Investments

How make adjustments per lot for Company Spin Off

tim.rohrer1 31 views 3 comments 0 points Most recent by Quicken Kristina January 13Investing (Mac)

Random errors in cash amounts for Fidelity money market funds in investment accounts

shtevie 51 views 6 comments 0 points Most recent by Quicken Kristina January 13Errors and Troubleshooting (Windows)

Incomplete securities download from Scotia bank/ScotMcLeod using Quicken for Mac

J-PH 23 views 3 comments 0 points Most recent by Quicken Alyssa January 13All Things Canadian (Mac)

Updating Fidelity accounts causes an uneditable "Cash" account to appear

System 111 views 15 comments 0 points Most recent by vjpereznunez January 13Download, Add/Update Accounts (Mac)

Partnership Distributions

bighorn77 61 views 6 comments 0 points Most recent by q_lurker January 12Investing (Windows)

Portfolio Shows Incorrect # Of Shares (blank) w/ Option to 'Show Closed Lots' disabled.

FredArthur 91 views 11 comments 0 points Most recent by FredArthur January 12Investing (Windows)

Can quicken for Mac designate an IRA account at Vanguard as non-taxable.

Answered jmathews 41 views 5 comments 0 points Most recent by jacobs January 12Registers & Transactions (Mac)

Fidelity holdings being counted as cash and as securities (QMac)

System 21 views 2 comments 0 points Most recent by Quicken Kristina January 12Download, Add/Update Accounts (Mac)

Imbalance between Register and Holdings

Answered MattT 51 views 3 comments 0 points Most recent by Quicken Alyssa January 12Registers & Transactions (Windows)

9

Spot Prices for Gold & Silver

Reviewed rbw111 223 views 16 comments 9 points Most recent by Jon January 12Investments

Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

Answered LouCan 51 views 6 comments 0 points Most recent by Quicken Alyssa January 12Errors and Troubleshooting (Windows)

ONGOING! 1/12/26 Empower Retirement - FDP-6000

Quicken Kristina 303 views 2 comments 3 points Most recent by Quicken Kristina January 12Alerts, Online Banking & Known Product Issues

Having issue with a phantom Stock Split transaction

Answered Francois 91 views 8 comments 1 point Most recent by TexMike January 12Download, Add/Update Accounts (Windows)

ESPP Rollover - Categorizing negative amount

Answered harry askenazi 12 views 5 comments 0 points Most recent by mshiggins January 12Paying Bills, Online Billers & Reminders (Windows)

2

Home Screen/Portfolio Value/Date Range Drop down: Add a "Last 365" range.

Reviewed gjwhite930 11 views 1 comment 2 points Most recent by Jim_Harman January 12Investments

3

Deleting a zero-quantity Placeholder should automatically clear the Pending Placeholder Entries

Reviewed gjwhite930 11 views 1 comment 3 points Most recent by Jim_Harman January 12Investments

Lincoln Financial erroneously displays balance as $0.00

Scott Saylor 22 views 5 comments 0 points Most recent by Scott Saylor January 11Download, Add/Update Accounts (Mac)

Ameriprise download issues

markjan 12 views 1 comment 0 points Most recent by Quicken Alyssa January 11Download, Add/Update Accounts (Windows)

Fidelity accounts - I do not see the Cash Representation option

Answered Bione 1.5K views 64 comments 1 point Most recent by EvDob January 10Download, Add/Update Accounts (Windows)

Suggestions on handing for futures trading entries

Answered jasonb885 51 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)

Roth IRA account not balancing to Schwab

Answered Roger67 21 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)

159

Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

Under Consideration M C Crockett 4.9K views 100 comments 159 points Most recent by jacobs January 10Investments

Fidelity transactions in linked Cash account downloading as "Cash"

acloudman 31 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)

dividend are being categorized as payment at ed jones

Brad L Vandermoon 81 views 12 comments 0 points Most recent by Brad L Vandermoon January 10Errors and Troubleshooting (Mac)

Fidelity Net Benefits transactions mis-assigned with wrong action

Tim Wolff 22 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)

Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

Scotsaver 31 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)

CUSIP number is wrong

kopje cat 61 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)

new stocks added not showing as added

Answered ✓ tom 8021 81 views 7 comments 0 points Most recent by Burt - Q17 H&B January 8Investing (Windows)

Financial accounts borked with latest Mac version

hyyqckn 52 views 4 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Mac)

7

Support for TIPS (Treasury Inflation Protected Securities)

Reviewed SirDodo 301 views 8 comments 7 points Most recent by TedQacct January 7Investments

Investments

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