Investments

Discussion List

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  After update from 8.x to 9.0.3 for Mac, Schwab S&P 500 Index fundPortfolio history graph is wrong

  karch15 61 views 3 comments 0 points Most recent by Quicken Carlos May 18Investing (Mac)
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  Fidelity bond purchases download incorrectly

  Closed Murs01 41 views 4 comments 0 points Most recent by Quicken Alyssa May 18Download, Add/Update Accounts (Windows)
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  Add Ability to Remove Cash From Portfolio Value and Cost Basis Graphs

  Reviewed Ken From Evans GA 11 views 0 comments 3 points Started by Ken From Evans GA May 17 Investments
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  Delete cash position from Portfolio Value Versus Cost Basis Graphs

  Ken From Evans GA 91 views 4 comments 0 points Most recent by Quicken Kristina May 17Investing (Mac)
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  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 181 views 22 comments 10 points Most recent by jdparker225 May 17Investments
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  How to enter stock merger transaction

  Answered rickkent 31 views 1 comment 0 points Most recent by Quicken Kristina May 16Investing (Mac)
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  Selecting date after update

  Reviewed sgoldberg124 62 views 5 comments 1 point Most recent by UKR May 16Product Enhancements
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  ESPP Exercise & Double Counting of MiscInc - Ordinary Income

  Answered ✓ TerrenceT 31 views 2 comments 0 points Most recent by Quicken Kristina May 16Investing (Windows)
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  New Asset Classes: Private Credit & Private Equity [Edited]

  Reviewed brkant 11 views 0 comments 1 point Started by brkant May 16 Product Enhancements
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  Should Fidelity CMA be working now?

  CousinBruce 41 views 4 comments 0 points Most recent by CousinBruce May 16Download, Add/Update Accounts (Mac)
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  Commodity Tracking

  Answered ✓ Gman34798 91 views 5 comments 0 points Most recent by richard13 May 16Investing (Mac)
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  Merrill Investment Transactions Removing Commission Fee

  MangoMan 11 views 1 comment 0 points Most recent by Quicken Kristina May 15Download, Add/Update Accounts (Windows)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.3K views 26 comments 29 points Most recent by yongc May 15Investments
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  Today's Change (on Investing/Dashboard) does not match change to Net Worth

  AJS123 61 views 5 comments 0 points Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
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  A FIX for: Year End Archive Not Deleting Old Transactions - Checking and Savings Users

  CashMan 62 views 2 comments 2 points Most recent by SSTOUT4 May 15File Conversion and Backup (Windows)
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  Issues with VOYA - again

  dmurad53 211 views 19 comments 1 point Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
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  Estimated Annual Dividend Income Column

  Reviewed jnussb9328 21 views 2 comments 8 points Most recent by John L1 May 14Investments
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  Issues with FZDXX Money Market and Cash in Fidelity Investment Accounts

  System 512 views 43 comments 0 points Most recent by jblevy01 May 14Download, Add/Update Accounts (Mac)
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  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 21 views 1 comment 5 points Most recent by jljeeper May 13Investments
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  Does anyone else have trouble updating iShares Core S&P 500 Index ETF (XUS)

  Answered ✓ Scouter_Don 61 views 6 comments 0 points Most recent by q_lurker May 13Investing (Windows)
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  One (1) Fidelity account not updating correctly

  glennwms 51 views 5 comments 0 points Most recent by Quicken Alyssa May 13Download, Add/Update Accounts (Windows)
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  Interest Gain Loss (QMac) [Edited]

  Reviewed William Day 131 views 18 comments 1 point Most recent by William Day May 12Investments
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  Market Value Discrepancy

  Closed mike132 111 views 11 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  Fidelity "Short Term" and Cash information is incorrect

  Closed System 41 views 5 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
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  How to change(adjust) the Avg Cost Basis in Quicken.

  jvprice6 111 views 6 comments 0 points Most recent by Quicken Carlos May 12Investing (Windows)
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  Reconciling Fidelity investment accounts online cash does not have a value

  uscfan75 193 views 20 comments 0 points Most recent by Quicken Anja May 12Registers & Transactions (Mac)
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  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 762 views 31 comments 41 points Most recent by Quicken Anja May 12Investments
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  Fidelity Options Transactions [Edited]

  rbridges01 111 views 9 comments 0 points Most recent by Quicken Carlos May 12Download, Add/Update Accounts (Windows)
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  Formatting of a stock's average volume in Investing tab

  Reviewed PaulT123 11 views 0 comments 3 points Started by PaulT123 May 11 Investments
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  Money received in lieu of fractional shares

  Answered CBLProd 61 views 6 comments 0 points Most recent by NotACPA May 11Investing (Mac)