Investments

Discussion List

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  How to record partial Bond Call?

  Closed mikek753b 244 views 18 comments 0 points Most recent by Tom Young September 2025Investing (Windows)
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  Question About Asset Allocation and Expected Return Regarding Bonds

  Answered Closed recursor1 90 views 5 comments 0 points Most recent by recursor1 September 2025Investing (Windows)
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  Edit/Override security CUSIP ID

  Closed Jeremy Kruse 338 views 7 comments 0 points Most recent by q_lurker September 2025Investing (Windows)
• 
  Missing mutual fund after Fidelity update

  Closed James Tonn 87 views 7 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Is there a change to Fidelity NetBenefits downloading?

  Answered ✓ Closed AgBrewer97 2.6K views 33 comments 0 points Most recent by kayak September 2025Download, Add/Update Accounts (Windows)
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  Total Value in Investing tab is wrong; Accounts value (left column) is correct

  Closed MPS 17 views 2 comments 0 points Most recent by MPS September 2025Investing (Windows)
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  Fidelity Investment Reauthorizing Accounts

  Closed RobFS 33 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
• 
  Since Sept 21 update, Fidelity balance is off

  Closed Lou Meyer 22 views 0 comments 0 points Most recent by Lou Meyer September 2025Investing (Windows)
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  New Quicken Connection with Fidelity treats FZDXX as both Money Market & Cash

  Closed udechwordiEr 300 views 8 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Will Merrill Lynch QFX Work After the Mandatory Cutover to EWC+?

  Closed mrzookie 23 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  sidebar incorrect, fidelity

  Answered Closed kev25865 22 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Fidelity EWC+ conversion - which account for core MMF selection pop-up?

  Answered Closed leishirsute 154 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

  Closed traderbrian 51 views 3 comments 0 points Most recent by Quicken Kristina September 2025File Conversion and Backup (Windows)
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  Securities Value incorrect after importing

  Answered Closed SilverEagle 96 views 7 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  CD price quotes from Fidelity Investments changed by a factor of 100 after switch to EWC+

  Closed Dave01010100 470 views 19 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Quicken incorrect rename push

  Closed rjt21 23 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Prompted to enter cash balance for Fidelity accounts daily

  Closed System 43 views 3 comments 0 points Most recent by 12Fairmount+ September 2025Download, Add/Update Accounts (Windows)
• 
  Security Comparison Mismatch reported incorrectly

  Answered Closed Ross Dillon 118 views 1 comment 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  Dashboard and Transaction views disagree

  Closed Dadio1953 14 views 1 comment 0 points Most recent by jacobs September 2025Investing (Mac)
• 
  Adjusting share balance for a fund used in multiple accounts

  Answered Closed Brad Y 233 views 18 comments 0 points Most recent by volvogirl September 2025Registers & Transactions (Windows)
• 
  Quicken classic windows Vanguard balances incorrect [Edited]

  Closed nickfuhs 54 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Win10, Quicken R64.25, and Fidelity Bond Downloads

  Answered Closed kurtkessel 65 views 2 comments 0 points Most recent by Steven September 2025Download, Add/Update Accounts (Windows)
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  How can I get Quicken to treat two mutual funds in a brokerage account as cash?

  Closed MarioP 369 views 7 comments 1 point Most recent by MarioP September 2025Registers & Transactions (Windows)
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  Why am I getting real-time quotes and have no way to turn it off?

  Answered Closed JRJR 49 views 4 comments 0 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)