Investments

Discussion List

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  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered Closed davidmarketing 73 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 562 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 149 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 167 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 349 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements
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  Securities Comparison Mismatch (x30 or so names)

  Answered Closed LoxyLox 103 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 1.4K views 29 comments 53 points Most recent by Quicken Anja December 2025Investments
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  "Navigation to the webpage was canceled"

  Answered ✓ Closed Shannon M M 146 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
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  Fidelity cash balances are off

  Closed jeffreyjgray 58 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Fidelity Download Express Web

  Closed CTNC 222 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Fidelity download and auto category

  Closed ericrose12 293 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)
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  JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

  Answered Closed CIRPCA 80 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  Missing Cussip ID

  Answered Closed SteveTucker79 132 views 4 comments 0 points Most recent by Quicken Anja December 2025Investing (Windows)
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  Unvested RSUs don't match Grant Lots

  Closed CDG01 118 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Fidelity reporting of roth conversion shows cash amounts incorrectly

  Closed jggrega451 64 views 3 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)