Investments

Discussion List

• 
  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 224 views 8 comments 0 points Most recent by gulfcoastpaul August 2025Investing (Windows)
• 
  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 217 views 6 comments 2 points Most recent by TexMike August 2025Investing (Windows)
• 
  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 43 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
• 
  Reauthorizing account

  Answered Closed MWB 63 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)
• 
  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)
• 
  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 14 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
• 
  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 175 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
• 
  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 33 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Inputting Partnership Transactions

  Closed billr 117 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  Private stock now publicly traded

  Answered ✓ Closed Mary B Vaghi 76 views 4 comments 0 points Most recent by Mary B Vaghi August 2025Investing (Windows)
• 
  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 177 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
• 
  Ending Balance in Fidelity Account Not Correct

  Answered Closed Chet-NYC62 57 views 2 comments 0 points Most recent by NotACPA August 2025Investing (Windows)
• 
  Options positions showing up even though closed out and "show closed positions" not checked

  Closed quick20 33 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Windows)
• 
  Quicken wants to rename different CD's from the same bank to one name after connection method change

  Answered Closed Sheadpast 146 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Option Spread Entries

  Closed jketterl 43 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  Bought with Transferred Funds not Working

  Closed jslim1999 545 views 24 comments 0 points Most recent by jslim1999 August 2025Errors and Troubleshooting (Windows)
• 
  Why does one of my funds not show up in portfolio view?

  Answered Closed Malto 47 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
• 
  Model Wash Sale of Schwab Mutual Fund

  Closed BSabolik 65 views 3 comments 0 points Most recent by BSabolik August 2025Investing (Windows)
• 
  Merrill Update for Connection Method Changes Settings

  Closed MangoMan 263 views 11 comments 0 points Most recent by MangoMan August 2025Registers & Transactions (Windows)
• 
  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 236 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)