Investments

Discussion List

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  Charles Schwab - some downloaded prices don't match the month end statement

  Answered uskedaddle 177 views 3 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 25 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
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  How do I change the Clr status on a transaction in an Investment register?

  Answered ✓ Closed Marvin Gardens 113 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Registers & Transactions (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.9K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  downloaded investment transactions

  Closed James Koski 204 views 7 comments 0 points Most recent by Tom Young August 2025Investing (Windows)
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  Report on Investment Options

  Closed mark-s 206 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  Coinbase Account

  Closed mikey1 32 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quicken Seems To Be Inflating My Brokerage Balance

  Closed qckenguy 32 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  Edward Jones Transactions

  Closed tbf47 138 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Fidelity : Quicken duplicates account total for Checking-type accounts

  Closed George Hetrick 65 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 260 views 8 comments 0 points Most recent by gulfcoastpaul August 2025Investing (Windows)
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  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 246 views 6 comments 2 points Most recent by TexMike August 2025Investing (Windows)
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  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 48 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
• 
  Reauthorizing account

  Answered Closed MWB 73 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 71 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  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)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 12 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 217 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
• 
  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 31 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Inputting Partnership Transactions

  Closed billr 141 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
• 
  Private stock now publicly traded

  Answered ✓ Closed Mary B Vaghi 83 views 4 comments 0 points Most recent by Mary B Vaghi August 2025Investing (Windows)
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  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 214 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
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  Ending Balance in Fidelity Account Not Correct

  Answered Closed Chet-NYC62 73 views 2 comments 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Options positions showing up even though closed out and "show closed positions" not checked

  Closed quick20 32 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Windows)
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  Quicken wants to rename different CD's from the same bank to one name after connection method change

  Answered Closed Sheadpast 173 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Option Spread Entries

  Closed jketterl 55 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)