Investments

Discussion List

• 
  3

  Up
  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 50 views 4 comments 3 points Most recent by Jim_Harman March 3Investments
• 
  Merrill Lynch transactions downloading as "Null"

  System 26 views 7 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
• 
  2

  Up
  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 14 views 0 comments 2 points Most recent by SpongeWorthy March 3Investments
• 
  Why is Quicken for Mac not syncing with Fidelity Investments?

  Answered LLM 54 views 4 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Mac)
• 
  Holdings that have been sold still reflect in portfolio

  System 18 views 3 comments 0 points Most recent by Quicken Kristina March 3Errors and Troubleshooting (Mac)
• 
  Fidelity FDRXX Cash Balance Missing - Quicken Mac

  Answered DougMcCann 271 views 11 comments 0 points Most recent by Quicken Alyssa March 3Registers & Transactions (Mac)
• 
  Incorrect cash balance for an investment account in the register

  Vlad Kaplan 108 views 6 comments 0 points Most recent by Quicken Kristina March 2Investing (Windows)
• 
  Fidelity CC-601

  System 90 views 2 comments 0 points Most recent by Quicken Kristina March 2Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Allow allocations by Market Sector for Asset Allocation Analysis

  Reviewed ted_nixon 11 views 0 comments 1 point Most recent by ted_nixon March 2Canada Windows
• 
  Investment Account Cash Balance

  Answered SH62 25 views 1 comment 0 points Most recent by NotACPA March 2Investing (Windows)
• 
  UPDATED 3/2/26 QWIN - Portfolio X-Ray incorrectly showing some holdings as 'Not Classified'

  Quicken Kristina 353 views 3 comments 3 points Most recent by Quicken Kristina March 2Alerts, Online Banking & Known Product Issues
• 
  No Fidelity Downoads - Quicken Classic Windows 11

  jsk2817 81 views 7 comments 0 points Most recent by Quicken Kristina March 1Errors and Troubleshooting (Windows)
• 
  Bug: Quicken is downloading incorrect stock prices on weekend days

  QuickeDan 90 views 8 comments 0 points Most recent by q_lurker March 1Investing (Windows)
• 
  Kudos on Fidelity CMA improvements

  CousinBruce 18 views 1 comment 1 point Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Mac)
• 
  Fidelity monthly share sales download with generic info

  Mark Wagner 20 views 1 comment 0 points Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Windows)
• 
  Vanguard Download Issue - Two Entries Per Transaction

  Dom1 131 views 9 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Windows)
• 
  Fidelity FDRXX should not be reinvested dividend income

  Brad L Vandermoon 91 views 8 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Mac)
• 
  When Fidelity Cash Reserve FDRXX issue will be resolved?

  Answered vip 174 views 11 comments 0 points Most recent by mvitulli February 28Registers & Transactions (Mac)
• 
  Waters added to Account?

  AMP 42 views 2 comments 0 points Most recent by mshiggins February 27Investing (Windows)
• 
  Fidelity accounts missing transactions

  System 43 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  error in cash reporting on transaction screen /suggestions to fix

  Answered rayseidlinger 21 views 1 comment 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
• 
  Unable to download transactions from Teachers Retirement System of Georgia

  Answered jeharden 33 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
• 
  Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares

  daverph 191 views 11 comments 1 point Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
• 
  Schwab download with multiple user IDs and accounts

  murts1 44 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  System 151 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
• 
  1

  Up
  limited and general investment partnerships for Quicken for Mac

  Reviewed Morrie Siegel 20 views 2 comments 1 point Most recent by Quicken Kristina February 27Investments
• 
  Fidelity checking transactions not downloading

  System 19 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  Merrill Edge CMA account converted to "simple investing"

  heartsf 46 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)
• 
  Account reconciliation for investment accounts isn't working

  System 5 views 1 comment 0 points Most recent by petermartin1950 February 27Errors and Troubleshooting (Windows)
• 
  Updating Cost basis in Quicken for Mac 8.4.2

  Answered jxwinks 78 views 4 comments 0 points Most recent by John_in_NC February 26Investing (Mac)