Investments

Discussion List

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  Fidelity Download of Foreign Stock Taxes and ADR fees not categorized properly

  Closed Kusumpee 28 views 1 comment 0 points Most recent by Quicken Kristina May 10Download, Add/Update Accounts (Mac)
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  Valuation of Call Options - AGAIN

  Closed Pat Sills 125 views 9 comments 0 points Most recent by fciani May 10Registers & Transactions (Windows)
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  Can't change XIn to BoughtX on split transaction, broken since at least last november

  Closed scottmonte 62 views 8 comments 0 points Most recent by Jim_Harman May 9Download, Add/Update Accounts (Windows)
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  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 6K views 127 comments 187 points Most recent by Quicken Kristina May 9Investments
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  Splitting an investment sale transaction

  Answered Closed Jeff Kantner 58 views 5 comments 0 points Most recent by Jeff Kantner May 8Investing (Windows)
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  missing transactions

  Closed leonard kearney 44 views 2 comments 0 points Most recent by q_lurker May 8Investing (Windows)
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  Portfolio Data Access

  Closed richradi 33 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
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  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Closed Paul_ 127 views 6 comments 0 points Most recent by Quicken Carlos May 7Investing (Mac)
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  Fidelity does not update correctly

  Closed John Hale 38 views 4 comments -1 point Most recent by Quicken Anja May 7Download, Add/Update Accounts (Windows)
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  Why do I still have to verify my cash balance?

  Closed fanfare 40 views 2 comments 0 points Most recent by fanfare May 6Download, Add/Update Accounts (Windows)
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  UPDATED 5/6/26 Fidelity Updates

  Announcement Quicken Janean 24.1K views 8 comments 10 points Most recent by Quicken Alyssa May 6Alerts, Online Banking & Known Product Issues
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  Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

  Closed Brandon10 47 views 2 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
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  Merrill Edge duplicate dividends

  Closed Txpete 60 views 4 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Windows)
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  Fidelity Incorrect cash balance in register (QMac)

  Closed System 135 views 9 comments 0 points Most recent by Quicken Kristina May 5Investing (Mac)
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  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered Closed RhysR 124 views 9 comments 0 points Most recent by Quicken Kristina May 5Download, Add/Update Accounts (Windows)
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  Why are SNVXX and SWVXX investments treated differently?

  Answered Closed Will Jacobs 18 views 1 comment 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  Fidelity CC-501 Error - Recent Updates cause Security Mismatches (Follow-up from Nov 2025)

  Closed gjscaven 28 views 1 comment 1 point Most recent by Quicken Laura May 3Download, Add/Update Accounts (Windows)
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  Net worth Doesn't match Investments

  Closed SteveTucker79 112 views 9 comments 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  How do you stop downloading prices for a security no longer being held (bulk)?

  Answered ✓ Closed Cathleen Ames 48 views 3 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered Closed recursor1 125 views 8 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
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  Vanguard Download Issue - Two Entries Per Transaction (Revisited Now Working)

  Closed Dom1 3 views 1 comment 1 point Most recent by Quicken Anja May 2Errors and Troubleshooting (Windows)
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  Investment accounts are loading very slowly

  Closed fmashby 410 views 35 comments 0 points Most recent by SirWm May 2Registers & Transactions (Windows)
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  Unable to link Fidelity account

  Closed Mark Valpreda 67 views 4 comments 0 points Most recent by Quicken Anja May 2Investing (Windows)
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  Spot Prices for Gold & Silver

  Reviewed rbw111 392 views 22 comments 10 points Most recent by BillBelanger May 1Investments
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  Net Worth report balance is higher than total market value at bottom of register for brokerage accou

  Answered Closed DanTax 86 views 4 comments -1 point Most recent by ChicagoGuy May 1Investing (Windows)
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  Cash double counted in Fidelity brokerage account

  Answered chas@ 93 views 7 comments 0 points Most recent by chas@ May 1Registers & Transactions (Windows)
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  ISHARES TR RUS 1000 GRW ETF Split 4 to 1, account now showing incorrect balances

  Closed ARuighaver 22 views 3 comments 0 points Most recent by NotACPA April 30Download, Add/Update Accounts (Windows)
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  V9.0.1 Investment calculation error?

  Answered Closed Kelly1957 28 views 2 comments 0 points Most recent by jacobs April 30Errors and Troubleshooting (Mac)