Investments

Discussion List

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  ONGOING! 1/5/26 Charles Schwab- Not Able to add HSA Account to Quicken

  Quicken Kristina 109 views 2 comments 0 points Most recent by Quicken Kristina January 5Alerts, Online Banking & Known Product Issues
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  Connecting Quicken to E-Trade for detailed tracking

  pedrovanrooij 19 views 1 comment 0 points Most recent by Quicken Alyssa January 5Errors and Troubleshooting (Mac)
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  Unable to see Canadian stocks in Stock Look Up

  Answered RobinEllis 34 views 3 comments 0 points Most recent by Valderi January 5All Things Canadian (Windows)
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  Unable to download these security prices

  ikeses 43 views 2 comments 0 points Most recent by q_lurker January 4Investing (Windows)
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  Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

  Matthew Boone 694 views 31 comments 3 points Most recent by g0 January 4Investing (Windows)
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  IRA Distribution transactions and Scheduled Transaction Group are functionality deficient

  DoctorBrown 40 views 2 comments 0 points Most recent by DoctorBrown January 4Investing (Windows)
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  RBC Mutual Fund Prices not updated January 2, 2026 (Canada)

  dc600 17 views 1 comment 0 points Most recent by Quicken Kristina January 4All Things Canadian (Windows)
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  Fidelity Revenue Credit transactions being handled incorrectly

  MNbowler 15 views 1 comment 0 points Most recent by Quicken Kristina January 4Errors and Troubleshooting (Mac)
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  Philly457.com / Philadelphia Deferred Compensation Fails for over a month

  Jordbarnet 9 views 1 comment 0 points Most recent by jacobs January 4Errors and Troubleshooting (Mac)
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  Transaction Dates Change

  Answered mkeRAD 16 views 1 comment 0 points Most recent by Quicken Alyssa January 4Registers & Transactions (Windows)
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  How to remove obsolete accounts from the Investing tab?

  Answered ✓ cminarik_1953 32 views 3 comments 0 points Most recent by cminarik_1953 January 3Investing (Windows)
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  Fidelity 401K contribution appears as bond bought labeled as "Unidentified Security"

  User121 13 views 1 comment 0 points Most recent by Quicken Kristina January 3Errors and Troubleshooting (Windows)
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  Memorized Investment Transaction not supported in open account - IRA distribution

  Answered DoctorBrown 88 views 9 comments 0 points Most recent by Quicken Kristina January 3Investing (Windows)
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  32

  Up
  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 1.5K views 19 comments 32 points Most recent by normkelly January 3Manage Accounts and Transactions
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  Unable to download transactions from Janus Henderson

  Answered ssohani 419 views 24 comments 1 point Most recent by Quicken Kristina January 3Investing (Windows)
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  Fidelity money market automatic redemptions

  qudtp 299 views 14 comments 1 point Most recent by bdantes January 3Errors and Troubleshooting (Windows)
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  Robinhood won't update values or transactions

  dguenthner 8 views 1 comment 0 points Most recent by Quicken Kristina January 3Errors and Troubleshooting (Windows)
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  CollegeInvest Issues Continue?

  Closed norvanl62 10 views 4 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
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  Fidelity monthly share sales download with generic info

  System 59 views 9 comments 0 points Most recent by Mark Wagner January 3Download, Add/Update Accounts (Windows)
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  Fidelity FDRXX Cash Balance Missing - Quicken Mac

  Answered DougMcCann 83 views 4 comments 0 points Most recent by Jon January 2Registers & Transactions (Mac)
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  Fidelity Checking account acting like an investment account

  System 14 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Quicken requests reauthorization for Fidelity LINKED cash account

  andrew.h.zack 20 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Fidelity CMA account question

  es114 31 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Unable to deactivate account due to "transactions to accept" error message

  System 17 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  SIMPLE IRA Payroll Pre-Tax Contributions not reflected in the Tax Planner

  Answered ✓ zot100 64 views 1 comment 0 points Most recent by Quicken Kristina January 2Budgeting and Planning Tools (Windows)
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  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered davidmarketing 26 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)
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  Account update

  cstuart 23 views 1 comment 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.3K views 63 comments 28 points Most recent by jacobs January 2Investments
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  Have Quicken maintain cash in MMF as Fidelity does

  Answered ✓ Ellary Kahan 146 views 24 comments 0 points Most recent by Ellary Kahan January 2Errors and Troubleshooting (Windows)
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  Have Dividend income show on investing dashboard

  Answered Markhfx 50 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)