Investments

Discussion List

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  Having trouble setting up a Wealthscape account for download

  Closed Hopeless_Diamond 72 views 3 comments 0 points Most recent by Quicken Anja August 2025Investing (Windows)
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  Exchange Traded Funds (ETFs) security type [Edited]

  Reviewed jcorley522 11 views 1 comment 2 points Most recent by NotACPA August 2025Investments
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  Merged: Fidelity 401(k) quit downloading...

  Closed Pilotbum 11 views 0 comments 0 points Most recent by Pilotbum August 2025Investing (Windows)
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  Can We Get a Running List of Problems and Fixes RE: ML and Fidelity EWC+ Transitions?

  Closed mrzookie 443 views 6 comments 6 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Fidelity link not working

  Answered Closed Terry Tevis 292 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  Merrill Lynch after reauthorization

  Closed jefflock 235 views 10 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Nothing works after Merrill Lynch reauthorization

  Closed System 51 views 2 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  I have a brokerage account that is double counting cash. How can I hide the cash line ?

  Answered Closed donnarey 71 views 3 comments 1 point Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  Vanguard - 1 of 4 accounts not updating in One Step Update

  Closed rattytom 252 views 7 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 973 views 23 comments 30 points Most recent by mwada August 2025Reports
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  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 52 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Return of Capital does not adjust cost basis

  Closed elmo 54 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  Merrill Lynch Account with new connection values incorrect (QWin)

  Closed System 175 views 17 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Schwab downloaded transactions with wrong security

  Closed Jon2 162 views 8 comments 0 points Most recent by Jon2 August 2025Investing (Windows)
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  Transfer from savings to IRA showing up as an expense?

  Answered Closed TRepetti 21 views 1 comment 0 points Most recent by NotACPA August 2025Budgeting and Planning Tools (Windows)
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  Bond Price Updates

  Answered Closed Cyclist 92 views 3 comments 0 points Most recent by Strup August 2025Investing (Windows)
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  Merged: Quicken and Fidelity Stopped Downloading Transactions on 8/2/2025

  Closed Just Me and Not Someone Else 1 view 0 comments 0 points Most recent by Just Me and Not Someone Else August 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity Cutover Migration

  Closed jcoley2 1 view 1 comment 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  "Some" transactions through Schwab... (Q Mac)

  Answered Closed TomTab 22 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  CD holdings missing from Edward Jones download (QWin)

  Closed System 21 views 6 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  No longer able to reconcile share balance in a brokerage account?

  Closed nhttip 51 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Enhancement to report, "Income by Security"

  Reviewed 20Jk23 12 views 0 comments 1 point Most recent by 20Jk23 July 2025Investments
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  Merged: multiple duplicate downloaded transactions in an investment account

  Closed Wiley Won 11 views 0 comments 0 points Most recent by Wiley Won July 2025Download, Add/Update Accounts (Windows)
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  Merged: New Fidelity Connection and bad share quantity rounding

  Closed cheezydee 1 view 0 comments 0 points Most recent by cheezydee July 2025Download, Add/Update Accounts (Mac)
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  Employer Matches

  Answered Closed kweller 42 views 3 comments 0 points Most recent by Jim_Harman July 2025Investing (Windows)
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  Can't log in to Wealthscape Investor

  Answered ✓ Closed Gary Moody 1.1K views 3 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Windows)
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  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 243 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)