Investments

Discussion List

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  Dividend Category by Account Type - All Dividends Currently Just "_Div"

  Closed ManOfSteel58 51 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)
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  Problems with having Jackson National data display properly

  Closed Normal 43 views 9 comments 0 points Most recent by Quicken Alyssa April 1Download, Add/Update Accounts (Windows)
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  1

  Up
  Introduce a new COMMODITIES category group under Accounts

  Reviewed rkoffler 31 views 2 comments 1 point Most recent by NotACPA March 31Investments
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  9

  Up
  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 71 views 5 comments 9 points Most recent by redcavern March 31Investments
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  Holding Security Same Security at two different Brokerages (Best Method to Handle)

  Closed BRETTB 31 views 3 comments 0 points Most recent by BRETTB March 31Investing (Windows)
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  39

  Up
  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 823 views 15 comments 39 points Most recent by mikek753b March 31Budget and Planning Tools
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  CC-601 Error - Fidelity Brokerage Accounts not updating.

  Closed gtgerbo 3.9K views 144 comments 2 points Most recent by shtevie March 31Download, Add/Update Accounts (Windows)
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  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  Closed smm13 92 views 8 comments 0 points Most recent by Quicken Alyssa March 31Registers & Transactions (Windows)
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  Investment expenses

  Closed dc600 51 views 3 comments 0 points Most recent by Jim_Harman March 30All Things Canadian (Windows)
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  Downloading transactions locks up quicken

  Answered Closed dfmeyer 61 views 4 comments 0 points Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  What is happening between Quicken and Fidelity in the past couple of days. Quicken Deluxe, Windows

  Answered Closed stenan7 131 views 4 comments -1 point Most recent by Quicken Laura March 30Download, Add/Update Accounts (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  Closed TexMike 101 views 10 comments 0 points Most recent by Quicken Kristina March 30Download, Add/Update Accounts (Windows)
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  Fidelity Net Benefits lost history

  Closed GOBLUE 21 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Persistent issues with Fidelity NetBenefits since Fall of 2025

  Closed GOBLUE 51 views 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  One EFT (GOVT) not updating regularly

  Closed foursix 1 view 4 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Fidelity Roth IRA account shows cash that I don't have

  Closed Lpowell 31 views 5 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)
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  Complete Positions to Simple, What now

  Closed Philip107 91 views 8 comments 0 points Most recent by Quicken Laura March 29Investing (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly (again)

  Closed Michael Sloss 122 views 10 comments 0 points Most recent by Quicken Kristina March 28Download, Add/Update Accounts (Windows)
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  One Step Update Keeps Grabbing Old Incorrect Stock Split

  Answered Closed Glenn Hamilton 53 views 3 comments 0 points Most recent by mshiggins March 28Errors and Troubleshooting (Windows)
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  Any resolution for these issues at LPL Financial?

  Answered Closed WileyOne 106 views 8 comments 0 points Most recent by WileyOne March 27Download, Add/Update Accounts (Windows)
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  Which report will show the affect of a sale on account value & overall portfolio

  Closed System 41 views 3 comments 0 points Most recent by Jim_Harman March 27All Things Canadian (Windows)
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  Fidelity CMA downloaded transaction not applying renaming rules

  Closed S_P 32 views 3 comments 0 points Most recent by NotACPA March 26Registers & Transactions (Windows)
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  Fidelity FZDXX not handled correctly with latest Quicken Classic on Mac version

  Closed britsoftltd 183 views 7 comments 1 point Most recent by Quicken Alyssa March 26Errors and Troubleshooting (Mac)
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  Fidelity Investments - Download issues

  Answered ✓ Closed Franklin S. 266 views 6 comments 0 points Most recent by NotACPA March 26Download, Add/Update Accounts (Windows)
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  Fidelity Cash Management Account Continued Issues, Continued

  Closed Jeepien 35 views 1 comment 0 points Most recent by Quicken Laura March 25Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading, no error messages

  Closed System 62 views 5 comments 0 points Most recent by Quicken Alyssa March 25Errors and Troubleshooting (Windows)
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  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.4K views 64 comments 28 points Most recent by MJ1218 March 25Investments
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  Unable to download transactions from Janus Henderson

  Answered Closed ssohani 734 views 41 comments 1 point Most recent by Fern890 March 24Investing (Windows)