Investments

Discussion List

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  Stock Quotes are no longer downloading consistently

  Christopher Malis 33 views 1 comment 0 points Most recent by Quicken Anja April 25Investing (Windows)
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  Investment account value does not match the market value shown on account overview

  Answered Old Rabbit 71 views 9 comments 0 points Most recent by mshiggins April 25Errors and Troubleshooting (Windows)
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  make your own convert fidelity to quicken csv in python

  dnyc 31 views 2 comments 0 points Most recent by NotACPA April 24Download, Add/Update Accounts (Windows)
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  Error message on Password length

  Closed CPFinance$ 22 views 4 comments 0 points Most recent by Quicken Kristina April 24Download, Add/Update Accounts (Windows)
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  Why do my IRAs not show up in plan assumptions in the Lifetime Planner?

  System 21 views 2 comments 0 points Most recent by NotACPA April 24Budgeting and Planning Tools (Windows)
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  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 1.4K views 51 comments 75 points Most recent by Kent La Canada April 23Investments
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  Fidelity FDRXX - Placeholder, ReinvDiv, XIn, XOut, Bought, Sold transactions

  Ray 104 views 10 comments 0 points Most recent by Ray April 23Download, Add/Update Accounts (Windows)
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  Ability to add Portfolio Value report information to Dashboard [Edited]

  Reviewed barryi 51 views 5 comments 1 point Most recent by barryi April 23Reports
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  How to change(adjust) the Avg Cost Basis in Quicken.

  jvprice6 73 views 5 comments 0 points Most recent by Quicken Carlos April 23Investing (Windows)
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  Cash in multiple investment accounts incorrectly shown as a separate (same) security

  Answered TJr1971 60 views 3 comments 0 points Most recent by Quicken Laura April 23Investing (Windows)
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  Fidelity NetBenefits Downloading Incorrect Prices Outside Trading Hours

  dsmith5010 72 views 7 comments 0 points Most recent by dsmith5010 April 23Investing (Windows)
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  Quicken Mac Fidelity FDRXX still not downloading..

  gasmanjoe 83 views 9 comments 0 points Most recent by Quicken Laura April 22Registers & Transactions (Mac)
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  Can I Export Reports, Quicken file to Quicken File?

  Answered MishawakaKirk 31 views 1 comment 0 points Most recent by Quicken Laura April 22Reports (Windows)
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  Additional entries, incorrect balance with Fidelity cash management account

  flyfishertn 21 views 1 comment 0 points Most recent by Quicken Laura April 22Investing (Mac)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 370 views 33 comments 0 points Most recent by Quicken Alyssa April 22Download, Add/Update Accounts (Windows)
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  Merril Lynch transactions not downloading

  Opescatore 21 views 2 comments 0 points Most recent by Quicken Laura April 22Errors and Troubleshooting (Windows)
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  Investment Accounts Linked To Trusts

  Reviewed EVO-Bob 22 views 1 comment 2 points Most recent by ianredford April 21Ideas for Quicken LifeHub
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  Why are the balances inaccurate for my Edward Jones accounts directly connected to Quicken Classic?

  Answered Closed Douglas Carr 42 views 4 comments 0 points Most recent by Quicken Kristina April 21Investing (Mac)
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  Registry different from Portfolio view

  Closed FarmHills 62 views 7 comments 0 points Most recent by Quicken Kristina April 21Investing (Windows)
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  fidelity transfer from ira to roth

  Closed traderbrian 42 views 5 comments 0 points Most recent by Quicken Kristina April 21Download, Add/Update Accounts (Windows)
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  Roth IRA Withdrawals - Why am I asked to specify a tax lot or average cost?

  Closed ssryan2 41 views 5 comments 0 points Most recent by Quicken Kristina April 21Registers & Transactions (Windows)
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  Other investment account shows as 'account not synced' on Quicken Mobile

  Answered Jill2026 33 views 5 comments 0 points Most recent by Quicken Kristina April 21Errors and Troubleshooting (Mac)
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  Adjusting share balance without affecting ACB?

  Answered Microfiche 105 views 9 comments 0 points Most recent by Microfiche April 21All Things Canadian (Windows)
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  Issues with VOYA - again

  dmurad53 145 views 13 comments 1 point Most recent by Quicken Kristina April 21Errors and Troubleshooting (Windows)
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  Setting up LPL investment account, error already used account name

  John_L 22 views 3 comments 0 points Most recent by Quicken Laura April 21Download, Add/Update Accounts (Windows)
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  One of 6 Fidelity accounts unable to update

  Answered joblingm 56 views 3 comments 0 points Most recent by joblingm April 20Errors and Troubleshooting (Windows)
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  Fidelity Money Market account and cash balance problems

  Bobalaska 33 views 1 comment 0 points Most recent by Quicken Laura April 20Errors and Troubleshooting (Mac)
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  "An unexpected error occurred, please try again later" error with TIAA

  System 52 views 9 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Mac)