 52 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken can't find a CD at my credit union

  Closed lmacmil 21 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Downloading detailed Investment transactions

  Closed MacRon14 11 views 1 comment 1 point Most recent by jacobs December 2025Investing (Mac)
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  New Download capability from Merrill Lynch Benefits Online downloads incorrect data

  Closed dsclove 793 views 23 comments 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 578 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 794 views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
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  EWC+ runs and fails to download transactions from Merrill.

  Closed Paul LeLievre 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 11 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)
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  Investment transaction NOT recorded

  Closed Perry 21 views 2 comments 0 points Most recent by jacobs December 2025Errors and Troubleshooting (Mac)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  Closed mlurie 92 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity no muni indicator in memo download

  Answered Closed MACMONEY 31 views 4 comments 0 points Most recent by MACMONEY December 2025Download, Add/Update Accounts (Mac)
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  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  Closed qwyattguy 141 views 11 comments 0 points Most recent by Gary Breitbord December 2025Investing (Mac)
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  Fidelity 401K downloading the same security for every transaction

  Closed jameswolfe8561 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Honeywell International Spin-Off Of Solstice Advanced Materials - Cost Basis

  Rick8 1.1K views 4 comments 1 point Most recent by BobP74 December 2025Investing (Windows)
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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 31 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
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  Add Roth Conversion Estimator

  Reviewed CowboyNav1 51 views 5 comments 5 points Most recent by CowboyNav1 December 2025Product Enhancements
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  Show US dollar amounts for Canadian Dividends in Security View for US Version of Q-Classic

  Reviewed RonHi 1 view 1 comment 2 points Most recent by RonHi December 2025Investments
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  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 52 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  My error please ignore

  Closed Jeff Bean 12 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading transactions

  Closed Ghawkeswood 311 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)