Investments

Discussion List

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  11

  Up
  Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

  Reviewed Brad L Vandermoon 286 views 6 comments 11 points Most recent by Captain Tim October 2025Investments
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  Dividend cash transfers not reflecting in the cash listing

  Closed System 109 views 5 comments 0 points Most recent by Chuck77 October 2025Investing (Windows)
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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 859 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Cannot Add Back One of My Fidelty IRA's to Quicken after Transition

  Answered ✓ Closed Bione 114 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Fixed income prices not updating (schwab/Fidelity)

  Closed ghstudio 105 views 2 comments 0 points Most recent by ghstudio October 2025Errors and Troubleshooting (Windows)
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  Fidelity Investments Overstated

  Closed Velvil 49 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Mac)
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  Money Market Mutual Fund not showing in Cash account linked to Merrill Lynch Investment Account

  Answered Closed sjmsing 182 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
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  Portfolio view Return (%) YTD

  Answered ✓ Closed agent511 71 views 3 comments 0 points Most recent by agent511 October 2025Errors and Troubleshooting (Windows)
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  Fidelity Bond Prices

  Closed Snakebit12 125 views 4 comments 0 points Most recent by Lou Meyer October 2025Errors and Troubleshooting (Windows)
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  Latest update (R64.30) breaks Fidelity CD download

  Closed Chuck77 269 views 6 comments 0 points Most recent by Lou Meyer October 2025Investing (Windows)
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  quicken not updating any investment prices at all

  Closed ghstudio 154 views 2 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Investment Account Transfer of Assets

  Answered ✓ Closed OldSwimmer1650 206 views 8 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)