Investments

Discussion List

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  Suggestions on handing for futures trading entries

  Answered Closed jasonb885 101 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)
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  Roth IRA account not balancing to Schwab

  Answered Closed Roger67 31 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)
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  Fidelity transactions in linked Cash account downloading as "Cash"

  Closed acloudman 91 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
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  dividend are being categorized as payment at ed jones

  Closed Brad L Vandermoon 122 views 12 comments 0 points Most recent by Brad L Vandermoon January 10Errors and Troubleshooting (Mac)
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  Fidelity Net Benefits transactions mis-assigned with wrong action

  Closed Tim Wolff 41 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)
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  Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

  Closed Scotsaver 41 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)
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  CUSIP number is wrong

  Closed kopje cat 102 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)
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  new stocks added not showing as added

  Answered ✓ Closed tom 8021 121 views 7 comments 0 points Most recent by Burt - Q17 H&B January 8Investing (Windows)
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  Financial accounts borked with latest Mac version

  Closed hyyqckn 71 views 4 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Mac)
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  Fidelity EWC+ interface treating accrued interest on secondary market CDs incorrectly

  Closed BrittMayo 1 view 1 comment 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 61 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
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  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  Closed RAFSF 191 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)
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  Reauthorize/download issues with Fidelity [Edited]

  Answered Closed watsonda1 82 views 6 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Categories for Investment accounts

  Reviewed Russell0 72 views 3 comments 1 point Most recent by Jeeter January 6Ideas for Windows Classic
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  Ability to Archive Options

  Reviewed Jeeter 11 views 0 comments 1 point Most recent by Jeeter January 6Investments
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  Adding Fidelity Investments accounts

  Closed Eddie Paz 51 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  My list of broken Fidelity EWC+ functions

  Closed leishirsute 1.9K views 58 comments 5 points Most recent by Movie Nut January 5Download, Add/Update Accounts (Windows)
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  Left Side Panel MF Value Wrong While Portfolio or Detail View is Correct

  Closed fairwarning 71 views 6 comments 0 points Most recent by fairwarning January 5Investing (Windows)
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  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 102 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 121 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
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  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  Closed kyoung2112 661 views 17 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Unable to see Canadian stocks in Stock Look Up

  Answered Closed RobinEllis 51 views 3 comments 0 points Most recent by Valderi January 5All Things Canadian (Windows)
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  Unable to download these security prices

  Closed ikeses 41 views 2 comments 0 points Most recent by q_lurker January 4Investing (Windows)
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  IRA Distribution transactions and Scheduled Transaction Group are functionality deficient

  Closed DoctorBrown 51 views 2 comments 0 points Most recent by DoctorBrown January 4Investing (Windows)
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  RBC Mutual Fund Prices not updated January 2, 2026 (Canada)

  Closed dc600 11 views 1 comment 0 points Most recent by Quicken Kristina January 4All Things Canadian (Windows)
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  Fidelity Revenue Credit transactions being handled incorrectly

  Closed MNbowler 41 views 1 comment 0 points Most recent by Quicken Kristina January 4Errors and Troubleshooting (Mac)
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  Philly457.com / Philadelphia Deferred Compensation Fails for over a month

  Closed Jordbarnet 11 views 1 comment 0 points Most recent by jacobs January 4Errors and Troubleshooting (Mac)
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  How to remove obsolete accounts from the Investing tab?

  Answered ✓ Closed cminarik_1953 51 views 3 comments 0 points Most recent by cminarik_1953 January 3Investing (Windows)
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  Fidelity 401K contribution appears as bond bought labeled as "Unidentified Security"

  Closed User121 41 views 1 comment 0 points Most recent by Quicken Kristina January 3Errors and Troubleshooting (Windows)
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  Memorized Investment Transaction not supported in open account - IRA distribution

  Answered Closed DoctorBrown 131 views 9 comments 0 points Most recent by Quicken Kristina January 3Investing (Windows)