Investments

Discussion List

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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 102 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
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  Recording changes in the cost of investments

  Answered Closed richt1 31 views 2 comments 0 points Most recent by bmciance September 2025Investing (Windows)
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  Phantom Brokerage Account Entry

  Closed Baldlegal 23 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 248 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  How do I enter employer 401k contribution if it's done annually?

  Answered Closed vgburke85 255 views 7 comments 0 points Most recent by Tom Young September 2025Registers & Transactions (Windows)
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  Investment ledger error

  Answered Closed rayrozema 39 views 2 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 43 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  FZEXX shows the correct balance but the account now has a large negative balance

  Closed System 26 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Fund Name Mismatch - How Not to Lose Price History

  Closed kleinfelter 72 views 3 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  R 64.19 Morningstar X-Ray

  Closed Bob_L 186 views 6 comments 0 points Most recent by Michael Reavell September 2025Investing (Windows)
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  Incorrect account balance in investment performance report

  Closed MikeC331 65 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)
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  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 68 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  Merged: Continuing issues with Fidelity

  Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew September 2025Errors and Troubleshooting (Windows)
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  9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

  Announcement Quicken Anja 3.4K views 0 comments 2 points Most recent by Quicken Anja September 2025Announcements
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  Fidelity CD Pricing Dowload Completely Wrong

  Answered Closed DavidS 635 views 17 comments 4 points Most recent by DavidS September 2025Errors and Troubleshooting (Windows)
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  Several "Options" transaction issues

  Closed ljb1493 181 views 7 comments 0 points Most recent by ljb1493 September 2025Investing (Windows)
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  How to record partial Bond Call?

  Closed mikek753b 433 views 18 comments 0 points Most recent by Tom Young September 2025Investing (Windows)
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  Question About Asset Allocation and Expected Return Regarding Bonds

  Answered Closed recursor1 143 views 5 comments 0 points Most recent by recursor1 September 2025Investing (Windows)
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  Edit/Override security CUSIP ID

  Closed Jeremy Kruse 565 views 7 comments 0 points Most recent by q_lurker September 2025Investing (Windows)
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  Missing mutual fund after Fidelity update

  Closed James Tonn 146 views 7 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Total Value in Investing tab is wrong; Accounts value (left column) is correct

  Closed MPS 29 views 2 comments 0 points Most recent by MPS September 2025Investing (Windows)
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  Fidelity Investment Reauthorizing Accounts

  Closed RobFS 42 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)