Investments

Discussion List

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  Have Quicken maintain cash in MMF as Fidelity does

  Answered ✓ Closed Ellary Kahan 308 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 Closed Markhfx 81 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)
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  Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

  Answered Closed Lampatrick 113 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
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  18

  Up
  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 234 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements
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  Fidelity NQ plan downloading sales as withdrawals with no sale information

  Closed geoffj 41 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch (x30 or so names)

  Answered Closed LoxyLox 51 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)
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  50

  Up
  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Under Consideration USMA74 1.1K views 29 comments 50 points Most recent by Quicken Anja December 2025Investments
• 
  "Navigation to the webpage was canceled"

  Answered ✓ Closed Shannon M M 85 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
• 
  New Fidelity Download Problem

  Closed DavidS 521 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Bulk change the Security Name for multiple investment transaction entries

  Closed Mathew 51 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)
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  Fidelity cash balances are off

  Closed jeffreyjgray 31 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Quicken ones step update has stopped working with fidelity Investments

  Answered Closed WMV 188 views 7 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Download Express Web

  Closed CTNC 142 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Fidelity download and auto category

  Closed ericrose12 160 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)
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  Boeing/Spirit AeroSystems Holdings Merger

  Closed Leon Pink 63 views 2 comments 0 points Most recent by kwallyz December 2025Download, Add/Update Accounts (Windows)
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  JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

  Answered Closed CIRPCA 43 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)
• 
  Missing Cussip ID

  Answered Closed SteveTucker79 82 views 4 comments 0 points Most recent by Quicken Anja December 2025Investing (Windows)
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  Unvested RSUs don't match Grant Lots

  Closed CDG01 63 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Fidelity reporting of roth conversion shows cash amounts incorrectly

  Closed jggrega451 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
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  We need real Robinhood integration

  Closed spalt 121 views 1 comment 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Status Regarding Reporting of Cash

  Closed Boatnmaniac 83 views 3 comments 2 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merged: Problems downloading in One Step Update/Janus

  Closed ShortCircuit404 11 views 0 comments 0 points Most recent by ShortCircuit404 December 2025Download, Add/Update Accounts (Windows)
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  OL-297-A error with Interactive Brokers

  Closed synchro9898 52 views 5 comments 0 points Most recent by Quicken Kristina December 2025Installing and Updating (Windows)
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  Bill and income window in investment accounts

  Closed BudP 72 views 6 comments 1 point Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)