Investments

Discussion List

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  Allow Hidden Securities to Be Excluded from Security Comparison Mismatch

  Reviewed J92130 54 views 2 comments 3 points Most recent by J92130 August 2025Investments
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  Schwab duplicated downloaded transactions

  Closed James Koski 151 views 14 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity Investments- Updated connection method and now values don't match [Edited]

  Answered Closed ga1996 113 views 2 comments 0 points Most recent by ga1996 August 2025Investing (Windows)
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  After recent fidelity update, securities are being duplicated

  Closed mhowell 91 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  how can i edit the security list?

  Answered Closed leonard kearney 83 views 7 comments 0 points Most recent by Bob_L August 2025Investing (Windows)
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  Tracking investments

  Answered Closed lisaerin 253 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 173 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
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  Feature request: Investing:Portfolio Xray:Stock Intersection: Add column for value of Investment

  JustAnotherQUser 12 views 0 comments 1 point Most recent by JustAnotherQUser August 2025Investments
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  Charles Schwab - some downloaded prices don't match the month end statement

  Answered uskedaddle 112 views 3 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 22 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
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  How do I change the Clr status on a transaction in an Investment register?

  Answered ✓ Closed Marvin Gardens 63 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Registers & Transactions (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.9K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  downloaded investment transactions

  Closed James Koski 143 views 7 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Report on Investment Options

  Closed mark-s 136 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 12 views 1 comment 3 points Most recent by D Morley August 2025Canada Windows
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  Coinbase Account

  Closed mikey1 31 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 34 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Edward Jones Transactions

  Closed tbf47 91 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 52 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 192 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 31 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Reauthorizing account

  Answered Closed MWB 34 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 62 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 147 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 224 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 Most recent by alocksley August 2025Download, Add/Update Accounts (Windows)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 11 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 144 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)