Investments

Does anyone else have the Problem that I have with Fidelity Investments Not sending Cost Basis Data?

Closed Don_Acosta 192 views 6 comments 0 points Most recent by mshiggins May 2023Investing (Windows)

Fidelity accounts don't match Quicken account values.

Closed David Vigil 1.3K views 2 comments 0 points Most recent by Boatnmaniac May 2023Investing (Windows)

Is their a way to "Manually Edit the Cost Basis Information for a Security"? Thanks, Don

Answered Closed Don_Acosta 3.1K views 4 comments 0 points Most recent by Don_Acosta May 2023Investing (Windows)

Fidelity NetBenefits - Downloading Wrong Price Since Most Recent Quicken Update

Closed Just Me and Not Someone Else 501 views 10 comments 0 points Most recent by Jim_Harman May 2023Investing (Windows)

Need help with unusual employee stock option split/spin off

Closed Gatman1104 141 views 2 comments 0 points Most recent by Gatman1104 May 2023Investing (Windows)

Portfolio View Not remembering position (Q Mac)

Closed Concordman 82 views 8 comments 0 points Most recent by Sabrina G May 2023Investing (Mac)

Merged: Retirement total automatically expanding to all investments

Closed Sabrina G 11 views 0 comments 0 points Most recent by Sabrina G May 2023Investing (Mac)

Portfolio Value Card Value does not agree to graph

Closed scott62556 21 views 1 comment 0 points Most recent by Quicken Kristina May 2023Errors and Troubleshooting (Windows)

Why doesn't sidebar projected balance calculate totals for brokerage and non-cash accounts?

Answered Closed yobyot 55 views 3 comments 0 points Most recent by Quicken Kristina May 2023Registers & Transactions (Mac)

Merged: Adding new transaction to register (bug?)

LMillsap1 1 view 0 comments 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)

Streamline transaction entry with new security

Answered Closed LMillsap1 21 views 1 comment 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)

Start Over

Answered Closed Herman 51 views 1 comment 0 points Most recent by splasher May 2023Investing (Windows)

How to setup accounts for T Rowe Price IRA

Closed RFB 792 views 6 comments 1 point Most recent by FlyerFran May 2023Investing (Windows)

What is current/correct way to setup Roth 401k account?

Closed mikek753b 2.4K views 15 comments 0 points Most recent by Drinkingbird May 2023Investing (Windows)

How to use Roth 401k in paychecks?

Closed mikek753b 847 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)

Investments Performance (comparison)

Answered ✓ Closed ninfru 584 views 14 comments 0 points Most recent by TomTom May 2023Investing (Windows)

Support or I not getting the right price for TRP.TO for TC Energy Corp since it wasn't supported

Closed CanadaBryan 11 views 0 comments 0 points Most recent by CanadaBryan May 2023Errors and Troubleshooting (Windows)

Issue with Treasury Bills purchase

Closed difficultrun 21 views 0 comments 0 points Most recent by difficultrun May 2023Errors and Troubleshooting (Windows)

Removing erroneous historical data?

Closed silsurf 121 views 8 comments 0 points Most recent by silsurf May 2023Investing (Mac)

Entering Stock Option Symbol String??

Closed Mahesh Shah 542 views 5 comments 1 point Most recent by shoneinc May 2023Investing (Windows)

Fidelity Net Benefits 401k balance doubled, and then cash only, new quicken file, reproducible

Closed bwwalk 571 views 12 comments 1 point Most recent by bwwalk April 2023Investing (Windows)

Cash Sweep Mangles Reconciled Transactions

Closed LarryC 81 views 5 comments 0 points Most recent by Quicken Kristina April 2023Errors and Troubleshooting (Windows)

Transferring Merrill investment accounts to Fidelity

Closed stevedell 274 views 3 comments 0 points Most recent by mshiggins April 2023Download, Add/Update Accounts (Windows)

Wells Fargo Advisor account returns SSL error

Closed Louis Block 41 views 3 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Mac)

Fidelity Netbenefits not downloading

Closed System 193 views 2 comments 0 points Most recent by Quicken Kristina April 2023Download, Add/Update Accounts (Windows)

Investments

Discussion List