Investments

Discussion List

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  Portfolio Xray issue

  Answered Closed ChiliDog 266 views 6 comments 0 points Most recent by Quicken Kristina October 5Errors and Troubleshooting (Windows)
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  Ameriprise balance don't match

  Answered Closed MAKSAN 93 views 4 comments 0 points Most recent by Quicken Kristina October 4Investing (Mac)
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  Fidelity transactions download continues to degrade

  Closed AtlCenter 141 views 8 comments 0 points Most recent by Quicken Kristina October 4Download, Add/Update Accounts (Windows)
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  Started tracking Fidelity 401k in Quicken

  Closed DrJHF 154 views 7 comments 0 points Most recent by Quicken Kristina October 4Errors and Troubleshooting (Quicken on the Web)
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  Recurring issue between BMY and BP in a managed ML account

  System 46 views 1 comment 0 points Most recent by MauryJ October 4Investing (Mac)
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  Has a request been made to add "match manually" when accepting brokerage transactions?

  Answered Jim_Scuba_Diver 96 views 3 comments 0 points Most recent by Quicken Kristina October 4Download, Add/Update Accounts (Windows)
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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 7.2K views 129 comments 189 points Most recent by FranklinFarr October 4Investments
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  Fidelity brokerage cash transactions not downloading II

  Peter Goergen 97 views 3 comments 0 points Most recent by Quicken Laura October 4Download, Add/Update Accounts (Windows)
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  Want closing prices, not aftermarket prices

  Answered ✓ halomoto 117 views 2 comments 0 points Most recent by halomoto October 3Investing (Windows)
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  Unable to get data for Schwab 401k

  Scott 279 views 16 comments 0 points Most recent by Quicken Kristina October 2Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch

  John Patriarca 130 views 5 comments 0 points Most recent by John Patriarca October 2Download, Add/Update Accounts (Windows)
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  Fidelity Investment Transactions Downloading Incorrectly

  rbridges01 119 views 3 comments 0 points Most recent by rbridges01 October 2Download, Add/Update Accounts (Windows)
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  Why is Quicken stock page calculating daily stock profit or loss in a stock I have no shares in?

  Answered Goat locker 33 views 1 comment 0 points Most recent by Sceptic October 1Errors and Troubleshooting (Windows)
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  Fidelity's Elan Visa download does not balance to Quicken until around 2:00 PM download cut off time

  FOURWINN95 50 views 1 comment 0 points Most recent by Quicken Alyssa October 1Errors and Troubleshooting (Windows)
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  Combined two IRA brokerage accounts into one

  Answered jjrichards 200 views 8 comments 0 points Most recent by Quicken Carlos October 1Download, Add/Update Accounts (Mac)
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  make it possible to write and print checks from a brokerage account (IRA)

  Reviewed mgottfredson 524 views 13 comments 8 points Most recent by Chris_QPW September 30Investments
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  Quicken Classic for Mac: Add display option for "cash management" account show in Checking

  Reviewed eichmat 33 views 0 comments 1 point Started by eichmat September 30 Community Improvement Suggestions
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  Voya FDP-105

  System 86 views 3 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Mac)
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  UBS OneStep Update

  Answered Pat Marshall 259 views 12 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Windows)
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  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 168 views 6 comments 11 points Most recent by mtn_living September 28Investments
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  Return fixed income style box to Portfolio x-ray

  Reviewed rattytom 128 views 5 comments 10 points Most recent by rattytom September 28Product Enhancements
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  E*Trade (now Morgan Stanley) only support Simple Investment

  Closed Howard Hoffman 962 views 34 comments 0 points Most recent by Quicken Kristina September 27Download, Add/Update Accounts (Windows)
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  How to deal with investment asset transfers between brokerage accounts?

  Answered ✓ Will Fiveash 387 views 12 comments 0 points Most recent by Will Fiveash September 26Investing (Mac)
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  Mismatch of Fidelity Funds, how to fix?

  Answered Closed Smokey7422 227 views 6 comments 0 points Most recent by Quicken Anja September 25Investing (Windows)
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  Ability to add Portfolio Value report information to Dashboard [Edited]

  Reviewed barryi 192 views 6 comments 1 point Most recent by Quicken Levetta September 24Reports
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  Wells Fargo Issue

  Joseph 360 views 14 comments 0 points Most recent by Quicken Levetta September 24Errors and Troubleshooting (Mac)
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  How to change the starting cash balance on an investment account for reconciliation?

  Answered schraub 146 views 4 comments 0 points Most recent by Boatnmaniac September 24Registers & Transactions (Windows)