Investments

Discussion List

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  Fidelity cash balance not matching that downloaded for IRA accounts

  Closed chestrenu 94 views 5 comments 0 points Most recent by nothear2talk October 2025Errors and Troubleshooting (Windows)
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  Where are the Morningstar elements in 64.30?

  Closed MMinderbinder 52 views 5 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  A phantom/invisible transaction is throwing off my cleared balance. What can I do?

  Answered Closed MWK8 170 views 11 comments 0 points Most recent by Jim_Harman October 2025Registers & Transactions (Windows)
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  Fidelity Money Market Mismatch Message after EWC+

  Closed Bione 71 views 5 comments 0 points Most recent by Chris_QPW October 2025Investing (Windows)
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  The Payee on a reinvested dividends is incorrect

  Answered Closed HLT 74 views 6 comments 0 points Most recent by Jim_Harman October 2025Reports (Windows)
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  TSP downloads don't show individual transactions [EDITED]

  Closed Cgsarpilot 37 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 126 views 4 comments 0 points Most recent by Movie Nut October 2025Download, Add/Update Accounts (Windows)
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  how to manage fidelity update wrt incorrect cash balance and doubled fund holdings

  Answered Closed phil 52 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  where are the registers for investment accounts?

  Answered Closed Corky4 28 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 516 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 24 views 2 comments 1 point Most recent by Dali October 2025Investments
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  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 46 views 1 comment 0 points Most recent by Tom Young October 2025Investing (Windows)
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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 14 views 0 comments 2 points Most recent by ChicagoGuy October 2025Manage Accounts and Transactions
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  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 718 views 33 comments 0 points Most recent by Jim_Harman October 2025Investing (Windows)
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 160 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 185 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 113 views 8 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Why am I seeing duplicate entries from Fidelity?

  Answered Closed jah47Ed 268 views 10 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 252 views 9 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity not downloading correctly

  Closed CPgrandma 72 views 3 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Mac)
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  Treasury Direct - Treasury Bond Purchase - Sale, Interest and Tax withholding

  Reviewed Sammy 179 views 4 comments 17 points Most recent by budsloan October 2025Investments
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  3

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  Portfolio X-Ray Custom Views

  Reviewed GTmem 35 views 1 comment 3 points Most recent by q_lurker October 2025Product Enhancements
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  when did Quicken for MAC decide to delete past transactions in investments on their own????q

  Answered Closed egghead 93 views 3 comments 0 points Most recent by Quicken Victoria October 2025Investing (Mac)
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  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 74 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity - duplicate assets following some 401k asset swaps

  Closed pcd 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
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  Problem managing cash in Fidelity account after switch to EWC+

  Closed Rocket J Squirrel 2K views 51 comments 1 point Most recent by pablomiller October 2025Investing (Windows)
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  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 52 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Why are Non-core Fidelity MMF investments no longer in some Fidelity accounts with 8.3 update

  Answered Closed Lane1983 635 views 31 comments 1 point Most recent by luyendyk October 2025Investing (Mac)
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  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 162 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)