Investments

Discussion List

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  2

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  How about an option to reclassify asset class for stocks/investments in bulk? Or by account?

  Reviewed Larry Woodbridge 31 views 2 comments 2 points Most recent by sjnehoc April 1Investments
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  Dividend Category by Account Type - All Dividends Currently Just "_Div"

  ManOfSteel58 49 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)
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  Problems with having Jackson National data display properly

  Normal 45 views 9 comments 0 points Most recent by Quicken Alyssa April 1Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits Downloading Incorrect Prices Outside Trading Hours

  dsmith5010 62 views 6 comments 0 points Most recent by dsmith5010 April 1Investing (Windows)
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  Introduce a new COMMODITIES category group under Accounts

  Reviewed rkoffler 28 views 2 comments 1 point Most recent by NotACPA March 31Investments
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  One Step Update claims there are transactions, but I don't see them

  System 29 views 2 comments 0 points Most recent by Quicken Kristina March 31Download, Add/Update Accounts (Windows)
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  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 72 views 5 comments 9 points Most recent by redcavern March 31Investments
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  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 32 views 2 comments 1 point Most recent by Ted P March 31Investments
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  Holding Security Same Security at two different Brokerages (Best Method to Handle)

  BRETTB 40 views 3 comments 0 points Most recent by BRETTB March 31Investing (Windows)
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 809 views 15 comments 38 points Most recent by mikek753b March 31Budget and Planning Tools
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  CC-601 Error - Fidelity Brokerage Accounts not updating.

  gtgerbo 3.8K views 144 comments 2 points Most recent by shtevie March 31Download, Add/Update Accounts (Windows)
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  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  Closed smm13 85 views 8 comments 0 points Most recent by Quicken Alyssa March 31Registers & Transactions (Windows)
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  Investment expenses

  dc600 50 views 3 comments 0 points Most recent by Jim_Harman March 30All Things Canadian (Windows)
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  Downloading transactions locks up quicken

  Answered dfmeyer 63 views 4 comments 0 points Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  What is happening between Quicken and Fidelity in the past couple of days. Quicken Deluxe, Windows

  Answered stenan7 126 views 4 comments -1 point Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 90 views 10 comments 0 points Most recent by Quicken Kristina March 30Download, Add/Update Accounts (Windows)
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  UPDATED 3/30/26 Fidelity Updates

  Announcement Quicken Janean 19.2K views 7 comments 9 points Most recent by Quicken Kristina March 30Alerts, Online Banking & Known Product Issues
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  Vanguard transaction download message "an Error has occurred"

  Marvin2020 31 views 2 comments 0 points Most recent by Quicken Laura March 29Download, Add/Update Accounts (Windows)
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  Getting a blank screen when trying to reconnect Voya

  System 14 views 3 comments 0 points Most recent by Quicken Kristina March 29Errors and Troubleshooting (Windows)
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  As I try to continue reconciling Q Classic Cda to Excel

  Answered Tealeaf3 142 views 6 comments 0 points Most recent by Quicken Kristina March 29All Things Canadian (Windows)
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  Merrill Lynch Holdings

  Answered LordXerxes 43 views 5 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Windows)
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  Fidelity Net Benefits lost history

  Closed GOBLUE 27 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Persistent issues with Fidelity NetBenefits since Fall of 2025

  Closed GOBLUE 54 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered rama23 42 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Windows)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  FEC 297 views 19 comments 0 points Most recent by Quicken Kristina March 29Investing (Windows)
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  Added a Fidelity investment account

  Answered arauseo 32 views 3 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Windows)
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  Fidelity investments double downloading transactions

  System 32 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  RyanJeff 22 views 3 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Windows)
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  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Micro151 22 views 3 comments 0 points Most recent by Quicken Kristina March 29Errors and Troubleshooting (Mac)
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  One EFT (GOVT) not updating regularly

  Closed foursix 2 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)