Investments

Discussion List

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  Incomplete account syncing

  Answered Closed Mirage1959 59 views 4 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  Portfolio Amounts Doubled

  Closed LMoore 23 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Mac)
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  How delete multiple investment transactions?

  Answered Closed rteasda 107 views 5 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Adding an Auto (Asset) 1 year after the purchase - to LINK or NOT?

  Closed juanboy2k 45 views 5 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  Add Stock Dividend as an optional column for Portfolio view

  Reviewed Keith McLellan 11 views 0 comments 5 points Started by Keith McLellan August 2025 Investments
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  Return of capital entry does not reduce cost basis of a stock

  Answered Closed counter 83 views 3 comments 0 points Most recent by counter August 2025Investing (Mac)
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  Investment goal report over time?

  Answered Closed FletchF15 21 views 3 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 316 views 12 comments 0 points Most recent by cyberphile August 2025Download, Add/Update Accounts (Windows)
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  Fidelity What is the best way to fix hidden Balancing Cash Adjustment?

  Answered ✓ Closed DericRock 83 views 1 comment 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  Fidelity investments, One step update Setup

  Closed MGB 227 views 6 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  Having trouble setting up a Wealthscape account for download

  Closed Hopeless_Diamond 58 views 3 comments 0 points Most recent by Quicken Anja August 2025Investing (Windows)
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  Exchange Traded Funds (ETFs) security type [Edited]

  Reviewed jcorley522 13 views 1 comment 2 points Most recent by NotACPA August 2025Investments
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  Merged: Fidelity 401(k) quit downloading...

  Closed Pilotbum 11 views 0 comments 0 points Started by Pilotbum August 2025 Investing (Windows)
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  Can We Get a Running List of Problems and Fixes RE: ML and Fidelity EWC+ Transitions?

  Closed mrzookie 440 views 6 comments 6 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Fidelity link not working

  Answered Closed Terry Tevis 293 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  Merrill Lynch after reauthorization

  Closed jefflock 218 views 10 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Nothing works after Merrill Lynch reauthorization

  Closed System 58 views 2 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  I have a brokerage account that is double counting cash. How can I hide the cash line ?

  Answered Closed donnarey 74 views 3 comments 1 point Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  Vanguard - 1 of 4 accounts not updating in One Step Update

  Closed rattytom 222 views 7 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 942 views 23 comments 30 points Most recent by mwada August 2025Reports
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  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 49 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Return of Capital does not adjust cost basis

  Closed elmo 52 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  Merrill Lynch Account with new connection values incorrect (QWin)

  Closed System 153 views 17 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Schwab downloaded transactions with wrong security

  Closed Jon2 150 views 8 comments 0 points Most recent by Jon2 August 2025Investing (Windows)
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  Account Type Option Flaw with Manual vs Synced

  Answered Closed sauerbrunndaa 33 views 3 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Quicken LifeHub)
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  Transfer from savings to IRA showing up as an expense?

  Answered Closed TRepetti 22 views 1 comment 0 points Most recent by NotACPA August 2025Budgeting and Planning Tools (Windows)
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  Bond Price Updates

  Answered Closed Cyclist 83 views 3 comments 0 points Most recent by Strup August 2025Investing (Windows)
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  Merged: Quicken and Fidelity Stopped Downloading Transactions on 8/2/2025

  Closed Just Me and Not Someone Else 1 view 0 comments 0 points Started by Just Me and Not Someone Else August 2025 Download, Add/Update Accounts (Windows)