Investments

Discussion List

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  Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

  Closed Brandon10 44 views 2 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
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  Merrill Edge duplicate dividends

  Closed Txpete 57 views 4 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Windows)
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  Fidelity Incorrect cash balance in register (QMac)

  Closed System 119 views 9 comments 0 points Most recent by Quicken Kristina May 5Investing (Mac)
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  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered Closed RhysR 113 views 9 comments 0 points Most recent by Quicken Kristina May 5Download, Add/Update Accounts (Windows)
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  Why are SNVXX and SWVXX investments treated differently?

  Answered Closed Will Jacobs 12 views 1 comment 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  Fidelity CC-501 Error - Recent Updates cause Security Mismatches (Follow-up from Nov 2025)

  Closed gjscaven 22 views 1 comment 1 point Most recent by Quicken Laura May 3Download, Add/Update Accounts (Windows)
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  Net worth Doesn't match Investments

  Closed SteveTucker79 95 views 9 comments 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  How do you stop downloading prices for a security no longer being held (bulk)?

  Answered ✓ Closed Cathleen Ames 42 views 3 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered Closed recursor1 115 views 8 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Vanguard Download Issue - Two Entries Per Transaction (Revisited Now Working)

  Closed Dom1 2 views 1 comment 1 point Most recent by Quicken Anja May 2Errors and Troubleshooting (Windows)
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  Investment accounts are loading very slowly

  Closed fmashby 376 views 35 comments 0 points Most recent by SirWm May 2Registers & Transactions (Windows)
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  Unable to link Fidelity account

  Closed Mark Valpreda 62 views 4 comments 0 points Most recent by Quicken Anja May 2Investing (Windows)
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  Spot Prices for Gold & Silver

  Reviewed rbw111 370 views 22 comments 10 points Most recent by BillBelanger May 1Investments
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  Net Worth report balance is higher than total market value at bottom of register for brokerage accou

  Answered Closed DanTax 70 views 4 comments -1 point Most recent by ChicagoGuy May 1Investing (Windows)
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  Cash double counted in Fidelity brokerage account

  Answered chas@ 85 views 7 comments 0 points Most recent by chas@ May 1Registers & Transactions (Windows)
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  ISHARES TR RUS 1000 GRW ETF Split 4 to 1, account now showing incorrect balances

  Closed ARuighaver 16 views 3 comments 0 points Most recent by NotACPA April 30Download, Add/Update Accounts (Windows)
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  V9.0.1 Investment calculation error?

  Answered Closed Kelly1957 23 views 2 comments 0 points Most recent by jacobs April 30Errors and Troubleshooting (Mac)
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  Why are all of my Mutual Fund quotes incorrect?

  Answered Closed g-money49 44 views 3 comments 0 points Most recent by NotACPA April 29Investing (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Under Consideration UKR 511 views 14 comments 52 points Most recent by Boatnmaniac April 29Investments
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  Ally Invest - Issues

  Answered Closed Marco500 57 views 8 comments 0 points Most recent by Quicken Anja April 29Download, Add/Update Accounts (Windows)
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  Problem with "Shares Transferred Between Accounts" and Crypto

  Answered Closed HDRK 66 views 6 comments 0 points Most recent by HDRK April 29Investing (Windows)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ Closed benjamin123 539 views 26 comments 0 points Most recent by ddavec April 29Investing (Windows)
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  Prices downloaded on market holiday

  Closed EvDob 174 views 14 comments 0 points Most recent by Quicken Laura April 28Errors and Troubleshooting (Windows)
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  Did Merrill Lynch Retirement change the format of the transaction downloads?

  Answered Closed Gryer 146 views 13 comments 0 points Most recent by Quicken Alyssa April 28Download, Add/Update Accounts (Windows)