Investments

Have Quicken maintain cash in MMF as Fidelity does

Answered ✓ Closed Ellary Kahan 281 views 24 comments 0 points Most recent by Ellary Kahan January 2Errors and Troubleshooting (Windows)

Have Dividend income show on investing dashboard

Answered Closed Markhfx 80 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)

Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

Answered Closed Lampatrick 112 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)

18

Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

Reviewed Chuck56 236 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements

Fidelity NQ plan downloading sales as withdrawals with no sale information

Closed geoffj 44 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)

Securities Comparison Mismatch (x30 or so names)

Answered Closed LoxyLox 49 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)

49

Edit/Delete the Default Portfolio Views (6 Legacy Votes)

Under Consideration USMA74 1.1K views 29 comments 49 points Most recent by Quicken Anja December 2025Investments

"Navigation to the webpage was canceled"

Answered ✓ Closed Shannon M M 84 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)

New Fidelity Download Problem

Closed DavidS 525 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)

Bulk change the Security Name for multiple investment transaction entries

Closed Mathew 44 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)

Fidelity cash balances are off

Closed jeffreyjgray 32 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)

Quicken ones step update has stopped working with fidelity Investments

Answered Closed WMV 186 views 7 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Fidelity Download Express Web

Closed CTNC 136 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)

Fidelity download and auto category

Closed ericrose12 147 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)

Boeing/Spirit AeroSystems Holdings Merger

Closed Leon Pink 61 views 2 comments 0 points Most recent by kwallyz December 2025Download, Add/Update Accounts (Windows)

JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

Answered Closed CIRPCA 44 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)

Missing Cussip ID

Answered Closed SteveTucker79 86 views 4 comments 0 points Most recent by Quicken Anja December 2025Investing (Windows)

Unvested RSUs don't match Grant Lots

Closed CDG01 52 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)

Fidelity reporting of roth conversion shows cash amounts incorrectly

Closed jggrega451 36 views 3 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)

We need real Robinhood integration

Closed spalt 109 views 1 comment 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Fidelity EWC+ Status Regarding Reporting of Cash

Closed Boatnmaniac 78 views 3 comments 2 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)

Merged: Problems downloading in One Step Update/Janus

Closed ShortCircuit404 11 views 0 comments 0 points Most recent by ShortCircuit404 December 2025Download, Add/Update Accounts (Windows)

OL-297-A error with Interactive Brokers

Closed synchro9898 56 views 5 comments 0 points Most recent by Quicken Kristina December 2025Installing and Updating (Windows)

Bill and income window in investment accounts

Closed BudP 66 views 6 comments 1 point Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)

Investments

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