Investments

Discussion List

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  downloaded investment transactions

  Closed James Koski 146 views 7 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Report on Investment Options

  Closed mark-s 133 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  Portfolio analyzer and Portfolio Xray for Canada

  Reviewed steved 13 views 1 comment 3 points Most recent by D Morley August 2025Canada Windows
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  Coinbase Account

  Closed mikey1 33 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quicken Seems To Be Inflating My Brokerage Balance

  Closed qckenguy 32 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Edward Jones Transactions

  Closed tbf47 95 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Fidelity : Quicken duplicates account total for Checking-type accounts

  Closed George Hetrick 56 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 194 views 8 comments 0 points Most recent by gulfcoastpaul August 2025Investing (Windows)
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  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 173 views 6 comments 2 points Most recent by TexMike August 2025Investing (Windows)
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  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 34 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Reauthorizing account

  Answered Closed MWB 32 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quicken does not download/sync pending transactions in Fidelity Cash Management Account

  Closed sysjl1 63 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Update Quicken Canada to Manage and Identify TFSAs Correctly

  Answered Closed Crazy_Canuck 134 views 4 comments 1 point Most recent by Crazy_Canuck August 2025All Things Canadian (Windows)
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  Unable to connect to Ascensus (QMac)

  Closed System 220 views 9 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  Merged: Quicken and Fidelity Investments is an absolute mess

  Closed alocksley 11 views 0 comments 0 points Started by alocksley August 2025 Download, Add/Update Accounts (Windows)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 15 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 135 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 21 views 0 comments 6 points Started by Misra August 2025 Reports
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  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 35 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Inputting Partnership Transactions

  Closed billr 84 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Private stock now publicly traded

  Answered ✓ Closed Mary B Vaghi 44 views 4 comments 0 points Most recent by Mary B Vaghi August 2025Investing (Windows)
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  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 127 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
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  Ending Balance in Fidelity Account Not Correct

  Answered Closed Chet-NYC62 44 views 2 comments 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Options positions showing up even though closed out and "show closed positions" not checked

  Closed quick20 32 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Windows)
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  Problems converting investment accounts from Windows to MAC

  Closed GWC5003 61 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  Quicken wants to rename different CD's from the same bank to one name after connection method change

  Answered Closed Sheadpast 94 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Option Spread Entries

  Closed jketterl 35 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Bought with Transferred Funds not Working

  Closed jslim1999 422 views 24 comments 0 points Most recent by jslim1999 August 2025Errors and Troubleshooting (Windows)
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  Buying Investments showing up in Interest Income

  Answered Closed BriJoiSling 143 views 8 comments 0 points Most recent by Quicken Kristina August 2025Budgeting and Planning Tools (Windows)