Investments

Discussion List

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  Schwab downloaded transactions with wrong security

  Closed Jon2 165 views 8 comments 0 points Most recent by Jon2 August 2025Investing (Windows)
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  Transfer from savings to IRA showing up as an expense?

  Answered Closed TRepetti 22 views 1 comment 0 points Most recent by NotACPA August 2025Budgeting and Planning Tools (Windows)
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  Bond Price Updates

  Answered Closed Cyclist 92 views 3 comments 0 points Most recent by Strup August 2025Investing (Windows)
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  Merged: Quicken and Fidelity Stopped Downloading Transactions on 8/2/2025

  Closed Just Me and Not Someone Else 1 view 0 comments 0 points Most recent by Just Me and Not Someone Else August 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity Cutover Migration

  Closed jcoley2 2 views 1 comment 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  "Some" transactions through Schwab... (Q Mac)

  Answered Closed TomTab 22 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  CD holdings missing from Edward Jones download (QWin)

  Closed System 22 views 6 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  No longer able to reconcile share balance in a brokerage account?

  Closed nhttip 51 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  1

  Up
  Enhancement to report, "Income by Security"

  Reviewed 20Jk23 12 views 0 comments 1 point Most recent by 20Jk23 July 2025Investments
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  Merged: multiple duplicate downloaded transactions in an investment account

  Closed Wiley Won 11 views 0 comments 0 points Most recent by Wiley Won July 2025Download, Add/Update Accounts (Windows)
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  Employer Matches

  Answered Closed kweller 42 views 3 comments 0 points Most recent by Jim_Harman July 2025Investing (Windows)
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  Can't log in to Wealthscape Investor

  Answered ✓ Closed Gary Moody 1.1K views 3 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Windows)
• 
  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 270 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
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  False New Security & Matching Security Pop Up

  Closed Ray 92 views 6 comments 0 points Most recent by Ray July 2025Download, Add/Update Accounts (Windows)
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  Fidelity mutual fund merger has me confused how to enter into QWin

  Answered Closed Rocket J Squirrel 1.2K views 10 comments 0 points Most recent by Chris_QPW July 2025Investing (Windows)
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  Vanguard Issues QQQ & MSFT Prices Won’t Update

  Answered ✓ Closed egldvrbags 453 views 24 comments 0 points Most recent by egldvrbags July 2025Download, Add/Update Accounts (Windows)
• 
  How do I enter employer 401k match

  Closed vgburke85 135 views 5 comments 0 points Most recent by Chris_QPW July 2025Registers & Transactions (Windows)
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  Fidelity account issues: balance variance and unaccepted transactions

  Answered Closed annetteward5 92 views 4 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  157

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  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Under Consideration Closed Quicken Community 2.2K views 51 comments 157 points Most recent by jacobs July 2025Investments
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  Merrill / B of A EWC+

  Closed SomebodyInGNV 43 views 3 comments 0 points Most recent by SomebodyInGNV July 2025Download, Add/Update Accounts (Windows)
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  Any ETA to fix TreasuryDirect connection?

  Closed mikek753b 384 views 16 comments -1 point Most recent by mikek753b July 2025Download, Add/Update Accounts (Windows)
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  Edward Jones Investment Holdings are Incorrect

  Answered Closed G Contini 63 views 3 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
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  Reauthorized Merrill Lynch investment account downloads all transactions as deposits/withdrawals

  Closed Peterg99 21 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  What happened to my Investment Registers?

  Answered ✓ Closed OmniDIYer 297 views 6 comments 1 point Most recent by [Deleted User] July 2025Registers & Transactions (Windows)