Investments

Discussion List

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  Vanguard - Quicken creates duplicate downloads of one mutual fund since July 2025

  Closed Ewm101 115 views 5 comments 0 points Most recent by Quicken Laura September 3Download, Add/Update Accounts (Windows)
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  Stock and Fund Details

  Closed scampsrp 61 views 4 comments 0 points Most recent by Quicken Carlos September 3Registers & Transactions (Windows)
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  Placeholders issues

  Closed melwiesel 409 views 23 comments 0 points Most recent by Quicken Alyssa September 2Investing (Windows)
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  Vanguard only importing dollar amounts and leaving shares and security blank

  Closed Ian Z 92 views 5 comments 0 points Most recent by Quicken Kristina September 1Download, Add/Update Accounts (Mac)
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  Ally Brokerage to Quicken for Mac

  Closed jfleischman 47 views 1 comment 0 points Most recent by Quicken Kristina August 31Download, Add/Update Accounts (Mac)
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  Why is Quicken support impossible to work with?

  Closed KeithK23 128 views 3 comments -1 point Most recent by Quicken Kristina August 31Errors and Troubleshooting (Windows)
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  Issue: Fidelity account with linked cash account not downloading?

  Closed Jon_since_1991 184 views 6 comments 0 points Most recent by Quicken Carlos August 31Download, Add/Update Accounts (Windows)
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  7

  Up
  Enabling Check Writing on IRA Accounts

  Reviewed Toolworker 940 views 42 comments 7 points Most recent by mshiggins August 30Investments
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  "Matching Security" improvements

  Closed Ray 120 views 4 comments 0 points Most recent by Quicken Alyssa August 30Download, Add/Update Accounts (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  Closed John Ellis 2.1K views 72 comments 0 points Most recent by Quicken Alyssa August 30Download, Add/Update Accounts (Windows)
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  ContribX issue

  Answered Closed Mike Judd 122 views 5 comments 0 points Most recent by Quicken Kristina August 30Investing (Windows)
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  Morningstar X-ray issue with unclassified Mutual Funds and ETFs from Feb is back

  Answered Closed mcski 616 views 21 comments 2 points Most recent by mcski August 30Investing (Windows)
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  Money Market Fund Representation - Quicken 9.2 for Mac

  Closed RPathak 74 views 1 comment 0 points Most recent by John_in_NC August 30Investing (Mac)
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  2

  Up
  Mismatch report for all securities

  Reviewed Peter Goergen 28 views 0 comments 2 points Started by Peter Goergen August 30 Investments
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  Gold & Silver no longer updating

  Closed richard13 136 views 6 comments 0 points Most recent by Quicken Kristina August 29Investing (Mac)
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  Error connecting to Voya Institutional Plan Services

  Closed sbrothers217 1.3K views 31 comments 0 points Most recent by LeaningTower August 29Errors and Troubleshooting (Windows)
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  How to calculate investment returns for cash sweep in Fidelity accounts

  Closed Chillbill 118 views 3 comments 0 points Most recent by Quicken Kristina August 28Investing (Windows)
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  Tracking Mutual Funds Failing in Quicken Business & Personal

  Closed JosefW 82 views 2 comments 2 points Most recent by Arctic Hare August 28All Things Canadian (Windows)
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  Merger Security, AT&T and AT&T Inc

  Closed Lex 119 views 4 comments 0 points Most recent by q_lurker August 27Investing (Windows)
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  5

  Up
  ACB (Cost Basis) Calculation

  Reviewed Closed mark16 125 views 6 comments 5 points Most recent by Quicken Alyssa August 27Canada Mac
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  investment transaction list

  Closed josephc932 46 views 1 comment 0 points Most recent by Quicken Carlos August 27Investing (Windows)
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  One Voya holding is not updating

  Closed System 645 views 36 comments 0 points Most recent by Quicken Laura August 27Investing (Mac)
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  3

  Up
  Add Maturity Date as a Column Choice in Portfolio View

  Reviewed Scalpel1 131 views 6 comments 3 points Most recent by Scalpel1 August 26Investments
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  Why do our 2 Fidelity 401K show the same data in both accounts? [Edited]

  Answered Closed HKD 54 views 2 comments 0 points Most recent by HKD August 26Download, Add/Update Accounts (Windows)