Investments

Discussion List

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  Has a solution to Portfolio X-Ray not recognizing ETF stock funds been found?

  Answered lrcatlett 97 views 3 comments 0 points Most recent by bd-tx February 15Investing (Windows)
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  Xerox Spinoff 2 12 2026

  Answered jjrichards 72 views 4 comments 0 points Most recent by jjrichards February 14Download, Add/Update Accounts (Mac)
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  As of February 11, my Fidelity checking account has getting bad data in the Quicken download

  Answered mannyg 33 views 1 comment 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  Corporate Action for Astrozenica (Q Mac)

  Answered beneisenstein 28 views 1 comment 0 points Most recent by Quicken Kristina February 14Investing (Mac)
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  can't seem to memorize an investment transaction if it has the MiscExp Action

  Answered Jeff Pobst 27 views 2 comments 1 point Most recent by Jeff Pobst February 14Registers & Transactions (Windows)
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  Are Fidelity Netbenefits Workplace 401k downloads still an OPEN Quicken issue?

  Answered Snakeyes 41 views 4 comments 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 6 views 3 comments 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Windows)
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  Custom Asset Class Not Appearing on Asset Allocation Chart

  richradi 26 views 2 comments 0 points Most recent by Quicken Kristina February 14Investing (Windows)
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  Fidelity Roth IRA account shows cash that I don't have

  Lpowell 27 views 3 comments 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  One EFT (GOVT) not updating regularly

  foursix 3 views 2 comments 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  Downloaded Fidelity Securities Unknown - One Step Update

  Answered cneriley 43 views 1 comment 0 points Most recent by NotACPA February 14Download, Add/Update Accounts (Windows)
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  John Hancock 401k balance not posting

  Answered LarryT9999 21 views 2 comments 0 points Most recent by Douwe February 14Registers & Transactions (Mac)
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  Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

  Matthew Boone 975 views 35 comments 3 points Most recent by Steve Long Time User February 13Investing (Windows)
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  Fidelity Downloaded Transactions Not Matching

  micdif 282 views 31 comments 0 points Most recent by Quicken Kristina February 13Errors and Troubleshooting (Windows)
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  Any update on when the Fidelity Cash Balance issue will be resolved?

  Ramias 825 views 29 comments 0 points Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Mac)
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  Cash transfers between Fidelity accounts no longer processed as a transfer

  leishirsute 45 views 5 comments 0 points Most recent by Quicken Kristina February 13Download, Add/Update Accounts (Windows)
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  Investment Cash Account does not match statement, Split ContribX entries

  DonBoy 77 views 8 comments 0 points Most recent by Quicken Kristina February 13Investing (Windows)
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  11

  Up
  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 49 views 2 comments 11 points Most recent by Jim_Harman February 12Investments
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  What is happening between Quicken and Fidelity in the past couple of days. Quicken Deluxe, Windows

  stenan7 85 views 2 comments -1 point Most recent by Quicken Laura February 12Download, Add/Update Accounts (Windows)
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  What is up with Quicken today?

  KenI 157 views 6 comments 0 points Most recent by Ryanmk February 11Investing (Windows)
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  Error with Merrill Lynch downloads

  Answered ✓ gslaby 82 views 7 comments 0 points Most recent by Quicken Alyssa February 11Errors and Troubleshooting (Windows)
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  Redemption Transactions Missing

  System 8 views 1 comment 0 points Most recent by Pacific_Shark_Chum February 11Download, Add/Update Accounts (Mac)
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  Error updating NetXinvestor accounts

  System 22 views 3 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Windows)
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  Fidelity Connection Issues

  Kim Roffman 144 views 2 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Windows)
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  Fidelity - reauthentication required when I switch Quicken databases

  MSVA 51 views 6 comments 0 points Most recent by Quicken Kristina February 10Download, Add/Update Accounts (Windows)
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  Average Cost Per Share Discrepancy

  tkstaple 21 views 6 comments 0 points Most recent by tkstaple February 10Investing (Windows)
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  share quantity incorrect after sale of security

  Gretchen P 54 views 7 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Mac)
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  1

  Up
  Include Total # of Shares on Security Report(s)

  Reviewed asher 32 views 2 comments 1 point Most recent by NotACPA February 9Reports
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  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Tealeaf3 61 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)