Investments

Discussion List

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  IRA sweep balances appear as "banking" (Wells Fargo)

  Answered Closed Dave_fin 19 views 2 comments 0 points Most recent by Quicken Anja January 28Investing (Windows)
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  Fidelity transaction download issue

  Closed System 269 views 21 comments 0 points Most recent by Quick92 January 28Download, Add/Update Accounts (Windows)
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  74

  Up
  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 1.4K views 50 comments 74 points Most recent by Terry175 January 28Investments
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  Fidelity Securities Mismatch FZFXX Treasury MMF

  Closed DaveQN 157 views 16 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Vanguard accounts not found when trying to reconnect

  Closed System 15 views 2 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Fidelity IRA accounts not updating.

  Answered Closed JT1960_ 108 views 8 comments 0 points Most recent by Quicken Alyssa January 27Investing (Mac)
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  Fidelity Netbenefit downloads entries with zero price and unable to clear

  Closed TigerJoe 17 views 3 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  20

  Up
  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.6K views 29 comments 20 points Most recent by skeleton567 January 26Investments
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  Optum HSA Investment transaction download connection nonexistent

  Closed Loganrun 18 views 1 comment 0 points Most recent by Quicken Kristina January 26Errors and Troubleshooting (Mac)
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  Treating FZFXX as Cash

  Answered Closed billw8 19 views 1 comment 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  1

  Up
  Investment Goals - Entry & Reporting

  Reviewed Sisyphus1967 12 views 1 comment 1 point Most recent by Jim_Harman January 26Investments
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  Fidelity 401K securities value way off after rebalancing

  Closed pbmsmit 34 views 7 comments 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  Is there now support for (Fidelity) HSA accounts?

  Closed pbmsmit 471 views 16 comments 0 points Most recent by Quicken Kristina January 26Download, Add/Update Accounts (Windows)
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  89
  Add ability to customize the asset class menu (37 Legacy Votes)

  Planned Quicken Community 3K views 111 comments 89 points Most recent by Stephen Fisher January 26Investments
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  META still bringing in FB pricing on Mac

  Closed wbeekman 38 views 4 comments 0 points Most recent by eisen009 January 25Investing (Mac)
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  Tagging Investment Dividend

  Closed MyronD 33 views 2 comments 0 points Most recent by q_lurker January 24Investing (Windows)
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  Fidelity NetBenefits Unidentified Security issue

  Closed System 57 views 3 comments 0 points Most recent by micdif January 24Errors and Troubleshooting (Windows)
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  Mistake to downgrade because of taxes and force to upgrade for balancing

  Closed JD broken heart 13 views 1 comment -1 point Most recent by Quicken Kristina January 24Download, Add/Update Accounts (Windows)
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  Merrill Lynch Transaction Download Missing Some Details

  Closed Loganrun 68 views 9 comments 0 points Most recent by Loganrun January 24Download, Add/Update Accounts (Mac)
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  Bug in Quicken Investing Dashboard - account value/shares doubled in only one account

  Closed akaisth 48 views 5 comments 0 points Most recent by Quicken Kristina January 24Investing (Windows)
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  How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?

  Closed mikek753b 138 views 11 comments 0 points Most recent by mikek753b January 23Errors and Troubleshooting (Windows)
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  Fidelity Funds Mismatch Message of Cash Account

  Answered Closed Bione 17 views 1 comment 0 points Most recent by Quicken Kristina January 23Investing (Windows)
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  Russell 2000 Value ETF (IWN) before markets open up ~35%

  Answered Closed Michael Farley 18 views 1 comment 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  Schwab Money Market Download issues

  Closed RoatanJim 65 views 5 comments 0 points Most recent by Quicken Kristina January 23Registers & Transactions (Windows)
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  Fidelity NetBenefits and Reinvest Dividends

  Closed John_in_NC 375 views 21 comments 0 points Most recent by Quicken Kristina January 23Investing (Mac)
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  Fidelity erroneous cash balance issue

  Closed System 90 views 7 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Mac)
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  My previous post was closed, issue not resolved, so reposting to find status

  Closed dsclove 55 views 4 comments 0 points Most recent by NotACPA January 23Download, Add/Update Accounts (Mac)
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  Fidelity issue with Netbenefits/Brokeragelink

  Closed Dan 37 views 3 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  CLOSED 1/22/26 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 843 views 3 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues