Investments

Discussion List

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  Asset Allocation by Account

  Answered KPaisley 50 views 3 comments 0 points Most recent by Quicken Alyssa June 28Investing (Windows)
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  UBS Financial Services, Inc. - OL-301-A

  Pat Marshall 46 views 1 comment 0 points Most recent by Quicken Alyssa June 28Download, Add/Update Accounts (Windows)
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  How to enter stock merger transaction

  Answered Closed rickkent 77 views 4 comments 0 points Most recent by Quicken Kristina June 27Investing (Mac)
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  Downloading transactions for Ally Invest

  Answered ✓ vgburke85 69 views 6 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
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  Syncing with Schwab

  Answered Vince3 127 views 10 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
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  Two accounts in Schwab

  Closed crescere 33 views 4 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
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  Can't create multiple Empower Retirement accounts in Quicken

  Closed Terry Lemons 44 views 4 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
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  Can't remove/sell FDRXX (Money Market) position in one IRA account

  Closed tyberius 55 views 4 comments 0 points Most recent by Quicken Kristina June 27Errors and Troubleshooting (Windows)
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  Stock transaction, dividend activity, Quicken can not match correct stocks [Edited]

  Brad P 325 views 15 comments 0 points Most recent by Quicken Kristina June 27Investing (Windows)
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  Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

  Answered georgek 50 views 8 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  System 586 views 43 comments 0 points Most recent by Quicken Kristina June 27Investing (Windows)
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  Fidelity CMA still broken

  es114 88 views 5 comments 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch ML bank deposit transactions not downloading

  Answered User1811 28 views 1 comment 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
• 
  Add Coinbase One Card (Credit Card)

  User1906 35 views 1 comment 0 points Most recent by Quicken Kristina June 27Download, Add/Update Accounts (Windows)
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  Subject: Persistent Fidelity Money Market / Cash Balance Errors — Quicken Classic for Mac Related Ti

  baveritt 278 views 10 comments 1 point Most recent by Quicken Carlos June 27Errors and Troubleshooting (Mac)
• 
  Bitcoin Added Quicken Classic for MAC

  Answered shawn murphy 79 views 3 comments 0 points Most recent by Quicken Kristina June 26Investing (Mac)
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  Fidelity Money Market Fund Representation Issue Affecting Quicken for Mac

  Announcement Quicken Anja 1.1K views 0 comments 0 points Started by Quicken Anja June 26 Announcements
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  59
  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Implemented f0445780 2.1K views 44 comments 59 points Most recent by Quicken Kristina June 26Investments
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  2
  Print Portfolio X-Ray

  Implemented System 1.5K views 40 comments 2 points Most recent by JATPWC2026 June 26Investments
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  Fidelity downloads Short Term Gain Distributions as Dividends [edited]

  ChrisP. 279 views 16 comments 0 points Most recent by q_lurker June 26Errors and Troubleshooting (Windows)
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  52
  Print Portfolio X-Ray report, 2nd attempt

  Implemented UKR 547 views 15 comments 52 points Most recent by Quicken Kristina June 26Investments
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  157
  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Planned Quicken Community 2.3K views 52 comments 157 points Most recent by Quicken Anja June 26Investments
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  Add Father's Stock But Keep Separate from Net Worth...

  Answered Bryan Schmiedeler 56 views 6 comments 0 points Most recent by Quicken Laura June 25Investing (Mac)
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  A previously linked IRA account no longer links. Is the only solution to disconnect it?

  Answered MaxArai 51 views 5 comments 0 points Most recent by Quicken Laura June 25Errors and Troubleshooting (Mac)
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  Issues in downloading prices - Only Closing Price received (Canadian Quicken)

  Answered Scouter_Don 43 views 1 comment 0 points Most recent by Quicken Anja June 25All Things Canadian (Windows)
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  Fidelity Investments - 401(k) Unidentified Security

  cjim 827 views 48 comments 0 points Most recent by Douglasab June 24Download, Add/Update Accounts (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 889 views 55 comments 0 points Most recent by Ray June 24Download, Add/Update Accounts (Windows)