Investments

Discussion List

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  Struggling to get brokerage account added - placeholder discrepancies..??

  Answered Closed Andrew Angell 97 views 5 comments 0 points Most recent by Jim_Harman February 6Investing (Windows)
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  Is there a setting in Quicken that hides selected portfolio positions?

  Answered Closed FC Wolf 382 views 13 comments 0 points Most recent by Quicken Kristina February 6Investing (Mac)
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  Why doesn't investment entry advance highlight to next blank entry line?

  Answered Closed Hal1 71 views 3 comments 0 points Most recent by Quicken Kristina February 6Registers & Transactions (Windows)
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  Fidelity download error when downloading into CMA account

  Closed marcaronson408 200 views 9 comments 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Windows)
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  Is your X-Ray Portfolio populating?

  Answered Closed Tobyra 95 views 3 comments 0 points Most recent by Ducati February 5Investing (Windows)
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  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered Closed dhall92026 27 views 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
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  Quicken Built in Investment Reports

  Closed MrZipp 40 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
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  Fidelity Download - information downloaded into wrong account [Edited]

  Answered Closed wdh 83 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)
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  Merrill - Handling Covered Calls

  Closed MangoMan 17 views 0 comments 0 points Most recent by MangoMan February 3Investing (Windows)
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  Transactions downloading to wrong account

  Closed andcbii 88 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  Closed jdparker225 11.4K views 302 comments 2 points Most recent by MELCO February 2Errors and Troubleshooting (Windows)
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  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered Closed soccerCoffeeMom 329 views 13 comments -1 point Most recent by Scatr February 2Errors and Troubleshooting (Windows)
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  Net Worth Report showing negative balances for zero balanced accounts

  Closed LostCanuck 211 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
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  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered Closed ayeo 805 views 25 comments 1 point Most recent by Quicken Alyssa January 29Errors and Troubleshooting (Windows)
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  Can't activate Fidelity accounts after EWC+ transition

  Closed Woodsey 188 views 7 comments 1 point Most recent by Quicken Alyssa January 29Download, Add/Update Accounts (Windows)
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  IRA sweep balances appear as "banking" (Wells Fargo)

  Answered Closed Dave_fin 68 views 2 comments 0 points Most recent by Quicken Anja January 28Investing (Windows)
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  Fidelity transaction download issue

  Closed System 569 views 21 comments 0 points Most recent by Quick92 January 28Download, Add/Update Accounts (Windows)
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  Fidelity Securities Mismatch FZFXX Treasury MMF

  Closed DaveQN 393 views 16 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Vanguard accounts not found when trying to reconnect

  Closed System 25 views 2 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Fidelity IRA accounts not updating.

  Answered Closed JT1960_ 210 views 8 comments 0 points Most recent by Quicken Alyssa January 27Investing (Mac)
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  Fidelity Netbenefit downloads entries with zero price and unable to clear

  Closed TigerJoe 51 views 3 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Treating FZFXX as Cash

  Answered Closed billw8 18 views 1 comment 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  Fidelity 401K securities value way off after rebalancing

  Closed pbmsmit 146 views 7 comments 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  Is there now support for (Fidelity) HSA accounts?

  Closed pbmsmit 766 views 16 comments 0 points Most recent by Quicken Kristina January 26Download, Add/Update Accounts (Windows)
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  META still bringing in FB pricing on Mac

  Closed wbeekman 94 views 4 comments 0 points Most recent by eisen009 January 25Investing (Mac)