Investments

Discussion List

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  Bug: Investment transactions not reflecting in portfolio

  Closed Scott Rose 109 views 8 comments 0 points Most recent by Scott Rose October 29Errors and Troubleshooting (Mac)
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  UPDATED 10/28/25 Fidelity Updates

  Announcement Quicken Janean 10.4K views 5 comments 10 points Most recent by Quicken Janean October 28Alerts, Online Banking & Known Product Issues
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  Symbol Sort is Wrong (Q Mac)

  Closed Brad L Vandermoon 60 views 3 comments 0 points Most recent by Quicken Alyssa October 28Errors and Troubleshooting (Mac)
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  Fidelity IRA Cash Balance Mismatch in Quicken – Mac

  Closed System 68 views 7 comments 0 points Most recent by Quicken Anja October 28Download, Add/Update Accounts (Mac)
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  2

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  Feature Request: Real-Time & Extended-Hours Quotes in Quicken Mac Classic

  Reviewed trannolis 32 views 1 comment 2 points Most recent by MauryJ October 28Investments
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  6

  Up
  Please support real time quotes in Quicken Classic for Mac

  Reviewed mikel51 30 views 1 comment 6 points Most recent by MauryJ October 28Investments
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  Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

  Answered Closed Mike650101 64 views 3 comments 0 points Most recent by Mike650101 October 28Investing (Windows)
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  8

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  Ability to track Crypto assets through Quicken for Mac [Edited]

  Reviewed Takrbacker 154 views 10 comments 8 points Most recent by jacobs October 27Investments
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  Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

  Closed EvDob 46 views 3 comments 0 points Most recent by Quicken Kristina October 27Download, Add/Update Accounts (Windows)
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  Merrill Lynch pending transactions flagging out holdings

  Closed neiltramel 47 views 4 comments 0 points Most recent by Chris_QPW October 27Download, Add/Update Accounts (Windows)
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  Merrill Lynch CC-501

  Closed System 38 views 4 comments 0 points Most recent by Quicken Kristina October 27Errors and Troubleshooting (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 1.7K views 74 comments 0 points Most recent by MELCO October 27Download, Add/Update Accounts (Windows)
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  Tracking Investments in Partnerships

  Closed bkinva 46 views 2 comments 0 points Most recent by GT Stony October 27Investing (Windows)
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  Fidelity Duplicate securities/transactions (QMac)

  Closed System 80 views 7 comments 0 points Most recent by Quicken Kristina October 27Download, Add/Update Accounts (Mac)
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  Fidelity accounts won't update at all after conversion

  Closed jon181 325 views 5 comments 0 points Most recent by Quicken Kristina October 27Investing (Mac)
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  Fidelity accounts won't update at all after conversion (QWin)

  Closed System 33 views 3 comments 0 points Most recent by Quicken Kristina October 27Investing (Windows)
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  2

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  Multi-edit window for rapid 401k share/price updates

  Reviewed RPSMG 29 views 0 comments 2 points Started by RPSMG October 27 Investments
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  Fidelity CC-506 error

  Closed System 103 views 8 comments 0 points Most recent by Quicken Kristina October 27Errors and Troubleshooting (Windows)
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  Fidelity Reauthorization Fails on One Account of Many

  Answered ✓ Closed Scout_998 63 views 4 comments 0 points Most recent by Quicken Kristina October 27Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Brokered CD Security Issue

  Closed Boatnmaniac 41 views 1 comment 1 point Most recent by Quicken Kristina October 26Investing (Windows)
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 158 views 7 comments 2 points Most recent by emhamiltn October 26Investments
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  Fidelity accounts not updating

  Closed brockmari 926 views 15 comments 1 point Most recent by bsprinzmetal October 26Download, Add/Update Accounts (Windows)
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  Fidelity dividends and fees not downloading correctly

  Closed System 67 views 5 comments 0 points Most recent by Quicken Kristina October 25Download, Add/Update Accounts (Windows)
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  FDLXX sales not downloading from Fidelity brokerage

  Closed hurwi 43 views 6 comments 0 points Most recent by Quicken Kristina October 25Download, Add/Update Accounts (Mac)
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  Fidelity Downloads - security mismatches

  Answered Closed H0YT22 45 views 3 comments 0 points Most recent by Quicken Kristina October 25Download, Add/Update Accounts (Windows)
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  Merged: Fidelity CDs showing 2 places instead of 3

  Closed System 6 views 0 comments 0 points Most recent by Quicken Kristina October 25Download, Add/Update Accounts (Windows)
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  Compare to Portfolio

  Reviewed danawins 14 views 0 comments 2 points Started by danawins October 25 Investments
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  Schwab......again

  Closed egldvrbags 438 views 10 comments 0 points Most recent by Eric Perrone October 25Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Migration and Fully Paid Lending

  Closed GermanBlueRam 59 views 3 comments 0 points Most recent by Quicken Kristina October 25Download, Add/Update Accounts (Windows)