Investments

Discussion List

• 
  Have Dividend income show on investing dashboard

  Answered Closed Markhfx 51 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)
• 
  Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

  Answered Closed Lampatrick 31 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
• 
  18

  Up
  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 201 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements
• 
  8

  Up
  Consistent Ordering in the Asset Allocation Chart

  Reviewed RogiQ 12 views 2 comments 8 points Most recent by Jim_Harman December 2025Display/UI
• 
  Fidelity NQ plan downloading sales as withdrawals with no sale information

  Closed geoffj 31 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
• 
  Securities Comparison Mismatch (x30 or so names)

  Answered Closed LoxyLox 32 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)
• 
  46

  Up
  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Under Consideration USMA74 911 views 29 comments 46 points Most recent by Quicken Anja December 2025Investments
• 
  BMO Mutual Fund Prices not updated Dec 19 2025

  Closed dc600 31 views 4 comments 0 points Most recent by Quicken Kristina December 2025All Things Canadian (Windows)
• 
  Mutual Fund Conversion but with same name

  Answered Closed Markhfx 11 views 1 comment 0 points Most recent by Arctic Hare December 2025All Things Canadian (Windows)
• 
  48

  Up
  Print Portfolio X-Ray report, 2nd attempt

  Under Consideration UKR 352 views 7 comments 48 points Most recent by Quicken Anja December 2025Investments
• 
  "Navigation to the webpage was canceled"

  Answered ✓ Closed Shannon M M 33 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
• 
  New Fidelity Download Problem

  Closed DavidS 411 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Securities Mergers and Transfers - Use Canadian tax rules

  Reviewed dc600 21 views 1 comment 1 point Most recent by Valderi December 2025Canada Windows
• 
  Bulk change the Security Name for multiple investment transaction entries

  Closed Mathew 41 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity cash balances are off

  Closed jeffreyjgray 21 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Quicken ones step update has stopped working with fidelity Investments

  Answered Closed WMV 141 views 7 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Download Express Web

  Closed CTNC 91 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
• 
  Fidelity Cash Balance Doubled (money market accounts)

  Closed System 122 views 7 comments 0 points Most recent by Ramias December 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity download and auto category

  Closed ericrose12 92 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)
• 
  New Fidelity Mutal Fund SP 500 INDEX PL CL C not working in Quicken for MAC

  Closed Ghettocounselor 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
• 
  Boeing/Spirit AeroSystems Holdings Merger

  Closed Leon Pink 31 views 2 comments 0 points Most recent by kwallyz December 2025Download, Add/Update Accounts (Windows)
• 
  JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

  Answered Closed CIRPCA 31 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)
• 
  Creating RRSP accounts in USD - Solution Found

  Closed Kevin Roulston 21 views 1 comment 0 points Most recent by Arctic Hare December 2025All Things Canadian (Windows)
• 
  Missing Cussip ID

  Answered Closed SteveTucker79 51 views 4 comments 0 points Most recent by Quicken Anja December 2025Investing (Windows)
• 
  UPDATED 12/16/25 Empower Migration

  Quicken Kristina 282 views 2 comments 0 points Most recent by Quicken Anja December 2025Alerts, Online Banking & Known Product Issues
• 
  Unvested RSUs don't match Grant Lots

  Closed CDG01 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
• 
  Fidelity reporting of roth conversion shows cash amounts incorrectly

  Closed jggrega451 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
• 
  We need real Robinhood integration

  Closed spalt 32 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ Status Regarding Reporting of Cash

  Closed Boatnmaniac 61 views 3 comments 2 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Problems downloading in One Step Update/Janus

  Closed ShortCircuit404 11 views 0 comments 0 points Started by ShortCircuit404 December 2025 Download, Add/Update Accounts (Windows)