Investments

Discussion List

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  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 36 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Reauthorizing account

  Answered Closed MWB 38 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quicken does not download/sync pending transactions in Fidelity Cash Management Account

  Closed sysjl1 63 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Merged: Quicken and Fidelity Investments is an absolute mess

  Closed alocksley 11 views 0 comments 0 points Most recent by alocksley August 2025Download, Add/Update Accounts (Windows)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 18 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 156 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 22 views 0 comments 6 points Most recent by Misra August 2025Reports
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  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 34 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Inputting Partnership Transactions

  Closed billr 98 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Private stock now publicly traded

  Answered ✓ Closed Mary B Vaghi 70 views 4 comments 0 points Most recent by Mary B Vaghi August 2025Investing (Windows)
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  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 151 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
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  Ending Balance in Fidelity Account Not Correct

  Answered Closed Chet-NYC62 56 views 2 comments 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Options positions showing up even though closed out and "show closed positions" not checked

  Closed quick20 34 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Windows)
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  Quicken wants to rename different CD's from the same bank to one name after connection method change

  Answered Closed Sheadpast 134 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Option Spread Entries

  Closed jketterl 45 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Bought with Transferred Funds not Working

  Closed jslim1999 508 views 24 comments 0 points Most recent by jslim1999 August 2025Errors and Troubleshooting (Windows)
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  Buying Investments showing up in Interest Income

  Answered Closed BriJoiSling 151 views 8 comments 0 points Most recent by Quicken Kristina August 2025Budgeting and Planning Tools (Windows)
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  Why does one of my funds not show up in portfolio view?

  Answered Closed Malto 44 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Model Wash Sale of Schwab Mutual Fund

  Closed BSabolik 58 views 3 comments 0 points Most recent by BSabolik August 2025Investing (Windows)
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  Merrill Update for Connection Method Changes Settings

  Closed MangoMan 242 views 11 comments 0 points Most recent by MangoMan August 2025Registers & Transactions (Windows)
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  Merged: Please add RSU and Option support like Windows

  Closed tduane 26 views 0 comments 6 points Started by tduane August 2025 Investments
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  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 205 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Portfolio Amounts Doubled

  Closed LMoore 25 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Mac)