Investments

Discussion List

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  Mutual fund share conversion for Mac

  Reviewed Geoff Green 137 views 10 comments 23 points Most recent by Quicken Alyssa February 26Investments
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  Incorrect Account Values Now Coming from Fidelity

  pschueler89 32 views 1 comment 0 points Most recent by Quicken Laura February 26Investing (Windows)
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  Missing FDRXX transactions and no shares in portfolio (QMac)

  Closed System 25 views 3 comments 0 points Most recent by Mark_Harris February 25Investing (Mac)
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  FDRXX Transactions Disappeared

  Closed car1 26 views 1 comment 0 points Most recent by Mark_Harris February 25Registers & Transactions (Mac)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.3K views 25 comments 27 points Most recent by Chris_QPW February 25Investments
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  INVESTMENTS IN FIDELITY ACCOUNTS ARE NOT ALL LOADING - QUICKEN CLASSIC FOR MAC - BUSINESS AND PERS

  Closed baveritt 229 views 19 comments 0 points Most recent by Quicken Anja February 25Errors and Troubleshooting (Mac)
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  Fidelity download of accounts no longer working

  Closed rayseidlinger 173 views 19 comments 0 points Most recent by Quicken Alyssa February 25Investing (Windows)
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  Cannot configure MM fund as cash

  Answered Closed Charlie@ 38 views 3 comments 0 points Most recent by Quicken Alyssa February 25Download, Add/Update Accounts (Windows)
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  IRA balance or reconciliation

  Closed Wyodad 72 views 5 comments 0 points Most recent by Quicken Laura February 25Investing (Mac)
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  Fidelity Account Balances Wrong and can No Longer Authorize

  Closed Gary E 100 views 12 comments 1 point Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
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  Unable to link new Fidelity Investment accounts to existing accounts in Quicken

  Closed xfrner 78 views 7 comments 0 points Most recent by Quicken Kristina February 24Download, Add/Update Accounts (Windows)
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  Fidelity money market automatic redemptions

  Closed qudtp 913 views 53 comments 1 point Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
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  Cash Account showing same cash balance in banking section and investing section

  Closed jdsebo15 17 views 1 comment 0 points Most recent by Quicken Laura February 24Errors and Troubleshooting (Windows)
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  Charles Schwab account not syncing properly

  Closed chall3809 31 views 5 comments 0 points Most recent by Quicken Alyssa February 24Errors and Troubleshooting (Windows)
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  Investing description

  Closed Dstty 20 views 1 comment 0 points Most recent by Chris_QPW February 23Registers & Transactions (Windows)
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  Vanguard transaction download message "an Error has occurred"

  Marvin2020 18 views 1 comment 0 points Most recent by Quicken Laura February 23Download, Add/Update Accounts (Windows)
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  CC-901 at Fidelity Investments

  Closed EvDob 62 views 6 comments 0 points Most recent by EvDob February 22Download, Add/Update Accounts (Windows)
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  Portfolio X-Ray World Regions diagram always shows mostly in the Americas

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina February 21Investing (Windows)
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  Fidelity Transactions Not Downloading this Morning

  Closed rbridges01 96 views 6 comments 0 points Most recent by Chuck56 February 21Download, Add/Update Accounts (Windows)
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  Cannot Edit "Action" in Register for Manual Investment Transaction

  Closed Paddle2419 52 views 5 comments 0 points Most recent by Quicken Kristina February 21Registers & Transactions (Windows)
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  NYS Deferred Comp

  Closed Drew Biondo 15 views 3 comments 0 points Most recent by Drew Biondo February 21Download, Add/Update Accounts (Mac)
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  Since late last year Morningstar X-ray asset allocations for index funds, ETF's and Money Market Fun

  Answered ✓ Closed mcski 43 views 3 comments 0 points Most recent by mcski February 20Investing (Windows)
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  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Closed Quicken Alyssa 3K views 3 comments 11 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
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  Where are oddball Dow prices coming from?

  Answered ✓ Closed Rocket J Squirrel 217 views 15 comments 0 points Most recent by Michael Jones February 20Investing (Windows)
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  Fidelity balances in Quicken for Mac are not recorded properly

  Closed Sean Franklin 104 views 5 comments 0 points Most recent by John_in_NC February 19Download, Add/Update Accounts (Mac)
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  How do I update checking accounts

  Answered Closed reh7760 47 views 4 comments 0 points Most recent by Quicken Alyssa February 19Download, Add/Update Accounts (Windows)
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  Tax Planner Defaulting to Estimate or No Projected Amount

  Closed Tammy Van Buren 92 views 8 comments 0 points Most recent by Tammy Van Buren February 19Budgeting and Planning Tools (Windows)
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  Equity prices not updating when I select "Update" from the Investing/Dashboard screen

  Answered Closed Chuck56 58 views 4 comments 0 points Most recent by Chuck56 February 18Investing (Windows)