Investments

Discussion List

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  Fidelity CMA account downloading Core/Settlement Fund SPAXX Buy/Sell transactions

  Answered Closed John@88 167 views 4 comments 0 points Most recent by John@88 September 2025Investing (Windows)
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  Export Price History of Securities to CSV

  Reviewed Yield Chaser 28 views 0 comments 2 points Started by Yield Chaser September 2025 Investments
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  Add YTD Column to Investment Performance Report

  Reviewed hn14246 21 views 1 comment 2 points Most recent by Jim_Harman September 2025Reports
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  Persist/Allow Modification/Allow Sorting By Security Category

  Reviewed recursor1 45 views 2 comments 4 points Most recent by recursor1 September 2025Investments
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  YTD Investment Performance Report

  Closed hn14246 114 views 5 comments 0 points Most recent by Quicken Anja September 2025Investing (Windows)
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  fidelity connection - missing transactions finally downloaded [Edited]

  Closed traderbrian 52 views 3 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Purchase changing to "added" & Sale changing to "removed"

  Closed System 43 views 5 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  IRA income transfer simplified

  Closed P. 12 views 0 comments 1 point Started by P. September 2025 Investing (Windows)
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  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 72 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity dividends downloading incorrectly

  Closed System 82 views 4 comments 0 points Most recent by mshiggins August 2025Download, Add/Update Accounts (Windows)
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  Sync to Brokerage

  Closed D Morley 34 views 2 comments 0 points Most recent by Arctic Hare August 2025All Things Canadian (Windows)
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  Since New EWC+ Upgrade - I am now getting "Unidentified Security" Trans fm Merrill Lynch

  Closed Dan13 137 views 4 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 104 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)
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  shares of mutual fund incorrect after quicken update with schwab

  Answered ✓ Closed dave hulett 502 views 29 comments 2 points Most recent by AndrewQ August 2025Download, Add/Update Accounts (Windows)
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  Why do I have inconsistent balances on one of my investment accounts

  Answered Closed Phawk 22 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
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  Strange Behavior

  Closed strolyt 84 views 7 comments 0 points Most recent by John_in_NC August 2025Errors and Troubleshooting (Mac)
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  Please add Fidelity NetBenefits as a supported financial institution.

  Closed Ru13 73 views 5 comments 1 point Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  Merrill Lynch investment accounts download double transactions

  Closed Hawkeye81 23 views 2 comments 0 points Most recent by lcdetwiler August 2025Errors and Troubleshooting (Windows)
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  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 566 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Can I delete a mutual fund from the Portfolio list?

  Answered Closed ejbucknell 55 views 4 comments 0 points Most recent by q_lurker August 2025Investing (Windows)
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  Ability to see which account a stock is in without expanding each account [Edited]

  Reviewed sg11 1 view 0 comments 4 points Started by sg11 August 2025 Investments
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  What is the difference between Classic Deluxe and Classic Premier?

  Answered ✓ Closed QDH 843 views 3 comments 1 point Most recent by QDH August 2025Business and Rental Property Tools (Mac)
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  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 56 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
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  Track Performance by Industry

  Reviewed aikenbill 11 views 0 comments 1 point Started by aikenbill August 2025 Product Enhancements
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  R64.19 potential file corruption or Vanguard issue?

  Closed Bob_L 64 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Having issue with updating Fidelity transactions and it just got worse - any help?

  Answered Closed kennethsax 132 views 2 comments 0 points Most recent by Cl1 August 2025Registers & Transactions (Windows)
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  Error 2003 with Vanguard

  Answered Closed beefreadnam 34 views 6 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Mac)
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  Is anyone else having problems with Vanguard downloads today?

  Closed davidissimo 25 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity + EWC : Fees via share redemption don't show fund

  Closed SilentSam 23 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Need help with manually entering and tracking a stock so that it reconciles

  Answered Closed droopydog53 31 views 2 comments 0 points Most recent by Tom Young August 2025Investing (Windows)