Investments

Discussion List

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  Ascensus - RP Link connectivity problem (QWin)

  Closed System 21 views 4 comments 0 points Most recent by DSK55 September 2025Download, Add/Update Accounts (Windows)
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  Corrupted after update ? I guess

  Closed Perry Smith 124 views 4 comments 0 points Most recent by Perry Smith September 2025Installing and Updating (Mac)
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  Please clarify exactly what changed with R64.30

  Closed Chris_QPW 471 views 12 comments 2 points Most recent by Geobrick September 2025Download, Add/Update Accounts (Windows)
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  Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)

  Closed J. Snyder 61 views 2 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity reauthorization doesn't list correct "Link to Existing Account"

  Answered Closed BarbGB 133 views 4 comments 0 points Most recent by BarbGB September 2025Download, Add/Update Accounts (Windows)
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  Fidelity – Cash Representation

  Closed mvwabc 71 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Fidelity - Some security quantities incorrect (QWin)

  Closed System 1 view 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  13

  Up
  User generated asset classes

  Reviewed lfields333 31 views 3 comments 13 points Most recent by Quicken Kristina September 2025Product Enhancements
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  My Fidelity connection date did not work correctly

  Answered Closed nuttika 193 views 11 comments 0 points Most recent by nuttika September 2025Errors and Troubleshooting (Windows)
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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 62 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
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  Recording changes in the cost of investments

  Answered Closed richt1 24 views 2 comments 0 points Most recent by bmciance September 2025Investing (Windows)
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  Phantom Brokerage Account Entry

  Closed Baldlegal 11 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 182 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  How do I enter employer 401k contribution if it's done annually?

  Answered Closed vgburke85 175 views 7 comments 0 points Most recent by Tom Young September 2025Registers & Transactions (Windows)
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  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 1.2K views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Investment ledger error

  Answered Closed rayrozema 31 views 2 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 31 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  FZEXX shows the correct balance but the account now has a large negative balance

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 614 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fund Name Mismatch - How Not to Lose Price History

  Closed kleinfelter 43 views 3 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  R 64.19 Morningstar X-Ray

  Closed Bob_L 141 views 6 comments 0 points Most recent by Michael Reavell September 2025Investing (Windows)
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  Financial institution connection update and zzz meaning.

  Answered ✓ Closed Tony Luers 151 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
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  Incorrect account balance in investment performance report

  Closed MikeC331 42 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)
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  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 51 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  Merged: Continuing issues with Fidelity

  Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew September 2025Errors and Troubleshooting (Windows)
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  Errors with updating Fidelity Accounts CC-800

  Answered Closed eurogenes 61 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)