Investments

Discussion List

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  Getting Simple transactions in Vanguard account

  Closed System 23 views 3 comments 0 points Most recent by EvDob September 2025Download, Add/Update Accounts (Windows)
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  Statement Date and Ending Cash Balance don't persist on investment accounts

  Answered Closed LMillsap1 20 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)
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  Live crypto price indexes that work with Quicken Mac?

  Answered Closed dcamp 26 views 2 comments 0 points Most recent by dcamp September 2025Investing (Mac)
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  Can't Download a UBS Financial Services Investment Account

  Closed awong489 89 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)
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  Fidelity 3 Digit Balance?

  Answered Closed brianmichael8403 75 views 7 comments 0 points Most recent by brianmichael8403 September 2025Download, Add/Update Accounts (Windows)
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  OL-332-A with Edward Jones Accounts

  Closed dccrens 122 views 12 comments 0 points Most recent by splasher September 2025Errors and Troubleshooting (Windows)
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  Any hope for TreasuryDirect connection?

  Answered Closed mikek753b 58 views 1 comment -1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  LPL Financial switched to Simple investment tracking

  Closed System 43 views 4 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Portfolio Value & Account Balance Reports show incorrect amount

  Closed Ken A 197 views 6 comments 0 points Most recent by Ken A September 2025Reports (Windows)
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  R64.23 Morningstar X-ray missing features

  Closed rattytom 216 views 9 comments 5 points Most recent by Fred Coale September 2025Investing (Windows)
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  Return fixed income style box to Portfolio x-ray

  Reviewed rattytom 55 views 2 comments 10 points Most recent by Fred Coale September 2025Product Enhancements
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  Fidelity EWC+ Account Switches to Simple Tracking after switching to DC

  Closed BarryGraham 419 views 15 comments 0 points Most recent by Movie Nut September 2025Investing (Windows)
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  Double of Investment Number Showing in Portfolio Value Dashboard

  Closed Regretfull_User 59 views 3 comments 2 points Most recent by swsearcy September 2025Investing (Windows)
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  Rebalance Won't Show Asset Class and Adjustment Concurrenly

  Closed 26@harrich 16 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
• 
  Fidelity accounts won't download [Edited]

  Closed ilovebatz 94 views 3 comments -1 point Most recent by Quicken Kristina September 2025Registers & Transactions (Windows)
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  ACCOUNTS Window Shows Inaccurate Account Balance

  Closed 26@harrich 53 views 4 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Incomplete Download of Securities Prices - Requires multiple "One Step" Downloads

  Closed pgavon 140 views 11 comments 0 points Most recent by pgavon September 2025Investing (Windows)
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  Problems witn Schwab SWPPX (S&P 500 Index) and SWVXX (Money Mkt) Funds?

  Answered Closed Argiguy 155 views 8 comments 0 points Most recent by bgolden42 September 2025Errors and Troubleshooting (Windows)
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  Investing and taxes.

  Closed Ronald1955 41 views 2 comments 1 point Most recent by unknown September 2025Investing (Windows)
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  Behavioral quirk with the Reinvested Dividends dialog

  Closed jmaino 45 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
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  Why does my Fidelity financial information still not download correctly on updates?

  Answered Closed kobamm 59 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Is it possible to redownload Fidelity Transactions?

  Answered ✓ Closed Casey H 102 views 5 comments 0 points Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
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  Converting tracking method from simple to complete fails

  Answered Closed Angels250718 399 views 15 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Fidelity CMA account downloading Core/Settlement Fund SPAXX Buy/Sell transactions

  Answered Closed John@88 195 views 4 comments 0 points Most recent by John@88 September 2025Investing (Windows)
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  Add YTD Column to Investment Performance Report

  Reviewed hn14246 28 views 1 comment 2 points Most recent by Jim_Harman September 2025Reports
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  Persist/Allow Modification/Allow Sorting By Security Category

  Reviewed recursor1 44 views 2 comments 4 points Most recent by recursor1 September 2025Investments
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  YTD Investment Performance Report

  Closed hn14246 127 views 5 comments 0 points Most recent by Quicken Anja September 2025Investing (Windows)
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  fidelity connection - missing transactions finally downloaded [Edited]

  Closed traderbrian 52 views 3 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)