Investments

Discussion List

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  Fidelity Securities Mismatch FZFXX Treasury MMF

  DaveQN 142 views 16 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Fidelity download not recognizing securities

  crg63 13 views 1 comment 0 points Most recent by Quicken Kristina January 27Errors and Troubleshooting (Mac)
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  I am trying to connect my merrill lynch 401K with Quicken

  Answered joan7910 2.8K views 76 comments 0 points Most recent by Chris_QPW January 27Download, Add/Update Accounts (Windows)
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  Vanguard accounts not found when trying to reconnect

  System 11 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_ 101 views 8 comments 0 points Most recent by Quicken Alyssa January 27Investing (Mac)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 2 views 2 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Fidelity Netbenefit downloads entries with zero price and unable to clear

  TigerJoe 11 views 3 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.6K views 29 comments 20 points Most recent by skeleton567 January 26Investments
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  Optum HSA Investment transaction download connection nonexistent

  Loganrun 2 views 1 comment 0 points Most recent by Quicken Kristina January 26Errors and Troubleshooting (Mac)
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  Are Fidelity Netbenefits Workplace 401k downloads still an OPEN Quicken issue?

  Answered Snakeyes 22 views 1 comment 0 points Most recent by Quicken Kristina January 26Download, Add/Update Accounts (Mac)
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  Treating FZFXX as Cash

  Answered billw8 12 views 1 comment 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  Investment Goals - Entry & Reporting

  Reviewed Sisyphus1967 11 views 1 comment 1 point Most recent by Jim_Harman January 26Investments
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  Fidelity 401K securities value way off after rebalancing

  pbmsmit 31 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?

  pbmsmit 452 views 16 comments 0 points Most recent by Quicken Kristina January 26Download, Add/Update Accounts (Windows)
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  89
  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 2.9K views 111 comments 89 points Most recent by Stephen Fisher January 26Investments
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  META still bringing in FB pricing on Mac

  wbeekman 33 views 4 comments 0 points Most recent by eisen009 January 25Investing (Mac)
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  Has a solution to Portfolio X-Ray not recognizing ETF stock funds been found?

  Answered lrcatlett 75 views 2 comments 0 points Most recent by lrcatlett January 24Investing (Windows)
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  Tagging Investment Dividend

  MyronD 31 views 2 comments 0 points Most recent by q_lurker January 24Investing (Windows)
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  Fidelity NetBenefits Unidentified Security issue

  System 11 views 3 comments 0 points Most recent by micdif January 24Errors and Troubleshooting (Windows)
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  Mistake to downgrade because of taxes and force to upgrade for balancing

  JD broken heart 11 views 1 comment -1 point Most recent by Quicken Kristina January 24Download, Add/Update Accounts (Windows)
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  Merrill Lynch Transaction Download Missing Some Details

  Loganrun 61 views 9 comments 0 points Most recent by Loganrun January 24Download, Add/Update Accounts (Mac)
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  Bug in Quicken Investing Dashboard - account value/shares doubled in only one account

  akaisth 41 views 5 comments 0 points Most recent by Quicken Kristina January 24Investing (Windows)
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  How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?

  mikek753b 96 views 11 comments 0 points Most recent by mikek753b January 23Errors and Troubleshooting (Windows)
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  Fidelity Funds Mismatch Message of Cash Account

  Answered Bione 11 views 1 comment 0 points Most recent by Quicken Kristina January 23Investing (Windows)
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  Russell 2000 Value ETF (IWN) before markets open up ~35%

  Answered Michael Farley 11 views 1 comment 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  Schwab Money Market Download issues

  RoatanJim 42 views 5 comments 0 points Most recent by Quicken Kristina January 23Registers & Transactions (Windows)
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  Fidelity NetBenefits and Reinvest Dividends

  John_in_NC 351 views 21 comments 0 points Most recent by Quicken Kristina January 23Investing (Mac)
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  Fidelity erroneous cash balance issue

  System 82 views 7 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Mac)
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  My previous post was closed, issue not resolved, so reposting to find status

  dsclove 33 views 4 comments 0 points Most recent by NotACPA January 23Download, Add/Update Accounts (Mac)