Investments

Discussion List

• 
  Reconciling Fidelity investment accounts online balance shows $0!

  Closed uscfan75 42 views 3 comments 0 points Most recent by uscfan75 December 2025Registers & Transactions (Mac)
• 
  OL-297-A error with Interactive Brokers

  Closed synchro9898 43 views 5 comments 0 points Most recent by Quicken Kristina December 2025Installing and Updating (Windows)
• 
  1

  Up
  Subtractions should be subtracted rather than "uncategorized"

  Reviewed 70xseven 21 views 1 comment 1 point Most recent by NotACPA December 2025Investments
• 
  UPDATED 12/19/25 Fidelity Updates

  Announcement Quicken Janean 15K views 6 comments 9 points Most recent by Quicken Kristina December 2025Alerts, Online Banking & Known Product Issues
• 
  Bill and income window in investment accounts

  Closed BudP 51 views 6 comments 1 point Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
• 
  Recording Dupont Spinoff

  Closed crwalejr 2.2K views 23 comments 0 points Most recent by jb792 December 2025Investing (Windows)
• 
  15
  Add ability to hide currently unused securities in Quicken for Mac (64 Legacy Votes)

  Implemented Snoopy FC 892 views 31 comments 15 points Most recent by Quicken Anja December 2025Investments
• 
  Quicken windows classic and Fidelity checking

  Answered Closed DSPatrick 131 views 12 comments 0 points Most recent by Jeepien December 2025Download, Add/Update Accounts (Windows)
• 
  How to record TIPS purchased for a ladder?

  Answered Closed SomebodyInGNV 31 views 1 comment 0 points Most recent by Tom Young December 2025Investing (Windows)
• 
  Download Asset Class Information Turns on Automatically

  Closed nc00ks0n 1 view 1 comment 0 points Most recent by nc00ks0n December 2025Investing (Windows)
• 
  Alerus 401k

  Answered Closed frank6 101 views 20 comments 1 point Most recent by John_in_NC December 2025All Things Canadian (Mac)
• 
  Does anyone know how to fix Fidelity mutual fund posting as described below?

  Closed SCPat 375 views 36 comments 0 points Most recent by SCPat December 2025Investing (Mac)
• 
  Money market funds not visible in Quicken

  Closed harryo 21 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Trades in Schwab account not downloading to Quicken

  Closed harryo 42 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Netbenefits 401k purchases show as "contribution" and are missing information

  Closed System 161 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
• 
  OMG - single step import of CSV investment transactions?

  Closed Microfiche 312 views 10 comments 0 points Most recent by jim@j December 2025All Things Canadian (Windows)
• 
  Fidelity Netbenefits Issue after Reauthorization - SS S&P 500 Index K - Incorrect Price History

  Answered Closed DanTheMan1 131 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Investment Sort Order --- again!

  Closed wburkett 72 views 7 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
• 
  2

  Up
  Confirming Balances - provide more info & offer an option to decide later [Edited]

  Reviewed a1newman 22 views 1 comment 2 points Most recent by Chris_QPW December 2025Display/UI
• 
  Investment Chart Displays Sawtooth Pattern #2

  Closed rjdriscoll 42 views 2 comments 0 points Most recent by rjdriscoll December 2025Investing (Mac)
• 
  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ Closed mark miller 1 view 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
• 
  1

  Up
  Merge Option for Identical Listings for Same Security

  Reviewed Bob Stanis 21 views 2 comments 1 point Most recent by q_lurker December 2025Investments
• 
  4

  Up
  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 122 views 8 comments 4 points Most recent by Rob328 December 2025Investments
• 
  Accounts that don't match from Fidelity into Quicken

  Closed newpoppy1 211 views 15 comments 0 points Most recent by NotACPA December 2025Investing (Windows)
• 
  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 52 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
• 
  bond and taxes status in quicken

  Closed JDB 41 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)
• 
  Quicken Classic connection for IRAs imported as investment accounts

  Savk 11 views 1 comment 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Quicken LifeHub)
• 
  39

  Up
  Add ability to create scheduled Investment transactions (Q Mac)

  Under Consideration Tom Bonner 692 views 29 comments 39 points Most recent by Chris11 December 2025Investments
• 
  Merril Lynch Feed on Treasury Bill, Note and Products

  Closed DonQuick20* 21 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  QM DODGX Price History Scrambled?

  Closed williamhouk3 81 views 8 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)