Investments

Discussion List

• 
  Fidelity checking transactions not downloading

  System 12 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  35

  Up
  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 1.6K views 21 comments 35 points Most recent by Geobrick February 27Manage Accounts and Transactions
• 
  Merrill Edge CMA account converted to "simple investing"

  heartsf 39 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)
• 
  Account reconciliation for investment accounts isn't working

  System 4 views 1 comment 0 points Most recent by petermartin1950 February 27Errors and Troubleshooting (Windows)
• 
  Correcting Price History

  slewkowicz 34 views 2 comments 0 points Most recent by Quicken Anja February 27Investing (Windows)
• 
  Updating Cost basis in Quicken for Mac 8.4.2

  Answered jxwinks 69 views 4 comments 0 points Most recent by John_in_NC February 26Investing (Mac)
• 
  23

  Up
  Mutual fund share conversion for Mac

  Reviewed Geoff Green 136 views 10 comments 23 points Most recent by Quicken Alyssa February 26Investments
• 
  Investment accounts are loading very slowly

  fmashby 101 views 17 comments 0 points Most recent by Rocket J Squirrel February 26Registers & Transactions (Windows)
• 
  fidelity transfer from ira to roth

  traderbrian 25 views 2 comments 0 points Most recent by traderbrian February 26Download, Add/Update Accounts (Windows)
• 
  Incorrect Account Values Now Coming from Fidelity

  pschueler89 27 views 1 comment 0 points Most recent by Quicken Laura February 26Investing (Windows)
• 
  Missing FDRXX transactions and no shares in portfolio (QMac)

  System 19 views 3 comments 0 points Most recent by Mark_Harris February 25Investing (Mac)
• 
  FDRXX Transactions Disappeared

  car1 26 views 1 comment 0 points Most recent by Mark_Harris February 25Registers & Transactions (Mac)
• 
  27

  Up
  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.3K views 25 comments 27 points Most recent by Chris_QPW February 25Investments
• 
  INVESTMENTS IN FIDELITY ACCOUNTS ARE NOT ALL LOADING - QUICKEN CLASSIC FOR MAC - BUSINESS AND PERS

  baveritt 214 views 19 comments 0 points Most recent by Quicken Anja February 25Errors and Troubleshooting (Mac)
• 
  Fidelity download of accounts no longer working

  rayseidlinger 162 views 19 comments 0 points Most recent by Quicken Alyssa February 25Investing (Windows)
• 
  Cannot configure MM fund as cash

  Answered Charlie@ 34 views 3 comments 0 points Most recent by Quicken Alyssa February 25Download, Add/Update Accounts (Windows)
• 
  IRA balance or reconciliation

  Wyodad 72 views 5 comments 0 points Most recent by Quicken Laura February 25Investing (Mac)
• 
  Fidelity Account Balances Wrong and can No Longer Authorize

  Gary E 94 views 12 comments 1 point Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
• 
  Unable to link new Fidelity Investment accounts to existing accounts in Quicken

  xfrner 66 views 7 comments 0 points Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
• 
  Fidelity money market automatic redemptions

  qudtp 835 views 53 comments 1 point Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
• 
  Reconciling Fidelity investment accounts online cash does not have a value

  uscfan75 97 views 8 comments 0 points Most recent by Quicken Kristina February 24Registers & Transactions (Mac)
• 
  Cash Account showing same cash balance in banking section and investing section

  jdsebo15 17 views 1 comment 0 points Most recent by Quicken Laura February 24Errors and Troubleshooting (Windows)
• 
  Charles Schwab account not syncing properly

  chall3809 28 views 5 comments 0 points Most recent by Quicken Alyssa February 24Errors and Troubleshooting (Windows)
• 
  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Micro151 19 views 1 comment 0 points Most recent by Quicken Kristina February 23Errors and Troubleshooting (Mac)
• 
  Roth IRA Withdrawals - Why am I asked to specify a tax lot or average cost?

  ssryan2 28 views 2 comments 0 points Most recent by NotACPA February 23Registers & Transactions (Windows)
• 
  Investing description

  Dstty 18 views 1 comment 0 points Most recent by Chris_QPW February 23Registers & Transactions (Windows)
• 
  Vanguard transaction download message "an Error has occurred"

  Marvin2020 17 views 1 comment 0 points Most recent by Quicken Laura February 23Download, Add/Update Accounts (Windows)
• 
  Fidelity Downloads

  Bill O'Neil 79 views 5 comments 0 points Most recent by Quicken Alyssa February 23Investing (Windows)
• 
  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  smm13 41 views 3 comments 0 points Most recent by Quicken Alyssa February 23Registers & Transactions (Windows)