Investments

Discussion List

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  Quicken incorrect rename push

  Closed rjt21 25 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Prompted to enter cash balance for Fidelity accounts daily

  Closed System 47 views 3 comments 0 points Most recent by 12Fairmount+ September 2025Download, Add/Update Accounts (Windows)
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  Security Comparison Mismatch reported incorrectly

  Answered Closed Ross Dillon 136 views 1 comment 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Dashboard and Transaction views disagree

  Closed Dadio1953 12 views 1 comment 0 points Most recent by jacobs September 2025Investing (Mac)
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  Adjusting share balance for a fund used in multiple accounts

  Answered Closed Brad Y 281 views 18 comments 0 points Most recent by volvogirl September 2025Registers & Transactions (Windows)
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  Quicken classic windows Vanguard balances incorrect [Edited]

  Closed nickfuhs 66 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Win10, Quicken R64.25, and Fidelity Bond Downloads

  Answered Closed kurtkessel 68 views 2 comments 0 points Most recent by Steven September 2025Download, Add/Update Accounts (Windows)
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  How can I get Quicken to treat two mutual funds in a brokerage account as cash?

  Closed MarioP 418 views 7 comments 1 point Most recent by MarioP September 2025Registers & Transactions (Windows)
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  Why am I getting real-time quotes and have no way to turn it off?

  Answered Closed JRJR 59 views 4 comments 0 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
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  Getting Simple transactions in Vanguard account

  Closed System 36 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 26 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 24 views 2 comments 0 points Most recent by dcamp September 2025Investing (Mac)
• 
  Can't Download a UBS Financial Services Investment Account

  Closed awong489 116 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)
• 
  Fidelity 3 Digit Balance?

  Answered Closed brianmichael8403 82 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 143 views 12 comments 0 points Most recent by splasher September 2025Errors and Troubleshooting (Windows)
• 
  Any hope for TreasuryDirect connection?

  Answered Closed mikek753b 64 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 68 views 4 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
• 
  Portfolio Value & Account Balance Reports show incorrect amount

  Closed Ken A 229 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 236 views 9 comments 5 points Most recent by Fred Coale September 2025Investing (Windows)
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  10

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  Return fixed income style box to Portfolio x-ray

  Reviewed rattytom 62 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 488 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 67 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 17 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
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  Fidelity accounts won't download [Edited]

  Closed ilovebatz 102 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 66 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 162 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 191 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 42 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 63 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)