Investments

Discussion List

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  Get quicken to support NEO exchange (Canada) [Edited]

  Under Consideration Gilles9 337 views 17 comments 31 points Most recent by Dtour October 2025Investments
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  Merrill Lynch not reporting Value properly

  Answered Closed tfhoughton 27 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits EWC+ download.

  Closed Ducati 34 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Will EWC+ allow selection by account of cash vs shares reporting? [Edited]

  Closed dpd 33 views 2 comments 0 points Most recent by w004 October 2025Errors and Troubleshooting (Windows)
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  Frequent Matching Security dialog

  Closed EvDob 2 views 0 comments 0 points Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
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  Missing Values in Return (%) Column Values: Portfolio View

  Answered Closed recursor1 103 views 9 comments 0 points Most recent by recursor1 October 2025Errors and Troubleshooting (Windows)
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  Fidelity updates broken

  Answered Closed peteanderson 235 views 15 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Option Contracts

  Closed rbridges01 33 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 60 views 6 comments 0 points Most recent by skavsan October 2025Registers & Transactions (Windows)
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  Need help with manually entering and tracking a stock so that it reconciles

  Closed droopydog53 44 views 2 comments 0 points Most recent by droopydog53 October 2025Investing (Windows)
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  Attempting to connect Fidelity accounts causes other Fidelity accounts to be disconnected

  Closed System 126 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Roundhill "MEME" ETF

  Closed tkstaple 55 views 6 comments 0 points Most recent by tkstaple October 2025Investing (Windows)
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  Portfolio Share Totals are incorrect and do not match Share Balance from Ledger

  Closed Andrew H 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
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  Fidelity Cash Balance Issue even after converting to SPAXX

  Closed TommyD3 224 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Investing (Windows)
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  Another Fidelity issue

  Closed Steve360@ 94 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  I had to Transfer to a new Account and have Market Value to Account Value incorrect

  Closed FLjuggler 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  How do I get my Brokerage account in Investing to function properly and stop crashing Quicken?.

  Answered Closed Kelcey 21 views 1 comment 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Ameriprise Account Quicken Downloads

  Closed clh8712 40 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Trying to authorize Fidelity accounts, but they keep getting deactivated

  Closed System 32 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Problem with Fidelity Investment Accounts After Latest Update

  Closed richie5665 351 views 8 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Can't connect 1 of many Fidelity accounts for download

  Closed Mike129 104 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Are users still having problems connecting 2 Northwestern Mutual accounts in Quicken

  Answered Closed Lisa G 202509 142 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 179 views 12 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  zzz-fidelity issue

  Closed cfe 57 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Missing All Fidelity Government Cash Reserve Transactions

  Answered Closed car1 539 views 25 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  After EWC+ update, "Show cash in checking account" shows negative share balance

  Answered Closed jdigital 43 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  supressing $0 transactions in portfolio transactions list

  Closed ecbuck 22 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Donor Advised Fund and Quicken

  Closed gsquaredmarg 121 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Accounts Transaction Downloading Has Once Again Stopped Working

  Closed Jean-Marie 101 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)