Investments

IRA income transfer simplified

Closed P. 11 views 0 comments 1 point Started by P. September 2025 Investing (Windows)

Incorrect account value in investment report but correct value in account bar?

Answered Closed Dhays 70 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)

Fidelity dividends downloading incorrectly

Closed System 84 views 4 comments 0 points Most recent by mshiggins August 2025Download, Add/Update Accounts (Windows)

Sync to Brokerage

Closed D Morley 33 views 2 comments 0 points Most recent by Arctic Hare August 2025All Things Canadian (Windows)

Since New EWC+ Upgrade - I am now getting "Unidentified Security" Trans fm Merrill Lynch

Closed Dan13 132 views 4 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)

Investment Account with Many Transactions - Poor Performance

Answered Closed acloudman 98 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)

shares of mutual fund incorrect after quicken update with schwab

Answered ✓ Closed dave hulett 465 views 29 comments 2 points Most recent by AndrewQ August 2025Download, Add/Update Accounts (Windows)

Why do I have inconsistent balances on one of my investment accounts

Answered Closed Phawk 25 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)

Strange Behavior

Closed strolyt 86 views 7 comments 0 points Most recent by John_in_NC August 2025Errors and Troubleshooting (Mac)

Please add Fidelity NetBenefits as a supported financial institution.

Closed Ru13 73 views 5 comments 1 point Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)

Merrill Lynch investment accounts download double transactions

Closed Hawkeye81 21 views 2 comments 0 points Most recent by lcdetwiler August 2025Errors and Troubleshooting (Windows)

Connecting to Ascensus for transitioned Vanguard account

Answered Closed pemartin210 523 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)

Can I delete a mutual fund from the Portfolio list?

Answered Closed ejbucknell 56 views 4 comments 0 points Most recent by q_lurker August 2025Investing (Windows)

4

Ability to see which account a stock is in without expanding each account [Edited]

Reviewed sg11 2 views 0 comments 4 points Started by sg11 August 2025 Investments

What is the difference between Classic Deluxe and Classic Premier?

Answered ✓ Closed QDH 531 views 3 comments 1 point Most recent by QDH August 2025Business and Rental Property Tools (Mac)

Schwab/Quicken Account Reporting Incorrect Balance

Closed Bruce Rose 55 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)

1

Track Performance by Industry

Reviewed aikenbill 11 views 0 comments 1 point Started by aikenbill August 2025 Product Enhancements

R64.19 potential file corruption or Vanguard issue?

Closed Bob_L 63 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)

Having issue with updating Fidelity transactions and it just got worse - any help?

Answered Closed kennethsax 135 views 2 comments 0 points Most recent by Cl1 August 2025Registers & Transactions (Windows)

Error 2003 with Vanguard

Answered Closed beefreadnam 35 views 6 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Mac)

Is anyone else having problems with Vanguard downloads today?

Closed davidissimo 21 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Windows)

Fidelity + EWC : Fees via share redemption don't show fund

Closed SilentSam 23 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)

Need help with manually entering and tracking a stock so that it reconciles

Answered Closed droopydog53 31 views 2 comments 0 points Most recent by Tom Young August 2025Investing (Windows)

Vanguard Accounts Doubled in Value After Change to Complex Download (Mac)

Answered Closed MarkieT 78 views 7 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)

Uncategorized transactions

Answered ✓ Closed Don Awalt 106 views 6 comments 0 points Most recent by Don Awalt August 2025Investing (Windows)

Please Help in Requesting Quicken to Increase Number of Supported Investment Securities

Closed billr 361 views 15 comments 1 point Most recent by BrittMayo August 2025Investing (Windows)

4

Manual access to Investments categories

Reviewed mauldin006 23 views 2 comments 4 points Most recent by mauldin006 August 2025Investments

1

Don't round shares purchased by reinvestment to 2 decimal places [Edited]

Reviewed ocalaheart 12 views 0 comments 1 point Started by ocalaheart August 2025 Investments

Is there a way to exclude a specific security from updates (online downloads)?

Answered Closed NotTechnical 57 views 4 comments 0 points Most recent by NotTechnical August 2025Investing (Mac)

Major Mutual fund has negative value and negative share balance

Closed System 22 views 3 comments 0 points Most recent by quickj August 2025Investing (Windows)

Investments

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