Investments

Discussion List

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  Fidelity Investments

  Answered ✓ Closed Moorhatch 1K views 14 comments 0 points Most recent by Moorhatch April 2025Download, Add/Update Accounts (Windows)
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  ETF share updates are not matching within Quicken

  Answered Closed GBE 102 views 6 comments 0 points Most recent by q_lurker April 2025Investing (Windows)
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  Retirement account missing in Portfolio list under the Investing tab

  Answered ✓ rahfam5 34 views 3 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  I told Quicken to treat a money market fund as cash, now it tells me share numbers don't match

  Answered Blue2Green 211 views 1 comment 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  How do I record an addition to cost basis reported on 1099

  bebob 254 views 8 comments 0 points Most recent by bebob March 2025Registers & Transactions (Windows)
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  Track open stock orders/bids

  Reviewed kc1tom 21 views 1 comment 1 point Most recent by Jim_Harman March 2025Investments
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  Is there a way to just erase all Schwab transactions in Quicken and download them again?

  Blue2Green 103 views 2 comments 0 points Most recent by Blue2Green March 2025Errors and Troubleshooting (Windows)
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  Charles Schwab - Missing Equity Awards Account (QMac)

  Closed System 169 views 9 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Mac)
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  Missing security

  Closed Jeffrey Jones 115 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  LPL Financial Automatic Downloads messed up my data

  Closed barrychi 52 views 2 comments 0 points Most recent by Quicken Jasmine March 2025Download, Add/Update Accounts (Windows)
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  Brokerage accounts not updating

  Closed BillBelanger 75 views 5 comments 0 points Most recent by Quicken Kristina March 2025Investing (Mac)
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  investment account balances are off

  Answered ✓ Closed Permutations 339 views 4 comments 0 points Most recent by Permutations March 2025Download, Add/Update Accounts (Windows)
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  Simple Investing -- How to get Allocation Actual % aligned with Asset Class Balances?

  Answered Closed 26@harrich 35 views 2 comments 0 points Most recent by 26@harrich March 2025Investing (Windows)
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered Closed ewoldde9 90 views 5 comments 0 points Most recent by NotACPA March 2025Investing (Windows)
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  Stock symbol error

  Answered ✓ Closed marrdrm1971 63 views 4 comments 0 points Most recent by marrdrm1971 March 2025Investing (Windows)
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  Schwab - Multi usernames, individual accounts, joint accounts, retirement accounts

  Closed TMMac 255 views 7 comments 0 points Most recent by Quicken Anja March 2025Download, Add/Update Accounts (Windows)
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  Charles Schwab - download positions corrupts data?

  Answered Closed Wesley Breshears 151 views 10 comments 0 points Most recent by Scott March 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment and Banking accounts missing transactions

  Closed Kurt Knudson 41 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  Cant Connect to Invesco

  Closed LGB25 85 views 2 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
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  Capital Call not working

  Answered Closed pab1 41 views 4 comments 0 points Most recent by Quicken Anja March 2025Investing (Windows)
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  Issue Downloading Security Transactions

  Closed BRETTB 53 views 5 comments 0 points Most recent by BRETTB March 2025Errors and Troubleshooting (Windows)
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  Investment Returns (Q Win, edited)

  Closed Gary R 370 views 33 comments 0 points Most recent by Gary R March 2025Investing (Windows)
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  Multiple Security Charting

  Closed JoeL. 43 views 2 comments 0 points Most recent by Quicken Kristina March 2025All Things Canadian (Windows)
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  Why don't imported transactions from QMac show in QWin Report (Dividends)

  Answered Closed Zoolook 106 views 7 comments 0 points Most recent by Chris_QPW March 2025Investing (Mac)
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  Return % Year to Date---Register

  Closed Gary R 166 views 13 comments 0 points Most recent by Gary R March 2025Investing (Windows)
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  Make the check for stock splits optional

  Reviewed Ed Perrault 12 views 0 comments 1 point Started by Ed Perrault March 2025 Investments
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  Merged: Is TIAA no longer supporting Quicken downloads?

  Closed Sabrina G 61 views 0 comments 0 points Most recent by jssmadtown March 2025Errors and Troubleshooting (Mac)
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  Include Custom Assets When Rebalancing Portfolio

  Closed snowmp 32 views 1 comment 0 points Most recent by Quicken Kristina March 2025Investing (Windows)