Investments

Discussion List

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  1

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  Add "Yield" for column view in Portfolios

  Reviewed Gilles9 11 views 0 comments 1 point Started by Gilles9 November 2025 Investments
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  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Closed Strike 78 views 6 comments 0 points Most recent by Strike November 2025Registers & Transactions (Windows)
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  Merrill Lynch changed connection types? How can I fix account?

  Answered ✓ Closed Nikster 301 views 4 comments 0 points Most recent by Nikster November 2025Download, Add/Update Accounts (Windows)
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  Number of shares way off

  Closed mauldin006 33 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  Unable to log into Fidelity Netbenefits after Migration

  Answered Closed KeithK23 265 views 11 comments 0 points Most recent by Boatnmaniac November 2025Errors and Troubleshooting (Windows)
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  5

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  Estimated Annual Dividend Income Column

  Reviewed jnussb9328 11 views 1 comment 5 points Most recent by Fred Coale November 2025Investments
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  Change Security name on all transactions, missing stock splits

  Answered Closed DoctorBrown 33 views 2 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)
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  Fidelity Investments not Updating after all the "Fixes"

  Closed nullsetzero 203 views 11 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  70

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  Get quicken Canada to support NEO exchange (+6 Merged Votes) [edited]

  Under Consideration Gilles9 2.4K views 78 comments 70 points Most recent by Analytical November 2025Investments
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  Download issue with Fidelity -

  Answered Closed skier1226 68 views 6 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  How can I best track a venture capital investment in Quicken?

  Answered Closed dlbfsa 23 views 1 comment 0 points Most recent by q_lurker November 2025Investing (Windows)
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  Options prices after OSU

  Closed bbuckley 11 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity DC to EWC+ transition - what's the latest?

  Answered Closed egoldwater 386 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  FZFXX Fidelity Money Market issue

  Closed bumgarb 89 views 4 comments 1 point Most recent by DaveQN November 2025Download, Add/Update Accounts (Windows)
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  Exchangein Issue and drop in a very large amount shown by Quicken of my 401K account

  Closed Mathew 24 views 2 comments 0 points Most recent by Mathew November 2025Errors and Troubleshooting (Windows)
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  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Closed Franklin S. 288 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  fixing fractional share entries created by Quicken

  Closed Pacoinconn 83 views 4 comments 0 points Most recent by Pacoinconn November 2025Investing (Windows)
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  Cash Balance wrong after archiving investment Account

  Answered Closed HLT 59 views 2 comments 0 points Most recent by HLT November 2025Investing (Windows)
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  Why are my investment amounts doubled.

  Answered Closed Coasterdon 50 views 5 comments 0 points Most recent by Arctic Hare November 2025All Things Canadian (Windows)
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  Employee Stock Ownership Plan (Private company)

  Answered Closed munch008 30 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)
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  Fidelity Cash linked account not downloading changes in account

  Closed cchinckley9 13 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Thank you Pablo G.

  Closed Leonard4411 32 views 1 comment 1 point Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Stock split pricing goes back 1 full year

  Answered Closed msgchef 99 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Duplicates Again (in Fidelity account)

  Closed es114 54 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  4

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  Please add the ability to customize Investment Registers?

  Mike409 90 views 8 comments 4 points Most recent by Quicken Anja November 2025Investments
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  Real time quotes not updating - only gold updates, not Stocks, Mutual Funds, etc..

  Closed StephenK 45 views 4 comments 0 points Most recent by StephenK November 2025Errors and Troubleshooting (Windows)
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  Change value of account

  Closed crescere 53 views 6 comments 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)
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  I reauthorized my Fidelity Account multiple times but not getting the transactions

  Closed jcryanjr 44 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  ExchangeIn - please revert back to old method

  Closed TallBrad 197 views 13 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  7

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  Rounding vs. Truncating

  Reviewed NotACPA 289 views 6 comments 7 points Most recent by NotACPA November 2025Investments