Investments

Discussion List

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  My error please ignore

  Jeff Bean 11 views 1 comment 0 points Most recent by Quicken Alyssa December 3Download, Add/Update Accounts (Windows)
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  Fidelity not downloading transactions

  Ghawkeswood 282 views 15 comments 0 points Most recent by 12Fairmount+ December 3Download, Add/Update Accounts (Windows)
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  Fidelity Investments no longer downloading transaction data

  Answered Nick_Quick 1.1K views 53 comments 2 points Most recent by Nick_Quick December 2Investing (Mac)
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  All Account Transactions Changed to MiscExp after Enter One New Transaction

  SeaStar 51 views 5 comments 1 point Most recent by Quicken Kristina December 2Budgeting and Planning Tools (Windows)
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  Fidelity Investments - linked checking account not updating [Edited]

  Answered A good dane 32 views 1 comment 0 points Most recent by recursor1 December 2Download, Add/Update Accounts (Windows)
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  Fidelity Transactions not downloading to Quicken Classic on Windows

  will66pu 1.4K views 41 comments 1 point Most recent by Quicken Kristina December 2Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits totals are off

  aardvarker 352 views 24 comments 1 point Most recent by Quicken Kristina December 2Errors and Troubleshooting (Mac)
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  Investment account not syncing with desktop

  ralphf 11 views 3 comments 0 points Most recent by Quicken Anja December 2Errors and Troubleshooting (Mobile)
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  Financial Account Display Has Changed

  Michael Winnick 41 views 3 comments 0 points Most recent by Rocket J Squirrel December 1Investing (Windows)
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  This transaction was created from a split transaction

  scottmonte 11 views 1 comment 0 points Most recent by Quicken Kristina December 1Download, Add/Update Accounts (Windows)
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  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  System 22 views 2 comments 0 points Most recent by Quicken Kristina December 1Errors and Troubleshooting (Windows)
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  Two Fidelity 401k Accounts - Two different Login

  rmatz 31 views 3 comments 0 points Most recent by Quicken Alyssa December 1Download, Add/Update Accounts (Mac)
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  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 61 views 6 comments 0 points Most recent by Quicken Kristina December 1Download, Add/Update Accounts (Windows)
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  Editing an existing core account transaction doesn't work properly

  System 1 view 1 comment 0 points Most recent by elorimer December 1Download, Add/Update Accounts (Windows)
• 
  Fidelity cash management account

  Answered JoshFla 93 views 7 comments 0 points Most recent by utexex79@ November 30Download, Add/Update Accounts (Windows)
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  Fidelity cash balances are off

  jeffreyjgray 12 views 1 comment 0 points Most recent by Quicken Kristina November 30Errors and Troubleshooting (Windows)
• 
  LPL now updating one mutual fund.

  tolich 11 views 3 comments 0 points Most recent by Quicken Alyssa November 30Errors and Troubleshooting (Windows)
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  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 21 views 3 comments 0 points Most recent by Quicken Anja November 29Download, Add/Update Accounts (Windows)
• 
  Multiple Fidelity Netbenefits problems [Edited]

  loukas 131 views 4 comments 2 points Most recent by loukas November 29Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered leishirsute 792 views 44 comments 0 points Most recent by proflaw November 29Download, Add/Update Accounts (Windows)
• 
  Fidelity Brokered CD Price Quote Downloads Rounding

  emhamiltn 163 views 14 comments 0 points Most recent by Quicken Kristina November 28Download, Add/Update Accounts (Windows)
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  7

  Up
  Spot Prices for Gold & Silver

  Reviewed rbw111 143 views 10 comments 7 points Most recent by encj November 28Investments
• 
  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Strike 72 views 6 comments 0 points Most recent by Strike November 27Registers & Transactions (Windows)
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  27
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.2K views 59 comments 27 points Most recent by Jay Baker November 27Investments
• 
  Merrill Lynch changed connection types? How can I fix account?

  Answered ✓ Nikster 178 views 4 comments 0 points Most recent by Nikster November 27Download, Add/Update Accounts (Windows)
• 
  Number of shares way off

  mauldin006 31 views 3 comments 0 points Most recent by Quicken Alyssa November 26Errors and Troubleshooting (Mac)
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  Unable to log into Fidelity Netbenefits after Migration

  Answered KeithK23 242 views 11 comments 0 points Most recent by Boatnmaniac November 26Errors and Troubleshooting (Windows)
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  5

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  Estimated Annual Dividend Income Column

  Reviewed jnussb9328 11 views 1 comment 5 points Most recent by Fred Coale November 26Investments
• 
  Change Security name on all transactions, missing stock splits

  Answered DoctorBrown 31 views 2 comments 0 points Most recent by DoctorBrown November 26Investing (Windows)
• 
  Fidelity Investments not Updating after all the "Fixes"

  nullsetzero 148 views 11 comments 0 points Most recent by Quicken Kristina November 25Investing (Windows)