Investments

Discussion List

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  Download issue with Fidelity -

  Answered Closed skier1226 89 views 6 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  How can I best track a venture capital investment in Quicken?

  Answered Closed dlbfsa 29 views 1 comment 0 points Most recent by q_lurker November 2025Investing (Windows)
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  Options prices after OSU

  Closed bbuckley 17 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity DC to EWC+ transition - what's the latest?

  Answered Closed egoldwater 550 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  FZFXX Fidelity Money Market issue

  Closed bumgarb 109 views 4 comments 1 point Most recent by DaveQN November 2025Download, Add/Update Accounts (Windows)
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  Exchangein Issue and drop in a very large amount shown by Quicken of my 401K account

  Closed Mathew 23 views 2 comments 0 points Most recent by Mathew November 2025Errors and Troubleshooting (Windows)
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  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Closed Franklin S. 445 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  fixing fractional share entries created by Quicken

  Closed Pacoinconn 227 views 4 comments 0 points Most recent by Pacoinconn November 2025Investing (Windows)
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  Cash Balance wrong after archiving investment Account

  Answered Closed HLT 57 views 2 comments 0 points Most recent by HLT November 2025Investing (Windows)
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  Employee Stock Ownership Plan (Private company)

  Answered Closed munch008 43 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)
• 
  Fidelity Cash linked account not downloading changes in account

  Closed cchinckley9 15 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  Thank you Pablo G.

  Closed Leonard4411 36 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 110 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Duplicates Again (in Fidelity account)

  Closed es114 73 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  6

  Up
  Please add the ability to customize Investment Registers?

  Mike409 120 views 8 comments 6 points Most recent by Quicken Anja November 2025Investments
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  Real time quotes not updating - only gold updates, not Stocks, Mutual Funds, etc..

  Closed StephenK 61 views 4 comments 0 points Most recent by StephenK November 2025Errors and Troubleshooting (Windows)
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  Change value of account

  Closed crescere 57 views 6 comments 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)
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  I reauthorized my Fidelity Account multiple times but not getting the transactions

  Closed jcryanjr 51 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  ExchangeIn - please revert back to old method

  Closed TallBrad 310 views 13 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  I just noticed that my Fidelity investments have not downloaded since 9/30. What's happening?

  Answered ✓ Closed W.N.M 55 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Expand All on the Portfolio Tab

  Answered Closed dsmith5010 31 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)
• 
  Resolve IRR calculation Fidelity

  Answered Closed DoctorBrown 131 views 3 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)
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  Fidelity 401K not synching after reauthorization

  Closed bemery05 128 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Invisible Renaming rule for securities transaction

  Closed MontanaKarl 28 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)
• 
  CalPERS for Retirement

  Closed Persephone 37 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
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  Cash balances in Raymond James accounts are not updating after OSU

  Closed Chuck56 151 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Quicken Classic - Poor performance with Investment accounts

  Closed Rich Gaughan 485 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)