Investments

Closed bumgarb 103 views 4 comments 1 point Most recent by DaveQN November 2025Download, Add/Update Accounts (Windows)

Exchangein Issue and drop in a very large amount shown by Quicken of my 401K account

Closed Mathew 21 views 2 comments 0 points Most recent by Mathew November 2025Errors and Troubleshooting (Windows)

Migrated Fidelity to new connection and now have duplicate accounts [Edited]

Answered Closed Franklin S. 406 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

fixing fractional share entries created by Quicken

Closed Pacoinconn 207 views 4 comments 0 points Most recent by Pacoinconn November 2025Investing (Windows)

Cash Balance wrong after archiving investment Account

Answered Closed HLT 52 views 2 comments 0 points Most recent by HLT November 2025Investing (Windows)

Why are my investment amounts doubled.

Answered Closed Coasterdon 59 views 5 comments 0 points Most recent by Arctic Hare November 2025All Things Canadian (Windows)

Employee Stock Ownership Plan (Private company)

Answered Closed munch008 33 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)

Fidelity Cash linked account not downloading changes in account

Closed cchinckley9 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)

Thank you Pablo G.

Closed Leonard4411 32 views 1 comment 1 point Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)

Stock split pricing goes back 1 full year

Answered Closed msgchef 101 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)

Duplicates Again (in Fidelity account)

Closed es114 62 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

6

Please add the ability to customize Investment Registers?

Mike409 116 views 8 comments 6 points Most recent by Quicken Anja November 2025Investments

Real time quotes not updating - only gold updates, not Stocks, Mutual Funds, etc..

Closed StephenK 54 views 4 comments 0 points Most recent by StephenK November 2025Errors and Troubleshooting (Windows)

Change value of account

Closed crescere 52 views 6 comments 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)

I reauthorized my Fidelity Account multiple times but not getting the transactions

Closed jcryanjr 44 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)

ExchangeIn - please revert back to old method

Closed TallBrad 289 views 13 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)

I just noticed that my Fidelity investments have not downloaded since 9/30. What's happening?

Answered ✓ Closed W.N.M 51 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)

Expand All on the Portfolio Tab

Answered Closed dsmith5010 23 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)

Resolve IRR calculation Fidelity

Answered Closed DoctorBrown 122 views 3 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)

5

8 Decimal Points on Investment Quote/Price

dsmith5010 56 views 3 comments 5 points Most recent by Jim_Harman November 2025Investments

Fidelity 401K not synching after reauthorization

Closed bemery05 111 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

Invisible Renaming rule for securities transaction

Closed MontanaKarl 22 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)

CalPERS for Retirement

Closed Persephone 33 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)

Cash balances in Raymond James accounts are not updating after OSU

Closed Chuck56 145 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)

Quicken Classic - Poor performance with Investment accounts

Closed Rich Gaughan 454 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)

1

Investing - Dividend and Capital Gains Distributions

Reviewed Froemelt 12 views 0 comments 1 point Most recent by Froemelt November 2025Investments

Fidelity not Downloading Investment Transactions (yet again!)

Closed jcoley2 499 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)

Portfolio X-Ray

Closed Skylar 42 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)

Investments

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