Investments

Discussion List

• 
  CSV Investment Import Error Off by One Cent

  Closed Jeeter 182 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
• 
  Charles Schwab 401k

  Closed Scott 142 views 5 comments 0 points Most recent by Scott December 2025Download, Add/Update Accounts (Windows)
• 
  Schwab Retirement Services

  Closed carlyn.irwin 22 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Still unable to connect Fidelity CMA account

  Closed System 183 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity money market fund redemption transactions missing from IRA

  Closed EvDob 416 views 22 comments 1 point Most recent by Toolworker December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity transactions downloading, but missing information

  System 14 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  FIDELITY CRYPTO ROTH ACCOUNT

  Closed PERSUASION-STX 66 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Quicken can't find a CD at my credit union

  Closed lmacmil 27 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
• 
  Downloading detailed Investment transactions

  Closed MacRon14 41 views 1 comment 1 point Most recent by jacobs December 2025Investing (Mac)
• 
  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 747 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
• 
  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 1.2K views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
• 
  EWC+ runs and fails to download transactions from Merrill.

  Closed Twoputt. 40 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 14 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)
• 
  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  Closed mlurie 118 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  Closed qwyattguy 153 views 11 comments 0 points Most recent by Gary Breitbord December 2025Investing (Mac)
• 
  Fidelity 401K downloading the same security for every transaction

  Closed jameswolfe8561 42 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 56 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  5

  Up
  Add Roth Conversion Estimator

  Reviewed CowboyNav1 85 views 5 comments 5 points Most recent by CowboyNav1 December 2025Product Enhancements
• 
  2

  Up
  Show US dollar amounts for Canadian Dividends in Security View for US Version of Q-Classic

  Reviewed RonHi 1 view 1 comment 2 points Most recent by RonHi December 2025Investments
• 
  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 74 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
• 
  My error please ignore

  Closed Jeff Bean 14 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity not downloading transactions

  Closed Ghawkeswood 367 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)