Investments

Discussion List

• 
  Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

  Answered Lampatrick 29 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
• 
  17

  Up
  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 195 views 11 comments 17 points Most recent by Jim_Harman January 2Product Enhancements
• 
  Having issue with a phantom split transaction

  Answered Francois 78 views 7 comments 1 point Most recent by phonejill January 1Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

  MG99 9 views 2 comments 0 points Most recent by UKR December 2025Errors and Troubleshooting (Windows)
• 
  Fidelity NQ plan downloading sales as withdrawals with no sale information

  Closed geoffj 33 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits and Reinvest Dividends

  John_in_NC 326 views 19 comments 0 points Most recent by proflaw December 2025Investing (Mac)
• 
  Can quicken for Mac designate an IRA account at Vanguard as non-taxable.

  Answered jmathews 26 views 2 comments 0 points Most recent by jacobs December 2025Registers & Transactions (Mac)
• 
  Securities Comparison Mismatch (x30 or so names)

  Answered LoxyLox 29 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)
• 
  New Fidelity Connection Method problems

  pauljasmine 16 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Capital Gains Estimator

  MMinderbinder 97 views 11 comments 0 points Most recent by Jim_Harman December 2025Investing (Windows)
• 
  Merrill Lynch not reflecting correct cash balance

  gabes 15 views 1 comment 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
• 
  44

  Up
  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Under Consideration USMA74 894 views 29 comments 44 points Most recent by Quicken Anja December 2025Investments
• 
  BMO Mutual Fund Prices not updated Dec 19 2025

  dc600 29 views 4 comments 0 points Most recent by Quicken Kristina December 2025All Things Canadian (Windows)
• 
  Mutual Fund Conversion but with same name

  Answered Markhfx 14 views 1 comment 0 points Most recent by Arctic Hare December 2025All Things Canadian (Windows)
• 
  48

  Up
  Print Portfolio X-Ray report, 2nd attempt

  Under Consideration UKR 351 views 7 comments 48 points Most recent by Quicken Anja December 2025Investments
• 
  "Navigation to the webpage was canceled"

  Answered ✓ Shannon M M 31 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Download - information downloaded into wrong account [Edited]

  Answered wdh 13 views 1 comment 0 points Most recent by Boatnmaniac December 2025Download, Add/Update Accounts (Windows)
• 
  New Fidelity Download Problem

  DavidS 403 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Can't activate Fidelity accounts after EWC+ transition

  Woodsey 78 views 6 comments 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Securities Mergers and Transfers - Use Canadian tax rules

  Reviewed dc600 18 views 1 comment 1 point Most recent by Valderi December 2025Canada Windows
• 
  Bulk change the Security Name for multiple investment transaction entries

  Mathew 35 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity cash balances are off

  jeffreyjgray 24 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Quicken ones step update has stopped working with fidelity Investments

  Answered WMV 138 views 7 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Download Express Web

  CTNC 96 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
• 
  Investment accounts are loading very slowly

  fmashby 20 views 1 comment 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
• 
  Fidelity erroneous cash balance issue

  System 49 views 5 comments 0 points Most recent by Ramias December 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity download and auto category

  ericrose12 91 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)
• 
  Principal Financial 401(k) shows wrong balance

  Answered Geiswood 746 views 49 comments 2 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Mac)
• 
  New Fidelity Mutal Fund SP 500 INDEX PL CL C not working in Quicken for MAC

  Ghettocounselor 34 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
• 
  Boeing/Spirit AeroSystems Holdings Merger

  Leon Pink 32 views 2 comments 0 points Most recent by kwallyz December 2025Download, Add/Update Accounts (Windows)