Investments

Discussion List

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  Handling of stock split (Netflix)

  qudtp 69 views 3 comments 0 points Most recent by qudtp December 2025Download, Add/Update Accounts (Windows)
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  CSV Investment Import Error Off by One Cent

  Closed Jeeter 102 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
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  Charles Schwab 401k

  Closed Scott 52 views 5 comments 0 points Most recent by Scott December 2025Download, Add/Update Accounts (Windows)
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  Improve the Capital Gains Estimator: price reset; manual price more distinctive

  New MontanaKarl 13 views 1 comment 3 points Most recent by jacobs December 2025Investments
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  Schwab Retirement Services

  Closed carlyn.irwin 25 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Still unable to connect Fidelity CMA account

  Closed System 58 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity money market fund redemption transactions missing from IRA

  Closed EvDob 253 views 22 comments 1 point Most recent by Toolworker December 2025Download, Add/Update Accounts (Windows)
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  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered Closed soccerCoffeeMom 147 views 7 comments -1 point Most recent by unknown December 2025Errors and Troubleshooting (Windows)
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  Fidelity HSA not downloading transactions

  Closed rskurato 318 views 13 comments 1 point Most recent by rskurato December 2025Download, Add/Update Accounts (Windows)
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  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 31 views 2 comments 2 points Most recent by q_lurker December 2025Investments
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  Fidelity transactions downloading, but missing information

  System 12 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Splitting assets in accounts

  Answered Closed apearlman 22 views 2 comments 0 points Most recent by apearlman December 2025Business and Rental Property Tools (Windows)
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  FIDELITY CRYPTO ROTH ACCOUNT

  Closed PERSUASION-STX 25 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken can't find a CD at my credit union

  Closed lmacmil 25 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  1
  Downloading detailed Investment transactions

  MacRon14 12 views 1 comment 1 point Most recent by jacobs December 2025Investments
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  New Download capability from Merrill Lynch Benefits Online downloads incorrect data

  Closed dsclove 594 views 23 comments 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 306 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 286 views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
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  EWC+ runs and fails to download transactions from Merrill.

  Closed Paul LeLievre 34 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 17 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)
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  Investment transaction NOT recorded

  Closed Perry 21 views 2 comments 0 points Most recent by jacobs December 2025Errors and Troubleshooting (Mac)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  Closed mlurie 31 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Enhancement to Security Detail view

  Reviewed grifman 34 views 3 comments 2 points Most recent by jsnider47 December 2025Investments
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  Fidelity no muni indicator in memo download

  Answered Closed MACMONEY 32 views 4 comments 0 points Most recent by MACMONEY December 2025Download, Add/Update Accounts (Mac)
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  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  Closed qwyattguy 120 views 11 comments 0 points Most recent by Gary Breitbord December 2025Investing (Mac)
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  Fidelity 401K downloading the same security for every transaction

  Closed jameswolfe8561 35 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Honeywell International Spin-Off Of Solstice Advanced Materials - Cost Basis

  Rick8 591 views 4 comments 1 point Most recent by BobP74 December 2025Investing (Windows)