Investments

Discussion List

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  Will Merrill Lynch QFX Work After the Mandatory Cutover to EWC+?

  Closed mrzookie 24 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  sidebar incorrect, fidelity

  Answered Closed kev25865 23 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Fidelity EWC+ conversion - which account for core MMF selection pop-up?

  Answered Closed leishirsute 196 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

  Closed traderbrian 66 views 3 comments 0 points Most recent by Quicken Kristina September 2025File Conversion and Backup (Windows)
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  Securities Value incorrect after importing

  Answered Closed SilverEagle 141 views 7 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  CD price quotes from Fidelity Investments changed by a factor of 100 after switch to EWC+

  Closed Dave01010100 604 views 19 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Quicken incorrect rename push

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

  Closed System 46 views 3 comments 0 points Most recent by 12Fairmount+ September 2025Download, Add/Update Accounts (Windows)
• 
  Security Comparison Mismatch reported incorrectly

  Answered Closed Ross Dillon 175 views 1 comment 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  Dashboard and Transaction views disagree

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

  Answered Closed Brad Y 361 views 18 comments 0 points Most recent by volvogirl September 2025Registers & Transactions (Windows)
• 
  Quicken classic windows Vanguard balances incorrect [Edited]

  Closed nickfuhs 84 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Win10, Quicken R64.25, and Fidelity Bond Downloads

  Answered Closed kurtkessel 62 views 2 comments 0 points Most recent by Steven September 2025Download, Add/Update Accounts (Windows)
• 
  How can I get Quicken to treat two mutual funds in a brokerage account as cash?

  Closed MarioP 494 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 81 views 4 comments 0 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
• 
  Getting Simple transactions in Vanguard account

  Closed System 51 views 3 comments 0 points Most recent by EvDob September 2025Download, Add/Update Accounts (Windows)
• 
  Statement Date and Ending Cash Balance don't persist on investment accounts

  Answered Closed LMillsap1 35 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)
• 
  Live crypto price indexes that work with Quicken Mac?

  Answered Closed dcamp 22 views 2 comments 0 points Most recent by dcamp September 2025Investing (Mac)
• 
  Can't Download a UBS Financial Services Investment Account

  Closed awong489 127 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)
• 
  Fidelity 3 Digit Balance?

  Answered Closed brianmichael8403 93 views 7 comments 0 points Most recent by brianmichael8403 September 2025Download, Add/Update Accounts (Windows)
• 
  OL-332-A with Edward Jones Accounts

  Closed dccrens 204 views 12 comments 0 points Most recent by splasher September 2025Errors and Troubleshooting (Windows)
• 
  Any hope for TreasuryDirect connection?

  Answered Closed mikek753b 77 views 1 comment -1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  LPL Financial switched to Simple investment tracking

  Closed System 110 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 254 views 6 comments 0 points Most recent by Ken A September 2025Reports (Windows)
• 
  R64.23 Morningstar X-ray missing features

  Closed rattytom 263 views 9 comments 5 points Most recent by Fred Coale September 2025Investing (Windows)