Investments

Discussion List

• 
  Fidelity NetBenefits will not update 1 of 2 accounts, will not properly display the other

  Closed Tony Luers 689 views 22 comments 0 points Most recent by Tony Luers November 2023Download, Add/Update Accounts (Windows)
• 
  Securities Comparison Mismatch dialog appears every single day

  Closed PatonJ 81 views 1 comment 0 points Most recent by djrfree November 2023Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits transaction download is all "Unidentified Security" (edit)

  Answered ✓ Closed BarryMo 9K views 133 comments 2 points Most recent by jeffrose5 November 2023Investing (Windows)
• 
  TD Ameritrade to Schwab Transition

  Answered ✓ Closed deltavee 221 views 1 comment 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Windows)
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  Is there a problem with investing.quicken.com?

  Answered Closed travfrit 132 views 1 comment 0 points Most recent by Quicken Kristina November 2023Errors and Troubleshooting (Quicken on the Web)
• 
  CISCO (CSCO) does not appear within the account that it is stored under.

  Answered Closed crschifter 33 views 2 comments 0 points Most recent by mshiggins November 2023Investing (Windows)
• 
  How do I record the spin-off of Net Lease Office Properties (NLOP) from W.P. Carey (WPC)

  Answered ✓ Closed billflyer 864 views 5 comments 0 points Most recent by q_lurker November 2023Investing (Windows)
• 
  Foreign bond prices using Quicken Connect

  Answered Closed rfbsurf 31 views 1 comment 0 points Most recent by Quicken Kristina November 2023All Things Canadian (Mac)
• 
  Dashboard "Portfolio Value" incorrect after account transition & account closed

  Closed rodney23 255 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
• 
  Where can I find all of the transactions downloaded by One-step update?

  Answered ✓ Closed funkws 137 views 8 comments 0 points Most recent by splasher November 2023Investing (Windows)
• 
  OL-362A Errors

  Closed arlingpj 85 views 11 comments 0 points Most recent by UKR November 2023Download, Add/Update Accounts (Windows)
• 
  MMP and OKE Merger

  Closed crwalejr 1.7K views 13 comments 0 points Most recent by sandyjimfl November 2023Investing (Windows)
• 
  Bug Report: Edit Report "Unrealized Gain/Loss"

  Closed newcastlelinda 32 views 3 comments 0 points Most recent by jacobs November 2023Reports (Mac)
• 
  New Vanguard Brokerage Account Won't Download

  Closed Fair_Quick51 144 views 3 comments 0 points Most recent by Quicken Jasmine November 2023Download, Add/Update Accounts (Windows)
• 
  Stock quotes won't update

  Answered Closed Billy F 1.3K views 7 comments 0 points Most recent by Pan4dora November 2023Installing and Updating (Windows)
• 
  RERFX vs RERGX

  Closed Lennn 61 views 3 comments 0 points Most recent by q_lurker November 2023Investing (Windows)
• 
  Merged: Enter Valid Date after download transactions - R52.33

  Closed rlw007 1 view 0 comments 0 points Most recent by rlw007 November 2023Investing (Windows)
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  Why does existing Investment Account in Quicken show up as Checking when enabling online access?

  Closed Brad W 173 views 1 comment 0 points Most recent by Boatnmaniac October 2023Errors and Troubleshooting (Windows)
• 
  How do I change the date of the "Opening Cash Balance" Transaction?

  Closed TJTex 189 views 3 comments 0 points Most recent by Quicken Kristina October 2023All Things Canadian (Windows)
• 
  Recording WK Kellogg (KLG) Spin-Off

  Closed bbanner 816 views 2 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Interactive Brokers downloading in wrong currency

  Closed faisal 46 views 4 comments 0 points Most recent by Quicken Kristina October 2023Download, Add/Update Accounts (Windows)
• 
  How do I add a GIC to my Retirement Account?

  Answered ✓ Closed TJTex 732 views 7 comments 0 points Most recent by Arctic Hare October 2023All Things Canadian (Windows)
• 
  How do you book futures positions in Quicken Mac?

  Closed Ploooplooo 32 views 0 comments 0 points Most recent by Ploooplooo October 2023Investing (Mac)
• 
  Ameriprise Issues

  Answered Closed graepers 21 views 1 comment 0 points Most recent by Quicken Anja October 2023Investing (Mac)
• 
  What criteria does classic Quicken for Windows use to compare Shares Reported to Shares in Quicken?

  Answered ✓ Closed BSpies 234 views 19 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
• 
  Fidelity download reporting TWICE the actual amount

  Closed Gene K in PA 91 views 6 comments 0 points Most recent by Chris_QPW October 2023Download, Add/Update Accounts (Windows)
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  Inserting transactions into investment accounts

  Answered Closed Pmar 42 views 3 comments 0 points Most recent by NotACPA October 2023Errors and Troubleshooting (Windows)
• 
  Fidelity NetBenefits and Quicken

  Closed rodavey 91 views 0 comments 0 points Most recent by rodavey October 2023Registers & Transactions (Windows)