Investments

Discussion List

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  share quantity incorrect after sale of security

  Closed Gretchen P 58 views 7 comments 0 points Most recent by Quicken Kristina February 10Errors and Troubleshooting (Mac)
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  Include Total # of Shares on Security Report(s)

  Reviewed asher 36 views 2 comments 1 point Most recent by NotACPA February 9Reports
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  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Closed Tealeaf3 70 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)
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  I am trying to connect my merrill lynch 401K with Quicken

  Answered Closed joan7910 3.1K views 78 comments 0 points Most recent by jkalexndr February 8Download, Add/Update Accounts (Windows)
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  Principal Financial 401(k) shows wrong balance

  Answered ✓ Closed Geiswood 903 views 61 comments 2 points Most recent by Quicken Anja February 7Download, Add/Update Accounts (Mac)
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  Print Portfolio X-Ray report, 2nd attempt

  Under Consideration UKR 379 views 8 comments 50 points Most recent by Butchp February 7Investments
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  Struggling to get brokerage account added - placeholder discrepancies..??

  Answered Closed Andrew Angell 46 views 5 comments 0 points Most recent by Jim_Harman February 6Investing (Windows)
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  Fidelity MMF redemptions not downloading

  Closed ToGo109 10 views 1 comment 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Mac)
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Under Consideration f0445780 1.7K views 32 comments 54 points Most recent by smutschler February 6Investments
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  Is there a setting in Quicken that hides selected portfolio positions?

  Answered Closed FC Wolf 96 views 13 comments 0 points Most recent by Quicken Kristina February 6Investing (Mac)
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  Why doesn't investment entry advance highlight to next blank entry line?

  Answered Closed Hal1 25 views 3 comments 0 points Most recent by Quicken Kristina February 6Registers & Transactions (Windows)
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  Fidelity download error when downloading into CMA account

  Closed marcaronson408 88 views 9 comments 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Windows)
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  Is your X-Ray Portfolio populating?

  Answered Closed Tobyra 35 views 3 comments 0 points Most recent by Ducati February 5Investing (Windows)
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  Get quicken Canada to support NEO exchange (+6 Merged Votes) [edited]

  Under Consideration Gilles9 2.5K views 80 comments 71 points Most recent by SylvainL February 5Investments
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  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered Closed dhall92026 8 views 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
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  Fidelity IRA transaction not posting correctly

  Closed RWM-JR 61 views 6 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
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  Quicken Built in Investment Reports

  Closed MrZipp 28 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
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  Fidelity Download - information downloaded into wrong account [Edited]

  Answered Closed wdh 34 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)
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  Merrill - Handling Covered Calls

  Closed MangoMan 5 views 0 comments 0 points Most recent by MangoMan February 3Investing (Windows)
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  Transactions downloading to wrong account

  Closed andcbii 33 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Reconciling Shares held by your brokerage account vs Quicken

  Reviewed jjrichards 49 views 5 comments 4 points Most recent by jjrichards February 2Investments
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  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  Closed jdparker225 7.4K views 302 comments 2 points Most recent by MELCO February 2Errors and Troubleshooting (Windows)
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  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered Closed soccerCoffeeMom 189 views 13 comments -1 point Most recent by Scatr February 2Errors and Troubleshooting (Windows)
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  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 126 views 10 comments 23 points Most recent by RayZizik February 2Investments
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  Improve Investment "Watchlist" Navigation, Dashboard, Menu, Multiple Watchlists and Adding Notes

  Reviewed ah1aviator 13 views 1 comment 3 points Most recent by jacobs February 1Investments
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  Net Worth Report showing negative balances for zero balanced accounts

  Closed LostCanuck 89 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
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  ONGOING! 1/30/26 MyStreetScape Investments - $0 balance

  Quicken Kristina 80 views 2 comments 0 points Most recent by Quicken Janean January 30Alerts, Online Banking & Known Product Issues
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  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered Closed ayeo 534 views 25 comments 1 point Most recent by Quicken Alyssa January 29Errors and Troubleshooting (Windows)
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  Can't activate Fidelity accounts after EWC+ transition

  Closed Woodsey 103 views 7 comments 1 point Most recent by Quicken Alyssa January 29Download, Add/Update Accounts (Windows)
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  Merged: Add Dividend Information Columns to Investment (Holdings) Views

  Closed RayZizik 1 view 0 comments 1 point Most recent by jacobs January 29Investments