Investments

Discussion List

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  Rebalance Won't Show Asset Class and Adjustment Concurrenly

  Closed 26@harrich 14 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
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  Fidelity accounts won't download [Edited]

  Closed ilovebatz 81 views 3 comments -1 point Most recent by Quicken Kristina September 2025Registers & Transactions (Windows)
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  ACCOUNTS Window Shows Inaccurate Account Balance

  Closed 26@harrich 54 views 4 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Incomplete Download of Securities Prices - Requires multiple "One Step" Downloads

  Closed pgavon 131 views 11 comments 0 points Most recent by pgavon September 2025Investing (Windows)
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  Problems witn Schwab SWPPX (S&P 500 Index) and SWVXX (Money Mkt) Funds?

  Answered Closed Argiguy 127 views 8 comments 0 points Most recent by bgolden42 September 2025Errors and Troubleshooting (Windows)
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  Investing and taxes.

  Closed Ronald1955 41 views 2 comments 1 point Most recent by unknown September 2025Investing (Windows)
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  Behavioral quirk with the Reinvested Dividends dialog

  Closed jmaino 41 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
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  Why does my Fidelity financial information still not download correctly on updates?

  Answered Closed kobamm 53 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity status for Quicken for Mac?

  Closed qudtp 311 views 7 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Mac)
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  Is it possible to redownload Fidelity Transactions?

  Answered ✓ Closed Casey H 91 views 5 comments 0 points Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
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  Converting tracking method from simple to complete fails

  Answered Closed Angels250718 309 views 15 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Fidelity CMA account downloading Core/Settlement Fund SPAXX Buy/Sell transactions

  Answered Closed John@88 171 views 4 comments 0 points Most recent by John@88 September 2025Investing (Windows)
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  Export Price History of Securities to CSV

  Reviewed Yield Chaser 35 views 0 comments 2 points Most recent by Yield Chaser September 2025Investments
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  2

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  Add YTD Column to Investment Performance Report

  Reviewed hn14246 21 views 1 comment 2 points Most recent by Jim_Harman September 2025Reports
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  4

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  Persist/Allow Modification/Allow Sorting By Security Category

  Reviewed recursor1 41 views 2 comments 4 points Most recent by recursor1 September 2025Investments
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  YTD Investment Performance Report

  Closed hn14246 111 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 51 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 41 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. 13 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 73 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity dividends downloading incorrectly

  Closed System 81 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 32 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 142 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 103 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 511 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 84 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 71 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 25 views 2 comments 0 points Most recent by lcdetwiler August 2025Errors and Troubleshooting (Windows)