Investments

Discussion List

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  Osaic eQuipt accounts online access stopped working yesterday

  timo3807 115 views 3 comments 0 points Most recent by Quicken Laura October 22Download, Add/Update Accounts (Windows)
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  Goldman Sachs Transactions not Downloading into Quicken Premier for Windows

  wrighjww 91 views 2 comments 0 points Most recent by Quicken Kade October 21Download, Add/Update Accounts (Windows)
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  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 530 views 14 comments 28 points Most recent by MauryJ October 20Investments
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  Setting up downloading transactions from Schwab

  James Petillo 91 views 3 comments 0 points Most recent by Quicken Alyssa October 20Download, Add/Update Accounts (Windows)
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  Permission Problem trying to open Dec 2025 discussion

  Answered JMRO 60 views 2 comments 0 points Most recent by Quicken Kristina October 20Questions about using the Community?
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  CSV Investment Import for Mac Classic

  Reviewed Patrick Flaherty 60 views 1 comment 1 point Most recent by Chris_QPW October 20Investments
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  Downloading from Netbenefits

  Sammy 129 views 3 comments 0 points Most recent by Dennis@1 October 20Errors and Troubleshooting (Mac)
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  Merrill Lynch accounts update issues

  Closed Gary 132 views 4 comments 0 points Most recent by Quicken Kristina October 19Download, Add/Update Accounts (Windows)
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  Wealthsimple integration is broken, mislabeled as Mint. HDFC integration broken.

  Closed tinyparticle 155 views 6 comments 0 points Most recent by Quicken Kristina October 19All Things Canadian (Mac)
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  Slowness and incorrect Fidelity balances after updating to 9.2.1

  Closed System 159 views 5 comments 0 points Most recent by Quicken Kristina October 19Errors and Troubleshooting (Mac)
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  Shares off in Quicken versus Merrill Lynch

  Closed ummasmith 107 views 4 comments 0 points Most recent by Quicken Kristina October 19Investing (Mac)
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  How do I add my TIAA Netx Investor Pershing account to Quicken

  Answered Closed DLC423 180 views 6 comments 0 points Most recent by Quicken Kristina October 19Download, Add/Update Accounts (Windows)
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  How can I add Tastytrade as my brokerage account?

  Answered fpdod 87 views 2 comments 0 points Most recent by Quicken Laura October 19Investing (Windows)
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  Cash Reconciliation Issue in Reports

  Pat Sills 108 views 3 comments 0 points Most recent by mshiggins October 18Reports (Windows)
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  How do I make transaction record date data uniform ?

  Answered Closed Gene619 126 views 4 comments 0 points Most recent by Quicken Alyssa October 18Investing (Windows)
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  Bills & Income>Projected Balances: Include Brokerage and Retirements Accounts in Balance

  Reviewed oc_steven 27 views 0 comments 1 point Started by oc_steven October 17 Scheduled Transactions and Online Bills
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  Stock Prices not updating

  Answered Scouter_Don 237 views 5 comments 0 points Most recent by Quicken Kristina October 16All Things Canadian (Windows)
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  Tags for Investment transactions

  Reviewed acs2 353 views 13 comments 10 points Most recent by q_lurker October 15Manage Accounts and Transactions
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  6 brokerage accounts but only 1 agrees, how to fix?

  Answered 800FRobHall 42 views 1 comment 0 points Most recent by Sceptic October 15Download, Add/Update Accounts (Windows)
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  First Citizens Investor Services/First Citizens Wealth

  Answered rdlackey 185 views 8 comments 0 points Most recent by Quicken Laura October 15Download, Add/Update Accounts (Windows)
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  Add ability to mark any security as cash for an account

  Reviewed prbsparx 39 views 0 comments 3 points Started by prbsparx October 14 Investments
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  Additional display option for a credit card - Investments

  sturmke 63 views 1 comment 0 points Most recent by Quicken Alyssa October 14Investing (Windows)
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  Why did stock intersection fail after the last update in Windows Classic Premier

  Answered tuscanyi 80 views 2 comments 0 points Most recent by Quicken Laura October 14Investing (Windows)
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  Fidelity CC-501/CC-506/Nonstop Reauthorizations/Accts "have been deleted", then not

  MattT 486 views 14 comments 1 point Most recent by rhoneyman October 13Download, Add/Update Accounts (Windows)
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  Column Headers Don't Appear (version 3)

  EmKay 266 views 8 comments 0 points Most recent by Quicken Laura October 13Investing (Windows)
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  Fidelity Transaction Mixup [Edited]

  Answered Closed johnboy1227 191 views 6 comments 0 points Most recent by Quicken Alyssa October 13Investing (Windows)
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  What is an easy way to move select entries from multiple accounts from one Quicken file to another?

  Answered DawnMC 360 views 19 comments 0 points Most recent by Sceptic October 12Download, Add/Update Accounts (Windows)