Investments

Discussion List

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  Incomplete securities download from Scotia bank/ScotMcLeod using Quicken for Mac

  Closed J-PH 75 views 3 comments 0 points Most recent by Quicken Alyssa January 13All Things Canadian (Mac)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  Closed System 231 views 15 comments 0 points Most recent by vjpereznunez January 13Download, Add/Update Accounts (Mac)
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  Partnership Distributions

  Closed bighorn77 106 views 6 comments 0 points Most recent by q_lurker January 12Investing (Windows)
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  Portfolio Shows Incorrect # Of Shares (blank) w/ Option to 'Show Closed Lots' disabled.

  Closed FredArthur 202 views 11 comments 0 points Most recent by FredArthur January 12Investing (Windows)
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  Can quicken for Mac designate an IRA account at Vanguard as non-taxable.

  Answered Closed jmathews 91 views 5 comments 0 points Most recent by jacobs January 12Registers & Transactions (Mac)
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  Fidelity holdings being counted as cash and as securities (QMac)

  Closed System 22 views 2 comments 0 points Most recent by Quicken Kristina January 12Download, Add/Update Accounts (Mac)
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  Imbalance between Register and Holdings

  Answered Closed MattT 136 views 3 comments 0 points Most recent by Quicken Alyssa January 12Registers & Transactions (Windows)
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  Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

  Answered Closed LouCan 135 views 6 comments 0 points Most recent by Quicken Alyssa January 12Errors and Troubleshooting (Windows)
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  Having issue with a phantom Stock Split transaction

  Answered Closed Francois 186 views 8 comments 1 point Most recent by TexMike January 12Download, Add/Update Accounts (Windows)
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  ESPP Rollover - Categorizing negative amount

  Answered Closed harry askenazi 61 views 5 comments 0 points Most recent by mshiggins January 12Paying Bills, Online Billers & Reminders (Windows)
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  Lincoln Financial erroneously displays balance as $0.00

  Closed Scott Saylor 50 views 5 comments 0 points Most recent by Scott Saylor January 11Download, Add/Update Accounts (Mac)
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  Ameriprise download issues

  Closed markjan 42 views 1 comment 0 points Most recent by Quicken Alyssa January 11Download, Add/Update Accounts (Windows)
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  Fidelity accounts - I do not see the Cash Representation option

  Answered Closed Bione 2.3K views 64 comments 1 point Most recent by EvDob January 10Download, Add/Update Accounts (Windows)
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  Suggestions on handing for futures trading entries

  Answered Closed jasonb885 143 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)
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  Roth IRA account not balancing to Schwab

  Answered Closed Roger67 31 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)
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  Fidelity transactions in linked Cash account downloading as "Cash"

  Closed acloudman 128 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
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  dividend are being categorized as payment at ed jones

  Closed Brad L Vandermoon 174 views 12 comments 0 points Most recent by Brad L Vandermoon January 10Errors and Troubleshooting (Mac)
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  Fidelity Net Benefits transactions mis-assigned with wrong action

  Closed Tim Wolff 44 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)
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  Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

  Closed Scotsaver 55 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)
• 
  CUSIP number is wrong

  Closed kopje cat 151 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)
• 
  new stocks added not showing as added

  Answered ✓ Closed tom 8021 150 views 7 comments 0 points Most recent by Burt - Q17 H&B January 8Investing (Windows)
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  Financial accounts borked with latest Mac version

  Closed hyyqckn 81 views 4 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Mac)
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  Fidelity EWC+ interface treating accrued interest on secondary market CDs incorrectly

  Closed BrittMayo 6 views 1 comment 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 97 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
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  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  Closed RAFSF 239 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)
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  Reauthorize/download issues with Fidelity [Edited]

  Answered Closed watsonda1 159 views 6 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
• 
  Adding Fidelity Investments accounts

  Closed Eddie Paz 75 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  My list of broken Fidelity EWC+ functions

  Closed leishirsute 2K views 58 comments 5 points Most recent by Movie Nut January 5Download, Add/Update Accounts (Windows)
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  Left Side Panel MF Value Wrong While Portfolio or Detail View is Correct

  Closed fairwarning 101 views 6 comments 0 points Most recent by fairwarning January 5Investing (Windows)
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  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 124 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)