Investments

Discussion List

• 
  fixing fractional share entries created by Quicken

  Closed Pacoinconn 335 views 4 comments 0 points Most recent by Pacoinconn November 2025Investing (Windows)
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  Cash Balance wrong after archiving investment Account

  Answered Closed HLT 101 views 2 comments 0 points Most recent by HLT November 2025Investing (Windows)
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  Employee Stock Ownership Plan (Private company)

  Answered Closed munch008 84 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)
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  Fidelity Cash linked account not downloading changes in account

  Closed cchinckley9 39 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  Thank you Pablo G.

  Closed Leonard4411 45 views 1 comment 1 point Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Stock split pricing goes back 1 full year

  Answered Closed msgchef 191 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Real time quotes not updating - only gold updates, not Stocks, Mutual Funds, etc..

  Closed StephenK 134 views 4 comments 0 points Most recent by StephenK November 2025Errors and Troubleshooting (Windows)
• 
  Change value of account

  Closed crescere 107 views 6 comments 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)
• 
  Expand All on the Portfolio Tab

  Answered Closed dsmith5010 64 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)
• 
  Resolve IRR calculation Fidelity

  Answered Closed DoctorBrown 202 views 3 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)
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  Invisible Renaming rule for securities transaction

  Closed MontanaKarl 50 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)
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  CalPERS for Retirement

  Closed Persephone 72 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
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  Cash balances in Raymond James accounts are not updating after OSU

  Closed Chuck56 390 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Quicken Classic - Poor performance with Investment accounts

  Closed Rich Gaughan 841 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)
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  Fidelity not Downloading Investment Transactions (yet again!)

  Closed jcoley2 694 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  Portfolio X-Ray

  Closed Skylar 64 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)
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  Fidelity not downloading quotes again for 401k

  Closed rskurato 287 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
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  Entered transaction does not show up - Fidelity

  Closed bassemir 194 views 7 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Batch editing transactions with filters

  Answered Closed HowardSpindel 63 views 2 comments 0 points Most recent by UKR November 2025Investing (Windows)