Investments

Discussion List

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  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered Closed rama23 118 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  Closed FEC 586 views 20 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  Added a Fidelity investment account

  Answered Closed arauseo 98 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity investments double downloading transactions

  Closed System 124 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  Closed RyanJeff 104 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Closed Micro151 81 views 4 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Mac Quicken/Fidelity Investments Interface

  Closed Sparky8652 188 views 4 comments 1 point Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Holdings that have been sold still reflect in portfolio

  Closed System 109 views 5 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Transfers to investment accounts

  Answered Closed fallen0047 53 views 1 comment 0 points Most recent by Quicken Carlos April 17Using Quicken on the Web
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  Securities are not reflecting accurate cost information when sold.

  Answered Closed pianolady 147 views 5 comments 0 points Most recent by Quicken Anja April 17Investing (Mac)
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  Fidelity Downloaded Transactions Not Matching

  Closed micdif 1.2K views 41 comments 0 points Most recent by Quicken Alyssa April 15Errors and Troubleshooting (Windows)
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  How to properly record 401(k) contributions from paycheck while using a connected investment account

  Answered ✓ Closed sneff30 431 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)
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  Error in categorizing option writing transactions in Fidelity Accounts

  Closed HarryM 108 views 6 comments 0 points Most recent by Quicken Kristina April 14Errors and Troubleshooting (Windows)
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  Pro-tip: If Quicken is acting weird with a new E*TRADE transfer, just give it a few days

  Closed auga 49 views 1 comment 0 points Most recent by Quicken Kristina April 13Download, Add/Update Accounts (Windows)
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  My Comcast Stock account no longer allows MiscIncX

  Answered Closed Courtenay 69 views 3 comments 0 points Most recent by Quicken Carlos April 13Registers & Transactions (Windows)
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  selecting reconcile from holdings in investment account fails - navigation canceled

  Closed jswafa 195 views 7 comments 0 points Most recent by jswafa April 13Errors and Troubleshooting (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered Closed LJDM 72 views 4 comments 0 points Most recent by Quicken Alyssa April 12Download, Add/Update Accounts (Mac)
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  Add Unit Gross Price and Unit Cost to the Capital Gains Report

  Closed System 86 views 4 comments 0 points Most recent by jacobs April 11Investing (Windows)
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  In investment register, is there a way to get the Category column to display all the time (Edited)

  Answered ✓ Closed DanKinman 272 views 10 comments 0 points Most recent by NotACPA April 11Investing (Windows)
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  Issues with Money Market and Cash in Fidelity Investment Accounts

  Closed System 558 views 16 comments 0 points Most recent by Quicken Kristina April 11Download, Add/Update Accounts (Windows)
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  Fidelity EOM interest earned transactions going to checking account

  Closed System 156 views 7 comments 0 points Most recent by tarkus9 April 11Download, Add/Update Accounts (Windows)
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  Fidelity MMKT Brokerage account now negative

  Closed es114 67 views 2 comments 0 points Most recent by es114 April 11Download, Add/Update Accounts (Windows)
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  Quicken Windows R66.28 Build 27.1.66.28 Missing MiscExpX transaction category in IRA

  Closed Pat U 138 views 3 comments 0 points Most recent by Pat U April 10Investing (Windows)
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  Investments only updating Closing Price. Not updating high, low or volume

  Closed Scouter_Don 284 views 11 comments 0 points Most recent by Quicken Kristina April 10All Things Canadian (Windows)
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  Securities & Cash Assigned to a business (Q Mac)

  Answered Closed Nauset 206 views 7 comments 0 points Most recent by Quicken Kristina April 10Reports (Mac)
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  Fidelity Cash+ (Again)

  Closed joturnage 278 views 9 comments 0 points Most recent by Quicken Anja April 9Download, Add/Update Accounts (Windows)
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  Up
  Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)

  Reviewed PutterFlutters 1.2K views 26 comments 31 points Most recent by q_lurker April 8Investments
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  Cost basis errors

  Closed tkstaple 62 views 2 comments 0 points Most recent by mshiggins April 8Investing (Windows)
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  Quicken Investment Top Movers Wrong

  Answered Closed glennmitchell 30 views 1 comment 0 points Most recent by Quicken Laura April 8Errors and Troubleshooting (Windows)
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  Money Market FZDXX not tracking in Quicken Mac (Ticket #12299543/CTP-16655)

  Closed Sammy 148 views 5 comments 0 points Most recent by EK118 April 8Investing (Mac)