Investments

Discussion List

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  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 173 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
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  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  Closed kyoung2112 756 views 17 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Unable to see Canadian stocks in Stock Look Up

  Answered Closed RobinEllis 71 views 3 comments 0 points Most recent by Valderi January 5All Things Canadian (Windows)
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  Unable to download these security prices

  Closed ikeses 45 views 2 comments 0 points Most recent by q_lurker January 4Investing (Windows)
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  IRA Distribution transactions and Scheduled Transaction Group are functionality deficient

  Closed DoctorBrown 75 views 2 comments 0 points Most recent by DoctorBrown January 4Investing (Windows)
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  RBC Mutual Fund Prices not updated January 2, 2026 (Canada)

  Closed dc600 12 views 1 comment 0 points Most recent by Quicken Kristina January 4All Things Canadian (Windows)
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  Fidelity Revenue Credit transactions being handled incorrectly

  Closed MNbowler 66 views 1 comment 0 points Most recent by Quicken Kristina January 4Errors and Troubleshooting (Mac)
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  Philly457.com / Philadelphia Deferred Compensation Fails for over a month

  Closed Jordbarnet 25 views 1 comment 0 points Most recent by jacobs January 4Errors and Troubleshooting (Mac)
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  How to remove obsolete accounts from the Investing tab?

  Answered ✓ Closed cminarik_1953 77 views 3 comments 0 points Most recent by cminarik_1953 January 3Investing (Windows)
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  Fidelity 401K contribution appears as bond bought labeled as "Unidentified Security"

  Closed User121 45 views 1 comment 0 points Most recent by Quicken Kristina January 3Errors and Troubleshooting (Windows)
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  Memorized Investment Transaction not supported in open account - IRA distribution

  Answered Closed DoctorBrown 173 views 9 comments 0 points Most recent by Quicken Kristina January 3Investing (Windows)
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  CollegeInvest Issues Continue?

  Closed norvanl62 61 views 4 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
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  Fidelity Checking account acting like an investment account

  Closed System 43 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Fidelity CMA account question

  Closed es114 42 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Unable to deactivate account due to "transactions to accept" error message

  Closed System 53 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered Closed davidmarketing 27 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)
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  Have Quicken maintain cash in MMF as Fidelity does

  Answered ✓ Closed Ellary Kahan 368 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 95 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 137 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
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  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 265 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 54 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 67 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)
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  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Under Consideration USMA74 1.2K views 29 comments 52 points Most recent by Quicken Anja December 2025Investments
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  "Navigation to the webpage was canceled"

  Answered ✓ Closed Shannon M M 96 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
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  New Fidelity Download Problem

  Closed DavidS 580 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 63 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 32 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)