Investments

Discussion List

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  Bank of America - reauthorization - no error but looks weird...?

  sjtideman 111 views 9 comments 0 points Most recent by Quicken Carlos May 11Errors and Troubleshooting (Windows)
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  New Field - Investment Strategy

  Reviewed fciani 81 views 11 comments 1 point Most recent by NotACPA May 10Investments
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  Fidelity Download of Foreign Stock Taxes and ADR fees not categorized properly

  Kusumpee 21 views 1 comment 0 points Most recent by Quicken Kristina May 10Download, Add/Update Accounts (Mac)
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  Valuation of Call Options - AGAIN

  Pat Sills 111 views 9 comments 0 points Most recent by fciani May 10Registers & Transactions (Windows)
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  Fidelity EWC+ Migration - Fully Paid Lending programs

  GermanBlueRam 41 views 2 comments 0 points Most recent by GermanBlueRam May 10Download, Add/Update Accounts (Windows)
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  Can't change XIn to BoughtX on split transaction, broken since at least last november

  scottmonte 61 views 8 comments 0 points Most recent by Jim_Harman May 9Download, 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 5.7K views 126 comments 183 points Most recent by Quicken Kristina May 9Investments
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  Splitting an investment sale transaction

  Answered Jeff Kantner 53 views 5 comments 0 points Most recent by Jeff Kantner May 8Investing (Windows)
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  missing transactions

  leonard kearney 41 views 2 comments 0 points Most recent by q_lurker May 8Investing (Windows)
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  How to restore a single account from backup

  Answered PeterK 61 views 4 comments 0 points Most recent by jdparker225 May 8File Conversion and Backup (Windows)
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  Portfolio Data Access

  richradi 31 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
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  Setting up LPL investment account, error already used account name

  John_L 21 views 4 comments 0 points Most recent by Terry Lemons May 8Download, Add/Update Accounts (Windows)
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  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Paul_ 101 views 6 comments 0 points Most recent by Quicken Carlos May 7Investing (Mac)
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  Fidelity does not update correctly

  Closed John Hale 31 views 4 comments -1 point Most recent by Quicken Anja May 7Download, Add/Update Accounts (Windows)
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  Why do I still have to verify my cash balance?

  fanfare 31 views 2 comments 0 points Most recent by fanfare May 6Download, Add/Update Accounts (Windows)
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  UPDATED 5/6/26 Fidelity Updates

  Announcement Quicken Janean 22.3K views 8 comments 10 points Most recent by Quicken Alyssa May 6Alerts, Online Banking & Known Product Issues
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  Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

  Brandon10 41 views 2 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
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  Merrill Edge duplicate dividends

  Txpete 51 views 4 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Windows)
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  Fidelity Incorrect cash balance in register (QMac)

  Closed System 101 views 9 comments 0 points Most recent by Quicken Kristina May 5Investing (Mac)
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  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered Closed RhysR 111 views 9 comments 0 points Most recent by Quicken Kristina May 5Download, Add/Update Accounts (Windows)
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  Why are SNVXX and SWVXX investments treated differently?

  Answered Will Jacobs 11 views 1 comment 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  Fidelity CC-501 Error - Recent Updates cause Security Mismatches (Follow-up from Nov 2025)

  gjscaven 21 views 1 comment 1 point Most recent by Quicken Laura May 3Download, Add/Update Accounts (Windows)
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  Net worth Doesn't match Investments

  SteveTucker79 91 views 9 comments 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  How do you stop downloading prices for a security no longer being held (bulk)?

  Answered ✓ Cathleen Ames 41 views 3 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered recursor1 111 views 8 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Vanguard Download Issue - Two Entries Per Transaction (Revisited Now Working)

  Dom1 1 view 1 comment 1 point Most recent by Quicken Anja May 2Errors and Troubleshooting (Windows)
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  Investment accounts are loading very slowly

  fmashby 342 views 35 comments 0 points Most recent by SirWm May 2Registers & Transactions (Windows)
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  Unable to link Fidelity account

  Closed Mark Valpreda 61 views 4 comments 0 points Most recent by Quicken Anja May 2Investing (Windows)