Investments

Discussion List

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  How do I update checking accounts

  Answered Closed reh7760 56 views 4 comments 0 points Most recent by Quicken Alyssa February 19Download, Add/Update Accounts (Windows)
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  Tax Planner Defaulting to Estimate or No Projected Amount

  Closed Tammy Van Buren 183 views 8 comments 0 points Most recent by Tammy Van Buren February 19Budgeting and Planning Tools (Windows)
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  Equity prices not updating when I select "Update" from the Investing/Dashboard screen

  Answered Closed Chuck56 100 views 4 comments 0 points Most recent by Chuck56 February 18Investing (Windows)
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  Downloading 401k transactions as BoughtX/Sold X

  Answered Closed carlyn.irwin 261 views 18 comments 0 points Most recent by Jim_Harman February 18Download, Add/Update Accounts (Windows)
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  Quicken re-authorization fails on Quicken side

  Closed b-quick 70 views 4 comments 0 points Most recent by Quicken Alyssa February 17Download, Add/Update Accounts (Windows)
• 
  Investment accounts dashboard no longer allows editing number of shares

  Answered Closed wilco995 44 views 4 comments 0 points Most recent by Quicken Alyssa February 17Investing (Windows)
• 
  Fidelity download not recognizing securities

  Closed crg63 66 views 5 comments -1 point Most recent by John_in_NC February 16Errors and Troubleshooting (Mac)
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  Connecting Quicken to E-Trade for detailed tracking

  Closed pedrovanrooij 117 views 4 comments 0 points Most recent by Quicken Alyssa February 16Errors and Troubleshooting (Mac)
• 
  Transaction Dates Change

  Answered Closed mkeRAD 27 views 4 comments 0 points Most recent by Quicken Alyssa February 16Registers & Transactions (Windows)
• 
  Philadelphia Deferred Compensation drops decimal places and displays account in millions

  Closed Jordbarnet 21 views 1 comment 0 points Most recent by jacobs February 15Errors and Troubleshooting (Mac)
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  Fidelity Updates Still Broken after Update

  Closed extravoice 4.7K views 164 comments 2 points Most recent by qudtp February 15Download, Add/Update Accounts (Windows)
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  Has a solution to Portfolio X-Ray not recognizing ETF stock funds been found?

  Answered Closed lrcatlett 106 views 3 comments 0 points Most recent by bd-tx February 15Investing (Windows)
• 
  Xerox Spinoff 2 12 2026

  Answered Closed jjrichards 108 views 4 comments 0 points Most recent by jjrichards February 14Download, Add/Update Accounts (Mac)
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  As of February 11, my Fidelity checking account has getting bad data in the Quicken download

  Answered Closed mannyg 45 views 1 comment 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  Corporate Action for Astrozenica (Q Mac)

  Answered Closed beneisenstein 34 views 1 comment 0 points Most recent by Quicken Kristina February 14Investing (Mac)
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  can't seem to memorize an investment transaction if it has the MiscExp Action

  Answered Closed Jeff Pobst 49 views 2 comments 1 point Most recent by Jeff Pobst February 14Registers & Transactions (Windows)
• 
  Are Fidelity Netbenefits Workplace 401k downloads still an OPEN Quicken issue?

  Answered Closed Snakeyes 70 views 4 comments 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
• 
  Downloaded Fidelity Securities Unknown - One Step Update

  Answered Closed cneriley 157 views 1 comment 0 points Most recent by NotACPA February 14Download, Add/Update Accounts (Windows)
• 
  John Hancock 401k balance not posting

  Answered Closed LarryT9999 60 views 2 comments 0 points Most recent by Douwe February 14Registers & Transactions (Mac)
• 
  Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

  Closed Matthew Boone 1.4K views 35 comments 3 points Most recent by Steve Long Time User February 13Investing (Windows)
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  Any update on when the Fidelity Cash Balance issue will be resolved?

  Closed Ramias 1K views 29 comments 0 points Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Mac)
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  Cash transfers between Fidelity accounts no longer processed as a transfer

  Closed leishirsute 81 views 5 comments 0 points Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Windows)
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  Investment Cash Account does not match statement, Split ContribX entries

  Closed DonBoy 123 views 8 comments 0 points Most recent by Quicken Kristina February 13Investing (Windows)
• 
  11

  Up
  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 74 views 2 comments 11 points Most recent by Jim_Harman February 12Investments
• 
  What is up with Quicken today?

  Closed KenI 204 views 6 comments 0 points Most recent by Ryanmk February 11Investing (Windows)
• 
  Error with Merrill Lynch downloads

  Answered ✓ Closed gslaby 257 views 7 comments 0 points Most recent by Quicken Alyssa February 11Errors and Troubleshooting (Windows)
• 
  Redemption Transactions Missing

  Closed System 18 views 1 comment 0 points Most recent by Pacific_Shark_Chum February 11Download, Add/Update Accounts (Mac)
• 
  Error updating NetXinvestor accounts

  Closed System 62 views 3 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Windows)
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  Fidelity Connection Issues

  Closed Kim Roffman 276 views 2 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Windows)