Investments

Closed es114 36 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)

Unable to deactivate account due to "transactions to accept" error message

Closed System 27 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)

SIMPLE IRA Payroll Pre-Tax Contributions not reflected in the Tax Planner

Answered ✓ Closed zot100 68 views 1 comment 0 points Most recent by Quicken Kristina January 2Budgeting and Planning Tools (Windows)

"Specify Lots Sold in this Transaction" - Display/UI text is cutoff

Answered Closed davidmarketing 28 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)

Have Quicken maintain cash in MMF as Fidelity does

Answered ✓ Closed Ellary Kahan 230 views 24 comments 0 points Most recent by Ellary Kahan January 2Errors and Troubleshooting (Windows)

Have Dividend income show on investing dashboard

Answered Closed Markhfx 61 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)

Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

Answered Closed Lampatrick 71 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)

18

Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

Reviewed Chuck56 230 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements

Fidelity NQ plan downloading sales as withdrawals with no sale information

Closed geoffj 37 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)

Securities Comparison Mismatch (x30 or so names)

Answered Closed LoxyLox 39 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)

48

Edit/Delete the Default Portfolio Views (6 Legacy Votes)

Under Consideration USMA74 976 views 29 comments 48 points Most recent by Quicken Anja December 2025Investments

"Navigation to the webpage was canceled"

Answered ✓ Closed Shannon M M 61 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)

New Fidelity Download Problem

Closed DavidS 483 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)

Bulk change the Security Name for multiple investment transaction entries

Closed Mathew 49 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)

Fidelity cash balances are off

Closed jeffreyjgray 24 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)

Quicken ones step update has stopped working with fidelity Investments

Answered Closed WMV 169 views 7 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Fidelity Download Express Web

Closed CTNC 114 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)

Fidelity download and auto category

Closed ericrose12 109 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)

Boeing/Spirit AeroSystems Holdings Merger

Closed Leon Pink 47 views 2 comments 0 points Most recent by kwallyz December 2025Download, Add/Update Accounts (Windows)

JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

Answered Closed CIRPCA 40 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)

Missing Cussip ID

Answered Closed SteveTucker79 67 views 4 comments 0 points Most recent by Quicken Anja December 2025Investing (Windows)

Unvested RSUs don't match Grant Lots

Closed CDG01 38 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)

Fidelity reporting of roth conversion shows cash amounts incorrectly

Closed jggrega451 38 views 3 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)

We need real Robinhood integration

Closed spalt 81 views 1 comment 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Fidelity EWC+ Status Regarding Reporting of Cash

Closed Boatnmaniac 71 views 3 comments 2 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Investments

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