Investments

Discussion List

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  Does anyone know how to fix Fidelity mutual fund posting as described below?

  SCPat 339 views 36 comments 0 points Most recent by SCPat December 2025Investing (Mac)
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  Money market funds not visible in Quicken

  harryo 17 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Updates Still Broken after Update

  extravoice 3K views 119 comments 2 points Most recent by leishirsute December 2025Download, Add/Update Accounts (Windows)
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  Trades in Schwab account not downloading to Quicken

  harryo 35 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Netbenefits 401k purchases show as "contribution" and are missing information

  System 149 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered ayeo 474 views 22 comments 1 point Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  OMG - single step import of CSV investment transactions?

  Microfiche 279 views 10 comments 0 points Most recent by jim@j December 2025All Things Canadian (Windows)
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  Fidelity Netbenefits Issue after Reauthorization - SS S&P 500 Index K - Incorrect Price History

  Answered DanTheMan1 131 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Investment Sort Order --- again!

  wburkett 71 views 7 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
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  Confirming Balances - provide more info & offer an option to decide later [Edited]

  Reviewed a1newman 26 views 1 comment 2 points Most recent by Chris_QPW December 2025Display/UI
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  Investment Chart Displays Sawtooth Pattern #2

  rjdriscoll 43 views 2 comments 0 points Most recent by rjdriscoll December 2025Investing (Mac)
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  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ mark miller 4 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
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  Merge Option for Identical Listings for Same Security

  Reviewed Bob Stanis 26 views 2 comments 1 point Most recent by q_lurker December 2025Investments
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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 102 views 8 comments 3 points Most recent by Rob328 December 2025Investments
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  Accounts that don't match from Fidelity into Quicken

  newpoppy1 204 views 15 comments 0 points Most recent by NotACPA December 2025Investing (Windows)
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  _Accrued Int on bonds sold does not appear on Tax Summary

  Scott Lenowitz 55 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  System 100 views 14 comments 0 points Most recent by barryi December 2025Download, Add/Update Accounts (Mac)
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  bond and taxes status in quicken

  JDB 35 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)
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  Quicken Classic connection for IRAs imported as investment accounts

  Savk 7 views 1 comment 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Quicken LifeHub)
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  38

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  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 686 views 29 comments 38 points Most recent by Chris11 December 2025Investments
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  Merril Lynch Feed on Treasury Bill, Note and Products

  DonQuick20* 25 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  QM DODGX Price History Scrambled?

  williamhouk3 84 views 8 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Fidelity HSA Account Not Functional for over 2 months - ETA on Solution?

  Scott413 114 views 1 comment 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  Merged: Unable to Connect to Sallie Mae Bank CC-505

  Closed TexMike 1 view 0 comments 0 points Started by TexMike December 2025 Download, Add/Update Accounts (Windows)
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  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered cory949 30 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  Fidelity accounts prompting to reauthorize daily

  System 28 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken Not Updating Fidelity Intl Trading Account (Domestic Brokerage & IRA/ROTH are OK)

  EDacho 221 views 22 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Under Consideration f0445780 1.5K views 30 comments 51 points Most recent by Jim_Harman December 2025Investments
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  Add a print option for the "Capital Gain Estimator" (Q Mac)

  Reviewed drmcnabb 36 views 3 comments 3 points Most recent by mistertheplague December 2025Printing
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  Unrequested Change to Simple Investing with Vanguard Account

  pablomiller 335 views 19 comments 0 points Most recent by pablomiller December 2025Download, Add/Update Accounts (Windows)