Investments

Discussion List

• 
  Today's Change (on Investing/Dashboard) does not match change to Net Worth

  Closed AJS123 63 views 5 comments 0 points Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
• 
  A FIX for: Year End Archive Not Deleting Old Transactions - Checking and Savings Users

  Closed CashMan 86 views 2 comments 2 points Most recent by SSTOUT4 May 15File Conversion and Backup (Windows)
• 
  Issues with VOYA - again

  Closed dmurad53 247 views 19 comments 1 point Most recent by Quicken Kristina May 15Errors and Troubleshooting (Windows)
• 
  5

  Up
  Column customization for investment accounts

  Reviewed MSStateDawg 118 views 12 comments 5 points Most recent by MSStateDawg May 15Investments
• 
  6

  Up
  Focus Quicken Classic on core desktop finance, not LifeHub and extras

  Reviewed jazzylas 60 views 1 comment 6 points Most recent by jazzylas May 15Product Enhancements
• 
  5

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

  Reviewed SpongeWorthy 22 views 1 comment 5 points Most recent by jljeeper May 13Investments
• 
  Does anyone else have trouble updating iShares Core S&P 500 Index ETF (XUS)

  Answered ✓ Closed Scouter_Don 84 views 6 comments 0 points Most recent by q_lurker May 13Investing (Windows)
• 
  One (1) Fidelity account not updating correctly

  Closed glennwms 54 views 5 comments 0 points Most recent by Quicken Alyssa May 13Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Interest Gain Loss (QMac) [Edited]

  Reviewed William Day 159 views 18 comments 1 point Most recent by William Day May 12Investments
• 
  Market Value Discrepancy

  Closed mike132 116 views 11 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
• 
  Fidelity "Short Term" and Cash information is incorrect

  Closed System 44 views 5 comments 0 points Most recent by Quicken Kristina May 12Errors and Troubleshooting (Mac)
• 
  How to change(adjust) the Avg Cost Basis in Quicken.

  Closed jvprice6 164 views 6 comments 0 points Most recent by Quicken Carlos May 12Investing (Windows)
• 
  Reconciling Fidelity investment accounts online cash does not have a value

  Closed uscfan75 207 views 20 comments 0 points Most recent by Quicken Anja May 12Registers & Transactions (Mac)
• 
  44

  Up
  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 800 views 32 comments 44 points Most recent by Quicken Anja May 12Investments
• 
  Fidelity Options Transactions [Edited]

  Closed rbridges01 117 views 9 comments 0 points Most recent by Quicken Carlos May 12Download, Add/Update Accounts (Windows)
• 
  3

  Up
  Formatting of a stock's average volume in Investing tab

  Reviewed PaulT123 12 views 0 comments 3 points Started by PaulT123 May 11 Investments
• 
  Bank of America - reauthorization - no error but looks weird...?

  Closed sjtideman 117 views 9 comments 0 points Most recent by Quicken Carlos May 11Errors and Troubleshooting (Windows)
• 
  1

  Up
  New Field - Investment Strategy

  Reviewed fciani 81 views 11 comments 1 point Most recent by NotACPA May 10Investments
• 
  Fidelity Download of Foreign Stock Taxes and ADR fees not categorized properly

  Closed Kusumpee 22 views 1 comment 0 points Most recent by Quicken Kristina May 10Download, Add/Update Accounts (Mac)
• 
  Valuation of Call Options - AGAIN

  Closed Pat Sills 116 views 9 comments 0 points Most recent by fciani May 10Registers & Transactions (Windows)
• 
  Can't change XIn to BoughtX on split transaction, broken since at least last november

  Closed scottmonte 62 views 8 comments 0 points Most recent by Jim_Harman May 9Download, Add/Update Accounts (Windows)
• 
  187

  Up
  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 5.9K views 127 comments 187 points Most recent by Quicken Kristina May 9Investments
• 
  Splitting an investment sale transaction

  Answered Closed Jeff Kantner 52 views 5 comments 0 points Most recent by Jeff Kantner May 8Investing (Windows)
• 
  missing transactions

  Closed leonard kearney 44 views 2 comments 0 points Most recent by q_lurker May 8Investing (Windows)
• 
  Portfolio Data Access

  Closed richradi 32 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
• 
  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Closed Paul_ 115 views 6 comments 0 points Most recent by Quicken Carlos May 7Investing (Mac)
• 
  Fidelity does not update correctly

  Closed John Hale 34 views 4 comments -1 point Most recent by Quicken Anja May 7Download, Add/Update Accounts (Windows)
• 
  Why do I still have to verify my cash balance?

  Closed fanfare 34 views 2 comments 0 points Most recent by fanfare May 6Download, Add/Update Accounts (Windows)
• 
  UPDATED 5/6/26 Fidelity Updates

  Announcement Quicken Janean 23.4K views 8 comments 10 points Most recent by Quicken Alyssa May 6Alerts, Online Banking & Known Product Issues