Investments

Discussion List

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  UBS Investing account and "UBS Bank USA Core" transactions...

  Answered Closed joe porkka 85 views 4 comments 0 points Most recent by Quicken Kristina August 14Errors and Troubleshooting (Windows)
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  Fidelity transactions stopped downloading and Quicken freezes when deactivating accounts

  Closed System 138 views 5 comments 0 points Most recent by Quicken Kristina August 14Download, Add/Update Accounts (Windows)
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  Why Merrill Lynch IRA Accounts don't show correct Cash Balance by double counting Cash Sweep?

  Answered Closed pkailesh 111 views 4 comments 0 points Most recent by Quicken Kristina August 14Errors and Troubleshooting (Mac)
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  Add FAST Graphs like graphs

  Reviewed wamurray1923 21 views 0 comments 1 point Started by wamurray1923 August 14 Product Enhancements
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  Stock dividend transaction fail

  Closed leonard kearney 276 views 7 comments 0 points Most recent by q_lurker August 13Investing (Windows)
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  Add Custom RSU Vesting Schedules with Specific Shares and Dates per Vesting Event (Edited)

  Reviewed sss121 244 views 2 comments 1 point Most recent by sss121 August 12Investments
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  Fidelity account not downloading transactions since May 2026

  Answered Closed Blixto 553 views 14 comments 0 points Most recent by Ben Coulter August 12Errors and Troubleshooting (Windows)
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  Allow users to resolve placeholder positions in Simple Tracking investment accounts

  Reviewed mpara28 228 views 8 comments 3 points Most recent by Quicken Laura August 12Investments
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  Merrill Lynch ML bank deposit transactions not downloading

  Answered Closed User1811 144 views 7 comments 0 points Most recent by Quicken Kristina August 11Download, Add/Update Accounts (Windows)
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  Can I get Quicken's real opinion of Fidelity cash Handling?

  Answered Closed Dennis6@ 496 views 16 comments 0 points Most recent by Dennis6@ August 11Download, Add/Update Accounts (Windows)
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  Unidentified Security during OSU - Fidelity

  Closed nmestanas 123 views 3 comments 0 points Most recent by Quicken Laura August 11Errors and Troubleshooting (Windows)
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  Add ability to customize the asset class menu (37 Legacy Votes)

  Active Quicken Community 4.6K views 116 comments 91 points Most recent by Stephen Fisher August 11Investments
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  Duplicating Views

  Closed Scouter_Don 41 views 1 comment 0 points Most recent by q_lurker August 11Investing (Windows)
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  Investment Register Cash Balance not synch with Holding Dialog Box

  Closed kove 219 views 11 comments 0 points Most recent by Quicken Laura August 10Errors and Troubleshooting (Windows)
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  Why did brokerage account view change to an empty four-pane view after today's OSU?

  Answered ✓ Closed khg 142 views 4 comments 0 points Most recent by Quicken Alyssa August 10Investing (Windows)
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  Brokerage Account won't reset - must accept downloads - no downloads showing

  Closed raymorr2 91 views 3 comments 0 points Most recent by Quicken Kristina August 9Errors and Troubleshooting (Windows)
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  Honeywell (HON) spinoff of Honeywell Aerospace (HONA)

  Closed q_lurker 5.5K views 39 comments 6 points Most recent by Pacoinconn August 9Investing (Windows)
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  Quicken for Mac, Specific Lot identification of mutual fund shares

  Answered Closed dgsimm 87 views 4 comments 0 points Most recent by Quicken Alyssa August 9Registers & Transactions (Mac)
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  One or two stock quotes will not up date. Been four days with this problem

  Answered Closed CinchMF 102 views 3 comments 0 points Most recent by q_lurker August 8Investing (Windows)
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  Add Daily Navigation Arrows (< / >) to Portfolio "As Of" Date

  Reviewed EFC 57 views 1 comment 2 points Most recent by mshiggins August 8Product Enhancements
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  Bitcoin Added Quicken Classic for MAC

  Answered Closed shawn murphy 175 views 6 comments 0 points Most recent by Quicken Kristina August 7Investing (Mac)
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  Security Detail View - Include Total value

  Reviewed ADS 28 views 0 comments 1 point Started by ADS August 6 Investments
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  Quicken vs. SEI Connect

  Answered Closed bwylam 244 views 9 comments 0 points Most recent by NotACPA August 6Download, Add/Update Accounts (Windows)
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  Ticket #12299543/CTP-16655

  Answered Closed jblevy01 52 views 1 comment 0 points Most recent by Quicken Anja August 6Investing (Mac)
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  Two Fidelity Accounts Have Wrong Totals in Net Worth Report [Edited]

  Answered Closed T Gondesen 114 views 4 comments 0 points Most recent by T Gondesen August 6Reports (Windows)
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  Fidelity Covered calls

  Closed Harish 148 views 7 comments 0 points Most recent by Quicken Carlos August 6Download, Add/Update Accounts (Windows)