Investments

Discussion List

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  fidelity connection - missing transactions finally downloaded [Edited]

  Closed traderbrian 51 views 3 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Purchase changing to "added" & Sale changing to "removed"

  Closed System 41 views 5 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  IRA income transfer simplified

  Closed P. 11 views 0 comments 1 point Most recent by P. September 2025Investing (Windows)
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  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 102 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  Fidelity dividends downloading incorrectly

  Closed System 91 views 4 comments 0 points Most recent by mshiggins August 2025Download, Add/Update Accounts (Windows)
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  Since New EWC+ Upgrade - I am now getting "Unidentified Security" Trans fm Merrill Lynch

  Closed Dan13 163 views 4 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 161 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)
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  shares of mutual fund incorrect after quicken update with schwab

  Answered ✓ Closed dave hulett 646 views 29 comments 2 points Most recent by AndrewQ August 2025Download, Add/Update Accounts (Windows)
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  Why do I have inconsistent balances on one of my investment accounts

  Answered Closed Phawk 22 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
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  Merrill Lynch investment accounts download double transactions

  Closed Hawkeye81 21 views 2 comments 0 points Most recent by lcdetwiler August 2025Errors and Troubleshooting (Windows)
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  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 889 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Can I delete a mutual fund from the Portfolio list?

  Answered Closed ejbucknell 93 views 4 comments 0 points Most recent by q_lurker August 2025Investing (Windows)
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  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 63 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
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  R64.19 potential file corruption or Vanguard issue?

  Closed Bob_L 62 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Having issue with updating Fidelity transactions and it just got worse - any help?

  Answered Closed kennethsax 142 views 2 comments 0 points Most recent by Cl1 August 2025Registers & Transactions (Windows)
• 
  Is anyone else having problems with Vanguard downloads today?

  Closed davidissimo 21 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
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  Fidelity + EWC : Fees via share redemption don't show fund

  Closed SilentSam 21 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Need help with manually entering and tracking a stock so that it reconciles

  Answered Closed droopydog53 32 views 2 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
• 
  Uncategorized transactions

  Answered ✓ Closed Don Awalt 187 views 6 comments 0 points Most recent by Don Awalt August 2025Investing (Windows)
• 
  Please Help in Requesting Quicken to Increase Number of Supported Investment Securities

  Closed billr 514 views 15 comments 1 point Most recent by BrittMayo August 2025Investing (Windows)
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  Is there a way to exclude a specific security from updates (online downloads)?

  Answered Closed NotTechnical 91 views 4 comments 0 points Most recent by NotTechnical August 2025Investing (Mac)
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  Major Mutual fund has negative value and negative share balance

  Closed System 33 views 3 comments 0 points Most recent by quickj August 2025Investing (Windows)
• 
  why does my schwab investment account become unlinked?

  Answered Closed jam69IsHere 21 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)