Investments

Discussion List

• 
  Fidelity 401K downloading the same security for every transaction

  Closed jameswolfe8561 35 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Honeywell International Spin-Off Of Solstice Advanced Materials - Cost Basis

  Rick8 592 views 4 comments 1 point Most recent by BobP74 December 2025Investing (Windows)
• 
  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 32 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  2

  Up
  Add Roth Conversion Estimator

  Reviewed CowboyNav1 38 views 5 comments 2 points Most recent by CowboyNav1 December 2025Product Enhancements
• 
  1

  Up
  Show US dollar amounts for Canadian Dividends in Security View for US Version of Q-Classic

  Reviewed RonHi 6 views 1 comment 1 point Most recent by RonHi December 2025Investments
• 
  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 37 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
• 
  Fidelity HSA still not downloading transactions

  Closed Dennis Nelson 77 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  My error please ignore

  Closed Jeff Bean 13 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity not downloading transactions

  Closed Ghawkeswood 294 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments no longer downloading transaction data

  Answered Closed Nick_Quick 1.2K views 53 comments 2 points Most recent by Nick_Quick December 2025Investing (Mac)
• 
  All Account Transactions Changed to MiscExp after Enter One New Transaction

  Closed SeaStar 57 views 5 comments 1 point Most recent by Quicken Kristina December 2025Budgeting and Planning Tools (Windows)
• 
  Fidelity Investments - linked checking account not updating [Edited]

  Answered Closed A good dane 42 views 1 comment 0 points Most recent by recursor1 December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Transactions not downloading to Quicken Classic on Windows

  Closed will66pu 1.6K views 41 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits totals are off

  Closed aardvarker 386 views 24 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
• 
  Investment account not syncing with desktop

  Closed ralphf 18 views 3 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Mobile)
• 
  Financial Account Display Has Changed

  Closed Michael Winnick 41 views 3 comments 0 points Most recent by Rocket J Squirrel December 2025Investing (Windows)
• 
  This transaction was created from a split transaction

  Closed scottmonte 17 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 25 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Two Fidelity 401k Accounts - Two different Login

  Closed rmatz 36 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
• 
  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 65 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Editing an existing core account transaction doesn't work properly

  Closed System 2 views 1 comment 0 points Most recent by elorimer December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity cash management account

  Answered Closed JoshFla 115 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
• 
  LPL now updating one mutual fund.

  Closed tolich 13 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 25 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
• 
  Multiple Fidelity Netbenefits problems [Edited]

  Closed loukas 147 views 4 comments 2 points Most recent by loukas November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered Closed leishirsute 851 views 44 comments 0 points Most recent by proflaw November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Brokered CD Price Quote Downloads Rounding

  Closed emhamiltn 174 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  7

  Up
  Spot Prices for Gold & Silver

  Reviewed rbw111 162 views 10 comments 7 points Most recent by encj November 2025Investments