Investments

Discussion List

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  Merged: Fidelity Cutover Migration

  Closed jcoley2 1 view 1 comment 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  "Some" transactions through Schwab... (Q Mac)

  Answered Closed TomTab 22 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  CD holdings missing from Edward Jones download (QWin)

  Closed System 23 views 6 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  No longer able to reconcile share balance in a brokerage account?

  Closed nhttip 51 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Enhancement to report, "Income by Security"

  Reviewed 20Jk23 12 views 0 comments 1 point Started by 20Jk23 July 2025 Investments
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  Merged: multiple duplicate downloaded transactions in an investment account

  Closed Wiley Won 11 views 0 comments 0 points Started by Wiley Won July 2025 Download, Add/Update Accounts (Windows)
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  Merged: New Fidelity Connection and bad share quantity rounding

  Closed cheezydee 1 view 0 comments 0 points Started by cheezydee July 2025 Download, Add/Update Accounts (Mac)
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  Employer Matches

  Answered Closed kweller 44 views 3 comments 0 points Most recent by Jim_Harman July 2025Investing (Windows)
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  Can't log in to Wealthscape Investor

  Answered ✓ Closed Gary Moody 1.1K views 3 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Windows)
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  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 211 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
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  False New Security & Matching Security Pop Up

  Closed Ray 95 views 6 comments 0 points Most recent by Ray July 2025Download, Add/Update Accounts (Windows)
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  Fidelity mutual fund merger has me confused how to enter into QWin

  Answered Closed Rocket J Squirrel 1.1K views 10 comments 0 points Most recent by Chris_QPW July 2025Investing (Windows)
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  Vanguard Issues QQQ & MSFT Prices Won’t Update

  Answered ✓ Closed egldvrbags 331 views 24 comments 0 points Most recent by egldvrbags July 2025Download, Add/Update Accounts (Windows)
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  Target Prices for Securities

  R Strax 11 views 0 comments 1 point Started by R Strax July 2025 Investments
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  How do I enter employer 401k match

  Closed vgburke85 80 views 5 comments 0 points Most recent by Chris_QPW July 2025Registers & Transactions (Windows)
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  Fidelity account issues: balance variance and unaccepted transactions

  Answered Closed annetteward5 97 views 4 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Under Consideration Closed Quicken Community 2.1K views 51 comments 154 points Most recent by jacobs July 2025Investments
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  Quicken Not Recognizing CD's from Merrill Already in Quicken

  Closed kjbrad55 65 views 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Duplicate asset added after reconnecting to Merrill Lynch investment account

  Closed DigiRob 33 views 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Merrill / B of A EWC+

  Closed SomebodyInGNV 43 views 3 comments 0 points Most recent by SomebodyInGNV July 2025Download, Add/Update Accounts (Windows)
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  Any ETA to fix TreasuryDirect connection?

  Closed mikek753b 345 views 16 comments -1 point Most recent by mikek753b July 2025Download, Add/Update Accounts (Windows)
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  Edward Jones Investment Holdings are Incorrect

  Answered Closed G Contini 52 views 3 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
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  Investment Accounts Linked To Trusts

  Reviewed EVO-Bob 11 views 0 comments 2 points Started by EVO-Bob July 2025 Ideas for Quicken LifeHub
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  Lifehub Linking Financial Advisor to Investment Accounts

  Reviewed EVO-Bob 11 views 0 comments 2 points Started by EVO-Bob July 2025 Ideas for Quicken LifeHub
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  Reauthorized Merrill Lynch investment account downloads all transactions as deposits/withdrawals

  Closed Peterg99 22 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  What happened to my Investment Registers?

  Answered ✓ Closed OmniDIYer 199 views 6 comments 1 point Most recent by [Deleted User] July 2025Registers & Transactions (Windows)
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  Robinhood not connecting

  Closed Sean Scarmack 55 views 3 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
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  New York Life no longer downloading investments

  Closed Rae94 74 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Mac)
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  Merrill Account - Cash Reconciliation

  Closed Michael Manna 93 views 7 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)