Investments

Discussion List

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  Merrill Lynch - Investment Account incorrect cash balance

  Closed gabes 66 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
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  Fidelity download issues 3-3-26

  Closed berryjt 308 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)
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  Error connecting when setting up Fidelity accounts

  Closed lgt 36 views 1 comment 0 points Most recent by Quicken Kristina March 9Registers & Transactions (Mac)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Closed Bill Gulledge 76 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Unable to enter investment transaction / Quicken version R66-26

  Answered Closed Ram 23 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
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  Certificate of Deposit Maturity

  Closed Retired Banker 32 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)
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  Case Number Ticket ID Ticket ID":"12003415 - THIS PROBLEM HAS NOT BEEN FIXED

  Closed dsclove 44 views 2 comments 0 points Most recent by Quicken Kristina March 8Download, Add/Update Accounts (Mac)
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  Any ETA on resolution of CC-601 Error with Fidelity accounts/

  Answered Closed NiralS 31 views 1 comment 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
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  ACB (Cost Basis) Calculation

  Reviewed mark16 42 views 5 comments 2 points Most recent by Quicken Kristina March 8Canada Mac
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  Fidelity Stopped updating

  Closed ejvette1998 32 views 1 comment 0 points Most recent by Quicken Alyssa March 8Download, Add/Update Accounts (Windows)
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  CC-601 on all Fidelity accounts + CC-800 on US Bank and Chase accounts

  Closed Mike129 181 views 6 comments 1 point Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
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  Creating year-end archive for any past date

  Reviewed hotjava 33 views 1 comment 1 point Most recent by unknown March 7Backups and File Conversions
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Closed Langston Holland 1.3K views 81 comments 2 points Most recent by Jim_Harman March 7Investing (Windows)
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  Add number of shares to Security List

  Reviewed Rocket J Squirrel 95 views 9 comments 19 points Most recent by NotACPA March 5Investments
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 96 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 439 views 25 comments 0 points Most recent by ddavec March 5Investing (Windows)
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  Fidelity Cash Management account not showing up

  Answered Closed Avi Dee 162 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)
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  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 51 views 4 comments 3 points Most recent by Jim_Harman March 3Investments
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  Merrill Lynch transactions downloading as "Null"

  Closed System 31 views 7 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
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  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 11 views 0 comments 2 points Most recent by SpongeWorthy March 3Investments
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  Why is Quicken for Mac not syncing with Fidelity Investments?

  Answered Closed LLM 74 views 4 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Mac)
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  Fidelity FDRXX Cash Balance Missing - Quicken Mac

  Answered Closed DougMcCann 289 views 11 comments 0 points Most recent by Quicken Alyssa March 3Registers & Transactions (Mac)
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  Incorrect cash balance for an investment account in the register

  Closed Vlad Kaplan 133 views 6 comments 0 points Most recent by Quicken Kristina March 2Investing (Windows)
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  Fidelity CC-601

  Closed System 91 views 2 comments 0 points Most recent by Quicken Kristina March 2Download, Add/Update Accounts (Windows)
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  Allow allocations by Market Sector for Asset Allocation Analysis

  Reviewed ted_nixon 12 views 0 comments 2 points Most recent by ted_nixon March 2Canada Windows
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  Investment Account Cash Balance

  Answered Closed SH62 22 views 1 comment 0 points Most recent by NotACPA March 2Investing (Windows)
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  No Fidelity Downoads - Quicken Classic Windows 11

  Closed jsk2817 81 views 7 comments 0 points Most recent by Quicken Kristina March 1Errors and Troubleshooting (Windows)
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  Bug: Quicken is downloading incorrect stock prices on weekend days

  Closed QuickeDan 102 views 8 comments 0 points Most recent by q_lurker March 1Investing (Windows)
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  Kudos on Fidelity CMA improvements

  Closed CousinBruce 21 views 1 comment 1 point Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Mac)
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  Vanguard Download Issue - Two Entries Per Transaction

  Closed Dom1 154 views 9 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Windows)