Investments

Discussion List

• 
  Since Sept 21 update, Fidelity balance is off

  Closed Lou Meyer 28 views 0 comments 0 points Most recent by Lou Meyer September 2025Investing (Windows)
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  New Quicken Connection with Fidelity treats FZDXX as both Money Market & Cash

  Closed udechwordiEr 401 views 8 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  sidebar incorrect, fidelity

  Answered Closed kev25865 31 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

  Closed traderbrian 74 views 3 comments 0 points Most recent by Quicken Kristina September 2025File Conversion and Backup (Windows)
• 
  Securities Value incorrect after importing

  Answered Closed SilverEagle 183 views 7 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  Security Comparison Mismatch reported incorrectly

  Answered Closed Ross Dillon 195 views 1 comment 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  Dashboard and Transaction views disagree

  Closed Dadio1953 21 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 440 views 18 comments 0 points Most recent by volvogirl September 2025Registers & Transactions (Windows)
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  How can I get Quicken to treat two mutual funds in a brokerage account as cash?

  Closed MarioP 545 views 7 comments 1 point Most recent by MarioP September 2025Registers & Transactions (Windows)
• 
  Why am I getting real-time quotes and have no way to turn it off?

  Answered Closed JRJR 98 views 4 comments 0 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
• 
  Statement Date and Ending Cash Balance don't persist on investment accounts

  Answered Closed LMillsap1 50 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 39 views 2 comments 0 points Most recent by dcamp September 2025Investing (Mac)
• 
  Can't Download a UBS Financial Services Investment Account

  Closed awong489 158 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)
• 
  OL-332-A with Edward Jones Accounts

  Closed dccrens 293 views 12 comments 0 points Most recent by splasher September 2025Errors and Troubleshooting (Windows)
• 
  LPL Financial switched to Simple investment tracking

  Closed System 139 views 4 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)