Investments

Discussion List

• 
  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 186 views 8 comments 0 points Most recent by gulfcoastpaul August 2025Investing (Windows)
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  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 156 views 6 comments 2 points Most recent by TexMike August 2025Investing (Windows)
• 
  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 32 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
• 
  Reauthorizing account

  Answered Closed MWB 24 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quicken does not download/sync pending transactions in Fidelity Cash Management Account

  Closed sysjl1 62 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Update Quicken Canada to Manage and Identify TFSAs Correctly

  Answered Closed Crazy_Canuck 124 views 4 comments 1 point Most recent by Crazy_Canuck August 2025All Things Canadian (Windows)
• 
  Unable to connect to Ascensus (QMac)

  Closed System 212 views 9 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
• 
  Merged: Quicken and Fidelity Investments is an absolute mess

  Closed alocksley 11 views 0 comments 0 points Started by alocksley August 2025 Download, Add/Update Accounts (Windows)
• 
  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 13 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
• 
  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 126 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 21 views 0 comments 6 points Started by Misra August 2025 Reports
• 
  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 34 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Inputting Partnership Transactions

  Closed billr 83 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  Private stock now publicly traded

  Answered ✓ Closed Mary B Vaghi 41 views 4 comments 0 points Most recent by Mary B Vaghi August 2025Investing (Windows)
• 
  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 125 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
• 
  Ending Balance in Fidelity Account Not Correct

  Answered Closed Chet-NYC62 47 views 2 comments 0 points Most recent by NotACPA August 2025Investing (Windows)
• 
  Options positions showing up even though closed out and "show closed positions" not checked

  Closed quick20 35 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Windows)
• 
  Problems converting investment accounts from Windows to MAC

  Closed GWC5003 62 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
• 
  Quicken wants to rename different CD's from the same bank to one name after connection method change

  Answered Closed Sheadpast 87 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Option Spread Entries

  Closed jketterl 33 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  Bought with Transferred Funds not Working

  Closed jslim1999 376 views 24 comments 0 points Most recent by jslim1999 August 2025Errors and Troubleshooting (Windows)
• 
  Buying Investments showing up in Interest Income

  Answered Closed BriJoiSling 141 views 8 comments 0 points Most recent by Quicken Kristina August 2025Budgeting and Planning Tools (Windows)
• 
  Why does one of my funds not show up in portfolio view?

  Answered Closed Malto 47 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
• 
  Account type wrong upon connecting to Simplifi

  Closed KdWilson 12 views 1 comment 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Quicken LifeHub)
• 
  Model Wash Sale of Schwab Mutual Fund

  Closed BSabolik 43 views 3 comments 0 points Most recent by BSabolik August 2025Investing (Windows)
• 
  Merrill Update for Connection Method Changes Settings

  Closed MangoMan 213 views 11 comments 0 points Most recent by MangoMan August 2025Registers & Transactions (Windows)
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  5

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  Please add RSU and Option support like Windows

  Reviewed tduane 16 views 0 comments 5 points Started by tduane August 2025 Investments
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  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 142 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)