Investments

Discussion List

• 
  Fidelity Account Name Changes

  Announcement Quicken Janean 2.1K views 0 comments 2 points Most recent by Quicken Janean June 2025Announcements
• 
  How do I zero out securities value?

  Answered Closed Steven_75 77 views 3 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
• 
  42

  Up
  Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)

  Under Consideration Quicken Community 1.9K views 41 comments 42 points Most recent by Quicken Jasmine June 2025Investments
• 
  ETrade/Morgan Stanley automatically switched over to "Simple Investing" from "Complete" [Edited]

  Answered Closed USA-Lenny 153 views 2 comments 0 points Most recent by rs1 June 2025Investing (Windows)
• 
  Vanguard Accounts Still Not Showing Registers

  Closed DebMj1 125 views 7 comments 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
• 
  Merged: One Vanguard account not updating transactions

  Closed smbschrader 41 views 0 comments 0 points Most recent by smbschrader June 2025Investing (Windows)
• 
  Why do some Canadian Stocks not update in Canadian Quicken

  Answered ✓ Closed Scouter_Don 389 views 8 comments 0 points Most recent by Scouter_Don June 2025Investing (Windows)
• 
  Ally Invest Downloads

  Closed tnjpatton 141 views 6 comments 0 points Most recent by Quicken Jasmine June 2025Registers & Transactions (Windows)
• 
  How can I get quicken classic to correctly track my jp morgan retirement accounts?

  Answered Closed Mark Shafton 134 views 5 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Schwab transactions not downloading since beginning May

  Closed K_D 1 view 0 comments 0 points Most recent by K_D May 2025Download, Add/Update Accounts (Windows)
• 
  Wash Sales

  Answered Closed tp3164md 49 views 3 comments 0 points Most recent by q_lurker May 2025Investing (Windows)
• 
  Vanguard transactions not downloading, possible new issue?

  Closed brockmari 580 views 9 comments 0 points Most recent by Rob Ritenour May 2025Investing (Windows)
• 
  Unable to Access Investment Accounts on Anrdroid Quicken Classic Application

  Closed JohnHart5303 23 views 1 comment 0 points Most recent by Chris_QPW May 2025Investing (Windows)
• 
  How to get from Fidelity 401k to multiple accounts by the source?

  Closed mikek753 1K views 20 comments 0 points Most recent by [Deleted User] May 2025Investing (Windows)
• 
  Corporate acquisition (stock for stock) results in incorrect avg annual returns in performance tab

  Closed MagillCPA 43 views 1 comment 0 points Most recent by Quicken Kristina May 2025Investing (Windows)
• 
  "Real Time Quotes" selection in preferences doesn't stay checked

  Closed Chuck56 41 views 3 comments 0 points Most recent by UKR May 2025Errors and Troubleshooting (Windows)
• 
  Reconciling Discover (DFS)/Capital One (COF) merger transactions 5/19/2025

  Closed Michael Farley 133 views 1 comment 0 points Most recent by Quicken Anja May 2025FAQ'S (Windows)
• 
  Security Comparison Mismatch due to rounding?

  Answered Closed Chris3 62 views 3 comments 0 points Most recent by NotACPA May 2025Investing (Windows)
• 
  Cash source

  Closed kevin. 22 views 2 comments 0 points Most recent by Jim_Harman May 2025Investing (Windows)
• 
  How to track 'Interest Rate Linked Structured Investments'?

  Closed t34hansen 65 views 4 comments 0 points Most recent by [Deleted User] May 2025Investing (Mac)
• 
  How to track 'Interest Rate Linked Structured Investments'?

  Closed t34hansen 57 views 3 comments 0 points Most recent by t34hansen May 2025Investing (Mac)
• 
  Betterment: simple versus complete tracking method

  Answered ✓ Closed pilotdude 261 views 6 comments 0 points Most recent by Quicken Anja May 2025Investing (Windows)
• 
  Quicken Classic Deluxe – 401k Balance Doubling After Switching to “Simple – Positions Only” Mode

  Closed Jkreit70 153 views 4 comments 0 points Most recent by Chris_QPW May 2025Investing (Windows)
• 
  syncing my recurring investment purchases with my checking account

  Answered Closed schweitz6357 21 views 2 comments 0 points Most recent by Tom Young May 2025Investing (Windows)