Investments

Discussion List

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  Persist/Allow Modification/Allow Sorting By Security Category

  Reviewed recursor1 47 views 2 comments 4 points Most recent by recursor1 September 2025Investments
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  YTD Investment Performance Report

  Closed hn14246 116 views 5 comments 0 points Most recent by Quicken Anja September 2025Investing (Windows)
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  fidelity connection - missing transactions finally downloaded [Edited]

  Closed traderbrian 52 views 3 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Purchase changing to "added" & Sale changing to "removed"

  Closed System 46 views 5 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  IRA income transfer simplified

  Closed P. 12 views 0 comments 1 point Most recent by P. September 2025Investing (Windows)
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  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 76 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity dividends downloading incorrectly

  Closed System 82 views 4 comments 0 points Most recent by mshiggins August 2025Download, Add/Update Accounts (Windows)
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  Sync to Brokerage

  Closed D Morley 36 views 2 comments 0 points Most recent by Arctic Hare August 2025All Things Canadian (Windows)
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  Since New EWC+ Upgrade - I am now getting "Unidentified Security" Trans fm Merrill Lynch

  Closed Dan13 140 views 4 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 105 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)
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  shares of mutual fund incorrect after quicken update with schwab

  Answered ✓ Closed dave hulett 510 views 29 comments 2 points Most recent by AndrewQ August 2025Download, Add/Update Accounts (Windows)
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  Why do I have inconsistent balances on one of my investment accounts

  Answered Closed Phawk 22 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
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  Strange Behavior

  Closed strolyt 88 views 7 comments 0 points Most recent by John_in_NC August 2025Errors and Troubleshooting (Mac)
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  Please add Fidelity NetBenefits as a supported financial institution.

  Closed Ru13 76 views 5 comments 1 point Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  Merrill Lynch investment accounts download double transactions

  Closed Hawkeye81 24 views 2 comments 0 points Most recent by lcdetwiler August 2025Errors and Troubleshooting (Windows)
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  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 585 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Can I delete a mutual fund from the Portfolio list?

  Answered Closed ejbucknell 57 views 4 comments 0 points Most recent by q_lurker August 2025Investing (Windows)
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  Ability to see which account a stock is in without expanding each account [Edited]

  Reviewed sg11 1 view 0 comments 4 points Most recent by sg11 August 2025Investments
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  What is the difference between Classic Deluxe and Classic Premier?

  Answered ✓ Closed QDH 957 views 3 comments 1 point Most recent by QDH August 2025Business and Rental Property Tools (Mac)
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  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 57 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
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  Track Performance by Industry

  Reviewed aikenbill 11 views 0 comments 1 point Most recent by aikenbill August 2025Product Enhancements
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  R64.19 potential file corruption or Vanguard issue?

  Closed Bob_L 64 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Having issue with updating Fidelity transactions and it just got worse - any help?

  Answered Closed kennethsax 133 views 2 comments 0 points Most recent by Cl1 August 2025Registers & Transactions (Windows)
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  Error 2003 with Vanguard

  Answered Closed beefreadnam 41 views 6 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Mac)
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  Is anyone else having problems with Vanguard downloads today?

  Closed davidissimo 26 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity + EWC : Fees via share redemption don't show fund

  Closed SilentSam 24 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Need help with manually entering and tracking a stock so that it reconciles

  Answered Closed droopydog53 32 views 2 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Vanguard Accounts Doubled in Value After Change to Complex Download (Mac)

  Answered Closed MarkieT 85 views 7 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  Uncategorized transactions

  Answered ✓ Closed Don Awalt 126 views 6 comments 0 points Most recent by Don Awalt August 2025Investing (Windows)
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  Please Help in Requesting Quicken to Increase Number of Supported Investment Securities

  Closed billr 394 views 15 comments 1 point Most recent by BrittMayo August 2025Investing (Windows)