Investments

Discussion List

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  Merged: Merrill Lynch transaction download error with EWC+

  Closed jdparker225 1 view 0 comments 0 points Started by jdparker225 April 3 Download, Add/Update Accounts (Windows)
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  Categorization of annuity distributions

  Answered JohnMRinehart 54 views 2 comments 0 points Most recent by JohnMRinehart April 3Investing (Windows)
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  Fidelity Money Market (SPAXX) Not Showing in Quicken After Recent Update

  System 42 views 4 comments 0 points Most recent by cewhitejr April 3Download, Add/Update Accounts (Windows)
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  Like to move shares from Old Security to New Security (good) quickly.

  BRETTB 95 views 7 comments 0 points Most recent by BRETTB April 2Investing (Windows)
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  Updates for Fidelity not working

  glennwms 176 views 11 comments 0 points Most recent by Quicken Laura April 2Download, Add/Update Accounts (Windows)
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  Fidelity Cash Balance Not working on Quicken for Mac

  Sammy 36 views 3 comments 0 points Most recent by Quicken Laura April 2Reports (Mac)
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  Fidelity monthly share sales download with generic info

  Mark Wagner 35 views 3 comments 0 points Most recent by Quicken Alyssa April 2Download, Add/Update Accounts (Windows)
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  2

  Up
  How about an option to reclassify asset class for stocks/investments in bulk? Or by account?

  Reviewed Larry Woodbridge 31 views 2 comments 2 points Most recent by sjnehoc April 1Investments
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  Dividend Category by Account Type - All Dividends Currently Just "_Div"

  ManOfSteel58 51 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)
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  Problems with having Jackson National data display properly

  Normal 47 views 9 comments 0 points Most recent by Quicken Alyssa April 1Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits Downloading Incorrect Prices Outside Trading Hours

  dsmith5010 62 views 6 comments 0 points Most recent by dsmith5010 April 1Investing (Windows)
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  1

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  Introduce a new COMMODITIES category group under Accounts

  Reviewed rkoffler 29 views 2 comments 1 point Most recent by NotACPA March 31Investments
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  One Step Update claims there are transactions, but I don't see them

  System 31 views 2 comments 0 points Most recent by Quicken Kristina March 31Download, Add/Update Accounts (Windows)
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  9

  Up
  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 73 views 5 comments 9 points Most recent by redcavern March 31Investments
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  1

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  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 33 views 2 comments 1 point Most recent by Ted P March 31Investments
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  Holding Security Same Security at two different Brokerages (Best Method to Handle)

  BRETTB 40 views 3 comments 0 points Most recent by BRETTB March 31Investing (Windows)
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  38

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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 812 views 15 comments 38 points Most recent by mikek753b March 31Budget and Planning Tools
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  CC-601 Error - Fidelity Brokerage Accounts not updating.

  gtgerbo 3.8K views 144 comments 2 points Most recent by shtevie March 31Download, Add/Update Accounts (Windows)
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  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  Closed smm13 88 views 8 comments 0 points Most recent by Quicken Alyssa March 31Registers & Transactions (Windows)
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  Investment expenses

  dc600 51 views 3 comments 0 points Most recent by Jim_Harman March 30All Things Canadian (Windows)
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  Downloading transactions locks up quicken

  Answered dfmeyer 65 views 4 comments 0 points Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  What is happening between Quicken and Fidelity in the past couple of days. Quicken Deluxe, Windows

  Answered stenan7 129 views 4 comments -1 point Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 94 views 10 comments 0 points Most recent by Quicken Kristina March 30Download, Add/Update Accounts (Windows)
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  UPDATED 3/30/26 Fidelity Updates

  Announcement Quicken Janean 19.3K views 7 comments 9 points Most recent by Quicken Kristina March 30Alerts, Online Banking & Known Product Issues
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  Fidelity Net Benefits lost history

  Closed GOBLUE 29 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Persistent issues with Fidelity NetBenefits since Fall of 2025

  Closed GOBLUE 54 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  One EFT (GOVT) not updating regularly

  Closed foursix 2 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Fidelity Roth IRA account shows cash that I don't have

  Closed Lpowell 37 views 5 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Complete Positions to Simple, What now

  Philip107 93 views 8 comments 0 points Most recent by Quicken Laura March 29Investing (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly (again)

  Michael Sloss 121 views 10 comments 0 points Most recent by Quicken Kristina March 28Download, Add/Update Accounts (Windows)