Investments

Discussion List

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  Fidelity Investments - 401(k) Unidentified Security

  cjim 734 views 43 comments 0 points Most recent by Quicken Kristina May 31Download, Add/Update Accounts (Windows)
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  Quicken Classic Download Issues - Fidelity and Vanguard

  Closed JNTexas 129 views 4 comments 0 points Most recent by Quicken Alyssa May 31Download, Add/Update Accounts (Windows)
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  Fidelity Investments Daily fund price changes totally in error

  JohnWells 141 views 7 comments 0 points Most recent by Jim_Harman May 30Investing (Windows)
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  Money received in lieu of fractional shares

  Answered CBLProd 88 views 9 comments 0 points Most recent by mshiggins May 30Investing (Mac)
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  Macintosh Portfolio view enhancement - columns to show gain from MMFs/CDs/etc. [Edited]

  Reviewed William Day 120 views 11 comments 2 points Most recent by William Day May 29Investments
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  How to enter stock merger transaction

  Answered rickkent 46 views 2 comments 0 points Most recent by Quicken Kristina May 29Investing (Mac)
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  After update from 8.x to 9.0.3 for Mac, Schwab S&P 500 Index fundPortfolio history graph is wrong

  karch15 63 views 4 comments 0 points Most recent by Quicken Carlos May 29Investing (Mac)
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  Syncing with Schwab

  Answered Vince3 100 views 8 comments 0 points Most recent by Quicken Kristina May 29Download, Add/Update Accounts (Windows)
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  Add Several Missing Manulife Segregated Funds to the Quicken Database

  OneMoreWorry 44 views 1 comment 1 point Most recent by Quicken Carlos May 28Investments
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  Bug - Quicken automatically rounds Stock Total Cost to 2 decimal places.

  fciani 247 views 11 comments -1 point Most recent by Jim_Harman May 27Errors and Troubleshooting (Windows)
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  Mutual fund share conversion for Mac

  Reviewed Geoff Green 152 views 11 comments 25 points Most recent by neongreen May 27Investments
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  ONGOING 5/27/26 Raymond James & Associates - FDP-155 / FDP-102

  Quicken Kristina 462 views 4 comments 0 points Most recent by Quicken Laura May 27Alerts, Online Banking & Known Product Issues
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  Stock charts start with 0 & horizontal grid lines are hard to see [Edited]

  glfiedler 44 views 2 comments 1 point Most recent by glfiedler May 26The Water Cooler
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  Robinhood

  dmt9054 44 views 1 comment -1 point Most recent by Quicken Anja May 26Download, Add/Update Accounts (Windows)
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  Mutual Fund Prior Day Prices Overwritten by Prior-Prior Day at EOD

  Closed jrbrett 32 views 3 comments 0 points Most recent by Quicken Kristina May 26Errors and Troubleshooting (Mobile)
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  Investment Accounts beyond the possibility of reconciliation

  Answered ✓ Closed GerryP 177 views 14 comments 0 points Most recent by Quicken Laura May 26Registers & Transactions (Windows)
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  Allocation Graph by sector and/or industry [Edited]

  Reviewed JLV3 22 views 1 comment 1 point Most recent by Jim_Harman May 24Investments
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  "Tax schedule" option has disappeared

  mellivora 167 views 9 comments 0 points Most recent by mshiggins May 23Investing (Windows)
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  Suggest adding a way to select multiple downloaded transactions to delete

  New DL# 14 views 0 comments 2 points Started by DL# May 23 Investments
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  Investing account group has no summary data Quicken Classic Mac 9.0.3

  Answered Bill48 34 views 2 comments 0 points Most recent by Quicken Anja May 23Errors and Troubleshooting (Mac)
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  Import security data with a .csv file

  Answered Closed Situkraven 140 views 4 comments 0 points Most recent by Quicken Anja May 23Investing (Windows)
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  5
  Add REIT's as their own Asset Class

  Implemented Sammy 33 views 2 comments 5 points Most recent by Sammy May 23Product Enhancements
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  Vanguard Info Tech ETF (VGT) Price History Incorrect

  Answered GuitarMaxwell 26 views 2 comments 0 points Most recent by Jim_Harman May 22Download, Add/Update Accounts (Mac)