Investments

Discussion List

• 
  R64.23 Morningstar X-ray missing features

  Closed rattytom 327 views 9 comments 5 points Most recent by Fred Coale September 2025Investing (Windows)
• 
  Fidelity EWC+ Account Switches to Simple Tracking after switching to DC

  Closed BarryGraham 608 views 15 comments 0 points Most recent by Movie Nut September 2025Investing (Windows)
• 
  Double of Investment Number Showing in Portfolio Value Dashboard

  Closed Regretfull_User 85 views 3 comments 2 points Most recent by swsearcy September 2025Investing (Windows)
• 
  Rebalance Won't Show Asset Class and Adjustment Concurrenly

  Closed 26@harrich 22 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
• 
  Fidelity accounts won't download [Edited]

  Closed ilovebatz 134 views 3 comments -1 point Most recent by Quicken Kristina September 2025Registers & Transactions (Windows)
• 
  ACCOUNTS Window Shows Inaccurate Account Balance

  Closed 26@harrich 86 views 4 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  Incomplete Download of Securities Prices - Requires multiple "One Step" Downloads

  Closed pgavon 260 views 11 comments 0 points Most recent by pgavon September 2025Investing (Windows)
• 
  Problems witn Schwab SWPPX (S&P 500 Index) and SWVXX (Money Mkt) Funds?

  Answered Closed Argiguy 275 views 8 comments 0 points Most recent by bgolden42 September 2025Errors and Troubleshooting (Windows)
• 
  Investing and taxes.

  Closed Ronald1955 55 views 2 comments 1 point Most recent by unknown September 2025Investing (Windows)
• 
  Behavioral quirk with the Reinvested Dividends dialog

  Closed jmaino 53 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
• 
  Converting tracking method from simple to complete fails

  Answered Closed Angels250718 617 views 15 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
• 
  Fidelity CMA account downloading Core/Settlement Fund SPAXX Buy/Sell transactions

  Answered Closed John@88 254 views 4 comments 0 points Most recent by John@88 September 2025Investing (Windows)
• 
  YTD Investment Performance Report

  Closed hn14246 214 views 5 comments 0 points Most recent by Quicken Anja September 2025Investing (Windows)
• 
  IRA income transfer simplified

  Closed P. 16 views 0 comments 1 point Most recent by P. September 2025Investing (Windows)
• 
  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 145 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  Since New EWC+ Upgrade - I am now getting "Unidentified Security" Trans fm Merrill Lynch

  Closed Dan13 206 views 4 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 220 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)